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Investments, Financial Planning and You  

A UC Irvine Summer Excellence Program for High School Students

[UCI Investments Financial Planning and You Brochure 2 page.pdf]



This intense summer program is designed for highly motivated, talented high school students who wish to gain a deep understanding of investments and financial planning.  Acclaimed faculty from the Paul Merage School of Business at the University of California, Irvine partner with industry experts to deliver a unique learning environment through a combination of case studies, group projects, on-line simulations and student presentations. The program culminates in the creation of a personal wealth management plan by each student, paving the way for a life long plan of financial success.   

Monday, July 25 – Friday, July 29, 2016       

“We are delighted to be able to offer a rigorous academic program for high school students and advance the study of financial literacy into our communities.”  

Andrew J. Policano, Ph.D., UCI

Faculty Director 



Andrew J. Policano

Ph.D., UCI

Faculty Director

Center for Investment & Wealth Management (CIWM) and Former Dean of The Paul Merage School of Business





Chris Schwarz

Ph.D., UCI

Finance Professor

The Paul Merage School of Business



Feroz Ansari


Senior Principal & Portfolio Manager, Compak Asset Management





1. Challenge one-self and develop "My Wealth Management Strategy", a personalized financial strategy case study and present your findings to your peers and faculty   

2. Expand your knowledge of personal financial management 

3. Gain an understanding of macroeconomics and global financial markets

4. Learn how to analyze and evaluate stocks bonds, mutual funds, and ETFs

5. Develop and back test optimal investment portfolios 

6. Familiarize yourself with wealth creation concepts



Contact Lee Anne Maki

Associate Director, Center for Investment and Wealth Management at or 949.824.2675 for application materials.  



Applications are being accepted now on a rolling admissions basis. You will be notified within 30 days of application submission if you have been selected to attend. Apply now, seating is limited.

Application deadline is March 15, 2016.   

Upon acceptance into the program, a $300 non-refundable deposit will be required to secure your spot.


Program Date: July 25 – 29, 2016 

Time: 8:00 am – 5:00 pm 

Cost: $995 per student


LIFEvest Photo Recap!


2015 Financial Literacy Program


How to Build

a Meaningful Life Plan by

Creating Lasting Financial and Educational Goals


Sunday, August 2 – Saturday, August 8  


Opening Day





 "Poised for Success"



Boeing Presentation





Taco Bell Headquarters Visit & Social Etiquette Dinner





 Joan Payden Luncheon






Getting Into College




ARC Ropes Course




PIMCO Corporate Visit & LIFEplan Presentations













The UC Irvine, Center for Investment and Wealth Management’s fifth annual Financial Literacy Summer Residential Program is a one-week, on-campus program dedicated to helping underserved eighth and ninth grade students by teaching life skills in a highly supportive environment. The program is designed for high achieving students from low-income families.


LIFEvest is completely funded by generous donors since no funding is received from The Paul Merage School of Business School, UCI, or the State of California. It costs about $2,100 for each student to attend the program and we have 40 students this year. All donations go directly to program costs so our students and their families are not burdened with any fees. Your support is vital and any contribution you can provide makes a difference in the lives of these students.


Your support makes a difference. Click here to make an impact today!


Unraveling the Mysteries Social Security: How to Maximize Your Benefits


Monday March 21, 2016

11:30 am to 1:30 pm


Costa Mesa Hilton



Jim and Jan Pavletich

Don’t miss the the Center for Investment & Wealth Management (CIWM) next community event featuring Jim and Jan Pavletich who together have over 70 years of experience advising individuals on options under the complex programs administed by Social Security Administration. The Pavletich's will help unravel some of the mystery behind the upcoming changes in Social Security benefits and help answer what one might do regarding benefits. Contact Lee Anne Maki at or 949.824.2675 with quesitons.


Click here to register and for more information.


The 2015 Financial Literacy Summer Residential Program!

Sunday, August 2 - Saturday, August 8, 2015


Thank you to everyone who took part in making this year's LIFEvest - Financial Literacy Summer Residential Program a success!


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


Watch a recap of this year's program! 

"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



Schwab MoneyWise on Campus

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