At a glance
- 1-Hour financial literacy workshops to full fledge courses
- Motivational speaking – great for college students, faculty, and/or administrators
- Conversations around increasing the diversity within the accounting and finance professions
I dropped out of high school during my sophomore year and was arrested a number of times in my late teens for various drug-related issues.
I worked all sorts of odd jobs from installing linoleum to mowing lawns to washing big-rig trucks.
I entered community college at 22 and spent four amazingly transformational years there. I was lucky enough to be surrounded by faculty that believed in me at a time when I didn’t believe in myself as much as I should have. I grinded my way to semester after semester of solid A work. It wasn’t because I was naturally gifted, it was because I wanted it, was disciplined in my commitment, and along the way I learned how to become a good student.
I ultimately transferred to the University of California, Berkeley where I earned a degree in Business. I spent the next 25 years valuing privately held businesses and intellectual property in the context of high-stakes commercial litigation. I am a CPA, CFF, and ABV.
To say that CC had a huge impact on the trajectory of my life would be a massive understatement. Students should understand the power they have to transform the trajectory of their own lives at community college. And community college faculty and administrators should revisit the profound influence they have on that journey.
There are all sorts of inequities in this world, and right up there with the best of them is access to simple, sound, and profound financial literacy.
I have had countless conversations with my students about the costs and benefits of particular colleges, and I am constantly asked about my thoughts on cryptocurrency and meme stocks. I have often found it frustrating that so many of my students make significant uninformed and poor financial decisions before they graduate that tend to lock them into a path far below their true potential.
There are no personal financial planning textbooks targeted at low-income community college students that address these issues from their perspective (as well as substantially more important issues that don’t even hit their radar). So I wrote my own. And it is also free to everyone.
Although the book was written with community college students in mind, it is a wonderful guide for anyone’s financial plans. It is full of practical advice about saving, credit, debt of any kind, insurance, mortgages, investments, careers/job searches, and so much more. It is full of information and advice that is hard to find in any one place
Gave a great presentation to first-year students about the power of community college. We spoke about choosing the right 4-year university and how to measure the benefits a college has to offer and not just its annual cost.
Gave a financial literacy presentation to Dr. Gaines’ Black Leadership class. We spoke about financial goals, compound interest, and diversification.
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