Concierge Financial Group

York, PA

$2,500 - $10,000

Travels up to 200 miles

Get a free quick quote
Gallery photo 1 of Concierge Financial Group

Financial Empowerment Toolkit

Gallery photo 2 of Concierge Financial Group

Brands

Gallery photo 3 of Concierge Financial Group

Brandprenur

Overview

I teach, equip, inspire and empower attendees with the tips, tools and strategies on how to correctly manage their money, so they can live the life they want without worrying about money!

As a Master Registered Financial Consultant MRFC®, licensed Investment Advisor, award winning Insurance Broker, passionate International Speaker and x9 Amazon Best Selling Author, I am proud of the fact that I have organically built a "real talk", fun, judgement-free, layman's terms financial empowerment brand to serve communities across the globe!


Reviews

Be the first to review Concierge Financial Group

Write a review

Booking information

Price range: $2,500 - $10,000

Languages: English

Gig length: 20 - 480 minutes

Insurance: $1,000,000 - Business Owner Policy

What to expect

My clients have described my presentations using the following words: powerful, informative, thought-provoking, professional, energetic, positive, passionate, charismatic, phenomenal, full of light, vibrant, personable, fun and engaging.

My financial literacy, financial wellness, financial security and business economic empowerment presentations are educational, informational, relevant, fun and in layman's terms! The content is easy-to-follow and actionable.

My inspirational, motivational, and spiritual presentations include vulnerable stories and experienced insights that help me to connect with the audience and uplifts the energy in the room. You can find client testimonials at (link hidden)

Keynote/ Workshop/ Breakout Topics to include:

YOUR RETIREMENT TIMELINE: DEMYSTIFYING SOCIAL SECURITY & RETIREMENT INCOME

FROM FINANCIAL TRAUMA TO FINANCIAL TRIUMPH: HEALING FOR WEALTH AND WELLBEING

7 Steams of Income to Build Wealth

Money Talks But What is Yours Saying

Let's Normalize Financial Clarity

Using Other People's Money (OPM) to Create Options

Who's On Your Financial Dream Team

About

Dr. Constance Craig-Mason, MRFC®, NSSA® is the CEO of Concierge Financial Advisory. As a dedicated Financial Planner, National Social Security Advisor, Investment Advisor, and Insurance Broker, she empowers her clients to confidently manage their finances, break cycles of financial trauma, and create generational wealth.

Over the last 16 years, she has received numerous awards for her impactful work, including a medallion “In Recognition of Excellence, Service, & Sacrifice” from the Comptroller of Maryland. Dr. Constance also holds an Honorary Doctorate of Philosophy for her contributions to financial literacy, leadership development, and entrepreneurship empowerment. She was a 2022 honoree of the Association of African American Financial Advisors’ 50 Under 50.

A member of the prestigious Million Dollar Round Table (MDRT)—an honor reserved for the top 1% of financial professionals worldwide—Dr. Constance demonstrates exceptional knowledge, ethics, and client service. Her expertise has been featured in Forbes, Yahoo Finance, Nasdaq, MSN, Black Enterprise, and US News & World Report. She is also a proud member of the International Association of Registered Financial Consultants (IARFC).

Through her work, Dr. Constance inspires clients to reclaim their financial futures and live with purpose.

Additional booking notes

Lavalier, Handheld, Podium microphones are all fine.
Stage, theatre seating, banquet, classroom, or other seating are all fine.

Influences and inspiration

Anna N'Jie-Konte, Lauren Simmons, Rachel Rodgers, John Hope Bryant, Dr. Miles Monroe.

Setup requirements

None

Check out these featured profiles

Featured

Mike Duffy - Live Your Best Life Now!

4.90 (43)
46 Verified bookings

  • San Francisco, CA
  • Motivational Speaker
  • $2500 and up

Mercedes N. said “We invited Mr. Duffy to come an speak to our staff retreat and the presentation was just outstanding. Everyone commented about how Mr Duffy is perhaps one of the best speakers we have had. 100%... ”

  • Springfield, NJ
  • Motivational Speaker
  • $1000 - $5000

Frank R. said “Ankur Garg understands what's needed to not only get the job done when it comes to running a successful marketing campaign, but he also understands how to do the RIGHT THING even when when all the... ”
Featured

Bobby Goldsmith

5.0 (20)

  • Sarasota, FL
  • Comedian
  • $550-$2500 call for precise quote

Michele N. said “Bobby was very entertaining once again! I would definitely recommend him for your next event! He was great including the crowd! . ”