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TOP 30 Financial literacy education in California
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Merrill Lynch Financial Advisor Maureen M Fong
Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.
World Financial Group, Inc.
World Financial Group, Inc. is a leading finance institution located at 5900 Canoga Avenue in Los Angeles, California, United States. With a strong focus on helping individuals and families achieve their financial goals, World Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. With a team of experienced financial professionals, World Financial Group is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are planning for the future or looking to secure your financial well-being, World Financial Group is committed to helping you build a secure financial future.
Kyle Smith - Financial Advisor, Ameriprise Financial Services, LLC
Kyle Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kyle provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With a focus on multi-generational financial planning, Kyle ensures that the unique goals of each family member are addressed and empowers them with financial literacy to make informed decisions for their future. By engaging in meaningful conversations and crafting personalized strategies, Kyle helps clients of all ages work towards a more secure financial future.
The Financial Awareness Foundation
Welcome to The Financial Awareness Foundation, your trusted partner in financial literacy and empowerment, located at 959 Golf Course Drive, Rohnert Park, California. Our mission is to enhance financial awareness and education for individuals and communities, equipping them with the knowledge and tools necessary to make informed financial decisions. At The Financial Awareness Foundation, we believe that financial literacy is a fundamental life skill that can lead to improved financial stability and security. Our dedicated team offers a wide range of resources, workshops, and personalized guidance designed to demystify financial concepts and promote sound financial practices.
Abacus Wealth Partners
Abacus Wealth Partners is a finance institution located at 101 South Main Street in Sebastopol, California, United States. Our dedicated team is committed to helping you find peace of mind in your financial life so you can focus on what truly matters. We offer financial planning and investment management services in the Bay Area, working with individuals, families, nonprofits, and foundations both in-person and virtually. Our innovative financial planning process and evidence-based investment strategy have helped countless clients stop worrying about money and fully enjoy life. We combine financial analysis with emotionally intelligent insights to create a comprehensive financial roadmap tailored to your goals and values. Our team provides actionable, values-aligned financial advice to give your money meaning and purpose.
Abacus Wealth Partners
Abacus Wealth Partners, located at 973 Laurel Street in San Carlos, California, is a finance institution dedicated to helping individuals, families, nonprofits, and foundations find ease in their financial lives. Our team of Bay Area financial advisors offers comprehensive wealth management services both in-person and virtually, collaborating with colleagues nationwide. By combining financial analysis with emotionally intelligent insights, we create personalized financial roadmaps to help clients reach their goals. We provide actionable, values-aligned financial advice to give meaning and purpose to your money. As active community members, we sponsor and support organizations throughout the Bay Area and offer financial literacy courses and pro bono check-ups. Are you ready to expand what's possible with your money? Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering educational resources and research, not personalized investment advice. Please consult with a tax professional before implementing any investment strategy.
Abacus Wealth Partners
Abacus Wealth Partners, located at 429 Santa Monica Boulevard in Santa Monica, California, is a finance institution dedicated to helping individuals, families, nonprofits, and foundations achieve financial ease and focus on what matters most. Our team of Advisors and CFP® professionals work collaboratively to provide comprehensive wealth management services both in-person and virtually. Through our innovative financial planning process and evidence-based investment strategy, we help clients stop worrying about money and fully experience life. Our Los Angeles team hosts educational workshops, seminars, and financial literacy courses in the community, and also gives back through volunteer work. If you're ready to expand what's possible with your money, contact us for an introductory call. Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering personalized financial advice and services.
Rags to Riches
Rags to Riches is a charming home goods store located at 1125 Lincoln Avenue in Calistoga, California. Offering a wide range of high-quality products for every room in your home, Rags to Riches specializes in transforming ordinary spaces into luxurious retreats. From elegant furniture and stylish decor to unique accessories and thoughtful gifts, this store is a treasure trove of inspiration for those looking to elevate their living environment. Visit Rags to Riches and experience the magic of turning humble rags into opulent riches for your home.
