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TOP 30 Financial literacy resources in California
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Enrich Financial Wellness
Enrich Financial Wellness, located at 2163 Newcastle Avenue, Encinitas, California, is dedicated to making financial freedom possible for the people you work with. Our bespoke financial wellness programs are tailored to your users' needs, focusing on benefits/services adoption, DEI, stress reduction, productivity, data collection, and insights. With over 100 configurations available on our platform, we guarantee a program that meets your employees' or customers' needs. Our unique approach combines psychology, gamification, and program customization to generate wider adoption and ongoing engagement. Trusted by over 12,500 organizations, including employers, financial institutions, and government agencies, Enrich provides financial programs that lower stress and increase employee wellbeing. State and local governments also rely on us to deliver financial wellness programs that their employees trust and use. Through careful analysis of the latest trends and strategies in financial wellness, we strive to educate people on retirement, healthcare, and personal finance.
Bank of America Financial Center
The Bank of America Financial Center located at 5101 2nd Street in Long Beach, California, is a trusted institution offering a wide range of banking and financial services. Whether you need assistance with personal banking, investments, loans, or business accounts, our knowledgeable staff is here to help you achieve your financial goals. With convenient hours and state-of-the-art technology, the Bank of America Financial Center is committed to providing top-notch customer service and innovative solutions to meet your financial needs. Visit us today to experience the difference of banking with Bank of America.
Financial Literarcy Educators of WealthWave
The Financial Literacy Educators of WealthWave is a finance institution located at 64 Vía De La Valle, Lake Elsinore, California, United States. Our mission is to eradicate financial illiteracy, which affects over 4.5 billion people worldwide. Our HowMoneyWorks Book Educators are dedicated to helping individuals break the cycle of debt and take control of their financial future. We provide proven steps to guide you towards financial security and believe that an investment in knowledge pays the best interest. Contact us to receive our ebook and start your journey towards financial literacy today.
The Financially Literate Mindset
The Financially Literate Mindset is a leading institution located at 2008 Bluestone Circle in Chula Vista, California. Our focus is on promoting financial literacy and empowering individuals to develop a strong understanding of personal finance. Through our comprehensive programs and resources, we aim to cultivate a financially savvy mindset in our students, equipping them with the knowledge and skills needed to make informed decisions about money management. Join us at The Financially Literate Mindset and take control of your financial future today.
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.
Merritt College Children's Center
The Merritt College Children's Center is a nurturing and inclusive institution located in Oakland, California. Our mission is to prioritize the needs of our students and empower them to reach their full potential and contribute positively to their communities. The Children's Center provides care for children during the fall and spring semesters, offering three cost-free meals per day and fees based on family size and income. Low-income families may be eligible for free services. Additionally, the Learning Center offers tutoring across various subjects, while the Library promotes information literacy and lifelong learning. The Financial Aid Office provides assistance with federal and state aid, scholarships, and work-study programs. Student Services offer a wealth of resources and counseling support. For more information, visit our website or contact us directly.
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.
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.
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.
Auto International Insurance
Auto International Insurance Agency, located at 110 West Harvard Boulevard in Santa Paula, California, is your go-to insurance agency for all your auto, home, motorcycle, and commercial insurance needs. Our dedicated team is committed to providing you with the peace of mind that comes from knowing you are fully covered. We work with you to create a customized portfolio of policies that will protect your assets and give you the confidence you need. In addition to our insurance services, we also offer financial literacy resources for small business owners. We believe that understanding the basics of financial management is essential for success, which is why we provide information on budgeting and other financial topics to help you achieve your profit goals effectively.
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.
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!
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.
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.
Banking Truths
Banking Truths is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. We specialize in helping individuals safely invest cash like big banks do, keep liquid capital compounding, and legally shelter growth from ongoing taxation. Our goal is to provide transparent and educational services, recommending only the best products and designs. We believe in complementing your wealth building efforts and customizing a private banking system that maximizes access, control, and growth while sheltering from future taxes. Let us help you recapture the velocity of your cash flow and stop letting big banks and taxes reap all the profits. Learn about the benefits of Whole Life policies and the Infinite Banking Concept, and let us do the shopping and modeling for your ideal banking life insurance policy. Join us in optimizing your financial future and securing your wealth with the most robust products, companies, and design techniques available.
Credit.org
Credit.org is a non-profit financial institution located at 1450 Iowa Avenue in Riverside, California. Our mission is to empower individuals to achieve financial freedom through education, counseling, and resources. Whether you are looking to improve your credit score, reduce debt, or learn how to better manage your finances, our team of experts is here to help. With a focus on financial literacy and responsible money management, Credit.org is committed to helping you build a strong financial foundation for a secure future. Visit us today to start your journey towards financial wellness.
