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    Free One-on-One Financial Counseling

    Free One-on-One Financial Counseling

    The Financial Planning Association of Orange County (FPAOC) has an award winning program to help you get your finances in order. They...
    Webinar: JUMPING INTO THE DEEP END! | Sept 8th

    Webinar: JUMPING INTO THE DEEP END! | Sept 8th

    If you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE Empowerment event for you! In...
    Linda DiMario, Octane Foundation says: "Don’t Let Your Age Define you"

    Linda DiMario, Octane Foundation says: "Don’t Let Your Age Define you"

    If you are interested in learning about resources for women entrepreneurs or securing corporate and non-profit board positions, here's...
    October 25th Save the Date for our 25th Anniversary Party at Big Canyon Country Club

    October 25th Save the Date for our 25th Anniversary Party at Big Canyon Country Club

    Podcast | Win-Win Charitable Giving with Donor-advised Funds & Required Minimum Distributions

    Podcast | Win-Win Charitable Giving with Donor-advised Funds & Required Minimum Distributions

    Nella Webster O’Grady, CFP® at Ocean Heights Advisors and Advisory Board Member for WISE was interviewed by Stephanie King, CFA®, WISE...
    WISE Board and Advisory Board members put together 25 WISE Tips for Building Wealth

    WISE Board and Advisory Board members put together 25 WISE Tips for Building Wealth

    These short no nonsense vignettes give best in class suggestions to build financial security. Enjoy!!! We would love to hear from you. ...
    Webinar: Influential Women in Finance | 2022 Market Insights and Career Advice | May 19

    Webinar: Influential Women in Finance | 2022 Market Insights and Career Advice | May 19

    Podcast Listen to the podcast on WealthTrack Part 1 and Part 2 Speakers Karen Choi - Fixed Income Portfolio Manager, Capital Group Sarah...
    WISE Annual Report  2021

    WISE Annual Report 2021

    Podcast | Credit Unions: Lindsey Knodel, NuVision Federal Credit Union

    Podcast | Credit Unions: Lindsey Knodel, NuVision Federal Credit Union

    Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel, Senior Relationship Development Specialist at NuVision Federal Credit...
    WISE is named Outstanding Philanthropic Group Honoree for OC’s 2021 National Philanthropy Day (NPD)!

    WISE is named Outstanding Philanthropic Group Honoree for OC’s 2021 National Philanthropy Day (NPD)!

    WOMEN INVESTING IN SECURITY AND EDUCATION (WISE) is named Outstanding Philanthropic Group Honoree for Orange County’s 2021 National...
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    WISE Board Members
    WISE Board Members

    WISE board members and advisory board members who were in town, met to celebrate being named Outstanding Philanthropic Group Honoree for Orange County’s 2021 National Philanthropy Day (NPD)! A great time was had by all!!

    press to zoom
    Another successful event!
    Another successful event!

    On July 28, WISE hosted a virtual event that reached participants across the country – a first for our WISE family! Close to 300 signed up to hear Consuelo Mack, host of PBS’s WealthTrack, reveal the best advice she has gleaned from decades of interviewing legendary investors. Read more >

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    Girl Scouts 2020
    Girl Scouts 2020

    WISE hosted "Cookie University" attended by scouts ages 13 to 16.  The focus was financial literacy - setting life goals, budgeting and the fundamentals of investing.  WISE also hosted “Cookie Plan” for the younger scouts - ages 5 on up!  More than 300 scouts passed through our room.  What a great day!

    press to zoom
    WISE Board Members
    WISE Board Members

    WISE board members and advisory board members who were in town, met to celebrate being named Outstanding Philanthropic Group Honoree for Orange County’s 2021 National Philanthropy Day (NPD)! A great time was had by all!!

    press to zoom
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