Our Mission

The UC Irvine, Center for Investment and Wealth Management's Financial Literacy Summer Residential Program is a one-week, on-campus program dedicated to helping underserved 8th and 9th grade students by teaching life skills in money and investment management in a highly supportive environment.  Our mission is to instill a continued desire to strengthen understanding of financial matters, encourage admission into a four-year college or university, and to inspire confidence and success in all areas of life.

It is $2,500 to send a student to the Financial Literacy program; however, the program tuition comes at no cost to the student and is completely funded by the Center and its sponsors.


How To Get Involved 

You can participate in the Financial Literacy program through a variety of ways:

Join The Center for Investment and Wealth Management (CIWM)

Join The CIWM Financial Literacy Planning Committee


Become a "Friendraiser

Select "BUSINESS - Paul Merage School of Business" in the "Area of Support"

Select "Center for Investment and Wealth Management" in the "Gift Designation"
To donate directly to the Financial Literacy Summer Residential Program.

Host a corporrate event


Host a team building event


Participate during the week as a volunteer

Please contact Lee Anne Maki at lmaki@uci.edu or 949.824.2675 for more information.