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What is a Bobcat Financial Coach?

May 5, 2023

What does it mean to be a BFC (Bobcat Financial Coach)? In this short guide, we'll show you the qualities and characteristics of a BFC. Stay tuned for our job posting opening up next week!

What is the Financial Wellness Center?

The UC Merced Financial Wellness Center (FWC) is an educational service that provides one-on-one coaching sessions with a Bobcat Financial Coach, the topics range from loan repayments, credit score/history, budgeting, savings plan, banking, car buying, moving off campus, and salary negotiation; all sessions are confidential and free. The Financial Wellness Center has a main focus on assisting students to create a positive change within their personal finances. Our center creates a safe and inclusive environment for all students to learn and address their money management concerns. 

What is a Bobcat Financial Coach (BFC)?

A Bobcat Financial Coach is a student coach who is happy to serve in a role as a leader or advocate to fellow students about personal finance (money management). BFC provides preliminary one-on-one coaching sessions, presents to various student groups, programs/departments, and classes, contributes in financial related articles and tips, and continues to enhance new and updated financial wellness best practices and knowledge through research and training through the Financial Wellness Coordinator and team.

Being a Bobcat Financial Coach it is important to carry the 5 attributions H.E.A.R.T.

H: Humble 

    Being self-aware and respectful.

E: Empathic

    Going beyond understanding another person’s perspective.

A: Adaptable

    Being a life-long learner.

R: Remarkable

    Stands out for being remarkably helpful, resourceful, and efficient

T: Transparent

    Being Honest with others and yourself.

Carrying these 5 attributions creates a better way to serve our student community and help them with the opportunity to “Forge your Own Financial Path”.

About the Author:

Kenya Castillo

Bobcat Financial Coach

Kenya is a Bobcat Financial Coach alumna at the University of California, Merced. Read more about her here!



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The Financial Wellness Center is an educational service only. We do not provide professional investment, legal, or tax advice. The information provided is for general educational purposes only, and is not intended as a substitute for the advice of your investment, legal, and/or tax advisors or to be the basis of specific trading or investment activities. If you need investment, legal, and/or tax advice, please consult a professional directly.  Any links to third-party financial resources are provided as a convenience for informational purposes only.  Neither UC Merced or its Financial Wellness Center endorses or approves any of the products, services or opinions of the entities or individuals associated with these links. UC Merced and its Financial Wellness Center bear no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.