Welcome to the Center for Financial Wellness!

We are a peer-to-peer financial wellness program housed in the Financial Aid and Scholarships Office at UC Berkeley. Our team of students, who we call Financial Wellness Coach, are specially trained to help.

We updated our name from Bears for Financial Success to the Center for Financial Wellness because the phrase “financial wellness” aligns with our mission of promoting lasting financial well-being, both now and in the future. 

Group photo of Center for Financial Wellness April Conference 2024 attendees

Center for Financial Wellness April Conference 2024

Summer Financial Wellness Appointment Available!

The Center for Financial Wellness will continue to offer virtual summer appointments throughout the summer, from June 3 to August 2.

Whether you’re seeking advice on budgeting, student loans, saving strategies, or any other financial concerns, our team is here to support you every step of the way. To schedule your appointment, simply visit our Appointment page. 

We look forward to assisting you soon!

Our Mission

Financial health is a crucial aspect of a student’s overall wellness. For many college students, managing money can be an extremely important and sometimes stressful topic. We understand the complexities of our students’ lives, and we provide one on one coaching, workshops, and online tools tailored to students’ personal needs.

Our mission is to be an accessible and inclusive resource that empowers students to make informed financial decisions and achieve long-term financial security and prosperity.

Our vision is to foster a campus culture of healthy financial behaviors and conversations, promoting financial responsibility and wellness, where students, staff, and faculty are empowered to take control of their finances and make well-informed choices.


Our Services

Currently, staff and Financial Wellness Coach offer workshops and one-on-one appointments. 

One-on-One Appointments: Booking an appointment with a Financial Wellness Coach is simple. Just visit our Appointment page, where you can schedule a 30-minute session with one of our Coaches. Once you’ve completed the online scheduling process, we will send you a calendar invitation with the meeting information. 

Office Hour: Stay tuned for more details and scheduling information as we approach the start of the Fall semester.

Group Workshops: Workshops run 45 minutes to an hour and are held throughout the academic year.    

Presentations: Anyone can schedule an in-person or virtual presentation on various topics like Creating a Spending Plan, Credit Score/Report, and Eating on a Budget. To book a Fall semester workshop, fill out our request form. 

Self-help: Take control of your financial literacy with our online personal finance tool: iGRAD and CashCourse. Both tools are available to all UC Berkeley students, faculty, and staff. Resources specifically for graduate students include: GradSense, Access Group


* Keep in Mind

Please use our services throughout your entire time at UC Berkeley!  Studies show that students are not thinking about money until graduation; we want to help you manage your personal finances during your time at college and educate you about your financial future.

Meet with our Financial Wellness Coaches

The Financial Wellness Coaches are our team of student peers who will be helping you at the Center for Financial Wellness. Learn more about our peers, check out our staff page

How to Reach Us

Connect with us through our student-run blog, on Facebook, and Instagram.

Sign up for the monthly CFW newsletter for upcoming events and resources.

If you’d like to ask a quick question that does not require an appointment, please email us at: financialwellness@berkeley.edu