Discover why having a financial plan is essential for your financial wellbeing and learn how you can connect with a pro bono Certified Financial Planner® through Advisers Give Back, a non-profit organization.
Advisers Give Back offers free, personalized financial planning services to individuals who have savings under $250,000 and annual incomes below $100,000 (singles) or $150,000 (married couples). Volunteer advisers provide convenient, virtual guidance without selling financial products or soliciting business.
Presenter Matt Iverson-Comelo is the Executive Director of Advisers Give Back. With extensive experience in financial technology and a deep commitment to community service, Matt leads Advisers Give Back's mission to deliver unbiased, pro bono financial advice to individuals and families who typically lack access to professional financial planning.