In this episode, our host, Financial Education Specialist Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, interviews Richelle Délia, PhD., Co-Founder and Chief Education Officer of Housing Joint Venture. Housing JV is an education and impact investor community focused on helping people build generational wealth through real estate investments that serve diverse communities. In this conversation, Richelle reveals how she became a real estate investor and the powerful lessons she learned along the way, including the value of giving yourself space to learn as you go and investing in your education. For financial professionals, she highlights the importance of having a personal and thorough approach in serving their clients. Please listen to the disclosures at the end of this podcast or read disclosures at the bottom of this page.
Disclosure Information:
This presentation from Ballentine Partners was intended for educational purposes only. Nothing herein should be construed as investment advice or a solicitation to invest in any security. The host is a current employee of Ballentine Partners. As an employee, the host is being compensated to participate in this podcast. The guest is not a client or employee of Ballentine Partners. Their remarks do not necessarily reflect Ballentine Partners’ opinions or positions. They have not been compensated to participate in this podcast. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Ballentine Partners or from any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Ballentine Partners’ current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.ballentinepartners.com. Please listen to the additional Important Disclosure Information at the end of this podcast. Please Remember: Past performance may not be indicative of future results. Ballentine Partners is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Please Also Remember: If you are a Ballentine Partners’ client, please contact Ballentine Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently.
