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About Us

The Strategic Alliance of Finance Executives is a non-profit organization dedicated to expanding access, closing the wealth gap, and creating pathways to prosperity for all, regardless of their current financial status. Our mission is to educate, empower, and elevate our community to foster a future where work is optional, choices are abundant, and generational wealth can be achieved. By working with financial advisors and providing valuable resources, we aim to help individuals build lasting wealth for future generations.

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What We Do

SAFE provides the community with free access to financial education through webinars, seminars, workshops, and one-on-one counseling. Once participants gain clarity around their goals, we connect them with trusted financial advisors who assist in building and implementing a personalized plan focused on creating and sustaining generational wealth while addressing the wealth gap.

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How We Do It

Our model is sustained by advisor membership fees and sponsorship grants from financial service companies, which fund training, education, and community programming aimed at empowering financial advisors to bridge the wealth gap and build generational wealth. This allows us to keep access free while maintaining high standards of service and accountability.

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The Strategic Alliance of Finance Executives

104 N. Greenwood Ave, #203

Tulsa, Oklahoma 74120

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