Who We Are
Leadwood Financial Services is a Black-owned firm born from the community-needs of efficient financial planning.
Leadwood Financial Services is a premier Black-owned financial advisory firm committed to providing best-in-class wealth management and financial planning services. As a trusted partner, we provide a comprehensive range of services to individuals and businesses, ensuring their financial goals are not only met but exceeded.
We're on a mission that's close to our hearts – to close the wealth gap for Black millennials, provide tailored financial solutions, and foster economic equality. Our doors are open to everyone who shares our vision of building a more inclusive and equitable financial future.
We understand the unique paths you're carving, the dreams you're chasing, and the accomplishments you’ve realized. Our dedication to crafting tailored financial strategies isn't just about numbers; it's about amplifying your wealth and nurturing your aspirations. We're not just a financial planning firm; we're your partners in progress.
As your financial planning partners, we understand how many external and internal hurdles you’ve overcome in order to achieve your dreams. As such, our processes are designed to be inclusive, so that everyone - from the simplest to the most complex financial webs - can embark on their financial journey with confidence and ease.
Falating Nwagwu (he/him/his)
Born and raised in Oakland, CA, Falating is a dedicated father to a vibrant 6-year-old, so he’s mastered the art of balance and perspective. With 6 years of financial advisory experience, he’s not just a numbers person – Falating is a catalyst for financial transformations.
When he’s not crafting financial strategies, you'll find him embracing life's adventures – from playing battle royale video games to unleashing his inner warrior on the paintball field. As a firm believer in the power of mindset, Falating embraces the wisdom of that famous quote, "whether you think you can or you can't -- you're right."
His passion as a financial planner goes beyond spreadsheets and charts; It's about witnessing the stories of his clients evolve over time, moving ever closer to their dreams. Falating takes pride in being part of their journey, providing guidance, and helping them write their financial success stories.
So, whether it's a quick question, conquering goals, or making financial strides, Falating is here to turn your aspirations into realities – with a playful spirit, genuine warmth, and a wealth of expertise.
