Ep 117: Legacy Over Resume: Creating A Wealth Team & Mindset w/ George Acheampong
In This Episode, Minority Trailblazer George shares;
01
The truth About Wealth Creation & Retirementt
02
How to Break Bad Money Habits
03
Why you should start owning your Financial Future Today
George Acheampong is one of North Carolina’s top Financial Planners. He is the Co-Founder of Capitalwize. Since the beginning of his career he has been passionately committed to helping his clients live the lifestyle they’ve always wanted today, while planning the legacy they will leave tomorrow. His mission is: “To increase his clients quality of life, keep families together, break generational curses and to build lasting legacies of significance, purpose and worth.” A life-changing health event sparked the desire to create a planning process that was truly coordinated in a way that put clients in the best possible situation.
He has received numerous endorsements for his expertise in financial services and has been a go-to expert on various media outlets. George was also recently named one of Charlotte’s Black Chamber of Commerce, Top 30 under 30.
Aside from his role as Managing Partner, George participates in a number of community and philanthropic events in the Charlotte area as well as speaking engagements about financial empowerment and personal development. The cornerstone of George’s platform and a philosophy he also lives by is “It’s not about what you would do if you could; it’s what you can do with what you have.” He enjoys being physically active, spending time with family and friends and traveling with his wife, Majesty.
George is a Graduate of the University of North Carolina at Greensboro where he received a Bachelor’s degree in Marketing and Economics from the Bryan School of Business. He is a financial planner & licensed Investment Advisor Representative and Registered Financial Consultant, who acts as a fiduciary legally obligating him to act in the explicit best interest of his clients. He currently resides in Charlotte, NC with his wife Majesty.