Wiss and Team Walker Kick Off Third Annual Financial Literacy Program

July 09, 2025 at 09:00 AM EDT

Community-focused initiative empowers individuals with essential money management skills paving the way for a more prosperous future for the next generation

Wiss, a full-service accounting and business advisory firm leveraging AI and data analytics to deliver advanced financial solutions, today announced the return of its summer financial literacy program in partnership with Team Walker, a non-profit organization offering year-round after-school and summer camp programs to underrepresented communities in Jersey City. The program, now in its third year, aims to empower young people with real-world financial decision-making skills through in-person workshops and gamification activities.

Starting on July 9, Wiss will host a five-week-long program, through twice-weekly presentations and workshops at the Team Walker Learning Center in Jersey City. The participants, primarily inner-city youth, will engage in real-world money management exercises through fully developed lesson plans which explore the topics of personal finance, managing budgets, taxes, personal banking, and building wealth. The workshops will include interactive games in a simulated environment in which the participants will get the opportunity to apply what they learned and can continue practicing how to effectively manage money.

“My mission has always been to improve the quality of life for the children of Jersey City, and this partnership with Wiss is making a real impact on our community,” said Jerry Walker, Co-Founder of Team Walker. “By giving our students the tools to understand and manage their finances, we’re setting them up for long-term success. So many kids have never had this opportunity, and that’s what makes this program truly special.”

To date, approximately 70 participants, ages 11-13, have benefited from the Wiss financial literacy program at Team Walker. Through this effort individuals are empowered with the knowledge and tools they need to innovate, create, and become productive members of society, paving the way for a more prosperous future for the next generation.

“We strongly felt we could put our in-depth industry expertise into practical use with Team Walker to help bridge the gap of the perceived complexities of managing money and investing. I’m passionate about unleashing the power of the simple principles of investing to provide our youth with a hopeful path,” said Paul Peterson, CEO and Managing Partner at Wiss. “We know that when financial education starts early, and is offered in an interactive and engaging format, children can continue building on this knowledge as they grow to foster a brighter financial future.”

The partnership with Team Walker is one of several initiatives of Wiss’s financial literacy program which consists of hands-on learning experiences, strategic partnerships, and digital education initiatives designed to make financial knowledge accessible to all students.

This past spring, Wiss partnered with the New Jersey Devils and EVERFI to host an interactive financial literacy event at Plainfield High School. Students engaged in real-world money management exercises, an "Invest or Save?" decision-making challenge, and participated in a panel discussion featuring Wiss financial experts alongside New Jersey Devils representatives. Ever since launching the program in New Jersey schools, Wiss and its partners reached 2,886 students across 32 schools.

In addition to in-person initiatives, Wiss launched a YouTube financial literacy series featuring World Champion soccer player and Olympic medalist Kelley O’Hara to deliver expert-led, accessible financial education to students nationwide, reinforcing essential financial concepts in an engaging and relatable way.

Wiss’s financial literacy initiative is part of the firm’s broader social impact commitment, which focuses on community-driven programs that create lasting change. To learn more about Wiss’s social impact initiatives, visit wiss.com/about-us/social-impact.

About Wiss

Headquartered in Florham Park, NJ, and with offices in New York City and Florida, Wiss is clearing the path for a new era of accounting. We bring technical experts powered with AI to meet the needs of today’s data centric, growth-minded customer. Wiss is an accounting business that goes beyond the numbers, offering our dynamic clients a full spectrum of accounting and advisory services. Every Wiss client is engaged with a tailored team of specialists who advise on specific needs at their stage of growth. Wiss taps into the full potential of what an accounting business should be—modernizing the experience for clients, teams, and the industry at large. For more information on Wiss, go to wiss.com.

Team Walker

Team Walker offers youth academic and athletic programs as well as community outreach programs for families and seniors of Jersey City. These programs are offered through a structured academic and recreational environment that teaches Determination, Dedication, and Discipline, the “3-Ds” that Jerry credits to his success. Programs provide positive role models to encourage students to realize their capabilities, enjoy a sense of accomplishment, and provide an opportunity to increase their quality of life for years to come. For more information on Team Walker, go to teamwalker.org.