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Attention all UCI Undergraduates!


Boost your financial know-how and put yourself on a path to success while in college and beyond. "MoneyWise" helps you build a personalized action plan to manage your personal finances.








Register for free right now!  "MoneyWise"

Any undergraduate who completes "MoneyWise" by June 30th will be entered to win an iPad Air 2!!


In proud partnership with

UCI Student Affairs Office and generous

support from the Charles Schwab Foundation



The 2015 Financial Literacy Summer Residential Program Is Approaching!


Your Support Makes A Difference


Watch To Learn More!


"There is much that can be accomplished when the mission and the inspiration is clear. The Merage School takes pride in its mission to enhance socially responsible growth and to offer a highly personalized environment, whether that is to our students or to our constituents. I am glad this innovative program has found its way to our Campus, and to our hearts."


- Andrew J. Policano, PhD, Faculty Director, Center for Investment and Wealth Management


Sponsor A Scholar Now!


Class of 2014



CIWM Public Speakers Series


and the Center for Digital Transformation (CDT)


 Protecting Oneself in the Digital Age

How to Protect your Social and Financial Identity


Thursday, June 18, 2015

11:30 am – 1:30 pm

Costa Mesa Hilton



Individual Tickets $75, UCI Student and Alumni $50, Table Hosts $1,000


 Cybersecurity Expert Panelists:


Rand Morimoto, PhD

Dr. Morimoto is a former advisor to the White House on Cybersecurity, and has authored dozens of bestselling books, with titles including “Network Security for Government and Corporate Executives” and “Cybersecurity: Being Cyber Aware and Cyber Secure”.


Anna Winningham

Ms. Winningham is currently with Risk Control Strategies and is a former Federal Bureau of Investigation (FBI) Special Agent for 13 years. She brings over 17 years of operational experience in crisis resolution and threat management. She is a valuable resource to corporate as well as private clients.


Becky Frost

Ms. Frost is a senior manager of consumer education and public

relations at Experian Consumer Services (ECS). She is responsible for consumer credit education and communications, as well as external brand communications.


Andrew J. Policano, PhD

Dean’s Leadership Circle Endowed Professor, Director, Center for Investment and Wealth Management and, former Dean at The Paul Merage School of Business at UCI





Contact Lee Anne Maki at or 949.824.2675 with questions.