HB Invests in UGA Charles Schwab Financial Planning Center

ATLANTA – April 11, 2019 – Homrich Berg is excited to announce the opening of the Charles Schwab Financial Planning Center at the University of Georgia (UGA). The newly renovated building includes three client interview rooms, a state-of-the-art observation lab for students to conduct and record financial planning and tax filing sessions in, and additional office space for faculty and graduate students. This investment dramatically expands the space available for UGA’s financial planning program and will help students enhance their financial counseling skills.

“Homrich Berg knows the importance of hiring and developing experts in financial planning and investments to provide clients with the best possible advice,” said Andy Berg, co-founder and CEO. “My partners and I are thrilled to be able to invest in the next generation of advisors at UGA’s top ranked financial program.”

In February 1918, the UGA Division of Home Economics, later to become the College of Family and Consumer Sciences (FACS), was established. The college’s mission is to advance the well-being of individuals and families over their life span and strengthen communities through the generation and dissemination of knowledge, education of professionals, and provision of research-based programs.

“I could not be prouder of our faculty,” FACS Dean Linda Kirk Fox said. “They have remained steadfast in their commitment to creating a better world through financial literacy, service to community and sending out highly-skilled professionals for a growing industry. This collaboration with Schwab and our partner firms only strengthens that commitment.”

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *