14/09/2023
When I graduated from college back in the dark ages, I was convinced equal rights had happened, women were liberated and it was all smooth sailing. Then I landed on Wall Street to discover 99% men and 1% me and had to figure out the great equalizer. For me, that super power was communication, so I became a great listener and developed my problem solving skills. It’s amazing what you can accomplish when clients tell you what they need.
I also got super lucky and landed a job at Fidelity Investments where training and employee empowerment are prioritized so I was schooled from the get go in savings, planning, negotiation and other fundamentals of financial literacy.
Now that I'm in the field of financial literacy, I often reflect on how much better it would have been to have learned these skills in school. I'm proud of the impact CentSai is having in K-12 education with our formidable literacy programs and I that includes the knowledge parents are gaining about financial literacy while helping their kids with homework.
Financial wellness makes a difference for all, particularly underserved segments of the population and while the process is slow (only 21 states have mandated financial literacy curricula to date) progress is being made. Empowering clients with the knowledge and skills to achieve their financial goals is, if I may say, the noblest of undertakings.
As always, if you have any questions or would like to know more, feel free to reach out to me.
Christina Sandy
Director of Business Development