Capital One Café
Capital One Café is a unique institution that combines the convenience of a bank with the comfort of a café. Located at 801 South Grand Avenue in Los Angeles, California, this innovative concept offers customers a one-of-a-kind banking experience. Enjoy delicious food and beverages while taking care of your financial needs in a relaxed and welcoming atmosphere. Whether you're looking to open a new account, discuss investment options, or simply grab a coffee to-go, Capital One Café has you covered. Visit us today to see how we're redefining the way you bank and dine.
Capital One Café
Capital One Café is a unique institution located at 757 Spectrum Center Drive in Irvine, California. It combines the convenience of a bank with the comfort of a café, offering a one-of-a-kind experience for customers. Whether you need to do your banking, grab a coffee, or enjoy a meal, Capital One Café has you covered. With a focus on finance and food, this institution is the perfect place to manage your finances while indulging in delicious treats. Visit Capital One Café for a truly innovative banking experience.
Capital One Café
Capital One Café is a unique institution located at 4311 La Jolla Village Drive in San Diego, California. This innovative space combines the convenience of a bank with the cozy atmosphere of a café. Customers can enjoy delicious food and beverages while taking care of their banking needs. With a focus on financial education and community engagement, Capital One Café is more than just a place to manage your money - it's a destination for socializing, learning, and enjoying great food. Whether you're looking to grab a quick bite, meet with a financial advisor, or simply relax with a cup of coffee, Capital One Café has something for everyone.
Wonder of Women Inc
Wonder of Women Inc is a premier clothing store located at 2730 Wilshire Boulevard in Santa Monica, California. Our store is dedicated to providing women with a wide variety of stylish and trendy clothing options that cater to all shapes and sizes. From casual everyday wear to elegant evening attire, Wonder of Women Inc has something for every woman's fashion needs. Our experienced staff is committed to providing exceptional customer service, ensuring that every shopping experience is enjoyable and stress-free. Visit us today and discover the wonder of women's fashion at Wonder of Women Inc.
Zurich Simon - State Farm Insurance Agent
Zurich Simon - State Farm Insurance Agent is a dedicated insurance agency located at 1745 O'Farrell Street in San Francisco, California. Zurich Simon, originally from New York, has been serving the San Francisco community for over 24 years with a mission to educate others about responsible financial management and credit. In addition to his work in the insurance industry, Zurich is also a basketball coach and weekend photographer, showcasing his commitment to both professional excellence and community service. The agency offers a range of insurance services including Auto, Home, Renters, Business, and Health Insurance. They provide free quotes and assistance with out-of-state transfers to the San Francisco Bay Area. Zurich and his team are fluent in English, Mandarin, Cantonese, Spanish, and Vietnamese, ensuring they can cater to a diverse range of customers.
Insurance City
Insurance City is an independent insurance agency located at 956 West Robinhood Drive in Stockton, California. We are dedicated to providing the best insurance coverage for our clients by working with a select group of reputable and financially strong insurance companies. As independent agents, we prioritize your needs and work on your behalf to ensure you receive fair and prompt payment and service in the event of a loss. In addition to our insurance services, we also believe in the importance of financial literacy for small business owners. We offer resources and guidance on budgeting basics and financial management to help our clients achieve their profit goals effectively. As April is Financial Literacy Month, we encourage small business owners to prioritize financial education for long-term success.
Jill Judd - State Farm Insurance Agent
Jill Judd - State Farm Insurance Agent is a reputable insurance agency located at 820 Bay Avenue in Capitola, California. As a 4th generation Californian, Jill Judd is dedicated to serving her community by providing personalized insurance and financial services for both individuals and businesses. With over 24 years of experience as a State Farm Agent, Jill and her team are committed to educating customers and helping them make informed decisions that will impact their future, family, and legacy. In addition to offering a wide range of insurance products such as auto, home, and life insurance, Jill Judd - State Farm Insurance Agent also supports various community initiatives including arts, financial literacy programs, music education, and cancer research. The team at Jill Judd's office is highly professional, knowledgeable, and dedicated to providing exceptional service to each and every customer.
