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Volunteer & Grantee Stories

Victoria’s Story

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Victoria’s Story In 2020, Victoria Seamon was 34 years old and working towards financial freedom (more…)

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Kristen’s Story

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Kristen’s Story Late in 2020, as the COVID-19 pandemic was wreaking financial havoc on communities (more…)

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Robert’s Story

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Robert’s Story Growing up in Reno, NV, where mansions exist a few miles away from (more…)

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Steve’s Story

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Steve’s Story For Steve Gilbertson, CFP®, working with pro bono clients reaffirms a fundamental truth: (more…)

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Sarah’s Story

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Sarah’s Story Over a decade ago, Sarah Batz’s financial mindset was: “I have enough, but (more…)

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Faye’s Story

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Faye’s Story Building a life after incarceration can be challenging and overwhelming, which is where (more…)

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Otto’s Story

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Otto’s Story Otto Rivera, CFP® is driven by a deep desire to help others that (more…)

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Xena’s Story

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Xena’s Story Xena was working hard as a single mom to provide for her 4-year-old (more…)

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Jessie’s Story

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Jessie’s Story Prior to pursuing her CFP® certification, Jessica Doll had not studied finances or (more…)

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Roshon’s Story

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Roshon’s Story As 2020 began, Roshon was excited for what was coming next in life. (more…)

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W!SE’s Story

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W!SE’s Story Financial empowerment can change a life – and sometimes, even save it. According (more…)

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Kevin’s Story

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Kevin’s Story As Kevin Lam, CFP® entered retirement, he finally had the opportunity to do (more…)

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Savvy Ladies’ Story

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Savvy Ladies’ Story When Stacy Francis first sat down in her living room 20 years (more…)

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Lynn’s Story

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Lynn’s Story When Lynn, a 50-year-old woman living in Minneapolis, went in for what she (more…)

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Franklin University

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Franklin University Providing a holistic curriculum to develop financial planning skills and instill a spirit (more…)

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Maria’s Story

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Maria’s Story Happily married for 25 years, Maria and John were living in their dream (more…)

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Don’s Story

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Don’s Story Don Khieu, CFP®, has a heart for helping others improve their finances. Having (more…)

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The Caroline Friess Center’s Story

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The Caroline Friess Center’s Story The Caroline Center opened its doors in 1996 with the (more…)

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The Mang Family’s Story

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The Mang Family’s Story Peter and Katie were busy parents, working full-time while caring for (more…)

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The Retirement Resilience Program’s Story

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The Retirement Resilience Program’s Story As millions of Americans enter retirement each year, many find (more…)

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The Johnson Family’s Story

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The Johnson Family’s Story Garfield Johnson, a proud military servicemember, and his wife Tia, were (more…)

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Cindy’s Story

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Cindy’s Story Cindy Hanson, CFP® has always had a passion for helping those around her. (more…)

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Amey’s Story

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Amey’s Story After working hard to build a future as small business owners of a (more…)

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Mark Johannessen, CFP®, AIF®

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“Given the large number of CFP® professionals offering pro bono guidance today, it is hard to believe that prior to 9/11, pro bono financial planning was merely an aspiration.”

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Raven’s Story

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Raven’s son, Noel, was diagnosed with cancer at age 4. Raven’s Story *Modified with permission (more…)

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Darrell’s Story

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“I feel relieved and empowered. I have a safety net. And now that I am investing, I feel confident in my financial future… And if someone I know needs help, I am in a place to help the people around me.”

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Erica’s Story

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“Remember that pro bono clients are a different type of client than high wealth clients, and we must meet them where they are.”

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Serenity’s Story

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“Having someone tell me that taking money out of a retirement account is an option, that people do this and it is ok … that took a load of the stress off. Now I am more hopeful than scared.”

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Lydine’s Story

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“Thanks to the debt settlement and networking assistance from the staff and CFP® professional volunteers at the Financial Empowerment Center and Britepaths, Lydine has been able to secure a stable apartment and is thriving at her new job.”

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Hussain’s Story

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“The folks I spoke with didn’t have a ton of money… but they were really engaged, responsible, highly motivated individuals who were really wanting to take care of their finances.”

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Karin’s Story

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Karin’s Story Karin McKerahan, MBA, CFP®, has been in the financial planning industry for over (more…)

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Felix’s Story

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Felix’s Story Felix Barraza, MBA, CFP® is a financial professional with AIG Retirement Services and (more…)

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Michael’s Story

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Michael’s Story When he joined the Army at 18 years old, Michael Villagran thought he (more…)

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Yusuf’s Story

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Yusuf’s Story Yusuf Abugideiri, CFP®, believes in the power of showing up and giving back. (more…)

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Pamela’s Story

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Pamela’s Story *Modified with permission from As a school teacher, nanny, and adoptive parent (more…)

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Paul’s Story

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Paul’s Story Paul Austin, CFP®, was looking for a way to give back. He wanted (more…)

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The Young Family’s Story

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The Young Family’s Story *Modified with permission from For families, early childhood is a (more…)

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Garrett’s Story

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Garrett’s Story Garrett Sloan, CFP®, is motivated by a passion for giving back, especially to (more…)

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Yi & Matt’s Story

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Yi & Matt’s Story After years of following a strict budget, young married couple Matt (more…)

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University of Georgia

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University of Georgia The University of Georgia’s Financial Planning program won the inaugural CFP® Board (more…)

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The Hicks Family’s Story

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The Hicks Family’s Story Travis Hicks, an interior architecture professor, and his wife, LouAnne, a (more…)

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Rick’s Story

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Rick’s Story For over 10 years, Rick Fingerman, CFP®, has managed the pro bono financial (more…)

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The McGarry Family’s Story

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The McGarry Family’s Story The McGarrys were an ordinary middle-income family before Tracy was diagnosed (more…)

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Sarah’s Story

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Sarah’s Story Sarah Baker, CFP®, has always found great meaning and purpose in pro bono (more…)

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Kian’s Story

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Kian’s Story Jets zoomed overhead and the roaring sound of helicopters and machine guns filled (more…)

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The Longo Family’s Story

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The Longos’ Story Mike and Leslie Longo were busy raising three young children in the (more…)

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FIT’s Story

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FIT’s Story David Block, a retired U.S. Army officer and CFP® professional, saw many active (more…)

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Britepaths’ Story

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Britepaths’ Story At first, it seemed Tammy was among the lucky ones. She, her husband (more…)

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Taz’s Story

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Taz’s Story Taz A. worked long hours as a taxi driving as he pursued the (more…)

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San Diego Financial Literacy Center’s Story

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San Diego Financial Literacy Center’s Story When the San Diego Financial Literacy Center (SDFLC) launched (more…)

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KCADV’s Story

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KCADV’S STORY Helped by an advocate from a local program of the Kentucky Coalition Against (more…)

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Susan’s Story

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Susan Williams’ Story Susan Williams well remembers an email that changed her life. The email (more…)

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The Doyles’ Story

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The Doyles’ Story Melissa Doyle can’t remember all the times when her husband Tony phoned (more…)

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