WHO WE ARE

The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide free financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations. These events are designed to educate and help attendees understand and address a variety of financial topics and concerns.

Our members include Financial Advisors, Estate Planning Attorneys, Insurance Professionals, Accountants, Realtors, Mortgage Brokers, Credit Counselors and Health & Wellness Practitioners. Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.

"Financial wellness in the workplace is the next frontier of financial education, bringing forward a customized curriculum of live presentations and webinars, tailored to the needs of any organization. We are excited to be part of SOFA’s ecosystem which allows us to give back to communities and organizations nationwide and empower countless employees to maintain and gain control of their financial wellbeing.”

Kristen Lomax - Director of Community Engagement and Education, Washington State

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