The Center for Financial Wellness has an incredible impact on the UC Berkeley campus – fostering community among students and sharing tools, resources, and knowledge about personal finance.
Testimonials
Samara, Class of 2027
“I feel that my coach was fit for my needs and related to my experience as a low-income student of color. There was a level of comfortability I felt that I was super appreciative of. My favorite aspect of the program was getting to check in with my advisor and knowing that the choices I was making were vetted by someone more knowledgeable than me. I felt comfortable with the decisions we were making for my future. ”
Nisa, Class of 2026
“My favorite aspect of the program was learning how to manage and break down my personal finances in a way that felt approachable and empowering. The one-on-one meetings with my financial coach were especially helpful—they provided personalized guidance and support tailored to my specific goals. Honestly, I loved everything about the program and would happily participate again. It’s been such a valuable experience that I’d recommend to anyone looking to improve their financial wellness!”
Our Annual Impact Report
View our 2025 Annual Impact Report (PDF) and 2024 Annual Impact Report (PDF) to see how our services and resources have made a difference in the lives of students on our campus.
2024-25 Highlights
Program Enhancements
- Launched a successful Partner Workshop Series with MyPath, BMO, Chase Bank, United Way Bay Area, Fidelity, and BSFO.
- Introduced an additional Dollars for $cholars cohort.
- Secured new funding from BMO and the UC Berkeley Wellness Fund to expand programs and opportunities.
- Acquired sponsorships from Arbol, MyPath, and Gold 1 Credit Union to support and enhance our annual conference.
Operational & Team Development
- Implemented a new automated booking system to improve operational efficiency.
- Held our first annual retreat to strengthen team development and planning.
- Onboarded three staff fellows to support program operations and increase impact.
Outreach & Collaboration
- Expanded our outreach to local high schools and UC campuses.
- Partnered with Optimist for a documentary screening and panel discussion at our annual conference.
- Partnered with VITA to offer on-site tax services during the annual conference.
Our Impact At-A-Glance
In 2025, the Center for Financial Wellness accomplished the following:
- 947 One-on-one appointments
- 56 Scheduled workshops
- 45 Requested workshops
- 115 Dollars for scholars participants
- 6,226 Total unique iGrad users
- 198 Social media posts
- 19 Outreach events
- 2658 Newsletter Subscribers
Our total reach was 19,884:
- 6,226 through iGrad
- 5,788 through Workshops
- 4,265 through Events
- 2658 through Newsletter
- 947 through Appointments
