WealthEd was founded by Kailey Izard Welsh, MBA, CFEI — a certified financial education instructor whose career spans financial services, education, and enterprise consulting. That combination is why institutions trust WealthEd: Kailey doesn't just teach financial concepts; she's worked inside the systems — financial consulting, fintech, education — that her partners' clients and communities are trying to navigate.

A CAREER BUILT FOR THIS WORK 

Before founding WealthEd, Kailey's career moved through the exact institutions she now partners with:

• Financial technology — worked directly with an asset management firm and an international bank, helping clients navigate complex financial platforms and tools

• Education — served as Director of Educational Technology at Asheville School, one of the North Carolina's top college preparatory institutions, where she also advised students on leadership and growth

• Enterprise consulting — managed enterprise-wide financial initiatives as a senior consultant at a global firm, with a focus on transformation and measurable results

• Community financial education — volunteered with Common Wealth Charlotte, teaching financial literacy to low-income individuals

This broad background combining corporate finance, secondary education, and nonprofit access has shaped WealthEd's approach. We create content d accessible enough for a first-generation student with no financial literacy. Kailey Izard Welsh has a unique way of adapting the content to the class and encouraging clients to feel empowered to master their financial futures.

WHY INSTITUTIONS PARTNER WITH WEALTHED

• Certified expertise. With an MBA, a private wealth management certificate from Chicago Booth, and a CFEI certification, founder Kailey Izard Welsh brings both business rigor and teaching credibility to every engagement.

• Purely educational. WealthEd never sells products, promotions, or financial services, which means every engagement is built solely to educate, keeping programs aligned with your fiduciary or mission-driven responsibilities.

• Proven, not theoretical. Every workshop draws on a curriculum and feedback refined through real client and student engagements, which is then tailored for your client or group.

• Built for real people. From next-gen wealth clients to first-generation students, our content meets learners exactly where they are, without judgment or jargon.