UCI Paul Merage School of Business

The Pacific Life LIFEvest Financial Literacy Residential Program, through the Todd and Lisa Halbrook Center for Investment and Wealth Management (CIWM), aims to empower early high school students who would be among the first in their families to attain a four-year degree with essential financial literacy and life skills, enabling them to make informed decisions, achieve financial independence, and support their academic and personal growth

Check back in January for information about the 2027 LIFEvest Summer Program, including program dates and the application link.

Site visits to local companies: Participants explore top companies through tours, panels, and interactive activities. Professional networking: Students build connections with professionals through networking. Interactive learning sessions: Students engage in activities led by a LIFEvest instructor to deepen their financial knowledge. Social activities: After a full day of learning, participants connect with peers and advisors through social activities.

LIFEvest is designed for current 8th and 9th grade students who would be among the first in their families to attend college (first-generation).

We appreciate the opportunity to collaborate with schools and organizations throughout Orange County to connect with eligible participants. To help spread the word, we provide the following resources.

To schedule a brief, virtual call, reach out to us at ciwm@uci.edu. Our team is happy to review answer any questions and discuss potential outreach events.

We're excited to collaborate with your organization on tailored outreach activities for your administration, students, and families. Thank you for helping us empower students to reach their goals!

Are you a current UC Irvine undergraduate student looking for a rewarding summer opportunity? Become a Resident Advisor (RA) for the Pacific Life LIFEvest Financial Literacy Summer Program! As an RA, you’ll mentor and support high school students, foster a positive residential experience, and help create a fun and enriching environment alongside fellow RAs and program staff. Gain valuable leadership skills while making a lasting impact on the Orange County community!