Grand Reve Financial team was created especially for you. We focus on knowing exactly how to help sustainable businesses get tax credits and tax cuts/write-offs so they can complete their fiscal year only paying for what they have to. No more, no less.
Grand Reve Financial has a responsibility to teach our community how to better steward their finances and create better financial habits. Through morally and ethically sound practices, we show you how to budget to become stable, save to become rich, and invest to become wealthy.
We don’t want you just to know what we’re doing for your personal and/or financial goals, we want you to understand.
We choose to earn your trust, using morally and ethically sound practices, even if that means putting in a few more hours for us. We won’t cut corners to get the job done.
What we do in front of you, we’ll do when you’re not around, and that’s the best job possible. We also hold you accountable and will not proceed with business practices we can’t stand behind.
Wadelene Charles is a Holistic Wealth Accountant at Grand Reve Financial, Wealth Coach & Educator, and Chief Financial Officer of IV Kings Investing Group. She is of Haitian descent and was raised in the city of Ft. Lauderdale, Florida. Wadelene is a University of North Florida and Keller Management Alumni. She currently holds a 215 Life and Health Insurance License and has been in the accounting and finance field for over 12 years. She currently serves as the Economic Empowerment Chair with the Jacksonville Urban League of Young Professional and the Treasurer of the Jax Black Chamber of Commerce.
Usually, you hear people saying their first job was at a mall or restaurant but unlike other millennials, her first skillsets and job were in taxes & bookkeeping and it has continued to be her passion. Money is more than just part of the job description for her, it is a responsibility to her community. To teach people about money, to help them steward it better by attaining better habits, and to ultimately achieve more goals than their past generations. It is time to turn these poor generational habits around and be fueled by knowledge and excellence when it comes to money.
Wealth education is her impact and legacy on the world, her way of helping it run a little bit smoother. Grand Reve Financial runs on integrity, character & transparency with our clients to ensure that we are all aware of our responsibility to the common goal. We work WITH you, not against you so anything we suggest is in your best interest.
Together Let’s Wealth Up!