Financial Services Professional & Financial Literacy Advocate

Renee Porcena is Owner of PLA Financial Services, an independent agency that contracts with various insurance and investment companies to help people save and protect their money. Renee has devoted 50% of her business to Financial Literacy. Her recent activities include teaching personal finance, doing financial analysis, and helping people create a budget. She created her own budget sheet and her own financial analysis form.

After receiving her insurance license with the state of Florida, she became licensed in many other states in the country. In 2009, she became an associate with the HBW Insurance Group and in 2013 with the LAAM agency where she managed a team of 45 agents. In 2014, she became an instructor with Morton Schools, in association with AD Bankers Insurance Licensing Schools, to teach individuals the state required insurance class. In 2015, she became a Retirement Specialist with ValuTeachers, educating teachers about their finances and retirement planning.

Renee Porcena has been teaching about personal finance and helping people save money wherever she goes. In 2013, she joined Junior Achievement as a volunteer to teach personal finance to students. Renee has done workshops and presentations at various churches and schools in Florida, Maryland, New York, and Pennsylvania. She believes that she can make a financial difference in the world by helping one person, one family and one community at a time.

Education and Credentials:

CFEI National Financial Educators Council 2017
CBM Florida Atlantic University 2011
Insurance Licensed Gold Coast Insurance School 2009
Certificate in Dental Management, Influential Communication, Dental insurance Warshaw Learning institute 2008
BSM University of Phoenix 2006
AS, CDA University of Southern Indiana 1997