Blog

Adrian Klenz, AFC® is a financial counselor, educator and certified housing counselor. He’s also one of AFCPE’s AFC® Review Course instructors. When people ask what he does, he usually has to explain how his work differs from a financial advisor or a financial planner. Adrian: Usually people hear the word “financial” and think...

June 01, 2018

Deborah Owens is the Founder and CEO of WealthyU, a financial wellness company. She is on a mission to close the wealth gap that exists for women and minorities by providing a curriculum, coaching, accountability and support. AFCPE: What inspired you to enter this field? Deborah: I believe the wealth gap...

May 25, 2018

Pamela Capalad, a Certified Financial Planner™ and Accredited Financial Counselor®, is a fee-only financial planner whose business is called Brunch & Budget. Why brunch, you might ask? Pam says that, “brunch gives us the space to have real, open, and vulnerable conversations. It's about getting to the heart of why we're...

May 18, 2018

My family loves Key West, FL. We happened upon it during a cruise, which would have been a disaster, if not for the great group of friends we were with. (Who would have imagined eight-foot waves in the Bahamas?). Our day trip in Key West, on my birthday no less,...

May 15, 2018

Mario Fischel spent more than 20 years as manager of financial advisory programs at the World Bank.  Today, he works as a financial education specialist and is the creator of the innovative financial education game, Bulls & Bears. AFCPE: What was your inspiration for Bulls & Bears?  Mario: Bulls &...

May 11, 2018

May 03, 2018No matter where you are in your financial life, chances are you could benefit from financial education and support.But in today’s environment of instant access to information, people often have trouble knowing what information to trust and who to turn to for financial advice. Because different people have...

May 03, 2018

My Work & My Passion: Helping people get a handle on their finances so that they can sleep better at night.My Hero: My Mom. She taught frugality as a high virtue – that to live within a moderate income isn’t a sad thing, but an accomplishment to be proud of.My Favorite Quote: “The best...

May 02, 2018

My Work: Integrate financial education and wellness into the student experience at ACC My Roots: Grew up in Massachusetts and moved to Texas as soon as I could. My Passion: Finding "good deals."  And nature. My Hero: My husband. My Favorite Quote: You must be the change you want to see in the world. ~Mahatma Gandhi...

May 01, 2018

My Work: Reporting, Analytics, and System Configuration/Maintenance/Troubleshooting for Core HR, Recruitment and Time & Attendance Modules. My Roots: My roots run deep in the Inner City of Chicago's Westside. Born and raised in Chicago! I started my HR journey as a student supervisor in my dorm's dining hall in college! My Passion: Besides...

April 30, 2018

My Work: I assist active duty personnel, retirees, family members and DoD civilians in improving their personal financial status and enhancing their awareness of consumer issues My Roots: I lived on Long Island for 18 years before leaving to go to aviation school in Florida. Then life brought me to various places...

April 29, 2018

My Work: Teaching the federally mandated Personal Financial Management Course for the two Fort Worth Standing Chapter 13 trustees, serving as a facilitator for TEN’S (Trustees’ Education Network) online course, “Finally Financial Freedom!,” and working with laity and clergy within the United Methodist Church to improve their understanding of debt management and their...

April 28, 2018

My Work: I manage a financial coaching and savings program in Lynn, Massachusetts for a nonprofit called Compass Working Capital, that serves families living in subsidized housing. Our goal is to support our clients to build assets and financial capabilities as a pathway to greater economic opportunity, and out of poverty.My...

April 27, 2018