Blog
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...
May 21, 2021
Read More >#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...
May 14, 2021
Read More >#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...
March 19, 2021
Read More >#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...
March 12, 2021
Read More >#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...
February 26, 2021
Read More >#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...
February 05, 2021
Read More >#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...
January 29, 2021
Read More >#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...
December 18, 2020
Read More >#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...
October 09, 2020
Read More >#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...
October 02, 2020
Read More >#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...
July 10, 2020
Read More >#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...
June 26, 2020
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