LIFEvest Financial Literacy Program Overview

LIFEvest Financial Literacy Program Summer application cycle will go live January of 2024.

Empowering, Guiding, and Inspiring First-Generation Students

Our mission is to provide financial literacy and professional development to underserved students in Orange County, providing them with the necessary tools to strategically navigate their future careers and financial wellbeing.

The Pacific Life LIFEvest Financial Literacy Summer Residential Program provides guidance in financial planning and college-readiness for the underserved in Southern California. Throughout the program, students will engage in a free in-person week-long curriculum with a driving goal of providing financial literacy and higher education access to all. Participants will have the opportunity to devise their own financial, educational, and career plans under the mentorship of faculty and industry professionals, in addition to receiving exposure to the business world and networking.



  • 95.90% Percentage of students who identify as first-generation (2023 data)
  • 1000+ Students and families supported over 10+ years
  • 87% College enrollment rate of program participants (2019 data)

Complete your Application

Applications for 2024 LIFEvest Program are not yet open. Please check back later for details. Stay tuned for program updates and more information coming soon!


General Information

SUNDAY: Budgeting

MONDAY: Career Planning

TUESDAY: Educational Planning

WEDNESDAY: Investment & Retirement

THURSDAY: Financial Planning

FRIDAY: The LIFEplan Presentation

We want to express our heartfelt appreciation for your tremendous support in helping us spread the word about our program. We are grateful to have the opportunity to collaborate with a diverse array of schools and organizations throughout Southern California, including Orange, Los Angeles, and Riverside counties. Your efforts in identifying exceptional candidates have been instrumental in shaping a brighter future for education. Thank you for being an invaluable part of our success.

We are happy to connect with your students and families to tell them about LIFEvest throughout the academic year. If you are interested in hosting us at your school (e.g. tabling, presentation, career fairs, parent nights, etc.), please reach out to us to schedule something for your school or organization.

Featured Stories


Bradford-Fellows-Fund-news-header_800x450_r1.jpgLIFEvest Receives $2 Million Gift from Pacific Life Foundation

LIFEvest has received a $2 million gift from the Pacific Life Foundation, the philanthropic arm of the Newport Beach-based insurance company.

"Through the partnership, we aim to instill a lifelong curiosity in personal finance and provide students the necessary financial skills and confidence to pursue a college education."

Read more.


Bradford-Fellows-Fund-news-header_800x450_r1.jpgCapital Group teams up with UC Irvine to increase the number of students by 33%

Capital Group has teamed up with UC Irvine to add a fourth week to increase the number of students through the program.

"The goal of this program is to prepare and motivate students to be the first in their families to go to college using financial literacy education."

Read more.


Bradford-Fellows-Fund-news-header_800x450_r1.jpgLIFEvest Alumni are an Important Part of the UCI Paul Merage School of Business Family Network

The Center helps LIFEvest alumni stay informed and connected by hosting various annual events, such as the UCI Basketball Homecoming Game in March and bowling in October. In addition, the Center sends out a monthly newsletter, “The Legacy” to all LIFEvest alumni and has initiated a mentorship program whereby LIFEvest Alumni are matched up with a current UCI Undergraduate Students so as to assist and guide alumni to be successful in high school and the college going preparation.


Alumni Spotlight

Coming soon...


Support Opportunities

All donations directly support the LIFEvest student scholarships. It is the Center’s goal to create an endowment or receive multiple year pledges from donors to provide LIFEvest program scholarships to at least 100 students annually. Together, we can create a brighter future – helping teens build a meaningful life plan by creating lasting financial and educational goals.

Sponsor-A-Scholar ($2,100)

  • Make 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.

Endowed UCI CIWM LIFEvest Student Scholarship ($50,000)

  • Support 9th and 10 grade students from underserved communities in becoming the next generation of industry leaders by endowing a student scholarship in perpetuity. The gift is payable over five years.

Endowed UCI CIWM LIFEvest Financial Literacy Program Sponsor ($5,000,000)

  • Name the LIFEvest Financial Literacy 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. In the unlikely event that we do not reach the minimum required to establish and endowed fund, the contributions raised will be used for the same purpose from a current-use fund.

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 for more information.

Thank you to our 2022 Sponsors and Donors
  • Association of Orange County Deputy Sheriffs
  • Aubree Boul (K Bernatz)
  • Boeing
  • Capital Group
  • Holman Capital (C Schwarz)
  • Pacific Life Foundation
  • Pam Adams UCI Endowed Scholarship
  • Pam Adams OCCF Endowed Scholarships
  • Rick and Anna Keller
  • The Charitable Oak Foundation (H Swanson)
  • Thomas Schriber Family (K Duckworth)
  • Tim Ledyen
  • Toyota North America
  • US Bank (M Denzinger, R Ward)
  • WISE

Stuart BlairStuart Blair
Canterbury Consulting

As the director of research and a shareholder of the firm, Mr. Blair is responsible for all functions related to research on investment managers, asset classes, and capital markets. Mr. Blair oversees the activities for all five of Canterbury’s Asset Class Committees, serving as chair of the Hedge Funds and Private Equity Manager Research Committees, as well as the Capital Markets and the Canterbury Outsourced CIO Committees. Prior to joining Canterbury, Mr. Blair was the director of public equity and research at Sobrato Capital, the securities investment platform of The Sobrato Organization. There his responsibilities included broad asset class research, manager due diligence on public and private assets, and tax optimization of both taxable investment pools and a large charitable foundation. Prior to Sobrato Capital, Mr. Blair was a senior analyst at Canterbury, where he focused on asset allocation, manager research, and capital market assumptions. Mr. Blair holds a Bachelor of Science in finance from California State University, Long Beach and is a Chartered Alternative Investment Analyst.