Marc Amesse - State Farm Insurance Agent
Marc Amesse - State Farm Insurance Agent is an insurance agency located at 2251 Broad Street in San Luis Obispo, California. Positioned at Broad and South Street, across from the Mechanics Bank and Fire Station #1, this institution is dedicated to providing exceptional service and protecting the financial well-being of its customers. With a background in various insurance lines, including property and casualty, life, health, and commercial insurance, the team at Marc Amesse is committed to offering personalized insurance options tailored to meet the unique needs and goals of individuals, families, and businesses. With a customer-centric approach, the team at Marc Amesse believes in building long-lasting relationships based on transparency and open communication. They strive to educate customers on the importance of insurance, empowering them to make informed decisions that protect their assets and loved ones. Whether you are seeking personal insurance coverage or comprehensive risk management options for your business, Marc Amesse is here to guide you every step of the way.
General Insurance
General Insurance, located at 909 Truman Street in San Fernando, California, is a leading insurance agency specializing in Auto Registration, Auto Tags, and various insurance services including Auto, Motorcycle, Home, Commercial, and General Liability coverage. Our dedicated team values each customer and strives to provide personalized service year after year. We understand the importance of protecting your assets and loved ones, which is why we offer comprehensive insurance solutions tailored to your individual needs. In addition to our insurance services, we also offer Instant California Vehicle Registration Services to save you time and hassle. As April is Financial Literacy Month, we emphasize the importance of financial education and offer tips for small business owners on budgeting and financial management. If you're planning a home remodel, we can also provide guidance on how these changes may impact your insurance coverage. With our commitment to excellence and customer satisfaction, General Insurance is your trusted partner for all your insurance needs.
BrainVyne LEGO & Money Camps
BrainVyne LEGO & Money Camps, located at 4000 Middlefield Road in Palo Alto, California, offers the best LEGO Robotics and Financial Literacy camps in the Bay Area for children ages 4-15. Our programs focus on STEAM education and were developed by a LEGO Master Builder and led by California-credentialed teachers. Children learn through play with our carefully curated LEGO Education kits, allowing them to unleash their creativity and learn valuable skills. Our specialty camps include Preschool Simple Machines, LEGO Animal Robotics, Girl Power Steam Robotics, LEGO Star Wars, LEGO Technic Adventures, LEGO Pokemania, and Stop Motion Animation. We also offer Money 101, an exclusive financial literacy camp for teens. Our motto is learning by doing, and our instructors ensure that every child's imagination comes to life through hands-on play. Join us at BrainVyne LEGO & Money Camps to watch your child's creativity flourish!
Peninsula Center Library
Peninsula Center Library is a multifaceted institution located at 701 Silver Spur Road in Rolling Hills Estates, California. This dynamic facility serves as a finance center, library, and local government office all under one roof. With a wide range of resources and services available to the public, Peninsula Center Library is a hub of knowledge, information, and community engagement. Whether you're looking to borrow a book, research financial matters, or access government services, this institution is here to meet your needs. Visit Peninsula Center Library today to explore all that it has to offer.
Boys & Girls Club Of Southwest County
The Boys & Girls Club of Southwest County is a community-based organization located at 25090 Jefferson Avenue in Murrieta, California. Our mission is to provide a safe and positive environment for children and teens to learn, grow, and thrive. We offer a wide range of programs and activities, including academic support, sports leagues, arts and crafts, and leadership development. Our dedicated staff and volunteers work to empower young people to reach their full potential and become responsible, caring citizens. Join us at the Boys & Girls Club of Southwest County and be a part of a welcoming and inclusive community that fosters success and well-being for all youth.
Community Action Commission
Community Action Commission, located at 228 North I Street in Lompoc, California, has been dedicated to serving the Santa Barbara County community for over 55 years. Offering Head Start, Early Head Start, and State Preschool programs for young children, as well as a variety of services aimed at improving economic security and promoting independence for individuals and families. The institution's Learning Academy partners with the community to provide education, tools, and supportive services for staff, volunteers, clients, board members, and partners. CommUnify, a nonprofit organization, collaborates with the community to find innovative solutions to assist residents in living healthy, resilient, and financially secure lives.
Community Action Commission
The Community Action Commission, located at 1240 Bethel Lane in Santa Maria, California, has been dedicated to serving the Santa Barbara County community for over 55 years. Formerly known as CommUnify, the institution offers a variety of services aimed at improving the lives of individuals and families in the area. They provide early childhood education programs such as Head Start, Early Head Start, and State Preschool, as well as services to help families manage energy bills and achieve economic security. The institution also offers programs for adolescents, young adults, and their families to develop necessary skills for success.
