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 * What we do
   * U.S.
   * Global
   * Diversity, Equity, and Inclusion
   * Benefits Change Management
 * Coaching
   * Our Coaches
   * Aimee
 * Innovation
   * Our Innovation Story
   * Financial Wellness Think Tank™
   * Financial Finesse Ventures
 * About
   * About Financial Finesse
   * Press
   * Careers
 * Contact us

Contact us


WE BELIEVE EVERYONE DESERVES ACCESS TO UNBIASED FINANCIAL GUIDANCE.

That’s why, in 1999, we invented the concept of financial wellness coaching as
an employee benefit. Since then, it’s been our mission to change as many
financial lives as possible by partnering with employers who care and investing
in quality and innovation.




MEET OUR FOUNDER, LIZ DAVIDSON

Widely recognized as the pioneer of workplace financial wellness, Liz founded
Financial Finesse at the age of 28. Prior to this, she ran a hedge fund and was
surprised to find that even among her highly sophisticated clientele, there was
still a significant knowledge gap regarding financial planning. This group had
the buffer of wealth, but it made her wonder, “what about everyone else?”

Driven by this realization, she left the hedge fund industry in 1999 to
establish an unbiased financial wellness company to help employees from all
walks of life reduce financial stress, gain the confidence needed to make
informed decisions, and achieve long-term financial security.


THE FINANCIAL FINESSE STORY

Financial Finesse disrupted the financial services industry in 1999 by providing
everyday Americans with access to expert, unbiased, and personalized financial
coaching, subsidized fully by their employers, at no cost to them—something that
was only available to high net-worth individuals at the time. We coined the term
“financial wellness” and are credited with creating the now burgeoning industry.

Our continued innovation and growth has created a tremendous ripple effect in
the Human Resources, benefits, financial services, and retirement industries,
cementing financial wellness as a must have employee benefit, with tens of
thousands of firms now providing innovative solutions to employees from all
walks of life to help them make better financial decisions. Today, Financial
Finesse stands as the largest independent provider of financial coaching as an
employee benefit.

Our innovation story ⟶




OUR LEADERSHIP TEAM


LIZ DAVIDSON

Founder and ceo


CRISTINA FLORES

CHIEF OPERATING OFFICER


DUSTEN SALINAS

CHIEF TECHNOLOGY OFFICER


KEVIN FATTOR

CHIEF PRODUCT OFFICER


NAMITA SHAH

Chief Commercial officer


JIM JACOBUCCI, CFP®

Director of Planner
Mgmt & Development


LINDA ROBERTSON, CFP®

Director of Planner
Operations


MAGGIE WEINBERG

Sr. Director of Marketing


KELSEY ANDERSON

Chief of staff


JOIN THE TEAM

See open positions


AWARDS AND RECOGNITION

Our mission to bring critically needed financial wellness coaching to the 99%
fuels our innovation engine. Here are some recent accolades.

Winner

Winner: Best Personal Finance Platform

Winner: Boldest AI

Finalist: Personal Finance Tech of the Year

Finalist: Chief in Tech Leader of the Year

Honoree

Diversity, Equity & Inclusion Award

2023 Signature Awards Nestlé & Financial Finesse


LET’S CHAT


INTERESTED IN LEARNING MORE ABOUT HOW
WE CHANGE FINANCIAL LIVES?

Contact us

We are a people company on a mission to deliver life-changing financial guidance
to those who need it most.




WHAT WE DO

U.S.

Global

DEI

Benefits Change Management


COACHING

Our Coaches

Aimee


INNOVATION

Our Innovation Story

Think Tank

Financial Finesse Ventures


ABOUT

About Financial Finesse

Press

Careers

Copyright © 2024 Financial Finesse | 

All Rights Reserved | Privacy Policy



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