Lazetta Rainey Braxton is a high-impact, solution-oriented Chief Executive, Compliance, and Operations Officer with a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of diversity in the financial services industry. As a qualified financial and human capital strategist, she possesses significant experience with innovative start-ups, strategic planning, financial planning, P&L responsibility, compliance, for-profit and non-profit governance, portfolio management, human capital development, brand positioning, and media engagement.

As co-CEO and President of The Real Wealth Coterie, a wealth management and Registered Investment Advisor (RIA) firm, and founder of Lazetta & Associates, a business consulting firm, Lazetta equips individuals and leaders to align their balance sheets and P&Ls with their vision and values, achieve sustainable wealth and profits through amplifying human capital, building dynamic internal and external professional teams to enhance financial and business planning, and balancing IQ and EQ for optimal engagement at home and work. With her RIA, she designed financial planning accessibility to the 99% through an innovative, compliant fee model, cutting-edge fintech tools, and an inclusive workplace culture. She formulated the business strategic plan that resulted in 300% revenue growth for the merged RIA that she co-founded in 2020 and enhanced the career path and performance evaluation process to encourage alignment, authenticity, and advancement among the team.

Lazetta’s RIA business strategy firm helps $5B+ RIAs stay relevant in an increasingly diverse environment by integrating their vision, mission, and values into designing unconventional policies, procedures, and processes. By conducting strategic business and culture audits, Lazetta assists RIAs in enhancing their profitability by attracting, training, engaging, and advancing diverse talent and ensuring alignment among leaders and employees through shared goals and economics.

Prior to launching entrepreneurial ventures, Lazetta’s robust career started as an internal auditor for Marriott International, transitioned to asset management at Brown Capital Management, Wells Fargo (formerly Wachovia), and a $5B+ trust company, and culminated as a Training and Liaison Specialist at the Federal Thrift Savings Plan, the largest defined contribution plan in the world with almost $1T in assets under management. In these roles, she analyzed and assessed the financial and operational strength of businesses, investment portfolio model design, investment management policies, client engagement, and brand positioning to emerging and established investor populations.

Lazetta held numerous board and advisory council positions, including a 7-year tenure with the Association of African American Financial Advisors (AAAA) where she led the Board as President and Chair in launching its nationally-recognized flagship service, AAAA VISION conference, hiring a full-time Executive Director, and building a significant reserve to sustain future endeavors. Lazetta was named a Crain's New York Business Notable Black Leader and Executive and one of the top 10 of Investopedia’s 100 Top Financial Advisors for three consecutive years. As a columnist, she contributes to the WSJ Wealth Management Experts blog, CNBC, WealthManagment.com, and NextAvenue.org. Lazetta's national media presence includes TV appearances on NBC, CNBC, and CheddarNews, mentions in the WSJ, NY Times, LA Times, and Black Enterprise, and speaking engagements across the country.

Lazetta holds a bachelor of science degree in Finance and International Business from the University of Virginia, a master of business administration in Finance and Entrepreneurship from Wake Forest University.