Judi Glass, CFE

Qualifications

Judi Glass is an NFEC Certified Financial Education Instructor who also holds certifications in Project Management (PMP, CSM, CAL) located in the Orange County, California area. She has held a variety of positions on Program/project management for large scale software projects, accounting, tax preparation, Customer Accounts Management, Marketing, and Process Improvement. She is now utilizing her skill sets and her passion for financial education to work with educational and non-profit organizations to assist them with meeting their program goals for their students or participants. Judi is a dynamic presenter that is looking at using her team leadership and team building skills from her professional environment to meet the financial literacy needs of the community.

Personal Note

My name is Judi Glass and my personal mission is “To use my knowledge, skills, and tools to assist people in making better financial decisions for a better life.” I have experience in many financial and project management realms that I believe I can use to pursue my passion of helping others in the area of financial literacy. I have decided to devote the next phase of my life to do so in a full time capacity and am very excited to have the opportunity to make a difference in my local community and beyond!

Sample of Financial Topics Offered:

• spending/budget

• Living on your own/choosing housing

• Credit Cards

• Credit Scores

• Student Loans

• Big Purchases (cars, homes)

• Working and taxes

• Investments

• Healthcare choices 

• Retirement Savings