Our Story
ducated Wallet is revolutionizing the way people learn about, feel about, and use their money. It is our mission to help you improve your relationship with money,
maximize your income, and create systems that allow you to save while also spending freely to create the lifestyle you want. At Educated Wallet, we have a team of financial coaches and CPAs to help you with all of your money needs. Educated Wallet is based in Albuquerque, New Mexico, with a network of coaches all over the country.
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Founder Story
Educated Wallet was created by Adam & Diane Tafoya. Adam is a "money therapist" and is an Investment Advisory Representative. In his years of helping people with their money, he has found that lots of people were never taught the ins and outs of investing, saving, minimizing taxes, and setting up systems and accounts that will lead to an abundant life and retirement.
Educated Wallet was designed as an alternative to standard investment options. It gave the investor the opportunity to educate themselves on financial options without big corporate financial institutions, minimum balances, and broker fees, and empowered them to chose the best path for their financial future.
Educated Wallet was designed as an alternative to standard investment options. It gave the investor the opportunity to educate themselves on financial options without big corporate financial institutions, minimum balances, and broker fees, and empowered them to chose the best path for their financial future.