At the Center for Investment and Wealth Management (CIWM), we are committed to helping you on your path toward a lifetime of financial well-being.
Whether you are interested in developing your financial management skills or your goal is to transform your community as a leader, the CIWM is open to you.
CIWM is an activity, research and networking hub. We believe in the power of learning and sharing with others. We believe that education and action allow us to direct our futures for the better. By sharing our knowledge, we provide opportunities for growth-motivated individuals to connect with leaders in thought, community and industry. Each of our programs is designed to help drive our community toward a lifetime of financial well-being.
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
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.