***Our office will be closed May 6th - June 7th for the end of the semester. We will be open by appointment only beginning June 10th . ***
Sit down with a financial wellness peer mentor to help you understand your personal finances. Peer mentors can answer basic money management questions and help you create a personal spending plan.
If you'd like to schedule an appointment, please do so here.
The office will be open by appointment only for the summer.
Who Are We?
We are a peer-to-peer financial wellness program housed in the Financial Aid and Scholarships Office at UC Berkeley. We offer workshops and one-on-one appointments to help students manage their personal finances in college and beyond.
For many college students, money can be an extremely important and sometimes stressful topic. We know that understanding how to manage your money is an important part of your success as a student and as a UC Berkeley alum. Our mission is to give all Berkeley students the tools and resources that will empower them to make informed financial decisions now and in the future.
Six Steps Toward Financial Success:
Creating and following a spending plan is the most important steps in a road to financial success and good practice. It will allow you to effectively manage your finances and determine where to best spend your money.
Managing Debt can be difficult, and often a financial burden that can become stressful. However, there are effective ways to keep track and get rid of debt. In addition, learn about good debt vs. bad debt.
Get details on saving options and why it's important to "pay yourself first." Savings is important part of good personal finance practice and an important part of successfully meeting your short-term and long-term goals!
Understanding Credit can be difficult and is often an area in personal finance that carries a variety of myths. Building good credit can increase your purchasing power and benefit you greatly in the future.
Before applying for a credit card, consider the advantages and disadvantages of using one and be sure to understand the fine print.
Identity theft is a widespread problem that could have serious consequences for your financial health and credit history. Learn about ways to protect your identity, and the steps required to take in the event of an identity theft.
Get help with taxes through the Berkeley Volunteer Income Tax Assistance program.
Meet Our Team
Andrea Vazquez, Darren Chow, Emma Wang, Jenny Mo, Kennedy Williams, Diego Corona-Munoz, Shreyas Hariharan, Brandy Hoang, Jessica Wu, Braulio Hernandez, and Yazmin Renteria.
Claudia Villicaña, Financial Wellness and Outreach Manager