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CFL Advisory Board

The Center for Financial Literacy (CFL) advisory board is committed to promoting financial literacy in the Palm Beaches and beyond, by equipping individuals for wise financial decisions by building a deeper understanding of concepts like saving, investing, budgeting, giving, and managing debts. The Advisory Board is instrumental in driving our mission forward and is committed to aiding CFL to fulfill its operational mission by providing ideas, expertise, and resources to help the team build this vision. They help to develop new initiatives through the Center and evaluate CFL's programs. Below, we present an overview of our mission, expectations, and the exciting opportunities for involvement.

Advisory Board Members

Cesar Henao
Owner, iMarketing21

Karen Matthews
CEO, KAM Business Solutions

Karen Holloway
Financial Advisor, Northwest Mutual
West Palm Beach

Sergio Esteves
Financial Professional, The Legend Group

Steve Magallanes
CFP, Wealth Advisor

Dane Paul
Senior Manager, Risk Advisory Services
Bennett Thrasher, LLP

Leonel Galvez
CFA, RICP, CLTC
Financial Advisor, Eagle Strategies, LLC

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Expectations for Advisory Board Members

We deeply value the expertise and contributions of our Advisory Board members and have established clear expectations to ensure a mutually rewarding partnership:

  • Actively participate in at least one of our biannual meetings held in the fall and spring of every year, with dates communicated well in advance.
  • Each member organization is invited to appoint two representatives to the Advisory Board to facilitate continuous engagement.

  • Commit to a minimum financial contribution of $1,000 per year, with a suggested annual donation of $2,000 per organization.
  • Consider participating in additional sponsorship opportunities for Center for Financial Literacy special events.

  • Provide valuable insights, tools, and strategies to support the Center for Financial Literacy in achieving its mission.

  • Communicate the mission of the Center for Financial Literacy within your professional circles and the broader community.
  • Assist in attracting top-tier financial professionals and others who are dedicated to the mission to engage with the Center.

  • Connect with and mentor PBA students as they work to learn the intricacies of financial guidance and strive to build their knowledge and skill.

The Opportunity

Joining our Advisory Board means becoming part of an initiative to shape the future of financial literacy education. Together, we can:

  • Inspire students to learn, research, and share the ideas of financial literacy in their campus and community.
  • Drive innovation and excellence within the field.
  • Build communities that exemplify the social impact of financial literacy.

We extend our heartfelt gratitude to our advisors for their invaluable contributions, which helps the Center achieve excellence in every aspect of our mission and advance financial literacy on campus and in the broader community.

Membership Payment Portal

Each Advisory Board member/company donates at least $1,000 annually to support the operations of the Center for Financial Literacy. This portal is the most efficient way to donate to the Center for Financial Literacy at PBA. Palm Beach Atlantic University is a 501(c)(3) organization. When you donate you will receive a receipt. Please note: Where the form asks if you’d like to give on behalf of an organization please check that box and type in Center for Financial Literacy. You may also use this portal for other donations to the Center and to PBA. We appreciate and rely on your contributions!

Membership Donations

Upcoming Meetings

Spring Advisory Board Meeting:
Date: Thursday, April 16, 2026 starting at 7:30 a.m.
Location: PBA Campus in West Palm Beach

Additional events: TBA
*Advisory Board events are for Advisory Board members and invited guests.