The Center’s Women’s Financial Wellness Initiative is proud to present: SheVest! Our lively and illuminating womxn webinars are designed to demystify the world of personal finance. In this spirited, collaborative environment, you will gain confidence to take the lead in your personal finance and develop friendships within our network of support.
SheVest Financial Wellness inspires women to excel in personal money management. This year, Lunch & Learn workshops will be offered once per quarter with programming guided by professionals from the investment and wealth management industry. Join our community by signing up for our mailing list and you’ll receive the latest updates on our upcoming events, financial literacy resources, and more!
SheVest Financial Wellness is open and welcome to all.
April 5th | Building Better Money Habits |View Video
May 3rd | Redefine Your Relationship With Money |View Video
May 31st | Wealth Building Tips
March 16, 2022 | Understanding Market Cycles in a Post-COVID World |View Video
April 27, 2022 | Intentional Saving, Spending, and Allocating |View Video
September 8, 2022 | Jumping into the Deep End: A How-To Guide for New Investors (Co-Hosted with WISE) |View Video
Elizabeth Lee Marketing Consultant LPL Financial
Elizabeth Lee is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. With over 7 years of experience in both traditional and digital marketing, Elizabeth designs and executes marketing strategies to help advisors grow their business. Prior to joining LPL, she worked as the Marketing Coordinator at Canterbury Consulting, where she focused on building events, proposals, presentations, and online marketing initiatives that promoted Canterbury’s services and brand.
Elizabeth graduated from the University of California, Irvine (UCI) and is a Southern California native. She spends her spare time volunteering with the Alzheimer’s Association and the UCI Paul Merage School of Business’ Center for Investment and Wealth Management, which serves as a resource for financial education with goals of increasing financial literacy and minimizing financial instability.
Ashley is a Certified Financial Planner™ with Ellevest and has spent her career focusing on helping women reach their goals and build their wealth - with an impact. In her occupation, she works with those who value a holistic, straightforward investment approach that’s good for their hearts and their wallets.
Ashley joined Ellevest after spending nearly 9 years at Registered Investment Advisor firms and has a unique understanding of the emotions & complex decisions that underlie large life transitions. With a proven process to reduce stress, she takes the time necessary to bring clarity to the financial picture. Through this process, she has gained the trust of an impressive pool of clients who now have improved confidence in the firm overall.
Ashley received her B.S. from Miami University (Ohio) and her M.A. from Bowling Green State University in Economics. She has also taught several college classes in Economics.
Actively involved in the community, Ashley is a member of the Orange County FPA, the National Association of Personal Financial Advisors (NAPFA), and CalCPA. Ashley has volunteered her time in a number of philanthropic projects, including the Center of Investment and Wealth Management at UCI (LIFEvest), “It’s Your Money,” Alzheimer’s Association, and is a co-founder of the Austin Kudzia Scholarship.
Hanna Kaufman Associate Advisor RS Crum
Hanna hails from Madison, Wisconsin where she completed her B.S. in Personal Finance with a concentration in Financial Planning. She is a member of the Orange County FPA (Financial Planning Association) and is currently studying to take the CFP® (Certified Financial Planner) exam. Hanna enjoys spending her free time at the beach or hiking, trying to soak up as much Southern California sun as possible.
Krystine Solomon Vice President, Senior Trust Officer The Private Bank- Union Bank
Krystine Solomon is a Vice President and Senior Trust Officer at The Private Bank at Union Bank. Krystine works with a team of specialists in wealth planning, investments, risk management, fiduciary services, and banking in the Orange County region. As a Senior Trust Officer, she manages a wide range of trust and estate matters in accordance with sound fiduciary principles. The Private Bank is an exclusive part of Union Bank dedicated to the financial needs of high net worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The Private Bank is built around teams of wealth management professionals who provide consultative relationships focused on enabling clients to reach their unique goals and dreams.
Krystine has 23 years of experience in the financial services industry. Prior to re-joining Union Bank in 2013, she held positions at U.S. Trust/Bank of America, Bank of the West, and Wells Fargo Bank. She earned a bachelor’s degree in Economics from the University of California, Irvine, and holds the Certified Trust and Financial Advisor designation. Krystine is a board member of the Orange County Estate Planning Council and serves on the Children’s Hospital of Orange County Foundation’s Professional Advisory Council. In her spare time, she also enjoys activities with her husband and two children, in addition to golf, skiing, and jet skiing.
Rebranded in 2019, the Women's Financial Wellness Initiative has a mission to motivate women of every socio-economic standing in Orange County to not only develop financial literacy, but to grow comfortable in the command of money management.
About the Center for Investment and Wealth Management
Our Vision: The Center serves as a resource for all to increase financial literacy, minimize financial instability for the benefit of society, and train the next generation of financial industry leaders.
Our Mission: To provide financial education for individuals across all socioeconomic backgrounds to:
Inspire and empower individuals at all stages of life to make smart financial decisions
Provide opportunities for students, financial services professionals, and the greater community, to enhance their financial knowledge and comprehension
Connect the business community with the next generation of financial industry leaders for professional networking and mentorship
The Center is supported entirely by generous donors and receives no funds from UCI or the State of California.
Over the last thirteen years, we have positively impacted over 50,000 individuals with our innovative and accessible financial literacy programming.