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(Concept Videos)*19 informational cartoon videos
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WATCH, ANSWER & LEARN
(Concept Videos)* 19 informational cartoon videos
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* 9 Story-based Cartoons Videos
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Just a spoonful of sugar makes the learning go down.
We simplify the learning experience. Take a pound of financial concepts. Chop them down to bite-sized topics. Add a dash of humor. Enrich them with illustrations. Mix slices of workbooks and dashes of quizes. Simmer the bunch in animated videos for 5 minutes. Taste the concoction time to time to make sure you get it. You can rewind if you don’t. Push forward. And you’re done!
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Our Awesome Team
They saw a need. They took the challenge. They found a solution. They built the concept from scratch. This is a labor of love.

Bonnie Yam
PRINCIPAL
Financial Expert, Visionary, Educator, Author, Mother, Dreamer
BA: Smith College, Math & Econ
MBA: U of Chicago (Finance)
Designations: CFA, CFP, EA, ChFC, CLU, RICP, CVA, CEPA

Kai Cheung
INVESTMENT ADVISOR REPRESENTATIVE
Risk and investment specialist
BSc: University of Hong Kong, Bioscience
MBA: University of Michigan (Finance)
Designations: CFA, FRM, PRM

John Recchia
RETIREMENT SPECIALIST
BA: Pace University, Business Administration
Designation: CRC
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