Skip to main content
Pepperdine | Community

Benefit Financial Services Group: New, No-cost Financial Planning Benefit

Pepperdine offers many resources to help faculty and staff strengthen their financial wellbeing thanks to partnerships with premier providers such as Bank of America, Transamerica, University Credit Union, among others. To further the resources available to you, Human Resources is pleased to introduce a new, no-cost financial planning benefit through Benefit Financial Services Group (BFSG) called Personal Financial Strategies. 

Starting today, you have access to a Certified Financial Planner (CFP) who can review your financial situation, help you clarify your financial goals and objectives, and develop a financial plan personalized to you. 

Whether you want to optimize your household budget, pay off debts, plan for upcoming expenses, review your investments, or prepare for retirement, this benefit will provide you with a comprehensive plan to navigate your financial journey. 

Watch this 3-minute video to learn more about the Personal Financial Strategies benefit.

Act Now to Secure Your Financial Wellness:

  • Schedule an introductory meeting. Reserve an appointment with a Certified Financial Planner via Calendly, emailing, or calling (949) 955-3031. The CFP will discuss your current financial situation, goals, and objectives, as well as the documentation you will need to submit for BFSG to analyze your financial picture and develop a plan personalized to you.
  • Review your personalized financial plan. Your planner will present an individualized financial plan to you and discuss implementation and resources to help keep you on track.
  • Monitor your progress. Review your financial plan on an annual basis and make revisions as desired and at every major life event.

As fiduciaries, BFSG’s financial planners are obligated to act in your best interest and will never try to sell you insurance or financial products. For questions on utilizing this benefit with BFSG, or other financial wellness resources, please contact Human Resources.