Celisia Stanton
๐ค SpeakerAppearances Over Time
Podcast Appearances
She just had told me about, hey, there's this guy. He seems cool. He's local. It would maybe be in alignment for you. So that's when I had reached out to him. And this was somebody who was pretty well known in the Minneapolis Twin Cities community, especially within the Black community, because this was a Black financial advisor, which was something that was exciting to me as a Black woman myself.
She just had told me about, hey, there's this guy. He seems cool. He's local. It would maybe be in alignment for you. So that's when I had reached out to him. And this was somebody who was pretty well known in the Minneapolis Twin Cities community, especially within the Black community, because this was a Black financial advisor, which was something that was exciting to me as a Black woman myself.
We really connected. He would explain that part of the mission that drove him in his work was helping people to access this system, the financial system that were traditionally excluded, that didn't normally get access.
We really connected. He would explain that part of the mission that drove him in his work was helping people to access this system, the financial system that were traditionally excluded, that didn't normally get access.
We really connected. He would explain that part of the mission that drove him in his work was helping people to access this system, the financial system that were traditionally excluded, that didn't normally get access.
Obviously being a black person himself and then also having his own small business, he was working with a lot of other black folks that don't typically necessarily have that institutional knowledge because of how our society is set up. So I really resonated with that I felt like, oh, this is perfect. He's super aligned with his approach and style.
Obviously being a black person himself and then also having his own small business, he was working with a lot of other black folks that don't typically necessarily have that institutional knowledge because of how our society is set up. So I really resonated with that I felt like, oh, this is perfect. He's super aligned with his approach and style.
Obviously being a black person himself and then also having his own small business, he was working with a lot of other black folks that don't typically necessarily have that institutional knowledge because of how our society is set up. So I really resonated with that I felt like, oh, this is perfect. He's super aligned with his approach and style.
And so that kind of sealed the deal for me where I was like, you know what? This is a perfect time to get started with this. So we started working together in August of 2020. He was great. He was encouraging me to get certain investments going. He was much more of a coach than like I think I had read about other financial advisors being like. He really took a more holistic approach.
And so that kind of sealed the deal for me where I was like, you know what? This is a perfect time to get started with this. So we started working together in August of 2020. He was great. He was encouraging me to get certain investments going. He was much more of a coach than like I think I had read about other financial advisors being like. He really took a more holistic approach.
And so that kind of sealed the deal for me where I was like, you know what? This is a perfect time to get started with this. So we started working together in August of 2020. He was great. He was encouraging me to get certain investments going. He was much more of a coach than like I think I had read about other financial advisors being like. He really took a more holistic approach.
It wasn't just about, okay, here are the investments I was going to make. It was also like, what could you be doing in your day-to-day life and your budgeting and your day-to-day finances to set yourself up for success? He was super warm, bubbly, charismatic. He would go around and do lots of different speeches, go on podcasts.
It wasn't just about, okay, here are the investments I was going to make. It was also like, what could you be doing in your day-to-day life and your budgeting and your day-to-day finances to set yourself up for success? He was super warm, bubbly, charismatic. He would go around and do lots of different speeches, go on podcasts.
It wasn't just about, okay, here are the investments I was going to make. It was also like, what could you be doing in your day-to-day life and your budgeting and your day-to-day finances to set yourself up for success? He was super warm, bubbly, charismatic. He would go around and do lots of different speeches, go on podcasts.
He had a YouTube channel, active on social media, just a really warm person. He was a father of four young kids and just seemed like just a great guy who cared deeply about the work that he was doing. And he really wanted to help give other people access to that world.
He had a YouTube channel, active on social media, just a really warm person. He was a father of four young kids and just seemed like just a great guy who cared deeply about the work that he was doing. And he really wanted to help give other people access to that world.
He had a YouTube channel, active on social media, just a really warm person. He was a father of four young kids and just seemed like just a great guy who cared deeply about the work that he was doing. And he really wanted to help give other people access to that world.
I had sent him a few different lump sums of money to put into an investment account. And I had a portal I could log into to like see where the money was, see how it was doing. Later, I would find out he was kind of manipulating behind the scenes. Those numbers weren't real. You know, I didn't think anything of it for a bit, but then his communication had gotten really poor.
I had sent him a few different lump sums of money to put into an investment account. And I had a portal I could log into to like see where the money was, see how it was doing. Later, I would find out he was kind of manipulating behind the scenes. Those numbers weren't real. You know, I didn't think anything of it for a bit, but then his communication had gotten really poor.
I had sent him a few different lump sums of money to put into an investment account. And I had a portal I could log into to like see where the money was, see how it was doing. Later, I would find out he was kind of manipulating behind the scenes. Those numbers weren't real. You know, I didn't think anything of it for a bit, but then his communication had gotten really poor.