INTRODUCTORY WORKSHOPS:

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Caroline "Carly" Matthews:

Financial Services Professional & Financial Literacy Advocate

Educator, Speaker, Investor, Trader

As a former director at a biotech company, Carly was responsible for the development of strategic partnerships. After leaving the biotech industry she decided to pursue her true passion: educating young adults about money in a fun and easy way. Motivated by her own life experiences, credentials, courses  as well as her desire to help others, Carly has incorporated multiple life lessons into powerful, interactive and colorful presentations.

Carly has been an advocate of the financial literacy movement for over twenty years.  She was the main Personal Finance speaker for the San Francisco Public Library during the pandemic, educating 1000's of households with her CFA/CFP reviewed 4-part series.  She has invested hundreds of hours working with organizations such as Junior Achievement, Girl Scouts, BizWorld, Full Circle Fund, Bay Area Financial Education Foundation, Creative Wealth International and the JumpStart Coalition. 

Carly is a dynamic community philanthropist hosting local personal finance events and workshops. She is a speaker of empowerment for underserved youth. She was a participant for roundtable discussions at the SEC Office of the Investor Advocate, a panelist for the Saks Fifth Avenue Fearless Women Speaker Series and an Advisory Board member for Junior Achievement. She currently speaks on behalf of multiple organizations to empower others to take control of their finances. Carly strongly believes that change for the economic future begins with the understanding of personal finance basics taught in our schools.

Caroline "Carly" Matthews:

Financial Services Professional & Financial Literacy Advocate

Educator, Speaker, Investor, Trader

Personal note from Carly:

Hello! Congratulations on taking your first step to improving your knowledge about personal finance. As a highly motivated and self-taught student of the language of money this subject is of great importance to me. As a child I saw how the lack of financial literacy skills affected people’s lives adversely if they did not understand what I call the A-B-C’s of money: Accumulation, Budgeting and (portfolio) Construction. Most people are never given the opportunity to learn about personal finance in school; this impacts all individuals regardless of age, income or ethnicity. As a result people do not know how to save and budget, manage credit and debt, understand taxable vs. tax-deferred retirement accounts or how to invest their income while managing risk. Many people are confused by professional certifications or how to find affordable advisors to meet their needs.

 I spent many years investigating the financial services industry by attending classes, conferences and consulting with expert advisors. I was the main speaker for the San Francisco Public Library during the pandemic, teaching 1000's of households about money basics in a fun and easy way. My goal is to simplify confusing concepts through basic education in order to help people overcome the fear of managing their finances. I teach my simple money management system to those interested in staying out of debt and retiring early.

Learn how to take control of your money so it doesn't take control of you!