Personal Finance

Personal Financial Management Program (PFMP)


Phone: (760) 725-6209/6098

Financial Health Stress Quick Poll

The inspector General of the Marine Corps has initiated the following assessment tool to determine what impact the current financial environment is having on the Marine Corps.  All Marines and Sailors assigned to Marine Corps units are encouraged to complete the survey.  (PDF 890 KB)


Certified Financial Specialists in Personal Financial Management are available for group or individual counseling sessions.  Our counselors are here to help you with any financial concerns you may have.  All services are free of charge with no selling or endorsement of any products.

Offers proactive financial assistance through one-on-one training, group classes and unit training. Focus:
•    Financial Education
•    Consumer Awareness
•    Credit Information
•    Investments
•    Partnerships with: Consumer Credit Counselors of San Diego and Imperial Counties and United Servicemen's Automobile Association (USAA) Educational Foundation

We would like to share our information with commands, retirees, civilian employees and contractors who work aboard the base.  We can accomplish this task by teaching classes, workshops and counseling individuals and couples.  We can travel to your unit! We have the audiovisual equipment to make it more accommodating to visit any command or group to facilitate classes and or workshops.  Click here for a list and description of all classes offered.

This program is offered by Marine & Family Services (MFS), Marine Corps Base, Camp Pendleton, California.  Business hours are: Monday – Friday 7:30 A.M. to 5:30 P.M.

We are available by appointment so give us a call at (760) 725-6098 or email Gerald at Gerald.Williams@usmc.mil or Beth at Beth.Middleton.Ctr@usmc.mil for an appointment or to schedule organizational training.

In accordance to paragraph 2006.5 of MCO P1700.24B w/ch 1, every command should have a designated Unit Command Financial Specialist.  If you are interested in becoming your command's Financial Specialist contact your Commanding Officer or call (760) 725-6098.  Click here for the current Command Financial Specialist training schedule.  (PDF 502KB)