Rockin' Finance

What Rockin' Finance does

Rockin' Finance, LLC is a privately held, Atlanta-based financial literacy education company founded in 2009 by Felicia Voloschin, a CPA, CFP®, and IAR who began delivering finance seminars in 2007 after a 'Kinder Parkway' presentation to her son's kindergarten class gained popularity. The company serves children, parents, K-12 educators and schools, adults seeking financial literacy, and corporate sponsors, with an operating footprint restricted to the United States and an approximately ten-person in-house team spanning editorial, illustration, game development, marketing, sales, and operations. The founder's earlier live seminar series received recognition from The New York Times in 1997, predating the formal launch of the company.

The company's core product offering is a portfolio of self-published children's books and bundles that teach foundational money, business, and charitable-giving concepts across age cohorts. The flagship titles are Bernie's Big Idea 1 (ages 4–7) and Bernie's Big Idea 2 (ages 8–11), which feature Bernie Marcus, Co-founder of The Home Depot, alongside Rockin' Puppy Paws and The Rockin' Gift Givers. Books are sold individually at $17.99 and in higher-priced bundles ($69.99 BOOK BUNDLE and $135.99 DOUBLE BOOK BUNDLE). For adults, Rockin' Finance provides community workshops and guest speaker sessions on quote-based pricing and has an upcoming practical guide, The Homemade Millionaire. The company also operates a 'Be The Impact' corporate sponsorship program that pairs sponsoring organizations with schools to deliver financial literacy materials, and it maintains a strategic partnership with the Georgia College Center for Economic Education, which conducted a formal study on its materials.

Rockin' Finance monetizes primarily through direct-to-consumer e-commerce on its Shopify storefront, supported by email marketing and social media, with supplementary revenue from adult workshops, guest speaking engagements, and corporate sponsorship fees. The company is bootstrapped and founder-owned, with no disclosed external funding, subsidiaries, or parent company. Its distribution is single-channel and domestic, and its revenue is not publicly disclosed.

Name

Rockin' Finance

Legal name

Rockin' Finance, LLC

Website

https://rockinfinance.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Rockin' Finance is an Atlanta-based, bootstrapped financial literacy company that publishes children's books featuring Bernie Marcus and sells them directly to consumers, while also offering adult workshops, educator tools, and a corporate school-sponsorship program.

Ownership category

akta.pro rank

Product category

Financial Literacy Education

NAICS

Book Publishers (513130), Book Retailers and News Dealers (459210)

SIC

Books: Publishing Or Publishing & Printing (2731)

akta.pro primary industry

Personal Finance & Financial Literacy for Students (EDAMAIAH)

akta.pro secondary industries

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH), Banking & Payments (Accounts, Cards, Digital Payments) (EDAAAJAD), Small Business & Self-Employment Personal Finance (Income, Expenses, Cash Reserves) (EDAAAJAL)

Keywords

• Financial literacy education
• Children's finance books
• Youth money education
• Financial education workshops
• Adult financial empowerment

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. Book Sales: Sales of children's financial literacy books and bundles through their e-commerce storefront. Individual books (Bernie's Big Idea 1 & 2, Rockin' Puppy Paws, The Rockin' Gift Givers) and bundle packages are sold directly to consumers and schools.
2. Workshops & Events: Live sessions with experts, community workshops for adults, and guest speaker bookings. Revenue generated from workshop attendance and speaker engagement fees.
3. Sponsorship Programs: Corporate sponsorship program where companies sponsor schools and educational programs through Rockin' Finance's 'Be The Impact' initiative. Sponsors gain visibility through press releases and social media while supporting financial literacy education.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Rockin' Finance publishes and sells financial literacy children's books and book bundles directly to consumers through its Shopify storefront, while also delivering paid live workshops, guest speaker events, and community sessions for adults seeking financial education. The company additionally operates a 'Be The Impact' corporate sponsorship program that connects sponsoring companies with schools to deliver financial literacy materials.

Product overview

Rockin' Finance offers a portfolio of financial literacy products designed to empower adults and inspire youth. The core offering consists of four children's books: Bernie's Big Idea 1 (ages 4-7) and Bernie's Big Idea 2 (ages 8-11), which feature Bernie Marcus teaching business and charitable work; Rockin' Puppy Paws; and The Rockin' Gift Givers. These are sold individually or bundled together (BOOK BUNDLE at $69.99, DOUBLE BOOK BUNDLE at $135.99). For adults, the company provides Guest Speakers & Events, Community and Workshops, and the upcoming The Homemade Millionaire guide. Additional services include sponsorship programs for schools and educational tools for educators.

