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View profile for Luisa P. Perez, graphic

VP, Philanthropy & Community Impact| Public Affairs @ Wells Fargo | Connecting Communities to Capital

🌟 Exciting Announcement! 🌟 I’m thrilled to share that Wells Fargo has made a $250,000 philanthropic investment in the Goalsetter Foundation to pilot in-classroom financial literacy education for over 500 middle school students at 7 public schools in partnership with NYC Department of Education Public Schools District 18 in East Flatbush and Canarsie in Brooklyn! The announcement was made on Tuesday, June 4th, during a vibrant Family Financial Empowerment Fair attended by ~100 community members. This initiative is an important step in advancing equitable economic mobility that brings financial literacy education and skills directly to classrooms in the communities we invest in. The enthusiastic engagement we experienced during the evening’s celebration was truly inspiring! Special thanks to: • Tanya Van Court Founder & CEO of Goalsetter & Goalsetter Foundation for her visionary leadership • NYC Council member Mercedes Narcisse • NYC Public Schools Deputy Chancellor Family & Community Engagement & External Affairs Kenita Lloyd • NYC Public Schools District 18 Executive Director of Schools Support & Operations Dr. Shirley Wheeler-Massey for her commitment • The leadership of Meyer Levin Middle School (I.S. 285) And a very special shout out to our very own Ben-James (BJ) Brown from our Financial Health Philanthropy Team and our crew of Wells Fargo volunteers who facilitated a Hands on Banking simulation during the event. Together, we’re empowering the next generation of future leaders with the financial knowledge they need to thrive! #BankOfDoing #FinancialHealth #financialfreedomforall Krissy Moore Catherine Domenech Wanda Saez Jacqueline Hlavenka-Sansone Caitlin Lucchino Ben-James (BJ) Brown Shayna McLendon, ED.S, Sophia (Loferski) Baskin Danna Del Rosario Darnell Head

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Krissy Moore

Senior Vice President & Community Relations Northeast Sr. Manager at Wells Fargo

2mo

What an incredible event! Thank you Luisa P. Perez for your work in planning with the incredible Goalsetter and NYC Public School District 18 teams. Tanya Van Court what you have done as a Founder in fintech to open up financial education conversations for EVERYONE (kids and adults) is worthy of so much praise and nothing short of amazing. Ben-James (BJ) Brown your presentation at Meyer Levin School was powerful. Every student, adult, parent, and educator left with financial advice and tools that will last them a lifetime. Darnell Head; Sophia (Loferski) Baskin; Shayna McLendon, ED.S.; Bonnie Wallace; Darlene Goins; Teresa Tyson; Jamie Hendrickson; Danna D.

Tanya Van Court

Founder and CEO at Goalsetter

2mo

It is not every day that you see the impact of your organization up close and personal, and it was so gratifying to see both Team Goalsetter and Team Wells Fargo make an extraordinary partnership come to life. It was beyond touching to see both the young people and the families whose lives we are touching with our work, and I am grateful to Darnell Head, Sophia (Loferski) Baskin, Shayna McLendon, ED.S , Danna Del Rosario and Sonia V. Diaz, along with Krissy Moore, Ben-James (BJ) Brown, Wanda Saez, Luisa P. Perez and Jacqueline Hlavenka-Sansone for all of your hard work and partnership to make this launch possible. Thank you to each of you for your commitment and dedication. What we managed to achieve was magical in so many ways...

This is a wonderful initiative to bring financial literacy education directly to classrooms, especially in underserved communities. What are some key takeaways from the Family Financial Empowerment Fair that you believe will have a lasting impact on the students and their families?

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Ben-James (BJ) Brown

Senior Enterprise Banking Leader, Committed Father, Dynamic Speaker and 🤙🏾Community Advocate

2mo

Great impact indeed. Appreciate the cross collaboration and commitment.

Sophia (Loferski) Baskin

Accessibility, Customer Success, Implementation, Partnerships

2mo

So proud of the collaborative team and humbled to be a part of it!

Jane Barratt

Chief Advocacy Officer

2mo

This is spectacular 🙌💕💪

This is incredible news for the students of NYC schools - love to see these two organizations coming together to make a real impact - bravo!

Nick Fontova

Director of Partnerships | Landmark Ventures NYC | CIO Summit NYC | September 19th

2mo

Amazing! Love everything about Goalsetter 🙏

Lori McFarling

President | COO | CMO | Social Impact Board Director | Strategic Advisor Private Equity, Public & Non-Profit |

2mo

This is WONDERFUL news!!!! Congratulations to all. 🎉

Denise Harrell

Building Partnerships and Delivering Results for Marketers & Advertisers

2mo

This is remarkable!

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