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Financial wellness
The state of security you feel about your future when you’re able to meet your financial needs and maintain a desired standard of living.
Having control over your money and the freedom to make informed choices with confidence can enhance your ability to face challenging times and lead a healthy financial life.
When financial stress goes down, the more engaged and happier professionals become.
Our mission is to help clients achieve not only their financial goals, but a state of sustainable personal wellness that lets them focus on advancing their careers and their firms.
What’s most important for the professionals and firms we serve is that financial wellness allows them to devote less of their schedules to agonizing over personal finances and more to connecting with their own clients.
Our approach helps address an individual’s needs across the four wellness pillars — saving, spending, investing, and borrowing — that can cause stress.
We believe by reaching a state of financial wellbeing employees are more productive, satisfied, and likely to grow within the firm.
Edward Karan
Global Head of Institutional Sales
Meet our wealth expert
Edward is Global Head of Institutional Sales. He leads our efforts in coordinating firm sponsored wealth management and financial wellness programs for Citi’s largest institutional clients.
Prior to his current role, Edward held positions as Head of the Professional Services Group as well as a Private Banker for more than 15 years.
Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional.
Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar. Edward is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward holds the Chartered Financial Analyst® and Certified Financial Planner® designations.
What makes financial wellness a powerful tool?
By addressing the four pillars of financial stress, employees can be more productive, which can help benefit their firms.
Necessary
Physical and mental health and wellbeing are regarded as important drivers of employee satisfaction and productivity. Addressing financial health is the next logical step in the evolution of employee benefits and wellness.
Ongoing
Financial wellness is a best practice throughout one’s career and beyond. While financial circumstances may improve, the stresses of managing savings, spending, investing and borrowing are not eliminated, regardless of income or wealth.
Repeatable
Financial wellness can be scaled to reach employees throughout an organization. By employing digital tools and outreach, combined with a robust financial planning element, a greater proportion of employees at an organization can realize the benefits of a financial wellness plan.
Learn more about how Citi Global Wealth at Work can shape your future of financial wellness.
Wealth management services
Citi Global Wealth at Work offers a range of customized products and services to help you achieve your financial goals.
