Institute For Financial Awareness Inc.

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Nonprofit Overview

Causes: Environment

Mission: Institute for Financial Awareness is a 501(c)(3) non-profit organization dedicated to providing free educational resources to the public. IFA and its volunteers workshop presenters have helped thousands of individuals reach their financial goals by understanding how to circumnavigate the financial pitfalls that they may encounter in their everyday lives. Local industry experts volunteer their time and expertise to conduct financial education webinars and workshops to Federal agencies, companies, churches, municipalities, and non-profit organizations at no cost. IFA workshops are considered to be informative, entertaining and educational. The employing agency or organization benefits from these presentations, by creating goodwill and strengthening morale among its employees. The participants benefit from the knowledge they gain and the financial experts benefit by having the opportunity to give something back to the community in which they serve. While the workshop presenters are financial professionals, IFA webinars and workshops are not sales events. The purpose of the presentation is to provide valuable financial information to the participants that attend, and no specific products or companies are endorsed.

Community Stories

4 Stories from Volunteers, Donors & Supporters

lbking Client Served

Rating: 5

01/20/2025

I have been working with IFA for years and nothing but good things to say about their organization. I would highly recommend them to anyone looking to get their financial affairs in order, plan for retirement or create an estate plan.

Bsingh52 Client Served

Rating: 5

09/28/2024

Great nonprofit. Friendly and knowledgable staff. Experts in federal benefits and retirement planning.

1 Maria_Alfaro

Maria_Alfaro Client Served

Rating: 5

10/18/2021

Prior to meeting Mario Taffo I met with several financial advisors to discuss about my financial situation and how to properly manage my funds however, they all made me feel like all they cared was about me moving my funds but not really caring for what my future held. With Mario it felt different, he cared and I felt like I could trust him. He took the time to educate me and explain the why behind every question and scenario. It's been 2 years and he continues educating me and managing my retirement funds. Thank you Mario for your patience and expertise. We need more financial advisors like you. You made a difference in how I perceived financial advisors and that it was possible to trust someone with my and my daughter's future.

Mario G. Taffo Volunteer

Rating: 5

10/18/2021

I graduated from UCF and started donating my time and knowledge part-time in 2006, after 10 years, I decided to go full time and help manage the 501(C)(3)Non-Profit Institute For Financial Awareness (IFA). Ever since I went full time, I have noticed my growth at the personal and professional level. We provide financial education, awareness and resources directly to the public at no cost. We believe that our community needs more knowledge on how financial products work and not more financial products. Educated client, its the best client.
We provide all of the tools and resources, all you need to provide, is the willingness to learn.

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