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  1. Home
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  3. Dr. Joaquin E. Wallace
Dr. Joaquin E.  Wallace's picture

Dr. Joaquin E. Wallace

Founder
Project Transition Incorporated
Country or state 
United States (California)
Available to 
Global
City 
San Francisco Bay
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes
Timezone 
America/New_York

Personal Details

Bio

Dr. Joaquin E. Wallace is a nationally recognized speaker, author, and financial strategist dedicated to transforming lives through behavioral finance, generational wealth education, and legacy-building. With over two decades of experience, he's the creator of the Seven-Stage Generational Wealth Model© and host of The New Wealth Wave Podcast. This platform spotlights the intersection of culture, financial trauma, and powerful wealth-building strategies.

As the founder of Project Transition Incorporated, Dr. Wallace has empowered over 1,000 individuals through workforce development and financial education programs. His unique approach, blending lived experience, public policy, and cutting-edge behavioral insights, serves as a powerful catalyst for financial healing and generational transformation.

Current position (1)

Founder

Project Transition Incorporated

Degrees (3)
Doctor of Philosophy, Public Policy Analysis
Golden Gate University
2002 to 2022
Master of Business Administation (MBA), Marketing
Golden Gate University
1992 to 1995
Bachelor of Arts (B.A.), Economics
San Francisco State University
1986 to 1989

Presentations

Presentations (3)
Breaking the Cycle: Financial Healing for Generational Wealth

Discover how inherited money patterns shape your financial destiny—and how to break free. In this transformative keynote, Dr. Joaquin Wallace introduces the Seven-Stage Generational Wealth Model® to help audiences overcome financial anxiety, heal from generational trauma, and begin building a legacy of prosperity.

Legacy by Design: Strategic Wealth That Lasts

Legacy doesn't happen by accident—it’s built by design. Dr. Wallace equips audiences with practical tools and mindset shifts to create wealth that not only grows but sustains across generations, blending finance, psychology, and cultural insight.

From Scarcity to Strategy: Redefining Wealth for the Next Generation

Wealth isn’t just about money—it’s about mindset, planning, and purpose. This session challenges traditional financial thinking and offers a holistic path to lasting success through legacy planning, community empowerment, and financial literacy.

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Expertise (12)

Financial services
Business
Generational Wealth Financial Literacy Behavioral Finance Legacy Planning Financial Healing Leadership Development Economic Inclusion Wealth Building nonprofit strategy Community Advocacy
Recommendations
Why choose me? 

Empowering wealth through healing, strategy, and legacy-focused financial insight.

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