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.
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/coaching-300x217.png)
Coaching Line
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/talk-to-a-coach-2x-trimmed.png)
Chat
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/coaches-webcast-2x-trimmed.png)
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.
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/coaches-map-higher-res.png)
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Brian-Kelley.jpg)
Brian Kelley
CFP®
Omaha, NE
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Linda-Robertson-1.jpg)
Linda Robertson
CFP®, ChFC®, CEBS, MSFS
Philadelphia, PA
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Cyrus-Purnell.jpg)
Cyrus Purnell
CFP®, MBA
Memphis, TN
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Erik-Carter.jpg)
Erik Carter
CFP®, JD
White Plains, NY
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Kari-Cedergren.jpg)
Kari Cedergren
CFP®, CDFA®
Eugene, OR
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Julie-Everett.jpg)
Julie Everett
CFP®, MBA
Effingham, IL
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Nadia-Fernandez.jpg)
Nadia Fernandez
CFP®, CDFA®
Los Angeles, CA
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Jim-Jacobucci-1.jpg)
Jim Jacobucci
CFP®, MBA
Chicago, IL
![](https://www.financialfinesse.com/wp-content/uploads/2024/03/Michael-Smith.jpg)
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