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Dr. Joaquin E. Wallace

Founder • Project Transition Incorporated

California, United States •

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About

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

Speaking Topics

Financial services

Business

Signature Programs (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.

Your Experience with Dr.

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Available For

Conference (Full-day Event)

Workshop (3+ hour event)

Session (1-2 hour event)

Webinar (Virtual event)

Moderator

School (incl. charity)

Meetup

Panel

Certificate Program

Emcee

Fee

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Open To Bookings

Global

Languages

English