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.

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.

About

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.

Visit CFW

Officers

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

Morgan Cain

President
cainmr09@uwgb.edu

Riley Siltman

Vice President
siltr18@uwgb.edu

Jason Richel

Secretary
richja16@uwgb.edu

Preston D. Cherry, Ph.D., CFP®

Faculty Advisor
(920) 465-2044
cherryp@uwgb.edu