Relive the Conversation: WISE + UC Irvine On October 23, 2025, WISE and UC Irvine hosted an inspiring evening with three of the most accomplished financial leaders in the industry. Students, faculty, and professionals gathered to explore what it really takes to navigate a successful career and financial journey after college. If you missed it live, you can still catch the powerful insights and real talk that made this event unforgettable. Watch the Replay:   Why watch: Gain I

On October 15, WISE and the UC San Diego Rady School of Management hosted an eye-opening evening with three powerhouse leaders in finance. These women shattered barriers, built careers at the top, and shared the lessons they wish they’d known when starting out. Why Watch the Replay: Hear from three influential women in finance who shattered the pink wall and built their careers at the highest level, sharing lessons they wish they knew starting out.  Gain Insider Knowledge:  D

Wise Voices welcomes Sylvia Kim, Founder and CEO of Rebel for Good. Sylvia Kim: Rebel for Good and Queen Maker Wise Voices welcomes Sylvia Kim, Founder and CEO of Rebel for Good. Sylvia Kim is a capital catalyst who shares her experience in mastering how money flows… for good. In this episode, she explains how capital flows, why it matters, and how you can catalyze capital for good and use it to drive meaningful change. She is known as a Queen Maker by partnering with Gen Z f

Pioneering the Future of Finance: A Conversation with Zoe Cruz, CEO Menai Financial Group Zoe Cruz’s legendary rise—from Greek immigrant to Co-President of Morgan Stanley—was built on integrity, hard work, and saying yes to opportunity. In this must-listen episode, Zoe shares how to: ✅ Lead with values in high-stakes environments ✅ Understand digital assets through a candid, jargon-free lens ✅ Embrace innovation in a rapidly evolving financial landscape She breaks down how bl

WISE is proud to share the replay of our rare, intimate conversation with Christine Benz , Morningstar’s celebrated Director of Personal Finance and Retirement Planning. Named one of Barron’s  10 most influential women in wealth management and featured in The New York Times , WSJ , and CNBC, Christine is a trusted voice in retirement strategy. In this insightful session, Christine discusses her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retiremen

📢 NEW from the WISE Voices Podcast: Build a Richer Retirement—Starting Now with Veronica Dagher & Anne Tergesen of The Wall Street Journal Retirement planning can feel like alphabet soup—401(k), IRA, Roth, SEP. But you don’t have to figure it out alone. In this must-listen episode, rock star financial journalists reveal how to: ✅ Decode retirement plans and choose what’s right for you ✅ Maximize employer benefits and invest wisely ✅ Learn how people—from modest earners to hi

What does it take to be one of the most influential women in U.S. finance?  Reshma Kapadia, Associate editor at Barron’s and key member of the team behind the Barron’s 100 Most Influential Women in U.S. Finance list demystifies the process in our latest episode of WISE Voices: Women Leading the Way. As a journalist, changemaker, and WISE advisory board member, Reshma shares:  The story behind the list — and how it’s evolved over the years  Emerging trends in leadership and in

University has always been a place of education and preparation, but sometimes the lessons learned outside the lecture hall can be just as impactful in shaping your path. On April 18th, young women studying at California State University, Fullerton filled the room for WISE’s event of Tearing Down The Pink Wall: Financial Freedom isn’t a Fever Dream  to gather insights from Angela Dailey, Evelyn Zohlen, Tina Schackman, and Patricia Soldano–and that’s not even including the man