We want every American to have access to unbiased, expert financial guidance where cost is not an issue.
After working for decades in financial services and fintech, our founding team realized what recent research has started to highlight:
That financial coaching is the most effective way to help you make progress on your money.
The problem with financial coaching is that it's expensive (because of the costs to hire coaches) and it takes a lot of time (think paper forms and having to bring all your statements to an in-person first meeting that may not be close to where you live or work). Because of this, very few people ever make it to a first meeting and of those, even fewer appear to make it to a second meeting.
So we started to think about how we could lower the cost and make it much easier for people to get in touch with an unbiased expert who could help develop a plan and provide ongoing support.
Through the Foundation for Financial Planning, we came to find out that over 15,000 financial planners in the U.S. already give back through pro-bono events in their community. That's when it clicked - let's create a platform designed for these advisers that uses the high touch, high tech financial coaching program developed with leading behavioral scientists at Duke University. Our hope is that we can make it easy for 100,000 more advisors to participate and give back to their communities through AdvisersGiveBack.org.
Meet the 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.
Want to Volunteer?
Are you a financial adviser who wants an easy, meaningful way to give back?
Would you appreciate a team of support staff to manage the ongoing communications with people seeking financial help, so that your one hour volunteering commitment doesn't turn into two hours?
Then you've come to the right place.