As a recognized academic leader with two decades of experience driving academic institutional operations, I've leveraged my expertise to continually deliver excellence in the realm of academic administration, classroom instruction, and professional development. I've delivered a range of impacts over the course of my career.
I hold a Bachelors in Business Science Management, two Masters degrees in Education and Leadership, and a Doctorate in Educational Leadership.
Most recently, I developed this curriculum to educate our youth and families about financial literacy.
I am a proud mom to two boys, who I homeschooled for over ten years. We often played games to strengthen their knowledge about financial decision making, smart money moves, and creating a financial legacy.
I am honored to serve and give back to the community through education, workshops, and summer camps.
5055 Avenida Encinas Suite 210
Carlsbad, CA 92008
Office Line (760) 807-2046
License #4485464
With a degree from the University of California, San Diego, I began building businesses at just 23 years old. Over the past 17 years, my most meaningful achievement has been helping families break free from the burden of debt—an effort that has positively transformed thousands of lives. What began as practical debt‑payoff coaching has grown into a broader mission: restoring hope and empowering individuals to believe in their financial future.
A key differentiator in my work is a highly selective client approach and an exclusive product line, both designed to deliver personalized experiences and exceptional results. This tailored model allows me to support clients with the depth and attention their financial goals deserve.
I homeschooled my four children from preschool through eighth grade. I loved teaching them foundational principles that would guide them no matter how learning methods and seasons of life changed. That experience reinforced my belief that financial education must begin early—and that kids thrive when they are taught real‑world money skills in a clear and practical way.
At the center of everything I do is a deep commitment to financial literacy. I believe that equipping children with essential money management habits lays the groundwork for lifelong confidence and independence. Our philosophy is simple: give them the tools to succeed on their own. It’s not about offering a fish for a day—it’s about teaching them how to fish for a lifetime.
5055 Avenida Encinas Suite 210
Carlsbad, CA 92008
Office Line (858) 367-9212
License #4404286
As homeschool parents and educators, we noticed something missing in traditional education: children were learning math, reading, and science, but not how money actually works in real life.
We saw families working hard, yet feeling unprepared to talk about budgeting, saving, or long-term planning with their children. We also saw kids curious about money, asking big questions, and wanting responsibility, but lacking age-appropriate guidance.
So we created Wealthy Whiz Kids™ to bridge that gap.
Our goal was simple: make financial literacy clear, engaging, and family-centered. We wanted lessons that spark conversation at the kitchen table, build confidence instead of fear, and teach children that money is a tool; one that can be used wisely, generously, and intentionally.
“The earlier we teach financial wisdom, the longer it grows.”
The program introduces age-appropriate money concepts:
Grades 1–5: Learn the 4 Jars (Save, Spend, Share, Invest)
Grades 6–8: Practice decision-making, goal-setting, and earning
Grades 9–12: Explore entrepreneurship, credit, and compound growth
Each level connects classroom learning to real family conversations, helping parents and students see how money choices today shape future freedom.
Presented by
Stacey Sue Perez, Ed.D
Creator, Wealthy Whiz Kids™
Ginger Wright
Wealthy Whiz Kids™
“Educating families today to protect their tomorrow.”
Wealthy Whiz Kids is a financial literacy learning brand created to help kids and teens build real-life money skills.
We offer fun, age-appropriate lessons, printables, challenges, and workshops focused on saving, spending, budgeting, earning, and smart decision-making.
Our end result is to support you in any way that we can to make future decisions and overall education.
Our resources are designed for:
Kids (Grades 1–5) learning money basics
Middle school students (Grades 6–8) building strong money habits
Teens (Grades 9–12) preparing for real-world financial independence
Families who want to teach money lessons at home
Schools, youth programs, and community organizations
Anyone who can gain knowledge and education towards being financial sounds
Not at all. Wealthy Whiz Kids is designed to be simple, clear, and easy to teach - no experience required.
Parents, teachers, and mentors can follow along with confidence. Grandparents seeking this information is an added bonus!
Topics may include:
Budgeting and spending choices
Saving and goal setting
Needs vs. wants
Banking basics
Credit and debt awareness (for teens)
Entrepreneurship and earning income
Investing basics
Giving and community impact
Money mindset and healthy financial habits
Most Wealthy Whiz Kids resources are self-paced so students can learn anytime.
We also offer live workshops and group sessions for schools, organizations, and special events. Please, invite us to your next event, absolutely free of charge. Our end goal is to provide financial education.
Lesson length depends on the resource. Many activities are designed for:
15–30 minute quick lessons
45–60 minute learning/classroom sessions
multi-week units for deeper learning
You can complete lessons in short sessions or combine them into a full program.
Yes! Many families use Wealthy Whiz Kids for:
weekly family money nights
allowance routines
goal tracking
real conversations about spending and saving
Everything is created to be practical learning.
Absolutely. Our materials work well for:
advisory / homeroom
math connections
life skills / SEL
enrichment
entrepreneurship clubs
after-school programs
Do you need another option? Contact us!
It’s never too early. Kids can start learning money basics as young as age 5–6, and the skills grow with them:
younger kids learn saving and spending choices
middle schoolers build habits and decision-making skills
teens learn real-world money strategy and independence
Purchases are for individual use only unless the product includes a classroom/school license.
If you’d like to use Wealthy Whiz Kids for a grade level, school, or organization, reach out for group access pricing.
Yes! Wealthy Whiz Kids offers workshops for:
schools
youth organizations
community groups
special events
Workshops can be delivered in-person or virtual, depending on location and availability.
You can book a workshop by:
Visiting our Workshops page
Submitting the booking form
Selecting your grade level and preferred dates
We believe every child can learn financial confidence. Our resources are built to support different learning styles through:
simple instructions
visuals and structured steps
hands-on activities
real-life examples
student-friendly language