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Founders of INvestment for All Program

Edric Zhang

Elizabeth Zhao

Edric Zhang

Investment For All  Co-Founder


David Guo

Elizabeth Zhao

Edric Zhang

Investment for All  Co-Founder

Elizabeth Zhao

Elizabeth Zhao

Elizabeth Zhao

Investment For All Vice President

Achievements

Edric and David Leadership

Edric and David Leadership

Edric and David Leadership

 Edric and David demonstrated visionary leadership by building a globally scalable financial-literacy platform, combining creative digital education, strategic partnerships, and measurable social impact to democratize access to economics and investing knowledge

----Evan Morgan, Managing Director of Rosenblatt Securities

 

  • Founded and led global nonprofit initiatives focused on financial inclusion and education 
  • Designed and executed a scalable, multi-platform outreach strategy reaching 100,000+ learners
  • Built partnerships with Wall Street institutions, fintech companies, schools, and government bodies 
  • Elevated student programs from local clubs to internationally recognized civic education platforms

Key Impact Metrics

Edric and David Leadership

Edric and David Leadership

 

  • 100,000+ students and families reached through digital platforms, media, and in-person events
     
  • 30,000+ active learners accessing educational resources via a central platform
     
  • 1,000+ participants in 20+ live charitable learning webinars  from 30+ countries
     
  • 800+ schools reached across 280 cities and 25 U.S. states
     
  • 10+ in-depth media features across mainstream and community outlets

Media & Outreach:

Global Reach & Strategic Partnerships:

Global Reach & Strategic Partnerships:

 

  • Digital Education Hub – 5 years and over 20 Pod casts and learning sessions.
     
  • Social & Community Media –Partnering with global/local medias and social medias. 


  •  East–West Coast Community Outreach: Organized and led seminars at community centers and libraries across both coasts to bring practical economics and investing knowledge to underserved communities.

Global Reach & Strategic Partnerships:

Global Reach & Strategic Partnerships:

Global Reach & Strategic Partnerships:

 

  • Collaboration with a Wall Street investment bank to create an institutional-grade research award for students
     
  • Integration of AI-powered financial analysis tools through a fintech partner


  •  Programs span 30+ countries across the Americas, Asia-Pacific, Europe, the Middle East, and Africa.

Our Program: Investment for All

Investment for All Team Story

Investment for all Introduction

Investment for all Introduction

 

 

Investment for All was founded in March 2022 by Edric Zhang and David Guo with a simple yet powerful conviction: financial knowledge should never be a privilege reserved for a few.


Our mission is to expand access to economic and financial education and to equip individuals with the tools needed to make informed, confident decisions about their financial futures.


The idea for Investment for All took shape during an Uber ride through the streets of Boston. What began as an ordinary trip became a defining moment. The driver, an immigrant from South America, spoke candidly about his concerns. Despite working long hours, he felt overwhelmed by uncertainty. He asked when and how to invest, hoping to protect his savings and build long-term stability for his family.


He had already tried to navigate the markets on his own, investing several thousand dollars in Uber stock based on the information available to him. Instead of providing security, the investment declined in value. At the same time, inflation accelerated, gas prices rose, and his real income steadily eroded. Though he worked relentlessly, financial progress felt increasingly out of reach.

That conversation stayed with us long after the ride ended.


During the COVID-19 pandemic, Edric and David had witnessed firsthand the effects of a K-shaped recovery—wealth compounding rapidly for those with access to capital and financial literacy, while working families faced mounting economic pressure. Inflation ceased to be an abstract statistic and became a lived reality, quietly diminishing savings, stability, and opportunity for millions without access to reliable financial guidance.


We came to realize that the driver’s experience was not an exception, but a reflection of a broader systemic gap. Countless individuals aspire to invest responsibly, plan for the future, and break cycles of financial insecurity—yet lack access to clear, trustworthy, and practical financial education.


This realization led to a defining question:

What if financial knowledge were accessible to everyone—not just the privileged few?

With that vision, Investment for All was created. Our goal is to empower individuals through accessible, practical education in economics and investing, enabling them to navigate inflation, uncertainty, and market volatility with confidence rather than fear.

Investment for all Introduction

Investment for all Introduction

Investment for all Introduction

The "Investment for All" initiative is a global program committed to fostering financial inclusion by ensuring that everyone has access to essential economic and financial knowledge and skills.   


We focus on making the maximum positive effort for our community. Our members and volunteers provide the momentum that helps us make changes. 

  

Program Highlights:


> Podcasts and videos: We have spearheaded our outreach efforts by producing weekly podcasts and videos, which provide invaluable learning resources to individuals. 


> Complimentary E-Learning: We offer top-tier educational classes and podcasts free of charge.

Free Seminars: We invite industry experts, including investors, analysts, and fund managers, to deliver regular, complimentary seminars.


> AI powered tools: We have developed AI-powered tools specifically engineered to enhance the effectiveness of economic education.


> Community Engagement: We maximize engagement by nurturing a dedicated team of volunteers and harnessing the power of network effects.


> International Investment Competitions: We facilitate annual international investment contests that offer practical learning experiences to students worldwide.

  

Through these efforts, "Investment for All" strives to democratize financial education, making it universally accessible and empowering individuals with the knowledge to make informed investment decisions.

A Glimpse of Kindness: Our Achievements in Pictures

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