Community Action Comm
Community Action Comm, located at 530 East Enos Drive in Santa Maria, California, is a dedicated school that has been serving the Santa Barbara County community for over 55 years. Formerly known as CommUnify, our institution offers Head Start, Early Head Start, and State Preschool programs for young children, as well as a variety of services aimed at improving economic security, managing energy bills, and promoting independence for individuals and families. Our Learning Academy works in partnership with the community to provide education, tools, and supportive services to staff, volunteers, clients, board members, and partners. We strive to help adolescents, young adults, and their families develop the skills needed to be healthy, resilient, and resourceful members of our community.
Little Village
Located at 219 West Chapel Street in Santa Maria, California, Little Village is a dedicated school that has been serving the Santa Barbara County community for over 55 years. We offer Head Start, Early Head Start, and State Preschool programs for the care and education of young children. In addition to our educational programs, we provide a variety of services aimed at helping individuals and families improve their economic security, manage energy bills, and achieve independence. Our mission is to help adolescents, young adults, and their families develop the skills they need to be healthy, resilient, and resourceful members of our community.
Transamerica Institute
Transamerica Institute, located in Los Angeles, California, is a nonprofit foundation focused on educating the public about various aspects of health, wellness, employment, financial literacy, longevity, and retirement. As an operating division of Transamerica Institute, the Transamerica Center for Retirement Studies conducts extensive annual surveys on retirement planning. Funded by Transamerica Life Insurance Company and its affiliates, the Institute provides valuable information for educational purposes only. For personalized advice, it is recommended to consult independent professionals. Sign up for email updates to stay informed on the latest reports and research findings from Transamerica Institute and Transamerica Center for Retirement Studies. Welcome to our community of knowledge and resources!
Auto International Insurance
Auto International Insurance Agency, located at 1160 East William Street in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and provide them with confidence in their coverage. In addition to our insurance services, we also offer resources and information on financial literacy for small business owners. We believe that understanding the fundamentals of financial management is crucial for success, and we are here to help our clients navigate budgeting basics and other essential financial concepts.
GGFI
GGFI is a reputable insurance agency located at 123 East Valley Boulevard in San Gabriel, California, United States. Our knowledgeable agents are dedicated to providing top-notch insurance solutions for individuals and businesses alike. With a wide range of insurance products and services, GGFI is committed to helping our clients protect what matters most to them. Contact us today to learn more about how we can assist you with your insurance needs.
KILR
KILR is a versatile institution located at 4901 Morena Boulevard in San Diego, California, United States. Offering a unique combination of finance, gym, and health services, KILR is dedicated to helping individuals achieve their financial and fitness goals in one convenient location. Whether you're looking to improve your financial literacy, get in shape at the gym, or prioritize your overall health and wellness, KILR provides the resources and support you need to succeed. Visit us today to experience the transformative power of KILR.
North County Lifeline
North County Lifeline is a health institution located at 1210 Division Street in Oceanside, California, United States. They are dedicated to providing essential health services and support to individuals and families in need. Their team of compassionate professionals work tirelessly to improve the overall well-being of the community, offering a range of programs and resources to address various health concerns. Whether it's mental health support, substance abuse treatment, or access to medical care, North County Lifeline is committed to helping individuals live healthier and happier lives.
CFIChristine.com
CFIChristine.com is a reputable institution located at 17992 County Road 94B in Woodland, California, United States. This institution is dedicated to providing high-quality education and training in various fields, including finance, business, and leadership. With experienced instructors and innovative teaching methods, CFIChristine.com offers a dynamic learning environment for students looking to enhance their skills and advance their careers. Whether you are a seasoned professional or just starting out, CFIChristine.com has the resources and expertise to help you reach your goals.
Eggleston Family Services
Eggleston Family Services, located in Los Angeles, California, is a licensed, non-profit health institution established in 1974. Our mission is to provide comprehensive programs to serve children, youth, and families in the community. We offer a wide range of services including Short-Term Residential Treatment, Behavioral Health, Substance Use Disorders, Foster Care, and Adoption Services. Our compassionate staff is dedicated to providing quality, evidence-based, holistic, and therapeutic treatments to help individuals overcome trauma from abuse, neglect, substance use, and behavioral health issues. Eggleston has expanded its program operations over the years to include various departments such as Residential Treatment, Foster Care, Adoptions, Behavioral Health, Substance Use Disorder, Family Preservation, Human Resources, and Accounting.
Modern Family Finance
Modern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
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