Feroz AnsariFeroz Ansari
Compak Asset Management

Senior Principal and Portfolio Manager. He is a CFP® (Certified Financial Planner™) certificant. He holds an MIM (Masters of International Management) degree from ASU - Thunderbird, Graduate School of International Management, Arizona, and an MBA from the Institute of Business Administration, Karachi, Pakistan. He has completed risk management, trading, portfolio management, leadership and financial management programs at The Oxford University in England, INSEAD in France, Citibank Training Center-Singapore, Euromoney in New York and Emirates Bank Training Center in Dubai. Feroz Ansari published a research paper dealing with dual exchange rate mechanisms and has conducted training programs for treasury management and foreign exchange.

Prior to joining Compak, Feroz worked in banking and treasury management. He held positions at Banque Indosuez, Faysal Bank and Emirates Bank International. Feroz has over 22 years of experience in banking, treasury management, asset allocation and asset management. He started his career in 1993 as a Treasury Associate at Banque Indosuez and held the Position of Treasurer, Head of Treasury & Corporate Banking and Deputy General Manager at Emirates Bank.

Feroz enjoys playing golf with his two boys and he loves to read and stay informed. He likes to travel to different places to play golf with his boys. He has had one “hole in one” and his lowest score was 79, but that was 15 years ago! Now he is happy to break 90. Feroz has a passion for reading and learning. He belongs to a local book club that is mostly comprised of his close friends.

Feroz has also been selected to serve on the Client Advisory Council of Wealth Advisor Services at Fidelity Investment Institutional Service Company. He is also active in the local community. He serves on the Board of Advisors of University of California-Irvine’s Center for Investment and Wealth Management (CIWM). At CIWM he serves on numerous “Financial Literacy” sub-committees.

Tere Segarra, CFP ®Tere Segarra
Pacific Life Foundation

Kevin WiestKevin Wiest

Kevin has nearly 20 years of experience in public accounting and is a partner in the firm’s Tax & Accounting Services department. Prior to joining Windes in 2019, Kevin was a partner with an established regional public accounting firm, where he specialized in Estates & Trusts.

Kevin’s professional focus is helping high-net-worth individuals and their families minimize taxes through his extensive knowledge of individual income tax, estate and transfer taxes, fiduciary income tax, gift tax, generation skipping transfer tax, as well as postmortem planning, and estate and trust administration.

Kevin also has experience in fiduciary accountings prepared for trusts and estates and filed with courts of law supporting mediation and litigation where beneficiary disputes have arisen.

Wendy ChenWendy Chen
Atlantic Trust Private Wealth Management

Wendy Chen is a relationship manager in CIBC Atlantic Trust Private Wealth Management's Newport Beach office, with more than 16 years of industry experience. In this role, her primary focus is to manage client relationships and implement strategies designed to help clients achieve their financial goals.

She also works closely with clients and their advisors to create and implement tailored wealth management solutions and contributes to several of the firm’s employee engagement and women’s initiatives.

Wendy earned a Bachelor of Arts degree in legal studies from the University of California, Berkeley and volunteers with the German Shepherd Rescue of Orange County. Additionally, she sits on the advisory board for the Center of Investment and Wealth Management at the University of California, Irvine's Paul Merage School of Business.

Kara Duckworth, CFP ®Kara Duckworth, CFP®
Duckworth Wealth Advisors
LIFEvest Chairperson

Kara is a wealth manager and the firm’s Managing Director of Client Experience and Client Advisor. She manages client relationships, provides financial planning services and serves on the firm’s investment committee. Think of her as a friend who will tell you the truth. Kara also manages the firm’s personal office services. To Kara, seeing a client achieve a dream is the most rewarding part of her job.

Named a “5-Star Wealth Manager” by Orange Coast magazine, Kara attended UC Riverside and holds a Bachelor of Science degree in Business Administration from the University of Phoenix. She is a Certified Financial Planner® and a member of the Financial Planning Association. Kara sits on the board of the Center for Investment and Wealth Management for the Paul Merage School of Business at the University of California, Irvine. As if that doesn’t keep her busy enough, she also chaired the steering committee for the school’s Financial Literacy Summer Residential Program for five years.

Black Tie Gala

  • On Saturday, June 1, 2019 Lead OC and the Center for Investment and Wealth Management combined efforts to host the gala in honor of The Pacific Life LIFEvest program. LEAD OC’s mission is to alleviate the financial burdens of these charities and raise awareness for local philanthropic causes allowing them to fully dedicate their efforts towards affecting positive change. We combined efforts to host a Gala in support of Financial Literacy.



Hearts for Children

  • LEAD-OC, a group of young professionals dedicated to collectively impacting the Orange County community with their philanthropic endeavors, recently made the LIFEvest Financial Literacy Program their “Charity of Choice” for 2019 which will seed an endowment fund ensuring 1000’s of deserving teens from underserved communities will be able to realize their dream of being the first in their families to graduate from college! LEAD-OC kicked off this fundraising campaign with its 7th Annual Hearts for Children “Sip and Support” on Friday, January 25, 2019, at the UCI Paul Merage School of Business. It was an amazing event with wine tasting from six different wineries, live music, LIFEvest alumni and their families, and a great program with Dean Eric Spangenberg that provided a wonderful overview of UCI, The Merage School, and the Pacific Life LIFEvest program.

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