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Westbank Financials

Raising interest for careers in finance and advocating for the importance of financial literacy among youth

Raising interest for careers in finance and advocating for the importance of financial literacy among youth

Westbank Financials

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Our Mission

Our mission is to advocate for the normalization of financial literacy, a skill that is often overlooked in the mainstream education system. Through interviews, research papers, educational videos, and blog posts we publicize the “behind the scenes” aspect of working in finance and majoring in finance while still providing the necessary resources to ensure the youth have a fundamental grasp of the essentials of finance. With your help, we can standardize and popularize financial education to ensure that everybody understands this vital skill.

SUCCESS IN NUMBERS

Exclusive interviews with investors with extensive industry experience, from BlackRock to JPM.

Cutting edge research pushing the boundaries of economic research and analysis.

A growing community of outreach members seeking diverse perspectives in the industry.

3+ Research Papers

6+ Associates

3+ Interviews

Candy Cotton

FEATURED IN

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POLITICAL ADVOCACY

We engage in political advocacy to promote policies that ensure that comprehensive financial education is accessible to all students. We focus on supporting legislation such as House Bill 1285, which seeks to make financial literacy a mandatory graduation requirement in Washington State.

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Projects

The Westbank Financials team is involved in several projects, including financial literacy presentations at local schools and political advocacy sessions with various state legislators.

Recent interview

We meet with Mr. Lu, a seasoned technology and financial risk leader from a wealth of experience in global companies like PayPal and JP Morgan. His career journey spans two decades of innovation in fraud risk management, cybersecurity, and software engineering. Join us as we dive into his insights and the lessons he’s learned along the way!

Recent blogs

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