Blog
Friday Follow: Get to know AFCPE’s new Education Coordinator
My Name: Jessie Jimenez My Work: Education Coordinator My Roots: I was raised in southern California, but spent much of my adult life in Northern California. I've settled in Oregon now, just south of Portland. My Passion: Working as an educator and providing financial literacy opportunities is really my passion....
January 14, 2022
Read More >#FridayFollow: Breaking Out of the Financial Aid Fog
Lorna Saboe-Wounded Head works with consumers across South Dakota to help them increase their financial knowledge and implementation of financial behaviors to empower them to make financial decisions. AFCPE: What led you to a career in personal finance? And what inspires you to continue doing this work today? Lorna: My...
November 19, 2021
Read More >#FridayFollow: Everyone deserves an opportunity for financial freedom
Nicole Standish, AFC® is a personal financial counselor that works primarily with military personnel and their families, helping them build financial literacy and gain control of their finances. AFCPE: What led you to a career in personal finance? And what inspires you to continue doing this work today? Nicole: I...
October 22, 2021
Read More >#FridayFollow: Teaching Youth to Soar: Marcy Reyes and the FLY Initiative
Marcy Reyes, AFC® is a social entrepreneur and the Founder and CEO of The Financial Literacy Youth (FLY) Initiative, a non-profit organization that provides culturally responsive financial literacy programming to underserved and underrepresented students; empowering youth with the knowledge, skills and experiences to end generational poverty. Marcy is also an...
October 15, 2021
Read More >#FridayFollow: No Fear Finance
Getting to know Sara DeSantis, AFC® Candidate Sara is a professional of many skills and wears many hats! She is a librarian working as a content portfolio specialist on-site at Eli Lilly and Company where she manages all of the subscriptions and journals for the library. She has also been...
August 27, 2021
Read More >#FridayFollow: Building an Accessible Financial Coaching Practice
Getting to know Melissa Mittelstaedt, AFC® Candidate Melissa is a Money Coach for women entrepreneurs, whether they have a side hustle, a full time 1099 operation, or run a small business --she partners with them to ensure financial stability. AFCPE: What led you to a career in personal finance? And...
August 06, 2021
Read More >#FridayFollow: A Celebration of Equality, Unity, and Acceptance
Getting to know Michael Roush, MA, AFC® Michael Roush, M.A., AFC® is the Director of the Center for Disability-Inclusive Community Development (CDICD) at National Disability Institute (NDI). His work is focused on building a better financial future for communities that are often left out of mainstream social, economic, and educational...
June 18, 2021
Read More >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
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