PRESIDENT, SENIOR ADVISOR
Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 20 years of experience in the financial services industry he decided to leave the large corporations and start his own independent firm. It is his passion to keep the clients best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
As the host of the podcast Minority Money Emlen discusses finance, family, fitness/health, and education and how all of these things affect your overall wealth.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada , Mia, Emlen II, and Ecella.
Director of Operations
Shaquana is the Director of Operations at Gen Next Wealth. Her role primarily consists of ensuring the daily operations run as smoothly and efficiently as possible. She oversees client support services, and plays an integral role in troubleshooting any issues that may arise. She has a legal background and a passion for financial literacy. When Shaquana is not working, you can find her reading a novel, trying new recipes, or hanging out at the beach.
ALTRUIST- EMLEN MILES-MATTINGLY ON TAPPING INTO VULNERABILITY TO BUILD YOUR TRIBE / THE HUMAN ADVISOR 06
Emlen Miles-Mattingly, CEO & Founder of Gen Next Wealth, invites us to join him at the table to break bread as he shares the story behind Gen Next Wealth and the importance of cultivating a meaningful client relationship that carries on from one generation to the next.
Everyone has a story about what money means to them.
When someone sits down in your office, it’s so much more than doing business.
Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.
The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.
Let’s Make This Personal
At Gen Next Wealth, we’re here to get to know you in ways that are much different than other professionals that you may hire for other facets of life. There are fewer topics that are more personal than your finances. We understand that this may be a sensitive subject for our clients. Our approach emphasizes empathy and compassion to a level that makes it feel like you’re working with us.