Welcome to the Charles Schwab Foundation Center for Financial Wellness. We're here to provide you with a trusted space to help you achieve higher levels of financial wellness. Get personal financial guidance and education that you can enact and sustain to accomplish your life goals.
Get student peer coaching on spending, debt, credit, insurance, benefits, financial aid management, federal income tax, and money mindset.
Personal Financial Planning students present money management basics to student organizations, local community groups, and high schools.
VITA offers free tax filing assistance to households that are unable to attain professional tax services.
Our alumni and industry partnerships encourage student career advancement and promote financial wellness.
PFPA welcomes all students with an interest in personal financial planning. Make friends while you build your résumé.
The NEW Money Podcast aims to increase financial well-being through candid and entertaining conversations about life-money matters.
Our program is built in connection with regional Registered Financial Planners, tailoring your education to the skills employers want.
To achieve our goals, the Charles Schwab Foundation Center for Financial Wellness focuses on three areas of impact
70% of students are stressed about their finances, but the numbers are even worse in Wisconsin. The average amount of debt load across the nation is $29,719, and Wisconsin debt load is $31,705.
Just 18% of Americans say they could live off their savings for at least six months, and 21% of Americans have nothing at all saved for the future.
With the aging population and the sizeable millennial generation demanding financial advice services, young professionals like you are likely to grow in demand in the next ten years.
This center is made possible by generous support from the Charles Schwab Foundation. Financial wellness is an ongoing journey that requires new and ongoing investment. Our students, community, and Personal Financial Planning program appreciate your support.
Support the Center
The mission of the Charles Schwab Foundation Center for Financial Wellness is to increase awareness of personal finance through engagement within UW-Green Bay and the local community. We also welcome creative and academic student collaborations and inspire community service and philanthropy.
CFW Director, Preston D. Cherry, Ph.D, CFP® is passionate about spreading financial education and promoting financial wellness. If you have questions about the Charles Schwab Foundation Center for Financial Wellness, just contact us.