Our coaches are here to
change financial lives.

We believe personal finance is more personal than it is finance. That’s why Financial
Finesse does not sell any financial products or manage any assets. Instead, we
introduced an alternative career path for expert CFP® professionals who share our
social mission and are motivated by the lives they change, not the products they sell.

Unlimited access to coaches… really.

Employees have unlimited access to our team of experienced CFP® financial
coaches via phone, live web chat, and group learning sessions.

Coaching Line

Chat

Webcasts & Live Events

All of our Financial Coaches…

  • Have a CFP® designation
  • Are 100% unbiased and do not sell anything
  • Have at minimum 10 years of financial planning experience
  • Are full-time Financial Finesse employees
  • Pass an eight-step recruiting process
  • Are certified on your company’s employee benefits
  • Are trained in behavioral finance techniques
  • Have high EQ and love helping people

CFP • CFA • PhD • JD • MFP • MSFS • MBA • ChFC • PFS • AFC • CEBS

Meet some of our coaches –
they’re all over the map.

Our coaches are a diverse group of skilled and experienced financial
professionals with a shared passion for changing financial lives.

Brian Kelley

CFP®
Omaha, NE

Linda Robertson

CFP®, ChFC®, CEBS, MSFS
Philadelphia, PA

Cyrus Purnell

CFP®, MBA
Memphis, TN

Erik Carter

CFP®, JD
White Plains, NY

Kari Cedergren

CFP®, CDFA®

Eugene, OR

Julie Everett

CFP®, MBA
Effingham, IL

Nadia Fernandez

CFP®, CDFA®
Los Angeles, CA

Jim Jacobucci

CFP®, MBA
Chicago, IL

Michael Smith

CFP®
Baltimore, MD

Our financial coaches can help your employees…

  • Maximize their employee benefits
  • Design, manage, and stick to a budget
  • Build an emergency savings fund
  • Improve their credit score
  • Improve their financial resilience
  • Achieve their most important financial goals
  • Create an effective retirement plan
  • Preserve the wealth they’ve worked to build

Kathleen Rueth

Financial Finesse user and
success story

Watch testimonial

What employees are saying about our coaches

“Financial Finesse is rapidly becoming one of my favorite employee benefits. Thanks for helping my family and I create a plan to achieve our goals!”

International Paper employee

Financial Finesse user

“When you have the knowledge, you have so much power, and I did not have the knowledge prior to meeting my financial coach Brian.”

Tiffany

Financial Finesse user

“Having a financial coaching benefit has led to a better quality of life, personally and professionally.”

Ed

Financial Finesse user

“As an employee, I’m so grateful for the resource. It was a no-brainer to call in for help and support.”

Tracey

Financial Finesse user

“It was amazing to have you guys as a resource because it was someone that I knew I could trust.”

Sarah

Financial Finesse user

“To be able to pick up the phone on a whim and ask questions about anything to do with life and finances has been a godsend for me.”

Kathleen

Financial Finesse user

Let’s Chat

Interested in learning more about how
we change financial lives?

Contact us