Personal Finance, Investing and Economics

Personal Finance Programs

Advisers Give Back

Meet One-on-One with a Certified Financial Planner™ to create financial plan and achieve your goals. There’s no catch—the advisers can’t sell you anything or take you as their client. They're just there to listen and help. Meetings are virtual. 

People who qualify are: 

  • Single with no dependents not earning more than $100,000/year and have less than $250,000 in total savings  
  • Single with dependents or married with dependents not earning more than $150,000/year and have less than $250,000 in total savings 

Para conectarse con los CFP de habla hispana que trabajan como voluntarios a través de Advisers Give Back, regístrese aquí

Smart Money Coaching

By appointment only — free, confidential, basic financial guidance for anyone living, working or receiving services in San Francisco regardless of citizenship status. Coaches are fluent in Spanish, Cantonese and Mandarin with additional translation services as requested.  Coaching sessions are in-person or virtual. 

Work It Program Series 

See our upcoming Work it programs.  Missed a program you wanted to attend?  You can watch some of our most popular programs online. Visit our Work it programs playlist (YouTube)


Stock Research

  • Investment Advisory Newsletters
    Investment advisory newsletters are kept at the 4th Floor Paging Desk of the Main Library. To allow broad access to these materials, use of investment advisory newsletters is limited to 2 current issue binders and 4 back issues for 30 minutes.

Call to verify the current issue is available: (415) 557-4400. Ask for the Business Desk.

Current Stock Price Quotes

Personal Finance Resources

California Grants Portal

Your one destination to find all grants, including those for individuals, offered on a competitive or first-come basis by California state agencies.  

Consumer Finance Protection Bureau

Find consumer resources for financial decisions and answers to commonly-asked financial questions such as buying a house, planning for retirement, frauds and scams, credit reports and scores, debt collection, etc. 

Economics & Business Materials

Materials on the following topics are available in print and electronic resources: labor, financial, land and energy economics, cooperatives, socialism and related systems, public finance, international economics, production, macroeconomics and related topics. Staff and information services are available to assist at the Business, Science and Technology Center.