Community Action Commission
The Community Action Commission, located at 201 West Chapel Street in Santa Maria, California, has been dedicated to serving the Santa Barbara County community for over 55 years. Formerly known as CommUnify, this nonprofit organization offers a wide range of services to help individuals and families improve their economic security, manage energy bills, and achieve independence. The institution provides early childhood education programs such as Head Start, Early Head Start, and State Preschool for young children. They also offer support services for adolescents, young adults, and their families to help them develop essential skills for a healthy and resilient future.
Rady Childrens Business Center
Rady Children's Business Center is a state-of-the-art facility located at 5898 Copley Drive in San Diego, California, United States. This innovative institution is dedicated to providing top-notch business education and resources for children of all ages. With a focus on entrepreneurship, financial literacy, and leadership development, Rady Children's Business Center aims to empower the next generation of business leaders. Whether your child is interested in starting their own business or simply learning more about the world of finance, this center offers a wide range of programs and activities to help them succeed. Visit Rady Children's Business Center today and watch your child's potential soar!
Granite Ridge Apartments
Granite Ridge Apartments is a welcoming community located at 3135 Medina Common in Fremont, California. Situated at the corner of Sequoia Road and Paseo Padre Parkway, this institution provides housing for 73 low-income families, including 15 households transitioning out of homelessness. The property offers a variety of rental apartment homes, including 32 one-bedroom, 22 two-bedroom, and 19 three-bedroom units. Granite Ridge Apartments is committed to serving households earning 20% to 60% of the area median income, with annual incomes ranging from $22,860 to $68,580 for a two-person household. This community aims to enrich the greater Fremont area by providing safe and affordable housing for all residents.
TELACU La Esperanza
TELACU La Esperanza is a community-based institution located at 1550 South San Antonio Avenue in Pomona, California. This organization is dedicated to providing support and resources to individuals and families in need, with a focus on education, workforce development, and community empowerment. Through a variety of programs and services, TELACU La Esperanza aims to create opportunities for growth and success for all members of the community. Whether it's through job training, financial literacy classes, or educational workshops, this institution is committed to helping individuals achieve their goals and build a better future for themselves and their families. Visit TELACU La Esperanza today to learn more about how they can help you thrive.
Vocality Community Credit Union
Vocality Community Credit Union, located at 757 Redwood Drive in Garberville, California, is a trusted institution offering ATM and finance services. We provide convenient links to third party websites for additional resources, but rest assured that your privacy and security are our top priorities. We are excited to announce that online loan applications, including home loans, are now available for a faster and easier process. It's never too early to educate your children about money, and we offer tips for millennials looking to buy a house. April is Financial Literacy Month, highlighting the importance of financial education. Our rates are competitive, with APR reflective as low as possible based on creditworthiness and loan term. Trust Vocality Community Credit Union for all your financial needs.
Auto International Insurance
Auto International Insurance Agency, located at 17412 Beach Boulevard in Huntington Beach, California, specializes in providing a wide range of insurance services including Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to ensuring that you have the peace of mind knowing that your assets are properly covered. We work with you to create a comprehensive insurance portfolio that meets your specific needs and discuss all available options to guarantee that you are adequately protected. In addition to our insurance services, we also place a strong emphasis on financial literacy, particularly for small business owners. As April is Financial Literacy Month, we believe it is the perfect time to educate small business owners on budgeting basics and the importance of sound financial management. We understand the challenges that come with managing finances for a small business and are here to provide guidance and support.
Primerica
Primerica is a reputable insurance agency located at 4650 East Arrow Highway in Montclair, California. With a strong presence in the United States, Primerica offers a wide range of insurance products and services to meet the needs of individuals and families. Their dedicated team of professionals are committed to providing personalized solutions and excellent customer service. Whether you are looking for life insurance, investments, or other financial products, Primerica is a trusted choice for protecting your future. Visit their office in Montclair today to learn more about their offerings and how they can help you secure your financial well-being.
Self-Help Federal Credit Union
Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.
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