S1E6 The Journey of Shardea Ages

Journey: The Financial Advisor Experience

When you visit the Collective Wealth Partners website their vision is bold and purposeful, “ a wealth management firm dedicated to supporting the creation of wealth for Black and other resilient communities

When you meet Shardea Ages she exudes those same qualities. She graduated from Florida A&M University and started her career in finance during the “Great Recession” of 2008. Financial services have few persons of color and few women. Finding a woman of color, business owner, and CFP is almost unheard of.

After years of assimilating at big banks and insurance companies, Shardea discovered that her expertise was needed by someone who looked and sounded just like her.

Her determination was necessary from the beginning. Her path was long and winding. Others would have given up but this Detroit native persevered. In the end and along with two partners (also women of color), she founded her firm in 2021.

Now residing in Atlanta, Georgia her firm assists African American families with wealth management, insurance needs, retirement planning, and more.
We learned that being true to your authentic self is so important in finding success, fulfillment, and joy in your career.

Join us as we follow the journey of Shardea Ages, CFP on Journey: The Financial Advisor Experience.
Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear and learn from our wonderful special guest, Shardea Ages.

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