Blog

Get to Know AFCPE’s New Board Members! Welcome, Ann Lentell, CFA, AFC®, CFP® My Work: My work is to end asset poverty for families with low incomes and narrow the racial and gender wealth divides.My Roots: Radio reminds me of my home far away – West Virginia.My Passion: Asset-building.My Favorite Quote:...

February 24, 2023

Get to Know AFCPE’s Newest Staff Member and Operations Officer!As our Operations Officer, Ashley will work to improve processes and efficiencies in order to increase organizational productivity and successfully deliver the strategic plan as set forth in partnership with the AFCPE Board of Directors and Executive Director. Welcome, Ashley Maurer!My...

February 03, 2023

 Learn more about Amber Almond and Kai Liverpool, our Event Interns who help support our Special Events Manager in event planning management and logistics for our national symposium & more.My Roots:Amber: I am a northern California native. My hometown of Petaluma, CA was once referred to as the butter and...

October 20, 2022

Barbara Martinez is an AFC® Candidate and scholarship recipient working with Illinois’s unbanked and underbanked residents, championing to close the racial wealth gap and aiming to create more equitable opportunities in financial well-being for everyone.Can you tell us a little about your origin story and how that shaped the work...

October 14, 2022

→ Amy is newly AFC® certified. Learn more about the AFC® and how you can become one at our next info session ← My Name: Amy Smith, AFC® My Work: Member Engagement Coordinator My Roots: I grew up in New England but joined the military at 18. Between my husband and...

September 09, 2022

Amanda Christensen is an AFC® and Extension Professor with Utah State University specializing in personal finance. In this role, she provides community education and develops educational resources related to personal finance to the USU students and fellow Utahns. AFCPE: What led you to a career in personal finance? And what...

August 19, 2022

#FridayFollow: How a Recent AFC Grad is Impacting College Finances Dr. Thamara Barthelus, AFC®, is a Financial Wellness Consultant at The University of Tulsa. In her role, she empowers students to make informed financial decisions that result in a healthy and thriving future. AFCPE: What led you to a career...

June 03, 2022

#FridayFollow: Celebrating Asian American + Pacific Islander Heritage Month with Grace Kim, AFC® Grace Kim, DVM, AFC® is a financial coach and educator for veterinarians who want to stress less and find more joy with their money without feeling overwhelmed in the process. Her own journey from six-figure student loan...

May 27, 2022

#FridayFollow: Celebrating Jewish American Heritage Month with Simi Mandelbaum, CFT™, AFC® Simi Mandelbaum is a Certified Financial Therapist™ and an Accredited Financial Counselor®.  Her mission is to reduce the stress and anxiety individuals and couples feel about their money lives by using a combination of financial literacy education, financial tools,...

May 20, 2022

#FridayFollow: Celebrating 30 years of AFC. How one long-standing AFC® built her career in financial education.Dr. Barbara O’Neill, CFP®, AFC® is a financial education ’solopreneur’ and a longtime member and supporter of AFCPE®. She has served as Past President of AFCPE and has generously sponsored the Mary O’Neill Mini Grant,...

April 29, 2022

#FridayFollow: Ingenuity Driven by Innovation. How one AFC is using her experience to help make homeownership possible.Tamika Barrett, AFC® is a financial educator and a licensed Realtor, helping people harness their financial knowledge, skills, and habits as tools for achieving goals and building assets. She has been recognized as this...

April 22, 2022

#FridayFollow: Meet the 2021 FINRA Milspouse of the year!Adriana Lopez, AFC® is an Army Veteran helping to educate people to understand their finances better, and has been recognized as the 2021 FINRA Milspouse of the Year for her hard work. Like so many Fellows, becoming an AFC is an opportunity...

April 08, 2022