Hewins Financial | Wipfli Hewins Gives Back with a Holiday Card Twist

Feb 01, 2016, 12:17 ET from Hewins Financial | Wipfli Hewins

REDWOOD CITY, Calif., Feb. 1, 2016 /PRNewswire/ -- Saddled with sky-high student loan debt and a difficult job market, there's no doubt that today's generation of young investors is faced with increasingly complex financial challenges. And many aren't prepared to manage the responsibility — recent studies show that the majority of young people in the U.S. have poor financial literacy.

Fortunately, members of the financial services industry are committed to reversing this trend by supporting organizations dedicated to educating youth and empowering them to make smarter decisions for their financial futures. Hewins Financial | Wipfli Hewins (Hewins), a national, CPA-based financial advisor, is one firm dedicated to this movement, most recently through the launch of its first-ever holiday charity campaign.

In December, Hewins teamed with clients to contribute to three charities focused on financial literacy and youth development: Junior Achievement USA, Operation Hope and International Youth Foundation. Replacing its previous process of distributing physical cards, Hewins sent holiday eCards that gave clients the opportunity to place individual votes for the charities they would like to support. At the end of January, Hewins will donate a total of $3,000 on clients' behalf and will divide a percentage of those funds between the three charities, based on the votes received.

Hewins has a history of community involvement that has extended across the firm.  With a culture driven by a unique set of core values, including "integrity" and "respect," the firm was excited to shift resources to make a more lasting impact on such a critical cause.

"Though our firm has grown and evolved over the years, we've always strived to make giving back a priority," says Gretchen Halpin, Chief Strategy Officer at Hewins. "We're honored to support organizations that give others the education they need to achieve their own financial goals, a mission that defines the work we do for clients every day."

About Hewins Financial | Wipfli Hewins

Hewins Financial | Wipfli Hewins is a national, CPA-based financial advisor that is focused on helping investors make smarter financial decisions, at every stage of their lives. For more information, visit hewinsfinancial.com.

 

SOURCE Hewins Financial | Wipfli Hewins



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