The 2017 Financial Literacy Summer Residential Program is fast approaching!

This year, we will be having two programs thanks to generous support from PAAMCO!

The program for young men entering the 9th and 10th grade will be held from Saturday, July 16th to Sunday, July 22nd.

The program for young women entering the 9th and 10th grade will be held from Saturday, July 30th to Sunday, August 5th.

How To Get Involved

2017 Volunteers and Sponsors, there are many ways to get involved!

• Become a "Friendraiser"
• Host a corporate 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.

Your Support Makes a Difference

To donate directly to the Financial Literacy Summer Residential Program:

• Select "BUSINESS - Paul Merage School of Business" in the "Area of Support" 
• Select "Center for Investment and Wealth Management" in the "Gift Designation"

Thank you to our 2016 Sponsors and Donors

Sponsor-A-Scholar ($2,100)

ake a positive difference in the life of one student by enabling him or her to attend the week-long program free of charge. This amount includes housing, meals, transportation and materials. Sponsor-A-Scholar today!

Sponsor Ten Students ($25,000)

Impact the lives of ten students by providing the means for five boys and five girls to attend the week-long program. Sponsor Ten Students today!

Section Sponsor ($75,000)

Change the lives of 30 young scholars (either boys or girls) by hosting the week for an entire graduating class. Become a Section Sponsor today!

Presenting Sponsor ($150,000)

Host the complete program for one year under your name and allow 60 young scholars (30 boys and 30 girls) to attend the week-long program free of charge. Become a Presenting Sponsor today!

Endowed Sponsor ($3,000,000)

Name the Financial Literacy Summer Residential Program, honoring a family or corporate legacy. Your gift would allow the program to continue in perpetuity and for the Center to explore follow-up initiatives for our scholars,  assisting and tracking them throughout their academic careers. This gift is payable over five years. Become an Endowed Sponsor today!

About UC Irvine

Founded in 1965, the University of California, Irvine combines the strengths of a major research university with the bounty of an incomparable Southern California location. UCI’s unyielding commitment to rigorous academics, cutting-edge research, and leadership and character development makes the campus a driving force for innovation and discovery that serves our local, national and global communities in many ways.

With nearly 28,000 students, 1,100 faculty members and 9,000 staff, UCI is among the most dynamic campuses in the University of California system. Increasingly a first-choice campus for students, UCI ranks among the top U.S. universities in the number of undergraduate applications and continues to admit freshmen with highly competitive academic profiles. Orange County’s second-largest employer, UCI generates an annual economic impact on the county of $4 billion.

The university is noted for its top-rated research and graduate programs, extensive commitment to undergraduate education, and growing number of professional schools and programs of academic and social significance. Recent additions include public health, pharmaceutical sciences and nursing science programs, as well as a new School of Law that graduated its first students in 2012. 

About The Center for Investment and Wealth Management

The Center for Investment and Wealth Management's mission is to create and disseminate vital, applicable research and knowledge concerning the creation, management and inter-generational transfer of wealth. The Center is gaining national recognition as a source of cutting-edge research and innovative programs that advance our understanding of and successful practice in the field of wealth management, including all of its relevant disciplines and audiences.

About The Paul Merage School of Business

The Paul Merage School of Business combines the academic strengths and best traditions of the University of California with the cutting-edge, entrepreneurial spirit of Orange County in the heart of America’s Tech Coast. Four dynamic MBA programs – plus PhD, undergraduate business and several specialized Master’s degrees – deliver the School’s thematic approach to business education: sustainable growth through strategic innovation. The Merage School consistently ranks among the top 5% of accredited business schools in the U.S., and boasts a world-class faculty, strong alumni network and close individual and corporate relationships.

2016 Financial Literacy Summer Residential Program Steering Committee

Kara L. Duckworth (Chairperson) is a Principal and Chief Compliance Officer of Duckworth Wealth Advisors. Kara is responsible for wealth management planning for high net worth individuals, closely held businesses and foundations. She joined the firm at its founding in 1998. Previously, Kara worked for the Walt Disney Company Investment Plan. Kara earned a Bachelor of Science degree in Business Administration and was educated at the University of California, Riverside and the University of Phoenix. She is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association (FPA).

Shawnette Gauer is a Managing Director for Charles Schwab Advisor Services, with responsibility for managing the Southern California Relationship Management team. The Southern California team supports advisors located in Orange and San Diego Counties, as well as the Inland Empire and Palm Desert area.

Previously, Shawnette was Vice President of Investments at Bolthouse Properties, a single family office where she was responsible for managing the investment portfolio, foundation assets, and overseeing the operations and technology of the investment division. A 25 year veteran of the advisor industry, Shawnette has also owned her own RIA firm which she sold after 13 years in order to spend time at home with her family. She has also worked for a boutique wealth management firm in Newport Beach responsible for client relationships, financial planning, and investment management.

Shawnette is a board member of the UC Irvine’s CIWM where she also serves on the Financial Literacy Committee. The committee offers a week long summer residential program for underprivileged youth. Shawnette earned her Bachelor of Arts degree from UC Irvine and maintains her Certified Financial Planner designation. She also holds Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 24 licenses.

Mark Moehlman (Chair emeritus) holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past fifteen years. Mr. Moehlman founded Wealth Management Corporation, the first of its kind, in 1987, the same year he launched his Wealth Management Forum. Mark served as a trustee of the Orange County Employees Retirement System (O.C.E.R.S.) from 1993 to 1996, helping shepherd the fund virtually unscathed through the county’s bankruptcy. Mr. Moehlman was the Founding Chair of the Center for Investment and Wealth Management (C.I.W.M.) of the UC Irvine Merage School of Business, and continues to be very active in both C.I.W.M. and the UCI Chancellor’s Club. Mark is married to Dr. Cherilyn Sheets, a prominent Newport Beach dentist, and has one daughter, Melisa, who lives and works in New York City.

Chad Bollenbach is an investment consultant to families and institutions and assists clients with asset allocation, portfolio construction and wealth strategies. Prior to joining Canterbury, Mr. Bollenbach was a senior wealth advisory analyst for Capital Group Private Client Services focusing on asset allocation and investment planning. He previously worked at Trenwith Securities as an investment banking associate and at AXA Advisors as a financial consultant. Mr. Bollenbach received an MA in Latin American studies and BA in international relations from Stanford University. 

Michael Denzinger, US Bank

Laurie Dubchansky

Alli Hillgren, Beacon Pointe Advisors

Susan Munson, Charles Fish Investments, Inc.

Lee Anne Maki
Associate Director
C: 858.926.8886 | O: 949.824.2675 |E: lmaki@uci.edu  

Center for Investment and Wealth Management
UC Irvine | The Paul Merage School of Business
4293 Pereira Drive, Suite 3130
Irvine, California 92697-3125

Driving Directions

405 Freeway from the North:

Exit at Jamboree Rd.
Right on Jamboree Rd.
Left on Campus Dr.
Right on Stanford into parking structure

From the South:

Left on University Dr.
Left on Campus Dr.
Right on Stanford into parking garage

91 Freeway / 261 Tollway from the North:

Take 91 West to 241 South to 261 South (portions toll)
261 becomes Jamboree Road
Left on Campus Drive
Right on Stanford into parking garage