California Financial Educators Council: About, Mission, Advisory Board

The California Financial Educators Council℠ is committed to helping people across the Golden State gain access to financial education programming that helps them work toward financial wellness. To this end, we provide complimentary resources, advocacy campaigns, and local personal support to build scalable financial wellness initiatives.

The mission of the California Financial Educators Council℠ is to build sustainable, scalable economic empowerment programs that have a real impact on people’s lives at the community level.

State Chapter Details & Affiliation with National Council

The California Financial Educators Council℠ is a chapter of the National Financial Educators Council®. The National chapter is well-qualified to support our initiatives here across the state of California. They bring:

Accreditation

As an IACET Accredited Provider, the NFEC offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.

Social Impact

As a Certified B Corporation, the NFEC meets the highest standards for socially responsible commerce, using the power of business to build more sustainable economies.

Standards

The NFEC set industry standards for the financial education industry and materials are developed with the highest educational outcomes in mind.

NFEC Financial Literacy Standard Alignment Verified

Advisory Board

The California Financial Educators Council Advisory Board members come from diverse backgrounds, yet share one similar goal – to help push the financial wellness movement forward. Board members serve in a variety of roles to support the Leadership Team to develop leading educational resources, expand our business, and create positive social change.

Larry Dicke

Larry Dicke

CalChamber of Commerce, Chief Financial Officer, Retired 2022

Veselina Dinova

Veselina Dinova

Haas School of Business UC Berkeley, Executive MBA Professor

Trevor Stoll

Trevor Stoll

National Financial Educators Council, Director of Operations

Carolyn Campbell

Carolyn Campbell

Emerging Capital Partners, Managing Partner and COO

Sonja Strzoda

Sonja Strzoda

Financial Services Executive & Nonprofit Board Professional

Sam Renick

Sam X Renick

Internationally Recognized Financial Literacy Pioneer

Rodney Balbuena

Rodney Balbuena

Managing Director, SageView Advisory Group