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Schwab Center for Personal Financial Planning

Plan For Better Well-being

Our alumni and industry partnerships encourage student career advancement.

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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Students working together

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

Our mission? 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.

Students collaborating

Peer Financial Coaching

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

Student Presenting

Financial Education Outreach

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

Students networking

Connections 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 & 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.

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

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
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
Benjamin Hayes
Benjamin Hayes
Principal, Senior Financial Advisor at Wipfli
Green Bay, WI
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 education 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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