Presentation: Financial Planning for All

Free, Ongoing Expert Advice for Your Future
Friday, 5/16/2025
1:00 - 2:00
Virtual Library

United States

Register

Discover why having a financial plan is essential for your financial wellbeing and learn how you can connect with a pro bono Certified Financial Planner® through Advisers Give Back, a non-profit organization.  

Advisers Give Back offers free, personalized financial planning services to individuals who have savings under $250,000 and annual incomes below $100,000 (singles) or $150,000 (married couples). Volunteer advisers provide convenient, virtual guidance without selling financial products or soliciting business.  

Presenter Matt Iverson-Comelo is the Executive Director of Advisers Give Back. With extensive experience in financial technology and a deep commitment to community service, Matt leads Advisers Give Back's mission to deliver unbiased, pro bono financial advice to individuals and families who typically lack access to professional financial planning. 

Photo of presenter Matt Iverson-Comelo

Personal Finance

Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.

Spotlight

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.