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CFL Advisory Board

The Center for Financial Literacy (CFL) advisory board offers ideas, tools, and resources to assist the CFL fulfill its operational mission. The Board evaluates the CFL's programs and provides expertise that will help the staff develop new initiatives through the Center

Advisory Board Members

Robert Anderson
Managing Broker & Co-Founder,
Tortoise Realty Group

Scott Barlass
Founder, Axiom Group and Leader of
Christ-Centered Business Ministry at Journey Church

Cesar Henao
Owner, iMarketing21

Karen Holloway
Financial Advisor, Northwest Mutual
West Palm Beach

Paul Tripaldi
Sr. Vice President of Philanthropy,
United Way of Palm Beach County

Anthony Lofaso
J.W. Cole Advisor, J.W. Cole Financial

Expectations for Advisory Board Members

  • 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 influential network of franchise leaders committed to shaping the future of franchise education. Together, we can:

  • Inspire and cultivate the next generation of franchise professionals.
  • Drive innovation and excellence within the industry.
  • Build communities that exemplify the social impact potential of franchising.

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 franchise education globally.

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

Fall Advisory Board Meeting:
Thursday, October 30, 2025 starting with breakfast at 7:30 a.m.
The meeting will be on the PBA Campus in West Palm Beach.

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