MISSION

To support the financial needs of students, parents, and organizations through an integrated services approach.

VISION

To enrich our students' lives through programs and solutions that educate, empower, and encourage life-long financial health.

Our core values guide us in everything we do.

PEOPLE FIRST

Everything we do comes from our intrinsic motivation to guarantee the best possible outcome to the people we serve by being empathetic, compassionate, and open-minded.

PURPOSEFUL INTERACTIONS

We believe that going above and beyond the needs and expectations of our customers are paramount to creating positive experiences at every touchpoint.

BUILDING PATHWAYS

We construct meaningful work through collaboration, connection, and harmony to deliver unified solutions with our campus partners.

PROGRESSIVE CHANGE

Our never-stop-learning mindset allows us to address present challenges and identify potential breakthroughs.

LET US KNOW HOW WE CAN ASSIST YOU!

Read a note from our director Gayle Ta.

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