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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. "Schwab MoneyWise on Campus" 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!

Sunday, August 2 - Saturday, August 8, 2015


Your Support Makes A Difference click here to Sponsor a Scholar Now!


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



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


[June 18, 2015 Cyber Security Panelists Presentations.pdf]


 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.