Empowering Californians with Financial Education

The DFPI’s Targeted Outreach Team promotes financial literacy, education, and awareness of financial risks throughout California partnering with national, state, and local organizations. They specialize in helping students, older adults, veterans, and underserved communities navigate the world of finance, understanding their rights, and protecting them from becoming victims of fraud and scams. By working closely with communities across the state, the DFPI aims to build a financially safe and prosperous California for everyone.

The Targeted Outreach Team members are available for presentations, resource fairs, conferences, trainings, and more! Contact us at: Outreach@dfpi.ca.gov.

Just a sample of the topics that we present on and cover:

  • DFPI licensees
  • Debt collection and your rights
  • Money transmitters
  • Payday loans
  • Financial literacy and skills
    • Budgeting
    • Building and managing your credit
    • Managing debt
    • Saving & investing
    • Using banks & credit unions
    • Retirement planning
  • Protect yourself from fraud and scams
  • Information on Crypto Assets
  • ID theft, prevention, and what to do if it happens
  • Homebuying and preventing mortgage fraud
  • Student loans, borrower rights, and paying for college
  • Telephone, cyber, online safety
  • Train the trainer events
  • And much more!

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

Targeted Outreach Specialist
Territory:
California Central Valley
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 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

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

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

Contact Us

If you are interested in partnering with the DFPI, scheduling a presentation, or requesting brochures, contact our team members at Outreach@dfpi.ca.gov or through the email addresses found in their profiles.

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Last updated: Nov 29, 2023 @ 10:45 am