About Us


Summit Financial Education is a non-profit organization committed to disseminating reliable, useful and non-biased personal finance information to the general public.

The personal finance information presented is overseen by Summit’s President, Richard Serlin.

Richard has taught personal finance to over 5,000 students at the University of Arizona. He has also taught investments, corporate finance, and business statistics. Richard holds an MBA from the prestigious University of Michigan Ross School of Business, with honors. He is president of Summit Financial Education, Inc. one of the country’s oldest U.S. Trustees approved providers of a personal finance course which meets the requirement for bankruptcy filers under the BAPCPA law of 2005. Posts from Richard’s blog are regularly featured on top economics and finance blogs.

We provide pre-bankruptcy credit counseling and post-filing personal financial management courses to those going through the bankruptcy process.  If you need to take one of these courses, please go to our bankruptcy courses website at www.summitfe.org.

We also provide free personal finance education as well as budget and debt analysis and counseling to the general public.  These pages are devoted to our public education purposes.