Todd and Lisa Halbrook Center for Investment and Wealth Management
Empowering Tomorrow's Financial Leaders
About Us
The Todd and Lisa Halbrook Center for Investment and Wealth Management (CIWM) promotes financial literacy, reduces monetary instability for societal benefit, and prepares future financial industry leaders.
We empower individuals of all backgrounds with financial knowledge, mentorship, and networking. Over the past decade, we've transformed 50,000+ lives through innovative financial literacy programs. CIWM is fully supported by generous donors and receives no funding from UC Irvine or the State of California.
Advisory Board
We appreciate those who generously support our center and programs. Our board members actively contribute through committees focused on student engagement, membership, initiatives, and professional development.
UC Irvine Programs
Personal FinANTs
Take charge of your future by mastering the basics of financial management.
Our center provides a free resource to boost financial literacy in the UCI community, emphasizing essential skills for financial success. With Personal FinANTs, take control of your financial future by:
- Learning to budget, manage credit and debt, and invest
- Finding solutions to real-life financial questions
- Creating a personalized action plan using interactive budgeting tools
Get started today at your own pace! Add the Personal FinANTs course to your Canvas account.
ENROLL
Charles Schwab Bloomberg Trading Lab
The Todd and Lisa Halbrook Center for Investment & Wealth Management (CIWM) is proud to host UCI’s Bloomberg Terminals in the Charles Schwab Trading & Technology Lab. These industry-leading systems connect students and faculty to real-time global financial data, analytics, and news, offering hands-on experience with the same tools used by top financial professionals worldwide.
To complement this resource, UCI students also have free access to the Bloomberg Market Concepts (BMC) course—an eight-hour, self-paced introduction to markets and analytics that provides both foundational knowledge and a certificate of completion. Together, the terminals and BMC course empower our community with valuable skills in economics, equities, fixed income, and currencies.
GET ACCESS TODAYStudent Involvements
Faculty Director
Christopher Schwarz
Professor of Finance
Christopher Schwarz, PhD is the faculty director at the Todd and Lisa Halbrook Center for Investment and Wealth Management and professor of finance at The Paul Merage School of Business. His research interests include the management, disclosure and operational risk of the investment fund industry as well as the impact of manager incentives and structure on investment fund performance. His research has been published in leading academic journals such as the Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and the Journal of Financial and Quantitative Analysis, and includes testimony before the U.S. Congress House Financial Services Committee.
Recent News
Stay informed with the latest updates, achievements and breakthroughs from our faculty, students and alumni.
Contact Us
Todd and Lisa Halbrook Center for Investment and Wealth Management
UC Irvine Paul Merage School of Business
4293 Pereira Drive, Suite 3402
Irvine, CA 92697-3125
