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Personal Financial Planning Association (PFPA)

Aspirations Within
Your Reach

Strive towards a thriving financial planning career. Elevate your financial wellness.

Want exposure to thought-leading financial planning professional development and financial education awareness? The PFPA is your like-minded resource to pursue and take part in your career and money education journey.

Contact Us

Phoenix Personal Financial Planning Student Association group photo

About PFPA

The Personal Financial Planning Association provides members with professional development resources that include access to employers and faculty to facilitate internship, career and scholarship opportunities. as well as give topic-driven presentations from personal financial planning and financial services professionals.

Membership Information

PFPA welcomes all students regardless of their major and builds a community of young professionals with an interest and passion for personal financial planning and financial services.

Become a Member

Payment Information

PFPA accepts payment for membership fees, apparel, and other fee and purchase opportunities through CashApp. You can use your mobile device to find code $UWGBPFPA.

Meetings

Meetings typically feature financial planning firms or thought-leaders that share industry trends, professional development advice or subject matter expertise, but could could also focus on sessions of financial well-being.

Additionally, we host fun social and community outreach events that advance relationships among our members, the Cofrin School of Business and across UW-Green Bay. Executive officer meetings include association and event management. Members can also lead and participate through committee service.

Follow PFPA

   

PFP Minor

Our CFP Board Registered Program minor in personal financial planning enhances your marketability.

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Financial Wellness

The Charles Schwab Foundation Center for Financial Wellness provides the opportunity for professional development and participation in community service through financial education to improve the well-being of our region.

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Officers

Our officers are student leaders who have stepped up to represent this organization.

Morgan Cain, President
Morgan Cain
President
cainmr09@uwgb.edu
Riley Siltman, Vice President
Riley Siltman
Vice President
siltr18@uwgb.edu
Jason Richel, Secretary
Jason Richel
Secretary
richja16@uwgb.edu
Preston Cherry, Faculty Advisor
Preston D. Cherry, Ph.D., CFP®
Faculty Advisor
920-465-2044
cherryp@uwgb.edu