Real financial wellness, delivered by real experts—no shortcuts, no generic advice. At Vault by Financial Footwork, we help San Jose & Silicon Valley organizations empower their teams with financial education that actually makes a difference. Whether you need a dynamic financial speaker, a digital financial hub for your staff, or a custom wellness program, we focus on results that help your people thrive. Let’s give your team the financial confidence they deserve.
Supporting your employees’ financial health doesn’t have to be complicated. That’s where Vault by Financial Footwork comes in. We help San Jose & Silicon Valley businesses, schools, and organizations boost engagement, reduce stress, and improve retention with proven financial wellness strategies. Whether it’s a live workshop, ongoing digital learning, or a full-scale program, we make sure your team gets the support they need.
No confusing jargon, no one-size-fits-all programs—just real financial education that helps your people succeed.
Program Benefits for San Jose & Silicon Valley Employers:
Reduce employee financial stress
and absenteeism
Increase productivity and engagement
Improve retention and loyalty
Strengthen your reputation as an employer of choice in your region
Insight: Large corporations and retail providers experienced a 20% increase in employee savings rates following the implementation of financial education programs. This improvement highlights the positive impact of financial literacy initiatives in encouraging smarter money management and long-term financial stability among employees.
Financial Wellness, Explained
We make financial education simple and practical. Our programs break down complex topics like budgeting, saving, and investing into easy-to-understand steps that anyone can use to improve their financial health.
Professionalism You Can Trust
With over 15 years of experience in financial wellness education, Vault by Financial Footwork delivers every service with integrity, reliability, and a commitment to excellence.
Clear Communication
From your first inquiry to program delivery and follow-up, we keep you informed. You’ll always know what to expect and how our financial wellness solutions are making a difference for your team.
Financial wellness isn’t a one-time fix—it’s an ongoing journey. Our programs help San Jose & Silicon Valley organizations support their teams year-round.
Bring energy and expertise to your next event with a Vault by Financial Footwork finance speaker. We deliver engaging, practical presentations for audiences of all sizes—from tech startups to major manufacturers. Our sessions are designed to inspire action and help employees make smarter money decisions.
Custom keynote addresses for San Jose & Silicon Valley’s most innovative companies
Interactive workshops and financial seminars for teams at every level
Engaging Lunch & Learns and flexible seminar series—available live or virtual
Give your team 24/7 access to our integrated digital platform. Employees can take financial assessments, get AI-powered guidance, and explore thousands of videos, workbooks, and tools—anytime, anywhere. It’s financial wellness, made simple and accessible.
Personalized financial assessments and learning paths
AI-driven financial coaching for instant answers and guidance
On-demand video lessons, interactive workbooks, and self-paced courses and learning modules
Tools and resources covering budgeting, credit, investing, retirement, and more
Dedicated client success manager for seamless rollout and engagement tracking
Insight: Financial stress has a significant impact on workplace performance, with 25% of employees reporting that it lowers their productivity. Additionally, 33% say it interferes with their ability to concentrate and stay focused on tasks. However, studies show that financial education can help reduce this stress, leading to improved focus, higher productivity, and overall employee well-being.
Employee Benefit Video Packages are a powerful way to help your team truly understand and appreciate the full range of benefits your company offers. In today’s fast-paced workplace, clear and engaging communication is key—especially when it comes to employee benefits.
Our video packages make it easy for employees to learn about their options, empowering them to make informed decisions that support their well-being and financial security.
Partner with our experts to build a strategic financial wellness initiative that aligns with your organizational goals and maximizes ROI. We offer:
Tailored program design and implementation for organizations and teams of all sizes.
Engagement
strategies tailored for
San Jose’s workforce
Metrics and reporting to demonstrate program impact and utilization.
San Jose & Silicon Valley are home to some of the world’s most innovative companies. We proudly support organizations across the city’s top industries, including:
Whether you’re a growing startup or an established leader, Vault by Financial Footwork is here to help your team build financial confidence.
With over 15 years of experience partnering with professional sports teams, colleges, and organizations nationwide, Vault by Financial Footwork brings a practical, hands-on approach to financial education that truly engages employees. Whether your team is in tech, manufacturing, or any of San Jose’s leading industries, Vault stands out as the trusted choice for impactful employee financial wellness.
Vault by Financial Footwork isn’t a giant agency—we’re a dedicated team that truly understands the needs of San Jose organizations. Whether you run a tech company, a manufacturing plant, or a creative studio, we help your people gain the financial skills and support they need to succeed.
We specialize in everything from live financial education and digital learning to custom program design and ongoing support. No generic solutions—just real, personalized financial wellness that helps your team thrive. And because we know San Jose, we understand the unique challenges and opportunities businesses face in Silicon Valley.
If you want financial wellness that actually makes a difference, you don’t need to look any further—Vault by Financial Footwork has you covered.
Disclaimer and Waiver – Financial Footwork, Inc., its owners, officers, directors, employees, subsidiaries, service providers, content providers and agents (referred to as "Financial Footwork") are not financial or investment advisers and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided 'as is' and without warranties, either expressed or implied. Financial Footwork does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Financial Footwork be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice or other content contained. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.