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
Get Started

Financial Wellness Seminars

  • Set SMART goals
  • Reduce debt & grow savings
  • Prioritize bills and essentials
  • Build a cash flow budget
Learn More

UMPQUA Bank Resources

  • Custom checking accounts
  • Online banking & alerts
  • Use of conference rooms
  • Community grants
View Bank Services

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