SheVest Financial Wellness

Supporting Women in Financial Growth and Success

About Us

In 2019, Women's Financial Wellness rebranded to SheVest Financial Wellness, strengthening its mission to empower women with the knowledge and confidence to take control of their financial futures.

Our engaging and insightful women’s webinars are designed to simplify and clarify the world of personal finance. In this collaborative space, you will build confidence in managing your finances and connect with a supportive network. Quarterly Lunch & Learn workshops, led by industry experts, offer practical guidance to strengthen financial knowledge and confidence.

Become part of our community by subscribing to our mailing list and stay updated on upcoming events, financial literacy resources, and more!

JOIN OUR MAILING LIST

Planning Committee

Ashley Bleckner

Private Wealth Advisor
Ellevest

Hanna Kaufman

Financial Planner
Betterment

Elizabeth Lee

Associate Vice President, Marketing Specialist
D.A. Davidson Equity Capital Markets

Krystine Solomon

Vice President & Wealth Trust Advisor
U.S. Bank Private Wealth Management

Contact Us

Todd and Lisa Halbrook Center for Investment and Wealth Management
ciwm@merage.uci.edu
949.824.2675