“Success Starts Here- Embrace the Financial Opportunity

"Invest Today, Reap Tomorrow!"

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These steps, you can create a personal financial strategy that helps you manage your money effectively, reduce financial stress, and work towards achieving your financial goals.



Rita Lakes is a highly accomplished financial educator with a passion for helping individuals and businesses achieve financial literacy and success. With over 25 years of experience in the accounting & finance industry, Rita has developed a reputation for delivering engaging and practical educational programs that empower her clients to make informed financial decisions.


  • Bachelor of Science in Accounting

  • Senior Marketing Director

  • Certified Financial Educator (CFEd)

  • Certified in Long-Term Care (CLTC)

  • Registered Social Security Analyst (RSSA)

  • Accredited Retirement Advisor

Professional Experience: (2016 - Present)

  • Develop and deliver comprehensive financial education workshops and seminars to diverse audiences, including students, employees, and community members.

  • Create educational content and resources on topics such as budgeting, saving, investing, debt management, and retirement planning.

  • Tailor educational programs to meet the specific needs and goals of different client groups, ensuring relevance and effectiveness.

  • Utilize a variety of teaching methods, including interactive exercises, case studies, and real-life examples, to enhance learning and retention.

  • Provide one-on-one financial coaching sessions to individuals seeking personalized guidance and support.

Tax & Financial Consultant,  (2005 - Present)

  • Advised clients on investment strategies, retirement planning, tax optimization, and risk management.

  • Conducted comprehensive financial analyses and developed customized financial plans based on clients' goals and risk tolerance.

  • Educated clients on various investment products, explaining their features, benefits, and associated risks.

  • Monitored clients' portfolios and provided regular performance updates and recommendations for adjustments.

  • Conducted educational seminars for clients on insurance, retirement planning, investment basics and strategies for wealth accumulation.

Key Skills:

  • Strong knowledge of personal finance principles, including budgeting, saving, investing, debt management, and retirement planning.

  • Excellent communication and presentation skills, with the ability to simplify complex financial concepts and make them accessible to diverse audiences.

  • Proficient in using multimedia tools and technology to enhance the learning experience.

  • Ability to build rapport and establish trust with clients, creating a comfortable environment for discussing personal financial matters.

  • Analytical and problem-solving skills to assess clients' financial situations and recommend appropriate strategies and solutions.

  • Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously.

Professional Affiliations:

  • Member, National Association of Insurance & Financial Advisors (NAIFA)

  • Member, National Society of Accountants(NSA)

  • Member, National Association of Tax Professionals (NATP)

Part 1. Mrs. Rita Lakes, My Early Days. The ACWP Purpose Project With Dr. Laxley Stephenson 

Part 2. Mrs. Rita Lakes, MY PURPOSE. The ACWP Purpose Project With Dr. Laxley Stephenson

WSB MyStory Rita Lakes

Financial Literacy Change my Life and Family Life

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SHARE. Help someone today by empowering them with the same opportunity and knowledge as you.

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“Financial independence begins with the proper financial education.”


“Financial literacy is an important part of avoiding financial mistakes and planning for a strong, secure financial future.”

-Tim Pawlenty-

Financial Freedom Workshop Invitation

(Monday - Friday)

We are delighted to invite you to our Financial Freedom Workshop, an event designed to provide you with the tools and knowledge to achieve financial independence. Whether you're starting your financial journey or refining your strategy, this workshop is for you!

Key Benefits

  • Expert Guidance: Learn from top financial experts.

  • Actionable Strategies: Gain practical tips for budgeting, investing, and planning.

  • Debt Management: Discover techniques to reduce and manage debt.

  • Networking: Connect with like-minded individuals.Don't miss this incredible opportunity to enhance your financial expertise and gain the confidence you need to make informed financial decisions. Limited seats are available, so RSVP at your earliest convenience to secure your spot.

To confirm your attendance or for any further queries, please reach out to us at MoneySenseAcademy.Rita@gmail.com.

We look forward to welcoming you to an engaging and transformative Financial Workshop!

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Opportunity to Become a Financial Professional

Are you passionate about finance and eager to make a difference in the financial world? Join our team as a Financial Professional and unlock your potential for success!

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We provide comprehensive support and training to ensure your success. Our experienced team will guide you through every step of the process, from setting up your business to marketing and beyond. You'll have access to a network of like-minded individuals who are also on their path to success.

Take the leap and seize this incredible opportunity to be your own boss. Start building the life you've always dreamed of. Call 404-667-6946 or schedule your appointment today to learn more about how you can embark on this exciting entrepreneurial journey.

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