The Center for Investment and Wealth Management    

Wealth Management Frontier Blog Polaris CompetitionFinancial Literacy


Investments, Financial Planning and You 

Feroz Ansari, program chair, Jaya Tewari 2016 program participant, Andy Policano, Faculty Director


This summer program is designed for motivated, talented high school students who wish to gain a deep understanding of investments and financial planning. Apply now.


Monday, July 24 – Friday, July 28, 2017

8:30 AM - 5:00 PM

$995 per student


Learn More



Schwab MoneyWise on Campus

For all UCI Undergraduates! Get Started Today!





Pamela M. Adams, MBA '98 and UCI Distinguished Alumnus, Endows LIFEvest Financial Literacy Program Student Scholarship

Pamela M. Adams

The Adams Financial Group of Wells Fargo Advisors

Co-chair, Center for Investment and Wealth Management


“What I’ve enjoyed most at UCI is being part of a community. I can look back with great satisfaction that I created personal and professional relationships that have been in place a long time and hopefully will continue in the future.”



Flickr Albums


View our photos:


LIFEvest Financial Literacy Program

This year, we will again offer two weeks of programming thanks to generous support from PAAMCO!



Young Men

  • Saturday, July 16 - Sunday, July 22

Young Ladies

  • Saturday, July 30 - Sunday, August 5


 Volunteers Needed! View Video:



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 60 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!


Thank you to our 2016 Sponsors

  • Affiniity Investment Advisors, Inc. CIWM Advisory Board Member
  • Boeing Foundation
  • Chad Bollenbach Fundraising, Canterbury Consulting, CIWM Advisory Board Member
  • Craig Borsdorf and Rosemary McConologue
  • David Canter, Fidelity, CIWM Advisory Board Member
  • Compak Asset Management, CIWM Advisory Board Member
  • Duckworth Wealth Advisors, CIWM Advisory Board Member
  • Betty Garcia
  • Sonja Grant and Robert Pang
  • Inspired Financial, CIWM Advisory Board Member
  • McGuff Family
  • Pacific Alternative Asset Management Company (PAAMCO), CIWM Advisory Board Member
  • Pacific Life Foundation
  • Pamela M. Adams, Wells Fargo Advisors, CIWM Advisory Board Member
  • PwC
  • Schreiber Family
  • Shawnette Gauer, Schwab Advisor Services, CIWM Advisory Board Member
  • Schweppe Family
  • US Bank, CIWM Advisory Board Member