We are united in our commitment to empower minority-owned estates and businesses through the provision of comprehensive financial advice and wealth management solutions. The mission is to foster financial success and secure the long-term well-being of our clients by offering personalized and strategic planning services.

WHAT WE DO

Comprehensive Financial Advice: Provide expert financial advice encompassing budgeting, investment
planning, estate planning, and risk management to empower our clients in making sound financial decisions.

Wealth Management Solutions: Deliver tailored wealth management solutions that align with the unique
needs and aspirations of minority-owned estates and businesses, fostering sustainable growth and prosperity.

Fostering Financial Success: Actively contribute to the financial success of our clients by offering guidance,
support, and solutions that enable them to overcome challenges and seize opportunities.

Long-Term Well-Being: Secure the long-term well-being of our clients by developing and implementing
personalized strategies that consider both short-term objectives and long-term financial security.

Partnership: Build lasting and trusted partnerships with our clients, serving as their reliable ally throughout
their financial journey.

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Program Leadership

Mrs. Shandrea Moody-Wilson is a Los Angeles born native of California.  As a mother of student athletes, she is well aware of the commitment it takes to nurture youths into reaching their full capabilities as outstanding athletes.

In her urban community Shandrea is a fun spirit who draws families, friends, and the community out to social events so that they can connect socially and to support great causes.  ​Although 2020, has had several profound setbacks, UNA continues use this time wisely to create effective programs designed to respond to current community protocols to keep our youths safe while playing and learning.

As a Consultant, Shandrea uses her smarts and networks to help clients build, expand and find financing for their business  "As a Tax Preparer, she works with nonprofits and business clients to prepare, plan and file tax returns, as well as assist with IRS issues."

Message Program Director

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