A Financial Strategist Building Confidence, One Session at a Time

Cedric Powell, MBA, is a financial strategist, founder, author, and speaker with over 20 years of experience advising individuals, business owners, and organizations on wealth planning and investment strategy. He has conducted more than 70,000 client strategy sessions and specializes in helping clients build, protect, and grow wealth through disciplined, long-term financial planning.

His work focuses on retirement planning, tax-efficient strategies, insurance planning, estate planning support, business owner planning, and financial literacy education. Cedric is known for providing clear, structured guidance that helps clients make confident financial decisions.

Cedric's long-term vision is to position himself as a nationally recognized author, speaker, and financial literacy voice — reaching audiences of every background who are ready to move from financial confusion to financial confidence.

CLU®, ChFC®, AEP®, RICP®, WMCP®, ChSN®, CAP®