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About us 

Headquartered in Palm Beach, Florida, our company is  a nationally recognized, innovative financial planning and management consulting firm with its overall goal of helping small businesses and individuals become more financially secure. It has received numerous awards in recognition of its commitment to superior service, education, and charitable work.

Wallace & Associates' outstanding team has the credentials and experience to help you get to where you want to go.  For seminars, training, speaking engagement, or personal consultation, please email us at: info@drpearlenawallace.com 

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Dr. Pearlena Wallace, Ph.D.
CEO and Founder                                         " A passion for helping people create wealth and live better"
Dr. Wallace is one of the nation's leading personal finance experts, money coach, author and award-winning motivational speaker.  Her professional career as an educator, investment analyst, and financial planner has been devoted to empowering women with financial knowledge.  Pearlena was founder, editor and general manager of the "Women's MoneyLetter' and the "Financial Monitor."  Dr. Wallace's practical, common-sense advice has appeared in Money Magazine, Cleveland Plain Dealer, Costco Connection Magazine, Essence Magazine, Ebony Magazine and heard on radio and television worldwide.
In addition to her professional career, Dr. Wallace lends her support and expertise to women's organizations and other worthy causes.  She served on the U.S. President's commission on the status of women where she developed and led forums on financial and economic issues unique to women.
Dr. Wallace who resides in Palm Beach, Florida, holds degrees in both mathematics and financial planning.  She received a Masters and Doctorate degree from Michigan State University. Pearlena has certification as a professional negotiator and mediator, and has provided service to Federal and Circuit Courts as well as private sector labor organizations and the American Arbtration Association.  Dr. Wallace can be reached at: info@drpearlenawallace.com
 

 

  • Financial Consultations
  • Money Makeovers
  • Debt-free Solution
  • Retirement Planning, Roth IRA, 401(k), 403(b), and other plans
  • Women & Money Literacy Programs
  • Wealth Management
  • Motivational & Inspirational Speaker
  • $ave thousands on real estate purchase  or sale
For speaking engagement or consultation, please contact us at: info@drpearlenawallace.com