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Center for Financial Wellness

Appointments

$ Wellness Coach

About us

Center for Financial Wellness is a peer-to-peer financial wellness program at UC Berkeley. We offer workshops and one-on-one appointments to help students manage their personal finances in college and beyond.

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Reviews

19 reviews
  • Nouhamin Leoulekal·

    I loved meeting with my peer advisor, Mindy. She clearly and concisely helped me establish a budget as well as determine what would be the best option for debt management.

  • William Fei·

    My personal finance meeting with Grace was really great! We discussed credit cards, checking accounts, saving accounts, investing accounts, and budgeting. She was informative and friendly and I feel more prepared for post-grad!

  • Srinidhi·

    I absolutely loved meeting with my peer advisor, Jackie. She is a great listener, keeps detailed notes throughout our session, and sends me a summary of the notes afterwards. I learned a lot about personal finance in a space where I felt comfortable and supported, which I'm really grateful for.

  • Sarah·

    Jackie was excellent and helped me refine my budget to be more accurate given my historical spending habits. We discussed resources available at Berkeley and in the East Bay as well for financial wellness and tax assistance. I feel a lot more prepared already for my post-grad career and managing my money, and I'm excited to learn more w/ Jackie at my upcoming appointments!

  • Matthew Martinez·

    Victoria is amazing and has helped me find some simple ways to look at my finances going out every month. Also, how I can save a little money here and there for my rainy day fund. If you are in need of some financial advice please contact the Center for Financial Wellness because they can help!

  • Krysia·

    Isabel was very helpful in explaining the basics of investing to me. I am excited to use her tips in managing my finances!

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