Advisory Board Member Audree Bobinger
Washington Financial Educators Council
The Washington Financial Educators Council (WFEC) invited Audree Bobinger to be a founding member of its Advisory Board due to her educational and professional experience along with their shared mission of helping individuals, families, and business owners across Washington achieve greater financial security. Bobinger completed her Bachelor’s in Business Management with a minor in Entrepreneurship at Boise State University; and is currently pursuing a Master of Science degree in Financial Planning to become a Certified Financial Professional (CFP®). A veteran of the U.S. Navy, Audree has had a varied career in financial services that has spanned the insurance, investment, retirement, and business planning sectors.
The benchmarks for selection to the board include a proven dedication to promoting the financial wellness agenda and a background in civic engagement. Advisory Board Member Audree Bobinger has demonstrated these qualities in both her personal and her professional endeavors. The WFEC predicts a meaningful and mutually beneficial partnership with Audree as we move forward toward achieving our goals.
Making Financial Wellness Accessible, Relevant, and Empowering: Audree Bobinger
As an Investment Advisor Representative, Financial Educator, and U.S. Navy veteran, I’ve dedicated my career to advancing financial literacy and empowerment across Washington State and the Pacific Northwest. My background spans wealth management, retirement planning, and business strategy, allowing me to take a comprehensive approach to helping individuals and organizations achieve financial clarity and long-term success. I started my Professional Career as a Life & Health Insurance Producer. More recently, I became an Investment Advisor Representative and Licensed Series 65 Fiduciary. I completed my Bachelor’s in Business Management with a Minor in Entrepreneurship at Boise State University. I am currently pursuing a Master of Science in Financial Planning to become a Certified Financial Professional (CFP), further strengthening my technical expertise and commitment to excellence in fiduciary practice.
Throughout my career, I’ve had the privilege of guiding families, professionals, and entrepreneurs through complex financial landscapes. My work focuses on designing personalized strategies that align with each client’s goals, values, and long-term vision. I’m especially passionate about helping women, veterans, and small business owners, groups that are often underserved in traditional financial education, to gain the knowledge and confidence to make informed decisions.
As a founding member of the Washington State Advisory Board for the National Financial Educators Council, my goal is to expand financial wellness initiatives that make high-quality financial education accessible, relevant, and empowering for all communities. Having personally experienced the challenges of navigating finances after transitioning from military to civilian life, I’m deeply motivated to ensure that others have the guidance and tools to succeed.
Through my involvement with the NFEC, I aim to contribute my professional expertise and community-focused perspective to advance financial wellness across Washington and support the organization’s broader mission of improving financial capability nationwide.
Washington Financial Educators Council Board Details
The Washington Financial Educators Council Advisory Board Members drive our push to build sustainable, scalable economic empowerment programs that have impact on people’s lives at the community level. Our Advisory Board Members share their knowledge and expertise to guide financial wellness programs and donations to community members.
Our Board Members are professionals who have successfully passed a rigorous selection process and have proven their commitment to supporting the growth of sustainable financial wellness programming in their communities. Board members possess these traits:
Enthusiasm
A true sense of enthusiasm and passion for improving financial wellness, promoting the financial literacy cause, and making communities and individuals stronger through financial education and empowerment.
Involvement
Organizations and individuals who have time available to commit toward financial wellness efforts and to participate actively in Board communications.
Principles
Individuals selected to the Advisory Board are dedicated to serving their communities and have strong reputations for integrity, ethics, and honesty in their respective professional arenas.
