Financial Finesse coaches are certified, independent, and conflict-free — here to change financial lives.

Financial Finesse does not sell financial products, manage assets, or earn commissions of any kind. Instead, the company created an alternative career path for expert CFP® professionals—and in-country equivalents globally—motivated by the financial lives they change, not the products they could sell. No conflicts. No sales. Ever.

Unlimited access to coaches… really.

Employees have unlimited access to Financial Finesse’s team of experienced, certified financial coaches—via dedicated coaching line, live web chat, and group learning sessions. Financial Finesse coaches work in tandem with Aimee, the company’s AI-powered virtual financial coach — so employees get personalized, always-on guidance between live coaching sessions. Learn more about Aimee →

Coaching Line

Chat

Webcasts & Live Events

All of our Financial Coaches…

  • Hold a CFP® designation (U.S.) or locally recognized equivalent credential (global)
  • Are 100% unbiased and independent — no products, no commissions, no conflicts of interest
  • Have a minimum of 10 years of financial planning experience
  • Are full-time Financial Finesse employees in the U.S., with rigorously vetted coaching partners globally
  • Pass an intensive eight-step recruiting process
  • Are trained and certified on each employer’s specific benefits, so guidance is always relevant
  • Apply behavioral finance techniques to move employees from awareness to action
  • Are selected for empathy, communication skill, and a genuine commitment to financial well-being

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

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

Financial Finesse coaches are a diverse group of skilled, credentialed financial professionals located across the United States and around the world—united by a shared commitment to unbiased guidance and a passion for improving employees’ 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 — including benefits they didn’t know they had
  • Create and maintain a budget that reflects their real financial situation
  • Build an emergency savings fund with a realistic, personalized plan
  • Improve their credit score with concrete, actionable steps
  • Build financial resilience and reduce the stress that affects productivity and health
  • Identify and make progress toward their most important financial goals
  • Create a retirement plan calibrated to their actual income, benefits, and timeline
  • Protect and grow the wealth they’ve worked hard to build — without product sales or advice that creates conflicts

Kathleen Rueth

Financial Finesse user and
success story

Watch testimonial

What employees are saying about Financial Finesse 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

See how Financial Finesse reduces employee financial stress, drives measurable ROI, and scales to every corner of your global workforce.

Contact us