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FridayFollow: Helping Immigrants Go from Surviving to Thriving

Getting to know Adina Appelbaum, AFC® candidate Adina Appelbaum is a financial and online business coach for immigrants and their families. She is also an immigration lawyer at a non-profit. Together with her husband, Mauricio, Adina started Immigrant Finance, with the mission to “empower immigrants and their families with personal...

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#FridayFollow: Taking the Leap

Getting to know Delicia Carswell, AFC® Delicia Carswell, AFC® assists individuals in creating and achieving their version of financial freedom. In this week’s Friday Follow, she shares her journey from FINRA Foundation Military Spouse Fellow to small business owner. Delicia offers excellent advice for other financial counselors and coaches looking...

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#FridayFollow: Get to Know AFCPE’s Newest Staff Member

My Name: Zulairam Ruiz-Agosto (pronounced zoo-lie-rum in English) My Work: Member Services Coordinator. My role is to make sure you are all getting the best experience out of your AFCPE® Membership. My Roots: I was born in Puerto Rico and grew up in the Bronx, NY (you’ll hear my fabulous accent...

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#FridayFollow: Knowledge Creates Impact

Get to know FINRA Foundation Military Spouse Fellow, Darya Morrison Darya Morrison is an AFC® candidate and a 2020 FINRA Foundation Military Spouse Fellow. Less than one year ago, she was filling out the application to join the Fellowship program. Today she has an ambitious personal goal of earning her...

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#FridayFollow: Meaningful work wherever life takes you

Meaningful work wherever life takes you As we enter the application period for the 2021 FINRA Foundation Military Spouse Fellowship, we approached two 2020 FINRA Foundation award-winning Fellows with some Friday Five questions. Learn more about their passion for this work and why others should apply for the fellowship program.The...

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#FridayFollow: Get to Know AFCPE’s New 2021 Board Members

Welcome, Brandy Baxter, AFC®, FFC® My Work: Financial Coach and CEO, Living Abundantly My Roots: Born and raised in Toledo, OH. I grew up with a loving, hard working mother and three sisters. My Passion: I’m passionate about illuminating the space in someone’s mind with ideas and strategies to give them hope...

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#FridayFollow: Helping Artists Find Financial Freedom

Jennifer Latimore is an actor who works in theatre, film, and television. She is currently working toward earning her AFC® certification.AFCPE: Tell us a little about your professional journey, and what inspired you to pursue the AFC® certification?Jennifer: Never have I felt that the word ‘unique’ more accurately describes me...

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#FridayFollow: Looking Beyond Behaviors

Getting to know Sean McPhilamy, AFC®. AFCPE: When someone asks what you do, how do you respond? Sean: I help individuals and families with improving personal finances, looking beyond behaviors. AFCPE: Tell us a little about your professional journey. What or who inspired you to pursue this career? Sean: Twenty-five...

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#SponsorSpotlight: Meet Amelia O’Rourke-Owens of America Saves

Meet Amelia O'Rourke-Owens of America SavesWelcome to the 2020 Sponsor Spotlight series! As we prepare for #AFCPE2020, November 16-20, 2020, we are excited to introduce you to our Sponsors, and more specifically, to the incredible people who work for these organizations. Learn more about the organizations and the people you'll...

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#FridayFollow: Helping People Reclaim their Personal Financial Power

Dawn Torres Gale, AFC® is a financial counselor who is passionate about helping her clients identify or refine their financial goals and create a road map to get them there successfully. She especially loves, “helping people reclaim their personal financial power.”AFCPE: Tell us a little about your professional journey.  What...

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#FridayFollow: Improving Financial Knowledge & Resilience

Dr. Michael Gutter is a family economics specialist and financial behavior researcher by training. He currently serves as Associate Dean for University of Florida UF/IFAS Extension and the State Program Leader for 4-H, Families and Communities. As a Past President of the AFCPE Board of Directors, Michael is extremely passionate...

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#FridayFollow: Apply for an Award!

We Want You to Apply For An AFCPE Award</h2 > Each year AFCPE® recognizes the great work and innovation happening in financial education, research, and practice. Award winners are celebrated at the AFCPE® Symposium in November. Win or lose, applying for an AFCPE award provides incredible value to you! It's...

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