Our Center provides the impetus for discussion and study of critical wealth management issues. It will emerge as a thought leader and source of innovative analysis for new methodologies and strategies, providing careful analysis and critique of existing practices — a hub of activity, research, networking and application for a vital international industry.
To be at the forefront of education and research concerning the creation, management and transfer of wealth
To develop transformational leaders and valued educational programs on • Financial literacy • Investment & portfolio strategies • Wealth management strategies
LIFEvest, which is run by the Center for Investment and Wealth Management, teaches underprivileged teens financial literacy skills. It was recently selected as the the 2019 charity beneficiary of LEAD OC, an Orange County nonprofit.
Kara Duckworth, CFP®, CDFA®, a client advisor at Mercer Advisors, has been appointed by the Executive Committee of the Center for Investment and Wealth Management (CIWM) at UCI’s Paul Merage School of Business to serve a three year term as Co-chair of the CIWM alongside Shawnette Gauer, managing director at Schwab Advisor Services.
The Center for Investment and Wealth Management has received a $10,000 gift from Pacific Life Foundation thanks to the efforts of Tennyson Oyler, FEMBA ’09, vice president of public affairs and brand management at Pacific Life Insurance Company.
In line with its commitment to social good and innovation towards the UN's 17 SDGs, IBM has launched Watson for Social Good to help organizations leverage AI for the betterment of the world.