San Francisco Financial Resource Fair

Department of Financial Protection and Innovation

The Department of Financial Protection and Innovation (DFPI) provides a variety of information and resources with a goal providing consumers, like you, with tools essential to make smart financial decisions. 

U.S. Securities and Exchange Commission

The mission of the U.S. Securities and Exchange Commission (SEC) is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation. The SEC strives to promote a market environment that is worthy of the public’s trust.

As part of that mission, the SEC provides free investor education in a number of forums, including by providing in-person and virtual presentations on investing wisely and avoiding fraud.

SEC staff will provide educational materials on strategies for smart investing and protecting wealth, how to research investment products and investment professionals, and tips on protecting yourself and your loved ones from investment fraud. We will distribute free and unbiased financial resources, including informational materials in multiple languages. Staff will also be available to answer questions or concerns about investing.

Please visit Investor.gov for free financial tools and resources, as well as investor alerts and bulletins. Contact: Sallie Kim, kimsal@sec.gov, San Francisco Regional Office, SEC

California State Treasurer’s Office

ScholarShare 529 College Savings Plan
With ScholarShare 529, you get tax-free growth, low fees, and smart investments from a flexible college savings plan. Getting started is easy: learn about the plan, research investments, and open an account.

Learn more about ScholarShare: scholarshare529.com

• ScholarShare brochure (PDF)

Contact: Dana Salas, Dana.salas@treasurer.ca.gov or (916) 651-6380

CalKids
CalKIDS is a program administered by the State of California that aims to support children and families in saving for college or career training. The initiative seeks to promote equity and enhance access to higher education, particularly for children from traditionally underserved communities. Newborns born in California on or after July 1, 2022 are eligible for up to $175 in CalKIDS funds. Eligible low-income public-school students are granted a CalKIDS college savings account that can provide up to $1,500.

Contact Email: Support@calkids.org

Support Line: 1-888-445-2377 Website: calkids.org

Eligibility Tool: calkids.org/?form=eligibility-tool

FAQs: calkids.org/need-help

Mayor of San Francisco – Office of Housing and Community Development

MOHCD supports residents with affordable housing opportunities and essential services to build strong communities. We create housing, preserve existing housing, protect vulnerable residents, and empower neighborhoods.

General Inquiries from the Public: E-mail MOHCD’s front desk at sfhousinginfo@sfgov.org or call (415)701-5500

For Event Logistics Only: E-mail at Colette.Mauboussin@sfgov.org or my personal cell phone at 607-227-8189.

San Francisco Office of Community Engagement and Immigrant Affairs

The City & County of San Francisco’s Office of Civic Engagement & Immigrant Affairs (OCEIA) is a policy, compliance, direct services and grantmaking office. OCEIA’s mission is to promote inclusive policies and foster immigrant assistance programs that lead to full civic, economic and linguistic inclusion.  Our current programs and initiatives include: the Community Ambassadors Program, the San Francisco Pathways to Citizenship Initiative, the DreamSF Fellowship, immigration legal services, language access and rights, and more.

Learn more: sf.gov/oceia

Follow us on Instagram: @sf_immigrants

Contact us: civic.engagement@sfgov.org or 415-554-0600.

San Francisco Office of the Assessor-Recorder

The Office of the Assessor-Recorder is responsible for fairly and accurately executing property assessment functions and for recording documents and securing public records. Our responsibilities include identifying all taxable property in the City and County of San Francisco, establishing a taxable value, and applying all legal exemptions. The office is committed to strengthening access to our services and resources through community engagement programs like our Family Wealth Series. Our goal with the Family Wealth Series is to lower barriers and connect all San Franciscans, regardless of household income, with the resources they need to make the right financial choices to build a life of safety and security for themselves and their families. The series includes educational workshops both online and in-person in collaboration with local community-based organizations.

For more information about the office, visit www.sfassessor.org

For fact sheets related to a wide array of property tax topics, visit sfassessor.org/news-information/fact-sheets

If you have any follow up questions about the workshop content or would like to collaborate on a workshop idea, contact assessor@sfgov.org

San Francisco County Human Services Agency – CalWORKS

San Francisco Human Services Agency supports individuals, families, and communities with food, health care, financial, employment, child-care, and protective services. We help individuals, families, and communities access services and public benefits that make a difference in their lives.

For information about our department and services, please visit our website: www.sfhsa.org.