Differentiator

Problem solved

Functional benefit

Products and services

• Bernie's Big Idea 1 A self-published children's book (paperback with glossy 8x8 colored pages) featuring Bernie Marcus, Co-founder of The Home Depot, teaching about business and charitable work, targeting children ages 4-7.
• Bernie's Big Idea 2 A self-published children's book featuring Bernie Marcus, Co-founder of The Home Depot, teaching about business and charitable work at the upper elementary level, targeting children ages 8-11.
• Rockin' Puppy Paws A children's book featuring furry friends that teaches readers about smart money choices and spending prioritization, sold for $17.99.
• The Rockin' Gift Givers A children's paperback book with 36 glossy 8x8 colored pages where furry friends Rosie and Ray show Sophie and Sam how to prioritize spending while teaching readers about smart money choices.
• BOOK BUNDLE A bundle containing Bernie's Big Idea 1, Bernie's Big Idea 2, Rockin' Puppy Paws, and The Rockin' Gift Givers, priced at $69.99 and sold as a single SKU.
• DOUBLE BOOK BUNDLE A bundle containing 2 copies each of Bernie's Big Idea 1, Bernie's Big Idea 2, Rockin' Puppy Paws, and The Rockin' Gift Givers, priced at $135.99 and sold as a single SKU.
• Guest Speakers & Events Live sessions with finance experts who make finance approachable, actionable, and fun for adults, offered through speaker engagement bookings with quote-based pricing.
• Community and Workshops Workshops for adults to build financial confidence together in a supportive community setting, delivered as live group sessions.
• Sponsorship Program ('Be The Impact') Corporate sponsorship program allowing organizations to create targeted impact programs for schools, match with schools seeking partnerships, and deliver educational materials alongside Rockin' Finance books, with sponsors gaining visibility through press releases and social media.

Quantifiable outcome

• No advanced preparation required for educators to use the materials
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Georgia College Center for Economic EducationcoreStrategic or Co-development PartnerGeorgia College's Center for Economic Education conducted a study on Rockin' Finance materials. Dr. John R. Swinton provided study results noting 'The reach of the material went beyond the classrooms in which it was initially presented,' validating the educational impact of the program.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Greenlight Financial Education: Greenlight combines a kids' debit card with a financial literacy learning platform aimed at children and parents — competing for the same family financial education wallet, though delivered via fintech/app rather than books.
• BusyKid: BusyKid is a chore, allowance, and financial literacy app for kids that includes investing and giving features — competing for the same parent-and-child financial education segment, though delivered via fintech app rather than books and workshops.
• Zogo Finance: Zogo offers a gamified financial literacy app for students and partners with banks and credit unions for distribution — competing for the same K-12 financial literacy mindshare but via mobile gamification rather than books.

Broad incumbents

• Practical Money Skills (Visa): Visa's Practical Money Skills provides free personal finance resources, lesson plans, and games for educators, students, and parents — overlapping with Rockin' Finance's classroom financial literacy curriculum.
• Dave Ramsey (Ramsey Solutions): Dave Ramsey / Ramsey Solutions offers Financial Peace University for adults and Junior's Adventures in Money storybooks for children, plus school curriculum — overlapping with Rockin' Finance across age segments, financial literacy themes, and direct-to-consumer book sales.
• Money Management International (MMI): MMI is a nonprofit credit counseling agency that also delivers financial education programs and resources for adults and youth — comparable personal finance education scope, though primarily delivered through counseling and digital tools.
• Khan Academy (Personal Finance content): Khan Academy offers a free personal finance course covering saving, budgeting, investing, and more — overlapping in age-appropriate financial education for students, free pricing pressure, and broad brand awareness.
• National Endowment for Financial Education (NEFE): NEFE is a nonprofit foundation providing research-based financial education programs and resources for educators and consumers — comparable mission and educator-focused delivery, but as a nonprofit rather than a commercial publisher.

Direct peers

• Junior Achievement (JA): Junior Achievement provides K-12 financial literacy, work readiness, and entrepreneurship curriculum delivered through schools — directly comparable to Rockin' Finance's youth financial literacy focus and educator/school channel.
• Next Gen Personal Finance (NGPF): NGPF provides free personal finance curriculum, lesson plans, and professional development for high school educators — directly comparable to Rockin' Finance's educator channel and youth financial literacy mission, supported by industry sponsorship.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xx.com/rockinfinance
• Facebookfacebook.com/RockinFinance
• LinkedInlinkedin.com/company/rockin-finance

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rockin' Finance