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Targeted Outreach

Our Targeted Outreach team makes sense of our increasingly complex financial world so people in our most vulnerable communities can make smart, safe financial decisions. We offer a wide slate of programs and resources that help folks get smart on savings, loans, and avoid potential scams.

We serve all Californians, with a special focus on these vulnerable communities:

  • Older Californians on average own more assets but possess fewer digital skills, a combination that leaves them vulnerable to fraudsters. We offer workshops, one-on-one consultations and a whole lot more so our seniors have the tools they need to spot scams and protect their assets.
  • New Americans and non-English speakers are too often victimized by predatory lenders and financial fraudsters. Our Targeted Outreach Team helps folks overcome language and cultural barriers that can stand in the way of financial security. To see how DFPI supports New Americans, read our Debt Guide for New Americans.
  • Veterans and active military can make prime targets for fraudsters, which can put the people who protect us at financial risk. Active military are often young, move frequently and have only limited communication among tight social circles. Veterans have access to generous pensions and military benefits. Our team arms military members with the insights and resources they need to stay safe and flourish. To see how DFPI supports Veterans and Active Military, check out our resources for Consumer Financial Education for Military and Veterans.
  • Students are targeted by shady dealers who know many folks in school may be handling their finances independently for the first time and may lack experience in recognizing fraud. Students also rely heavily on digital platforms for banking, shopping, and social interactions, making them prime targets for online scams, phishing attacks, and identity theft. To see how DFPI supports Students, check out our Student Loan & Borrower Resources.

Knowledge is power, and our knowledge is empowering Californians. 

Our Targeted Outreach Team keeps Californians informed, alert and up-to-date with fraud prevention education, financial literacy workshops, one-to-one consultations, educational resources and community partnerships. We help our vulnerable Californians:

  • Avoid scams and identify frauds and investment schemes
  • Protect against identity theft
  • Manage retirement savings and income
  • Budget on a fixed income
  • Plan for long-term care
  • Understand estate planning
  • Understand financial basics, like savings, loans and mortgages

Meet the Targeted Outreach Team

Kue Lee

Kue Lee

Targeted Outreach Director

Territory: All of California

Specialties:  Financial literacy topics and investor education

To schedule an appointment with me or request more information, please use the form below or email [email protected]

KATIE CARRUESCO

Katie Carruesco

Targeted Outreach Specialist

Territory: Northern California

Specialties: Student loan education, scam and fraud prevention, financial literacy topics

To schedule an appointment with me or request more information, please use the form below or email [email protected]

SALLY WESTLAKE

Sally Westlake

Targeted Outreach Specialist

Territory: Southern California

Specialties: Scam and fraud prevention, consumer financial education, investor education, financial elder abuse awareness and prevention, and Korean-language events

To schedule an appointment with me or request more information, please use the form below or email [email protected]

ANTONIA VILLASENOR

Antonia Villaseñor

Targeted Outreach Specialist

Territory: Southern California

Specialties: Scam and fraud prevention, financial skills education, train-the-trainer, immigrant community outreach, and Spanish-language events

To schedule an appointment with me or request more information, please use the form above or email [email protected]

JACKIE WILEY

Jackie Wiley

Targeted Outreach Specialist

Territory: Southern California

Specialties: Scam and fraud prevention, older adult outreach, financial elder abuse awareness and prevention, and homebuying and mortgage/foreclosure fraud education

To schedule an appointment with me or request more information, please use the form below or email [email protected]

Alex Cadenas

Alex Cadenas

Targeted Outreach Specialist

Territory: Northern California

Specialties: Scam and fraud prevention, immigrant community outreach, and Spanish-language events

To schedule an appointment with me or request more information, please use the form below or email [email protected]

Outreach Contact Form
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