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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. To see how DFPI supports Older Californians, read about our Seniors Against Investment Fraud program.
  • 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
  • Understand Social Security benefits
  • 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

We can help you and your organization stay informed on vital issues through presentations, resource fairs, conferences, trainings, and more! To request a presentation or for us to participate in your event, please submit a request to us!

For more information or questions, please contact us at [email protected].

Meet the Targeted Outreach Team

Kue Lee

Kue Lee

Targeted Outreach Director

Territory: All of California

Specialties:  Financial literacy topics and investor education

Schedule an appointment or request more information: Contact Me

KATIE CARRUESCO

Katie Carruesco

Targeted Outreach Specialist
Territory: Northern California
Specialties: Student loan education, scam and fraud prevention, financial literacy topics
Schedule an appointment or request more information: Contact Me

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

Schedule an appointment or request more information: Contact Me

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

Schedule an appointment or request more information: Contact Me

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

Schedule an appointment or request more information: Contact Me

Alex Cadenas

Alex Cadenas

Targeted Outreach Specialist

Territory: Northern California

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

Schedule an appointment or request more information: Contact Me