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