Why work with a financial planner?
If you’re struggling to define, prioritize, or make a plan to reach your financial goals — whether they’re long term, like retiring early, or short term, like saving more — a financial planner can help. They’re experts at simplifying and de-stressing the whole process.
It’s a common misconception that you need to make or have a certain amount of money to qualify for financial planning. Ellevest has a session for everyone — with no minimums and no requirement to invest with us.
Our team
Our financial planners have years of experience helping women go after their goals, and they truly want you to succeed. They have diverse backgrounds, reflect our community, and bring a wealth of knowledge to every conversation. We think you’ll love them as much as we do.
Meet all of Ellevest’s financial planners
Ellevest's financial planners are CFP® professionals, or CERTIFIED FINANCIAL PLANNER™ professionals. This means they’ve met the coursework, exam, and extensive work experience requirements outlined by the Certified Financial Planner Board of Standards, Inc.
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or a similar experience or services.
