Recognizing Investopedia's Best Black Financial Advisors (Based in California)

William Huston, CCO, AIF®
by in Published on July 05, 2021

Recognizing Investopedia's Best Black Financial Advisors (Based in California)

African American Financial Advisors

Investopedia just announced the Top 100 Financial Advisors for 2021. This year, two black-owned firms in California made the top 100 list. Bay Street Capital Holdings, led by William Huston & Ekenna Anya-Gafu. Both are black investment professionals. Gen Next Wealth, led by Emlen Miles, a black investment professional based in Madera California was also highlighted on their website for investment advice and business resources. Bay Street Capital is one of the few SF Bay Area firms led by a team of African American Financial Advisors.

Announcing the Most Influential Advisors of 2021

The past year has been one of the most challenging in recent memory. It has also proven, yet again, that financial advisors are more important than ever. The need for sound financial advice, planning, investing education and literacy are critical as millions of Americans try to regain their footing following the pandemic. Financial advisors have stepped up to that challenge like never before, and have been key guides along that educational journey.

Top Financial Planners

To honor that commitment, we’re delighted to announce The Investopedia 100 Most Influential Financial Advisors of 2021. Currently in its fifth year, the Investopedia 100 celebrates those independent advisors who are using their platforms to educate their clients and their communities around the country. It also recognizes the efforts of those advisors who are making financial literacy accessible to those who need it. We are proud to celebrate the great work being done by all advisors, and we salute you.

Success! The Top Financial Advisor Spotlight

“The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 financial advisors in the U.S. The Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

Investopedia's Top Financial Advisor List

NEW YORK, June 28, 2021 /PRNewswire/ -- Today Investopedia (www.investopedia.com) announced the recipients of its fifth annual Investopedia 100 List of the Most Influential Financial Advisors. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country's most engaged, influential, and educational advisors.

Methodology for selecting the Top Financial Advisor & Financial Services

Investopedia's methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor's published work, public appearances, online following, and commitment to financial literacy across diverse communities. Peer-to-peer nominations are also used to determine the advisor's influence and reach.

Methodology for selecting the Top Financial Planning and Wealth Planner

"2021 has taught us that we need financial literacy and guidance more than ever before. The global pandemic has dislocated the capital markets from the economy in unprecedented ways, and millions of people have had their financial lives disrupted," said Investopedia Editor-in-Chief, Caleb Silver. "This year's Investopedia 100 have stepped up to that challenge, and the awardees represent advisors from all communities and backgrounds committed to spreading financial literacy and education."

##Investopedia & Personal Finance

Strategy, Advisory, Best Practices

Investopedia helps its nearly 20 million monthly U.S. users (Comscore, April 2021) learn how to understand complex personal finance concepts, improve their investing skills, and learn how to manage their money. Whether in a classroom, a boardroom or a living room, Investopedia editors and its network of financial advisors and experts have answered questions and earned readers' trust since 1999. Investopedia is part of the Dotdash family of brands.

Top 100 Advisor for 2021 & #1 Black Financial Advisor in the SF Bay Area

William started Bay Street because he realized that black financial advisors with systematically blocked from institutional asset management opportunities due to the exclusionary due diligence criteria that kept high-performing black financial advisors from having the access to provide financial plans and financial services to businesses. Portfolio management with a focus on clean energy is his subject matter expertise and diversity across the investment professional community is his mission. His goal is to support African American Financial Advisors and women financial advisors working as registered investment advisors that are looking to provide professional financial planning and wealth building services to their community. Bay Street provides an infrastructure for professionals looking to create financial solutions for their clients and their community.

Top 100 Advisor for 2021 & #1 Black Financial Advisor in Scottsdale, Arizona

Professionals Services

Ekenna Anya-Gafu is a black financial advisor and holds a Certified Financial Planner (CFP®) designation. He is the director of financial planning at Bay STreet and helps families accomplish financial planning strategies to build wealth and preserve their money. He joined Bay Street after several years at Charles Schwab and TD Ameritrade because he wanted to help BIPOC families that did not have the money to engage the services of a typical certified financial planner due to account minimums and expensive fee structures. He believes that everyone should have access to financial advice and that everyone should have financial goals written out on paper and a wealth advisor to help them manage their money.

Top 100 Advisor for 2021 & #1 Black Financial Advisor in the Madera, California

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.

Wealth Services

Helping African American Financial Advisors & Financial Planners Achieve Success

William Huston founded Bay Street, a black owned investment firm, after 13 years of experience in finance supporting the United States' largest retirement plan ($650B) Thrift Savings Plan. During his time at the firm, he has been recognized as Investopedia’s Top 100 Financial Advisors for 2021. In California, only two black-owned firms out of nineteen firms received this recognition. In Scottsdale Arizona, Ekenna Anya-Gafu CFP, AAMS is recognized among the Best Financial Advisors for his responsiveness, friendliness, helpfulness, and detail. The firm was founded to advocate for diverse and emerging fund managers and entrepreneurs. In 2021, Bay Street was selected as a finalist out of over 900 firms across the US in the category of Asset Manager for Corporate Social Responsibility (CSR).

Diversity Founder Access & Support: Provide Professional Personal and Business Financial Service Advice.

For more news visit our website: https://www.baystreetcapitalholdings.com/press-and-publications/

For site, research, services, support, career support, and business inquiries contact: Ekenna Anya Gafu, CFP®, AAMS®

Sources:

https://www.prnewswire.com/news-releases/investopedia-unveils-its-most-influential-us-financial-advisors-list-for-2021-301320617.html

https://www.investopedia.com/top-100-financial-advisors-5081707?utm_source=financial-advisor&utm_campaign=homepage&utm_term=24307506&utm_medium=email

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