• Heartland Institute of Financial Education

    • Financial Services & Advising
    4001 Westerly Place
    Suite 165
    Newport Beach, CA 92663
    (657) 464-4335
    Hours:
    Monday thru Friday 8:00 to 5:00
    • About

      Financial well-being is fundamental to the foundation of any successful society. Our mission is to provide quality hands-on financial education courses for adults, while also providing college planning for students who will become the adult leaders of the future. We achieve our mission primarily through the following services:FINANCIAL WELLNESS PROGRAMS
      The Heartland Institute provides financial education programs for companies and organizations that want their people to enjoy a more financially secure future. When employees and members are more sure of their future and working toward their goals through a sound game plan, they are more productive in the workplace. The programs are offered through alliances with some of the nation’s top educational institutions and are taught by CFEd® instructors who have been approved for membership in the Registry.COLLEGE PLANNING
      Our college planning program is designed to successfully guide students and parents through the complex college preparation, selection and funding process. Our certified coaches work directly with families to establish an action plan that is personally developed for each student. This plan is critical for the student to properly prepare for college, obtain proper career assessment and choose the right college. Additionally, we help the student create a personal resume that will aid them in competing for valuable student loans, awards, grants and other forms of assistance that may help offset college education costs.

    • Whom to Contact

      • Alicia Escobedo
        Certified Financial Educator CFE
        Phone: 657-464-4335
        Cell Phone: 951-237-0532
    • Upcoming Events

    • As a Chamber member, you can pay your invoices online through the Member Information Center.

      Login to learn how