Basics of 529 Savings

Education funding begins with saving. While college and other educational costs continue to rise, the good news is that there are many smart, tax-advantaged ways to save for education. Peter Gonzalez from the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation will help you navigate your options, and provide tips and tools along the way.

Peter Gonzalez is the program manager of investor education community outreach at the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation. He is an advocate for informing and educating diverse communities about saving and investing. In this capacity, Peter enhances FINRA’s efforts to enable, facilitate, and deliver innovative financial capability programming, with an emphasis on communities with diverse cultural and socio economic backgrounds. He also collaborates with researchers on studies to advance the understanding of diverse communities’ financial capabilities, circumstances, and well-being. Prior to joining the FINRA Investor Education Foundation, Peter served as a Principal Examiner in FINRA’s Anti- Money Laundering Investigative Unit. In this role, he investigated broker dealers’ compliance with applicable AML rules and regulations, including FINRA AML rules, the Bank Secrecy Act, and the PATRIOT Act. He is also a major contributor to FINRA’s Racial Justice Task Force. The Racial Justice Task Force is comprised of a diverse group of FINRA employees united in their goal to achieve meaningful, sustained progress in the fight against racism and prejudice within our organization, the securities industry, and our communities. Peter also serves on the planning committee of FINRA’s Annual Diversity Summit. FINRA’s Diversity Summit provides a forum for diversity practitioners and business leaders in the industry to share ideas and effective practices to promote inclusion in the workplace. Peter is fluent in Spanish, holds a master’s degree in finance, and is a Certified Fraud Examiner. He is currently pursuing AFCPE’s Accredited Financial Counselor designation.