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Resilient Wealth Management
Financial Planners/Tax Planners
Luminaries 2024 Impact Statement
Resilient Wealth Management understands that early education in personal finance is pivotal for long-term economic stability.
One of the firm’s initiatives has been the ”Investment 101” workshop at a Fresno, California, high school, instructing dozens of students on the fundamentals of investing, equipping them with the knowledge to build generational wealth.
Resilient Wealth Management also organized a Thanksgiving drive that provided meals to 80-110 families, a Christmas toy drive that collected 50 toys for over 100 families, and a coat drive that ensured that more than 25 students were equipped for a winter educational trip.
The annual Shred Day saw attendees securely dispose of 70-80 boxes of confidential documents.