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What happens when a financial adviser for high-wealth individuals takes his talents to a new platform: building wealth and assets for low-income and communities of color? Joseph Leitmann-Santa Cruz tells the story of his transition to Capital Area Asset Builders, the power of the Earned Income Tax Credit campaign to create a more equitable financial future, and how CAAB staff engage DC residents in learning about savings, budgeting and planning for home ownership, college and their small business aspirations. #Advocacy!
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What happens when a financial adviser for high-wealth individuals takes his talents to a new platform: building wealth and assets for low-income and communities of color? Joseph Leitmann-Santa Cruz tells the story of his transition to Capital Area Asset Builders, the power of the Earned Income Tax Credit campaign to create a more equitable financial future, and how CAAB staff engage DC residents in learning about savings, budgeting and planning for home ownership, college and their small business aspirations. #Advocacy!
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