Visit a participating Taco Bell restaurant and round up to help students with their education | September 24 – December 23 Learn More

Financial Wellness Workshop

Date: Wednesday, July 29, 2020 from 12:00 – 1:00pm PT 
SpeakersEric Finch, VP Client Advisor at JP Morgan Chase & Brody Elliott, Analyst at JP Morgan Chase
Register Now!
Learn how to make smart financial decisions about your future and how to manage your personal finances in college and beyond. Finance expert Eric Finch will cover topics including:
  • How to make smart financial choices about your future and managing personal finances
  • Financial planning during and after college
  • Tips on using and building credit the right way
  • Suggestions for apps and online resources that can assist youth in monitoring their credit
  • Getting and staying out of debt
  • Investment strategies for youth in their early career journeys
  • Understanding long-term planning, 401k and employer matching

About Eric

Eric Finch is a Client Advisor with J.P. Morgan in the Orange County, CA office. Eric leads JP Morgan’s local Endowment and Foundation strategy, assisting non-profits across all areas of their balance sheets. He actively works with many of the most successful families & endowments in the Southern California region advising on asset management needs.

Eric joined J.P. Morgan’s Private Bank in 2017. Previously, Eric worked as a Private Wealth Advisor for Goldman Sachs in Los Angeles where he advised foundations & endowments across all aspects of their balance sheets. Eric serves on the Board of Counselors for the USC Marshall Master’s of Business for Veterans where he provides transition guidance for active duty military and veterans. He also serves on the Bob Weinberg Golf Committee for the CHP 11-99 Foundation and is an active member of Mariners Church in San Juan Capistrano and the Association for Corporate Growth’s Orange County chapter.

Eric graduated from the University of Southern California in Los Angeles, CA and holds an MBA from the Fuqua School of Business at Duke University in Durham, NC. He lives in Mission Viejo with his wife, Jaime, and son, Liam.

About Brody

Brody Elliott is an analyst with the J.P. Morgan Private Bank covering Orange County, California. He is responsible for supporting an integrated team of specialists to deliver customized investment strategies, portfolio analytics, and account maintenance for high net worth individuals and families.

Brody joined J.P. Morgan full-time in 2019. Prior to joining the Private Bank full-time, he spent the summer of 2018 interning with JP Morgan in Denver, Colorado. He moved to Southern California to join the Orange County Private Banking team in 2019.

Brody received his undergraduate degree from University of Colorado – Boulder where he majored in Finance and received his minor in Mandarin Chinese Language.