Blog

 At times financial counseling with culturally diverse clients may seem daunting and counselors may be unsure of how best to connect with their clients and help them effectively. This was true for some of the counselors we interviewed as part of our research, "Financial Counselors’ Experiences Working with Clients of...

October 09, 2019

September is National Preparedness Month, which recognizes the importance of community preparation and planning for disasters and emergencies. All disasters – from wildfires to hurricanes – come with their own unique set of challenges to consider during preparation; however, regardless of the type of disaster your community may face, one...

September 27, 2019

Erin Kidd, AFC® is an Enrolled Agent who specializes in individual taxation and focuses on simplifying complex tax issues and educating clients. “I love to help them plan for the future and anticipate the implications of their next financial move!” AFCPE: You were part of the very first class of FINRA...

September 20, 2019

Trevor Sharp, CFP®, ChFC®, AFC®, is a financial planner for DMBA, an employer sponsored financial planning firm.  Their firm helps employees with everything from basic money management to comprehensive financial planning. AFCPE: What inspired or led you to pursue a career in this field? Trevor: When I was a freshman...

August 31, 2019

Dominique Reese, AFC®, FFC® is a financial coach serving LA County and beyond. She helps her clients with anything that impacts their money, and if she is unable to help – she’ll work with them to secure the right resource or professional, so they can achieve their financial goals. AFCPE:...

August 30, 2019

Julie Tran, AFC® strives to help her community toward financial stability and financial independence through empowering individuals – helping them to recognize the skills they already possess and grow their confidence to manage their own personal finances. Julie: I want to be a strong advocate to impact the system and...

August 29, 2019

Joshua Van Every, AFC® candidate is a financial counselor at the AIDS Resource Center of Wisconsin. He oversees a program that allows him to work alongside and assist clients in equipping them with the tools imperative to achieve financial peace. AFCPE: What inspired or led you to pursue a career...

August 28, 2019

Nadav David, AFC® works as a financial coach supporting families living in subsidized housing programs to build assets, further personal finance knowledge, and reach their financial goals and dreams. Nadav: My work focuses on racial and economic equity through providing coaching that centers dignity within a system that often extracts...

August 27, 2019

Theresa Stevens, AFC® is a financial coach for recent college grads and young professionals who want to start adulthood off on the right financial track and build money skills for life. Theresa: When I say "for life," I mean helping them not just to get through a crisis or specific...

August 26, 2019

Axton Betz-Hamilton, AFC® is an Assistant Professor of Consumer Affairs at South Dakota State University. She is also the author of the forthcoming book, “The Less People Know About Us: A Mystery of Betrayal, Family Secrets and Stolen Identity,” in which shares her personal experience with familial identity theft. AFCPE:...

August 16, 2019

Adrienne Taylor, AFC® is a Personal Financial Manager (PFM) at Naval Air Station in Jacksonville, FL. She helps people understand the basics of finances and teaches them how to build wealth and not be in debt. AFCPE: What inspired you, or led you to, this career path? Adrienne: My family...

August 02, 2019

James Shiver, MBA, AFC® oversees Career Planning and Workforce Strategies for an online university with a population of over 30K students and alumni, 75% of whom are service members, veterans, or their families. He previously served for 20 years in the United States Army.AFCPE: After transitioning from the military, what...

July 26, 2019