Full Service Financial Education

About Us

Our Mission

Financial Finesse was founded in 1999 with a single objective: Provide people everywhere with the information and guidance they need to become financially secure and independent.

Today, we are the nation's leading provider of unbiased financial education programs to corporations, credit unions and municipalities with over 400 clients across the country.

How We Are Different

Our programs are unbiased, designed to educate, not to sell financial products and services.
100% of our revenue comes from the sale of financial education programs to organizations. We do not sell any financial products or services, nor do we manage assets. Our only focus is to educate.
Financial Finesse is the only firm in the country that employs Certified Financial Planners™ exclusively as full time financial educators.
We only accept 2% of the CFPs® that apply for a position and all our CFPs® have 10+ years of experience prior to joining Financial Finesse. Most Certified Financial Planners™ possess several advanced certifications, designations and degrees including: Masters in Financial Planning, CPA, CLU, ChFC, AFC, and many more.
We have the ability to cover any financial topic, from serious debt to advanced estate planning.
Our programs are designed to deliver personalized financial education and financial planning across all levels of an organization, from minimum wage workers to C-level executives.
We design custom programs to specifically meet the needs of large organizations.
Companies hire us to build programs which help employees make informed decisions about their specific financial benefits and to design and deliver custom programs that address their strategic HR goals.
Financial Finesse is a full service financial education provider with expertise in design, marketing, delivery, ongoing management, and tracking of financial education programs.
All our programs include strategic planning, curriculum development or customization, full scale implementation, ongoing program management, marketing communications programs and materials, and reporting.