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Schwab Center for Financial Wellness

Plan for Better

We value your financial well-being.

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.

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Dr. Cherry teaching finance class
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Financial Coaching

Get student peer coaching on spending, debt, credit, insurance, benefits, financial aid management, federal income tax, and money mindset.

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Financial Education

Personal Financial Planning students present money management basics to student organizations, local community groups, and high schools.

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Tax Filing Assistance

VITA offers free tax filing assistance to households that are unable to attain professional tax services.

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Financial Planning Day

October 15, 2024 • 10:30am-4:00p.m. • The Weidner

Don't miss this jam-packed event where financial planning students and industry professionals meet, share ideas and plan for the future. Enjoy keynote presentations, alumni and professional panels, round-robin interviews and a networking dinner. Let's advance the financial planning profession together.

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Money-Minded Connections

Our alumni and industry partnerships encourage student career advancement and promote financial wellness.

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Student Group

PFPA welcomes all students with an interest in personal financial planning. Make friends while you build your résumé.

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New Money Podcast


The NEW Money Podcast aims to increase financial well-being through candid and entertaining conversations about life-money matters.

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Students networking

Financial Planning

Our program is built in connection with regional Registered Financial Planners, tailoring your education to the skills employers want.

Personal Financial Planning

Areas of Impact

To achieve our goals, the Charles Schwab Foundation Center for Financial Wellness focuses on three areas of impact.

Student Emotional & Financial Wellness

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.

General Public's Financial Wellness

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.

Student Career Placement

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.

Invest in Financial Wellness

Thank You, Sponsors

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

Our Mission

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.

Advisory Board

of the Charles Schwab Foundation Center for Financial Wellness
Douglas M. Gjerde
Douglas M. Gjerde
CFP, Managing Partner and Wealth Advisor at Heritage Financial Partners, LLC
Green Bay, WI
Lazetta Rainey Braxton
Lazetta Rainey Braxton
CFP, at Lazetta & Associates
Brooklyn, NY
Megan Heintzkill
Megan Heintzkill
CFP, Director of Financial Planning at Fortifi Bank
Green Bay, WI
Patrick Madson
Patrick Madson
CFP, SVP at Nicolet Wealth Management
De Pere, WI
Justin Moilanen
Justin Moilanen
CFP, Director of Investments and Shareholder at Financial Service Group, Inc.
Racine, WI
Benjamin Hayes
Benjamin Hayes
CFP, Partner, Private Wealth Manager at Creative Planning
Green Bay, WI
Mark Tibergien
Mark Tibergien
Mark Tibergien Insights at LLC
Seattle, WA
Steve Sanduski
Steve Sanduski
CFP, Co-Founder at ROL Advisor
Sister Bay, WI
Preston Cherry

Want to Know More?

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.

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