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Personal Capital Honors National Financial Planning Month Through New Strategic Partnerships and "Financial Heroes" Campaign

Last updated on September 29, 2020

 

Former pro basketball player Baron Davis and Peek.com CEO Ruzwana Bashir will serve as Personal Capital’s first "Financial Heroes" to raise awareness around the importance of financial tools and financial literacy for everyone.

REDWOOD SHORES, Calif. Sept 29, 2020 - Personal Capital, an Empower Company, a remote-first, industry-leading digital wealth manager, unveiled today it’s "Financial Heroes" campaign in an effort to promote financial literacy and financial empowerment. The campaign will coincide with National Financial Planning Month in October to bring awareness to the importance of having a solid financial plan and access to resources, especially in times of crisis.

The company announced strategic partnerships with 2x Pro Basketball All-Star Baron Davis and CEO of travel experiences company Peek.com, Ruzwana Bashir. The pair will be the new faces of the integrated campaign which will include print and online advertising, content and virtual events.

"To partner with Davis and Bashir was an easy decision," said Porter Gale, Chief Marketing Officer at Personal Capital. "Money continues to be a taboo subject, and through the platforms of Davis and Bashir, and their passion for raising awareness around financial literacy, we can spark a conversation that encourages more people to find financial empowerment."

After a 17-year career as a professional basketball player, Davis is now on a path defined by entrepreneurship, investing, philanthropy, and activism. The founder of several companies, including Sports and Lifestyle in Culture (SLIC), The Black Santa Company, BIG and No Label, Davis will use his passion and influence to be a voice for financial literacy.

"The whole subject of money should be simplified," said Davis. "When you look at traditional financial literacy, people think that it comes in a book or pamphlet with words many are not going to know. Financial literacy needs a new buzzword, a new platform, and I’m excited to bring an emphasis to financial literacy with a brand like Personal Capital."

Ruzwana Bashir is also a new face for the "Financial Heroes" campaign. Raised in a traditional British Pakistani household, through hard work and a relentless pursuit of knowledge, Bashir broke the glass ceiling and became a successful company founder, entrepreneur and CEO. She is a role model not only for women but for all aspiring entrepreneurs.

"For me, financial empowerment or financial confidence is taking control and being able to achieve the things you want to achieve," said Bashir. "There will always be issues or obstacles, but having a trajectory and a plan are keys to financial empowerment. By being in this campaign, I hope to encourage others to set high goals. We all can achieve so much."

Despite the effects of the global pandemic, Personal Capital continues to be an innovative leader in the financial industry. The company offers a suite of free financial tools that are used by millions and millions of people across the United States.

"2020 has been and continues to be a challenging year for many," said Jay Shah, President of Personal Capital. "At Personal Capital, our mission is to help people transform their financial lives through technology and people. Access to our free financial tools is one way we can help people during this unprecedented time."

For more information about Davis, Bashir and Personal Capital’s Financial Heroes campaign, click here.

ABOUT PERSONAL CAPITAL, AN EMPOWER COMPANY

Personal Capital is a remote-delivery, industry-leading digital wealth management company that helps people transform their financial lives through technology and advisory services. The company’s state-of-the-art tools and technology provide investors with a complete financial picture, utilized by millions of users and tens of thousands of clients. Its registered investment advisors provide expert guidance, and customized strategies, based on a personal understanding of an investor’s financial picture and goals. Personal Capital currently manages more than $14 billion in assets, virtually delivered from offices across the U.S. For more information, please visit www.personalcapital.com or connect with us on Facebook, Twitter or LinkedIn.

Advisory services are offered for a fee by Personal Capital Advisors Corporation ("PCAC"), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. PCAC is a wholly owned subsidiary of Personal Capital Corporation ("PCC"), an Empower company. PCC is a wholly owned subsidiary of Empower Holdings, LLC.

Contact Information

Personal Capital PR

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Personal Capital Advisors Corporation ("PCAC") compensates ("Company") for new leads. ("Company") is not an investment client of PCAC.

["Author"] has entered into an agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid up to $200 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard.  The “Author”, due to such compensation, has an incentive to recommend Personal Capital, resulting in a material conflict of interest. Author is not affiliated with Personal Capital and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring qualified leads to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the arrangement. Investors that are referred by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the arrangement. This  agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.

Advisory services are offered for a fee by PCAC, a wholly owned subsidiary of PCC, an Empower company. PCAC is a registered investment adviser with the Securities Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Past performance is not a guarantee of future return. Investing involves risk. Personal Capital and the Personal Capital logo are trademarks of PCC. All other trademarks, trade names, or service marks used or mentioned belong to their respective owners.