“I think, if we could really look at our kids and start there with helping them understand financial literacy – it could really go a long way.”
Connie Bettis’s passion lies within sharing the importance of financial literacy with people of all ages, demographics, and ethnicities. As a financial professional at Paradise Wealth Advisors, and a member of Cambridge’s Diversity, Equality, and Inclusion Advisory Council, Connie strives to implement strategies and create an inclusive network to help serve the financial needs of others. Tune in to Episode 150: The Value of a Dollar, to hear:
What Connie has learned in her role on Cambridge’s Diversity, Equality, and Inclusion Advisory Council
Why it’s important to clients to work with culturally diverse firms
Ways to recognize Black History Month year-round
The importance of financial wellness and literacy
Listen to the full episode to learn more about Connie’s journey and her commitment to serving others!
The global financial crisis of 2008 affected Connie Bettis’s life in unexpected ways. Like millions of Americans at the time, Connie was laid off from her job as a project manager at Verizon and required the advice of a financial advisor. Unfortunately for Connie and many others, she was not receiving the level of attention that she needed. If others could not help her, Connie surmised, she would help herself.
Connie became an advisor in 2009 and began using her knowledge to educate people. Over the past 13 years, Connie has continued to help guide clients through their life changes, striving to be a resource for them when they need it most.
Connie graduated from Indiana University of Pennsylvania with a degree in Business Administration and later obtained her MBA from the University of Phoenix. Connie joined Prudential Financial in 2008 where she obtained her Life & Health, Property & Casualty, and Securities licenses. After working several years at Prudential and then Guardian, Connie joined Keith Clark and Associates as an independent Registered Representative of Cambridge Investment Research.
Connie has conducted financial literacy classes at churches, community organizations, and women’s groups. She has been a panelist for the African American Leadership Conference, African American Chamber of Commerce, National Black MBA, and has been a guest speaker on the Allegheny County MWDBE radio talk show “Taking Care of Business”.
Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. [DBA] and Cambridge are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The Professional Alliance and Cambridge are not affiliated.