Free Speakers Washington D.C. features a diverse roster of DMV-based financial planners, investment advisors, tax professionals, and authors who donate their time and expertise. Whether you are planning a virtual webinar, an in-person workshop, or a keynote community event, you can request a qualified speaker to present on a wide range of essential financial topics.
Explore popular Washington D.C. financial speakers below and book a presenter for your next meeting or event with a simple, three-step process:
1. Browse Speakers: Explore our curated list of Washington D.C. financial literacy and money management speakers.
2. Submit a Request: Click the orange “Request This Free Speech” button next to your chosen topic.
3. Coordinate Directly: Submit the form and the speaker will contact you directly within a few days.
Financial Advisor, New Perspective Financial Solutions
Tayvon Jackson is a Financial Advisor for New Perspective Financial Solutions. An advocate for supporting financial literacy in the community, Tayvon provides educational seminars on Income Planning, Social Security and Medicare. He is experienced in helping families and individuals achieve their long-term financial goals through innovative approaches. After graduating from Mount St. Mary’s University with
Founder, Jurnex
I'm a investment manager and financial advisor who helps people conquer their financial fears with one of the most powerful tools available: knowledge. I started my career more than ten years ago in corporate finance. I then moved into investment management, earning my CFA and CDFA designations in the process. My watershed moment came last
Sr. Financial Advisor, New Perspective Financial Solutions
Rick is a Sr. Financial Advisor and Licensed Federal Retirement Consultant at New Perspective Financial Solutions. He holds the National Social Security Advisor (NSSA®) and Federal Retirement Consultant (FRC℠) designations, specializing in retirement income planning, Social Security optimization, and tax-efficient strategies tailored to each client’s unique situation. Rick’s community roots run deep. He is a
Lawyer, Lars Etzkorn Law PLLC
Lars’ legal practice focuses on estate planning and administration, charitable giving and nonprofit governance. He works with individuals and families, and with local and national cultural, education and health organizations. He is a cum laude graduate of Saint Louis University School of Law, where he was Editor in Chief of the Saint Louis University Public
Managing Partner, Financial Advisor, New Perspective Financial Solutions
Vanessa Patterson is a Financial Advisor for New Perspective Financial Solutions and has a passion for helping her clients fulfill their financial futures in retirement and beyond. As an independent investment advisor, she brings her expertise to make sure that our clients’ needs are being fulfilled. She listens and asks questions until she has understood
Certified Financial Planner® Professional, Golden Wealth Strategies
After witnessing her family fall victim to poor financial advice costing them everything, Jacqueline set out to be the go-to person for financial guidance. Little did she know she was going to work with companies like Bet, AARP, Pepsi, Starbucks and many more to bring financial clarity to millions. After a decade of guiding others
Financial Planner, Wharf Financial
I am a fiduciary financial planner at Wharf Financial in Washington, DC. I began my career after graduating from the University of Maryland with a degree in economics and a minor in statistics. I’ve always had an affinity towards helping people, taking my tutoring background from my years in school and combining that with my
Financial Advisor, Wolf Group Capital Advisors
Kevin is a Financial Planner at Wolf Group Capital Advisors, specializing in holistic financial planning. He is dedicated to supporting and guiding his clients to achieve financial freedom through comprehensive financial planning and a tailored investment management strategy. Kevin is a Certified Financial Planner™ and a Chartered Financial Consultant®. Kevin graduated from the University of
