Advisers Give Back Training Review
We recorded a training session for CFP®s, which has been chapterized into the following sections:
(1) Agenda, (2) Platform overview, (3) Client experience, and(4) Adviser Interface tour
Meet our founding advisers
Amanda Fox, MBA, CFP®
Amanda believes a thoughtful advisor helps you crystallize what matters most in life. She's an outside partner who creates financial plans that hone in on your priorities, dreams, and moon shot goals. Real wealth is the opportunity to focus on life's possibilities, and then act on it.
Amanda lives in San Francisco and can often be found making herself at home in the great outdoors where she can put her background in the science, design, and art of plants to work.
Robin L Patin, CFP®
Robin's family taught her to work hard and pay bills. This advice is a good foundation, but she realized in her mid-30s that working hard and paying bills was building wealth - for her employer. She then began working with a financial advisor as a client. She is eternally grateful to that financial advisor for helping her transform her finances and her career. He inspired her to become an advisor.
Robin loves her work. She helps clients build and protect their finances and takes great pride in helping people create wealth and protection strategies for future generations.
Robin has a M.A. in Health from New York University and a B.S. in Management from Rensselaer Polytechnic Institute. She is a Certified Financial Planner and has four years of experience working in the financial services industry.
Jesse Pence, CFP®
Since joining the profession in 2016, Jesse has seen first-hand the incredible impact a financial expert can make when it comes to increasing financial confidence and achieving goals. People recommend her to their friends because of the impact this type of support has had on their life and how easy it has been.
Jesse grew up in Portland, Oregon and now loves living in San Francisco with her boyfriend. Jesse enjoys many outdoor activities including rowing on the beautiful San Francisco Bay, and hosting dinner parties for friends. Jesse recently got an Instant Pot and is excited to improve her cooking skills!
Jesse has a B.A. in Economics with a Minor in Finance from Claremont McKenna College in Claremont, California, and over 4 years working in financial services and customer support.
Daria Victorov, CFP®
Since 2013, Daria has seen the meaningful impact that financial guidance has had for the people she works with. She has seen how a background in personal finance helps people make smarter financial decisions and reach their goals.
Working as a financial planner has allowed her to pursue a path that she loves and help others avoid making some of the same mistakes she has in the past. With just some small changes, she's confident your work together will help you be much better off financially.
Daria grew up outside of Washington DC and now loves living in San Francisco with her cat and dog. Daria enjoys many outdoor activities including hiking, cooking, and volunteering.
Daria has a B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech, and almost 10 years working in financial services and customer support.