Balance Financial Wellness

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Concord, CA
Balance Financial Wellness

Be empowered with your money. We make financial wellness accessible through supportive programs designed for real people facing real financial challenges.

Founded in 1969 as the Consumer Credit Counseling Service of San Francisco, today BALANCE is a mature and diverse nationally respected financial empowerment organization. We meet growing consumer demands through counseling and education partnerships with progressive organizations that allow us to meet families where they are. We work to bring together various stakeholders, including financial inst

itutions, government agencies, employers, healthcare, technology, media, and fellow nonprofits, to create measurable, collective impact across the country. As the nation’s nonprofit financial coach for over 50 years, we are dedicated to increasing the financial health of all consumers. We have helped millions of families achieve financial wellness through debt reduction, credit score improvement, budgeting, and homeownership.

09/02/2026

Thinking about buying a home? Start here. 🏡

Pre-approval ≠ final loan approval - but it's the step that tells you (and sellers) you're a serious, competitive buyer. Jer breaks down what pre-approval actually means and why doing it early puts you ahead when you start making offers.

Preparation makes all the difference. 💪
Learn more at https://bebalanced.org/expandinghomeownership

09/01/2026

Meet the experts leading the conversation at our Financial Wellness Fair! 💰✨

We're excited to introduce our incredible lineup of speakers:
🎤 Shanice Smith, LCSW – Behavioral Health Program Manager at Roots Community Health, bringing a health equity lens to financial wellness
🎤 Karla De Leon – Chief Lending Officer at Main Street Launch & Working Solutions CDFI, championing capital access for small businesses and entrepreneurs
🎤 Gloria Olvera – Financial Capability Associate at the Unity Council, helping community members build credit and budget for their goals
🎤 Linda Davis-Demas – COO of Balance Financial Wellness, a leading voice in housing counseling and sustainable homeownership

And a huge thanks to our Gold Sponsor, Wells Fargo, for helping to make this event possible!

08/26/2026

🎉 And the Webinar for the Win Winner Is… 🎉

Each year, Balance’s Webinar for the Win Sweepstakes gives webinar attendees a chance to turn learning into a win, and this year, one lucky participant is taking home $1,000! 🏆
Congratulations to Tricia, who participated through Canopy, a Balance referral partner, and is our 2026 Webinar for the Win Sweepstakes winner!

Thank you to everyone who joined a Balance webinar during the sweepstakes and invested time in their financial wellness—and to Canopy for helping connect people with valuable financial education and resources.

👏 Congratulations, Tricia!

Stay tuned for next year’s Webinar for the Win Sweepstakes!

08/25/2026

Falling in love with a house is easy - buying one wisely takes discipline. Before your emotions take the wheel, check the fundamentals: budget, location, resale value, and long-term fit. The right home isn't just the one that feels perfect. It's the one that makes sense. 🏡🧠

08/07/2026

Your financial wellness journey starts with real tools, real answers, and real support. 💪

Join us at the Financial Wellness Fair on September 24th. An event designed to empower you with actionable information you can use right away.

Here's what's in store:
🗣️ Connect with experts: Talk one-on-one with financial experts and community leaders who can answer your questions
🛠️ Hands-on workshops: Multiple sessions covering everything from stress-free money decisions to housing choices to small business planning
🤝 Community resource fair: Discover local resources and support to help you keep building financial wellness long after the event

Come with questions. Leave with a plan.

07/30/2026

From Fruitvale BART to the door in 2 minutes flat. ⏱️

Join us at Juntos Cultural Center this September for the Financial Wellness Fair. It's free to attend, but registration is required to save your spot. 👉 https://bit.ly/4yD2EQL

07/21/2026

Looking for practical tools to help strengthen your financial well-being?

At the Financial Wellness Fair, attendees will have access to workshops designed to make financial topics easier to understand and apply in everyday life.

Whether you are working to reduce financial stress, plan for a small business, reach housing goals, or build workforce skills, our workshops will offer clear information, practical tools, and useful next steps.

Join us on September 24, 2026, in Oakland for a free community event designed to help you learn, connect, and move forward.

07/15/2026

Balance Financial Wellness is hosting its first large-scale Financial Wellness Fair on September 24, 2026, in Oakland.

This free community event will bring together practical workshops, trusted guidance, local organizations, and one-on-one support to help individuals and families strengthen their financial well-being.

Attendees will be able to connect with financial coaches, HUD counselors, employment support, community resources, and more, all in one welcoming place.

Financial wellness is connected to housing, employment, health, family stability, and peace of mind. This fair is designed to help people leave with useful tools, trusted information, and clearer next steps.

Save the date and help us spread the word.

07/13/2026

We're proud to be SpringFour's Featured Partner of the Month for June! 🎉

This recognition means a lot to us as it reflects the work we do every day to make financial wellness feel accessible and achievable. Thank you to the SpringFour team for the partnership and the support!

06/25/2026

Financial wellness shouldn't be a privilege - it should be a given.

Our CEO, Ronaldo Hardy and COO, Linda Davis-Demas took that message straight to Washington, DC, because real change happens when innovation and advocacy show up in the same room. 💪

Address

1655 Grant Street
Concord, CA
94520

Telephone

800.808.4327

Website

https://www.bebalanced.org/partner-with-us, https://linktr.ee/balancefinancialwellness

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