We Create Pathways in
Financial Planning


Join us in building pathways for African-Americans to succeed in financial planning. Through academic and professional programs, we help increase the diversity and representation in our profession through scholarships, education, career opportunities and mentorship.

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Support our mission of building pathways in financial planning.

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of the U.S. population is African-American*

* U.S. Census data


of financial planners are African-American*

*CFP Board

We Create

Pathways for Young People

Through scholarships, grants to Historically Black Colleges and Universities, and educational resources, we provide a pathway for young African-Americans to achieve their financial planning career aspirations.


We Support

Financial Planning Programs at HBCUs

We partner with Historically Black Colleges and Universities to provide necessary support for the financial planning programs. These programs experience growth through impactful institutional leaders, intentional resources and talented students.


We Address

The Wealth Gap

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The Four Pillars of Our Mission

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Our Story

The AAAA Foundation was founded on the ideals of LeCount R. Davis, Sr. – the first African-American to earn the CERTIFIED FINANCIAL PLANNER™ professional designation. Davis has spent his career focused on creating opportunities for African-Americans in financial planning and on providing communities of color with financial advice and advancement. From his writing to his regular television appearances, Davis has been instrumental in advancing the financial planning profession with outreach, education, opportunity and diversity.

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Hear from Our Partners

"The financial planning profession's reawakening to diversity and inclusion as a catalyst for innovation and sustainability invites economic advancement for all stakeholders. We commend Carson Group for its intentional focus on collaborating with a trusted organization whose volunteer leaders and constituents actively demonstrate the change we all seek in the financial planning profession."

Lazetta Rainey Braxton, MBA, CFP®

AAAA President

"The diversity gap in our industry is unacceptable. We believe that there is no better time than now to push our industry forward through meaningful action. We are proud to partner with AAAA Foundation and are excited to support them in their vision of a future where the American dream is inclusive, equitable and attainable for all."

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Managing Director, Carson Coaching

“Persistent wealth and income gaps coupled with a shortage of financial planner representation among African-Americans magnifies the need for a collective, coordinated and funded effort. The testimonies from students who say that their university programs and resources from AAAA Foundation helped them become aware, connect and strive toward their aspirations in this profession motivates me to continuously give and serve this impactful mission.”

Preston D. Cherry, PhD, CFP®

Treasurer, AAAA Foundation


Our Impact


The Davis Scholarship is given annually to two financial planning students at HBCUs who show tremendous character and passion for growing in the industry.

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PathPrep Program

PathPrep is the AAAA Foundation’s educational and experience-building program for students and young financial planners, taking participants through technical skills, soft skills, and financial planning case competitions.

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Educational Grants

Our grants support and foster the CFP® programs at Historically Black Colleges and Universities, which creates pathways for young African-Americans to enter and succeed in the profession.

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Nov 29, 2020 - Walter Booker

Is Diversity and Inclusion a ‘Nice to Have’ or ‘Must Do’ for You?

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Nov 4, 2020 - Yorick Ser

9 Innovative Ways to Promote Your Events: Beyond Banners and Sidewalk Chalk

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Nov 2, 2020 - Preston Cherry

The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry

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Help Us Create Pathways
in Financial Planning

Join us in building pathways for African-Americans to succeed in financial planning.