The power of people helping people.

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.

All 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 educators

• Pass an eight-step recruiting process

• Can be certified on your company’s employee benefits 

• Are trained in behavioral finance techniques

• Have high EQ and love helping people

Our diverse team is located across the United States.

Meet some of our featured Financial Coaches.

- Financial Finesse Planner

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Brian Kelly, CFP®
Certified Financial Planner

Chris Setter - Financial Finesse Planner

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Chris Setter, CFP®
Certified Financial Planner

Cyrus Purnell - Financial Finesse Planner

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Cyrus Purnell, CFP®
Certified Financial Planner

Doug Spencer - Financial Finesse Planner

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Doug Spencer, CFP®
Certified Financial Planner

Erik Carter - Financial Finesse Planner

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Erik Carter, CFP®
Certified Financial Planner

Greg Ward - Financial Finesse Planner

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Greg Ward, CFP®
Certified Financial Planner

James Jacobucci - Financial Finesse Planner

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Jim Jacobucci, CFP®
Certified Financial Planner

Linda Robertson - Financial Finesse Planner

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Linda Robertson, CFP®
Certified Financial Planner

Mark Dennis - Financial Finesse Planner

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Mark Dennis, CFP®
Certified Financial Planner