Advisory Board Member Rodney Balbuena
California Financial Educators Council
Advisory Board Member Rodney Balbuena was chosen to serve on the California Financial Educators Council (CFEC) due to his passion for helping individuals and organizations secure their financial futures – a calling that deeply aligns with the mission of the National Financial Educators Council, the CFEC’s parent organization. Across his nearly three-decade career in financial services, Balbuena has consistently demonstrated innovation, compassion, and contributions to positive social progress.
Criteria for selection to the Advisory Board include having a proven dedication to financial wellness and service to California communities. Rodney Balbuena’s history of success in guiding his clients toward financial well-being and his commitment to empowering underserved groups with financial education recommend him strongly to fill this position. The California Financial Educators Council anticipates a highly productive and beneficial collaborative relationship with Rodney Balbuena well into the future.
Innovative Solutions for Economic Empowerment: Rodney Balbuena
I attended California State University at Los Angeles, where I pursued a major in Business Marketing. During those formative years, I cultivated a keen interest in the art of public speaking, effective presentations, and the world of financial products. As I ventured into the job market in 1994, a remarkable opportunity emerged for a bilingual educator role within a global financial services corporation, and I was fortunate enough to be selected for this prestigious position.
With a career spanning over 27 years in this dynamic industry, I have diligently acquired and currently hold a series of prestigious securities licenses, including Series 6, 63, and 65. Furthermore, I take great pride in being recognized with a Chartered Certified Fiduciary Advisor (CPFA) and Behavioral Finance Analyst designation, which unequivocally underscores my unwavering dedication to achieving professional excellence.
I am excited and committed to lending my skills, insights, and experience to the ongoing success and growth of the National Financial Educators Council and its state affiliate, the California Financial Educators Council. Together, I believe we can achieve remarkable results and make a positive impact.
I look forward to collaborating with the entire advisory board in the coming months and years, as we work together to shape the future and realize our vision.
California Financial Educators Council Board Details
The California Financial Educators Council Advisory Board Members drive our push to build sustainable, scalable economic empowerment programs that impact people’s lives at the community level. Our Advisory Board Members share their knowledge and expertise that 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:
Dedication
A demonstrated deep passion for raising financial wellness, empowering people, and strengthening whole communities with financial education.
Contribution
Minimum contributions of time, active participation, and communication are required of individuals and organizations selected to serve on the Advisory Board.
Integrity
Board members are individuals with a proven history of providing ethical, honest service in their local communities and maintaining strong professional values.