For general information, you can also contact us at: 415-557-5000

For Calworks: 855-557-5100

County Adult Assistance program: 833-879-1365

Calfresh & Medi-CAL: 855-355-5757

For Employment Services, visit SFHSA.org/JobsNOW or call 877-562-1669

MyPath

As a partner of the California Department of Financial Protection and Innovation’s Student Loan Empowerment (SLE) Network, MyPath provides free and individualized education, case management, and assistance with student loan issues for young adults ages 18-30 who are residents of California. Our goal is to help California student loan borrowers navigate the complex student loan repayment system and build a prosperous future.

Services offered through the SLE project include:

• Loan Repayment Options
• Loan Forgiveness, Cancellation, and Discharge
• Loan Consolidation, Deferment and Forbearance
• Resolving issues with Loan Services and Lenders
• Default Resolution
• General Financial Education and Financial Counseling

Relevant links:

MyPath’s Student Loan Empowerment Landing Page — https://mypathus.org/services/sle-network/

Student Loan Empowerment Referral — https://mymoney.mypathus.org/s/sle-referral

Student Loan Empowerment Network (DFPI) Landing Page — https://studentloanhelp.dfpi.ca.gov/

MyPath’s Social Media Handles

Facebook — https://www.facebook.com/MyPathUS/

Instagram — https://www.instagram.com/mypathus/

LinkedIn — https://www.linkedin.com/company/mypathus/mycompany/

Contact information:

Angely Miranda — angely@mypathus.org

BALANCE

BALANCE is a trusted national non-profit with over 55 years of experience dedicated to enhancing financial health for individuals and communities across the country. We partner with financial institutions, employers, and community organizations to provide personalized financial coaching, education, and cutting-edge digital solutions. BALANCE’s mission is to empower individuals to take control of their financial futures by offering resources that address a wide range of financial challenges, from budgeting and debt management to homeownership and student loans. Through our services, BALANCE aims to create financially resilient individuals and communities, fostering long-term financial stability and well-being.

Get Started with BALANCE

For more information about programs and services, visit BALANCE

If you need help or would like to speak with a financial coach, contact us at 888-456-2227.

Partner with Us

For partnership inquiries, please contact Karina Galvan Torres at kgalvan-torres@balancepro.org.

Mission Economic Development Agency (MEDA)

MEDA offers free tax-related services to low- and moderate-income families in the San Francisco Bay Area. Services include timely tax return preparation, assistance with tax extensions, and help obtaining an Individual Taxpayer Identification Number (ITIN). Clients can also benefit from financial strengthening programs, benefits screening, and self-employed tax education in both English and Spanish. MEDA provides year-round support, including free assistance in Spanish for ITIN applications, ensuring accessible financial guidance for all. 

Explore our programs:

FinTax: https://medasf.org/programs/free-tax-preparation/
FinCap: https://medasf.org/programs/financialcapability/

Contact: Claudia Soto, Financial Assets Program Manager,csoto@medasf.org

Japanese Community Youth Council

Mission Asset Fund
Mission Asset Fund (MAF) is a nonprofit & financial institution aiming to create a fair financial marketplace for hardworking people and we achieve this by providing 0% interest, credit-building loan programs alongside free financial education.

San Francisco Federal Credit Union

San Francisco Federal Credit Union proudly serves the communities of San Francisco and San Mateo County. For nearly 70 years we have aligned our focus on the philosophy of “people helping people.” Starting with a humble beginning in 1954 at a kitchen table on Capp Street, to becoming the full-service, multi-branch financial institution we are today, we pride ourselves on making a difference in the financial lives of our members and dedicating time and resources to improving our communities.

As a not-for-profit cooperative, our board members are volunteers; we do not have stockholders demanding higher profits. Our earnings are returned to the membership by offering savings products with higher returns and loans with lower rates.

Contact: Colette Moyer, Business Development Representative
770 Golden Gate Ave
San Francisco, CA  94102
415-713-7153
www.sanfranciscofcu.com

CIBC Bank
CIBC offers a range of assistance programs designed to help individuals and families in the San Francisco area make their dreams of homeownership a reality. These programs include the Closing Cost Assistance Program (CCAP) and the Down Payment Assistance Program.

San Francisco Rent Board
The San Francisco Rent Board protects tenants from excessive rent increases and unjust evictions while assuring landlords fair and adequate rents. Learn about San Francisco rental laws, fees, and Housing Inventory reporting requirements.