Wealth Building Workshops

Anita D’Aguilar, Financial Advisor’s values are driven by strategies that drive positive social impacts. Her mission is to assist clients in becoming good stewards of their wealth by incorporating their values and principles. She also shares her personal vision and passion.

Anita has over 20 years of experience in Finance and Wealth Management Services. Her practice includes recommending socially responsible investments and integrating them into long-term financial strategies. She works with highly successful individuals and families for whom investing is an additional means of supporting their ethical and social priorities as well as their families and lifestyles. The investment strategies recommended, call for a broad range of traditional, absolute return and where appropriate, alternative investments for qualified investors.

Ms. D’Aguilar has been featured in Profile, Diversity, Black Enterprise and Forbes Magazines. Her education includes a B.S. from the University of Redlands, an MBA in Finance from University of La Verne and a Certificate in Financial Management at Pepperdine Graziadio School of Business Management.

Award-winning filmmaker Nicole Franklin got a tip from two entertainment industry friends that before she does anything else, “buy some cryptocurrency.” As a freelance writer, director, editor and journalist in film and television for more than 30 years, who better to take the risk? Nicole studied up and made small crypto purchases in 2017 and by September 2018 she was featured in an Ebony magazine article written by Mel Hopkins titled “Coin Collector.”

Today she is the proud Co-founder and Founding Chief Operating Officer of the fintech company 3QualiTy, an easy solution to charitable giving through crypto. She also hosts online courses for the crypto curious. In this venture of 3QualiTy where “Every Human is Equal,” Nicole brings the same passion she has for producing her creative projects through her independent film and digital media company EPIPHANY Inc.

Dr. Rick Williamson artfully adapts research supported psychotherapy techniques to fit each client’s unique need.  He is trained in dynamic therapy, as well as in Cognitive Behavioral Therapy (CBT), proven effective for a variety of emotional issues.

Committed to understanding the whole person, Dr. Williamson brings a deep understanding of how life situations, culture and beliefs impact a person’s psyche and wellbeing.  His areas of specialty include assessment and treatment of mood problems, including depression, anxiety, bipolar disorder, personal growth and development, organizational consulting, and psychological testing.

Gaining knowledge in the process of integrating the psyche with faith, Dr. Williamson conducts psychological assessments for clergy and consults with other organizations to help them create cultures that enhance the emotional health and vitality of their personnel.

Dr. Williamson earned a (B.A.) from Princeton University; and a (M.A.) in Theology and (Ph.D.) in Clinical Psychology from the Fuller Graduate School of Psychology. He performed his Clinical Psychology Internship at Howard University and APA Post-doctoral Research Fellowship at UCLA.

Serria Rego is a Registered Representative at Transamerica Financial Advisors, Inc.

Serria builds her practice by prospecting with professional associations such as the LA County Bar Association, Small Business Association, and the Minority Business Opportunity Council and is currently expanding her list.

She is a speaker for the Small Business Association, Minority Opportunity Council, and is currently expanding her list through association with professional organizations.

Ms. Rego obtained her B.S. in Finance from  Bradley University and is founder of Black Wealth Matters, an Educational Series that describes the ways Black Wealth is impacted by Systemic Racism and ways that we can fight it.