Life Coach & Mentors
Build your financial future with expert support, powered by UMPQUA Bank.
Program Highlights
- Assistance with opening bank accounts
- Direct deposit setup
- One-on-one financial planning
- Personalized goal setting
Financial Wellness Seminars
- Set SMART goals
- Reduce debt & grow savings
- Prioritize bills and essentials
- Build a cash flow budget
UMPQUA Bank Resources
- Custom checking accounts
- Online banking & alerts
- Use of conference rooms
- Community grants
Contact Your Local UMPQUA Rep:
San Francisco – Fred Ipaktchi | 415-268-8010 | fredipaktchi@umpquabank.com
East Bay – Monica Brazil | 925-906-9187 | monicabrazil@umpquabank.com
South Bay – LaShanos Hardy | 408-755-4801 | lashanoshardy@umpquabank.com
