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The Charles Schwab Foundation
Center for Personal Financial Planning

Plan For Better Well-being

We are 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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Student Group

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


Tax Filing Assistance

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

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

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About the Schwab Center for Personal Financial Planning

The Charles Schwab Foundation Center for Personal Financial Planning (CPFP) is a hub for financial literacy and financial wellness. It seeks to increase awareness of personal finance through engagement within UW-Green Bay and the local community. This trusted space welcomes creative and academic student collaborations and inspires community service and philanthropy. The Center fosters alumni and industry partnerships and encourages student career advancement.

Students collaborating

Peer-to-Peer Financial Counseling

Personal Financial Planning students offer financial coaching to their peers at UW-Green Bay. Students receive fundamental guidance about spending plans, positive saving practices, financial aid and credit. Financial counseling empowers students to achieve their financial goals.

Student Presenting

Financial Literacy Outreach

Personal Financial Planning students present the fundamentals of personal finance to local community groups and high schools. They talk about cash, credit, coverage, college and careers.

Students networking

In Connection with Financial Planners

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

Areas of Impact

To achieve our goals, the CPFP focuses on three areas of impact: student emotional and financial wellness, financial wellness of the general public and student career placement.

Student Emotional & Financial Wellness

Studies suggest that 70% of students are stressed about their finances, 60% worry about having enough money to pay for school and 40% are concerned about paying their monthly expenses.

The financial health of college students in Wisconsin is concerning. Studies show that 64% graduate with debt (leads the nation), the amount of debt carried by WI graduates rank high compared to the rest of the country, and the average debt load of 2018 Wisconsin graduates is $31,705.  

General Public's Financial Wellness

Just 18% of Americans say they could live off their savings for at least six months, 41% stress about retirement planning, 46% worry about outliving their savings and 21% of Americans have nothing at all saved for the future. Another 10% have less than $5,000 socked away for their golden years.

Student Career Placement

The Center helps promote student career placement where the demand in the financial advice sector expects to grow at a rate of 4% through 2029. This rate expects to increase with the aging population and the sizeable millennial generation demanding financial advice services. Talent demand in this sector is high, where less than 20% are under age 40, and fewer than 5 % are in their 20s. 

Advisory Board
of the Charles Schwab Foundation Center for Personal Financial Planning

Douglas M. Gjerde
CFP, Managing Partner and Wealth Advisor at Heritage Financial Partners, LLC
Green Bay, WI
Benjamin Hayes
Principal, Senior Financial Advisor at Wipfli
Green Bay, WI
Megan Heintzkill
Megan Heintzkill
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
Director of Investments and Shareholder at Financial Service Group, Inc.
Racine, WI
Lazetta Rainey Braxton
Lazetta Rainey Braxton
CFP, at Lazetta & Associates
Brooklyn, NY
Mark Tibergien
Mark Tibergien
Mark Tibergien Insights at LLC
Seattle, WA
Steve Sanduski
Steve Sanduski
Co-Founder at ROL Advisor
Sister Bay, WI
Preston Cherry

Want to Know More?

Preston D. Cherry, Ph.D., CFP® is passionate about spreading financial literacy and promoting financial wellness. If you have questions about the Charles Schwab Foundation Center for Personal Financial Planning, just contact us.

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