We first started hosting our Blue and Gold Pathway conference in 2024, with the intention of providing a one-stop-shop for tools, strategies and advice to students along their financial journey. Thank you to all who have joined us! Read on for summaries of past conferences.
April 2025
ASUC Senate Chambers
2025 Blue and Gold Pathway Conference brought together the Berkeley community for a day of engaging, student-centered financial wellness programming. Participants heard from distinguished speakers—including representatives from FINRA, Chase, Fidelity, MyPath, and an award-winning documentary director—and gained practical tools for managing credit, student loans, investing, and long-term financial planning. The conference strengthened financial confidence and reinforced our commitment to making financial education accessible and empowering for all. Speakers included:
- Gerri Walsh | President, FINRA Investor Education Foundation and Senior Vice President, Investor Education, FINRA
- Zach Ingrasci | Film Director and Co-Founder of Optimist
- Claudia Villicaña | Chief Program Officer, MyPath
- Simon Beilin | Financial Wellness Coach, Center for Financial Wellness
- Haiau Ho Nguyen | Workplace Financial Consultant, Fidelity Investments
- Martha Gil | Community Manager, JPMorgan Chase
- Angely (Angie) Miranda | Director of Student Loan Empowerment Project, MyPath
- Sam Olesky | Lecturer, Berkeley Haas School of Business
- Pedro Moura | CEO & Co-Founder, Flourish Fi
- Jacqueline Nguyen | Capital Markets Analyst, SoFi
- Jennifer Shaw | Commercial & Investment Banking Risk Analyst, JPMorgan Chase
April 2024
ASUC Senate Chambers
The Center for Financial Wellness, partnered with ASUC Office of Senator Grottel-Brown to host its first annual financial wellness conference. Students stopped by to learn tools, strategies, and advice to help them along their financial journey. This conference offered an interactive workshop, a discussion panel, and insightful sessions on budgeting, saving, investing, and more. Speakers included:
- Cruz Grimaldo, Associate Vice Chancellor for Student Affairs, UC Berkeley
- Gregory Quirarte, BMO
- Gustavo Guzman, BMO
- Andrew Green, Berkeley Career Engagement
- Sage Kasick, Berkeley VITA
- Alex Leung, Berkeley VITA
- Catherine Custodio, Financial Aid and Scholarships
- Robert Shaye, Haas School of Business
- Warren Whitfied, University Health Services
- Amanda Gill, Department of Nuclear Engineering
- Ashley Njoroge, RingCentral
- Daniel Shepard, Uber
- Jennifer Ly, San Francisco Public Utilities Commission
- Trae Sebastian, West Monroe