Financial Wellness

Resources to help you achieve financial stability


Financial Wellness Workshops

If you are interested in a financial wellness workshop (offered both virtually or in person), please email us at financialeducation@beneficialstate.com.

Workshops are led by Rafael Carlos Rogel, Associate Vice President and Financial Education Manager, as well as experts on the Beneficial State Bank team.

Rafael has been an educator since 2003 and is very passionate about teaching and empowering the community to make better, wiser, and more informed decisions about their personal finances. Rafael earned his B.A. in English with an emphasis in Teaching in 2003 and later went on to receive his TESOL Certification (Teaching English to Speakers of other Languages) through the University of Cambridge in 2013. In 2014, Rafael turned his attention to the financial sector and is currently an AVP and Financial Education Manager at Beneficial State Bank, where he provides no-cost financial wellness presentations to the community at high schools, colleges, and nonprofits throughout California.

Financial Wellness Materials

Download previous presentations, including clickable links to resources:


Video Library

Money Smart Series

Vehicle Buying Series

Videos En Español