Financial Finesse

Financial Finesse is the muscle behind the movement to empower every American with access to a Personal Financial Coach ™. Founded in 1999, Financial Finesse inspired an entire industry by being the first to offer unlimited access to unbiased CFP ® professionals as an employee benefit. Today, the independent, employee-owned firm is the nation’s leading provider of workplace financial wellness benefits. On a mission to change lives and challenge the status-quo of the entire financial services industry in the process, Financial Finesse and their Financial Wellness Think Tank cohort provide a creative sanctuary for industry disruptors, outliers, and entrepreneurs alike.