Elana B. Feinsmith, CFP^®

CFT-I™

Financial Therapist / Coach

Oak Financial Coaching

Oak Financial Coaching, Virtual
Sunnyvale, CA 94089

FINANCIAL ADVISOR'S WEBSITE

https://oakfinancialcoaching.com/

(408) 757-8275 CONNECT WITH Elana

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Oak Financial Coaching

General

Elana Feinsmith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oak Financial Coaching in Sunnyvale, CA and the surrounding communities.

Financial Advisor Overview

Whether you are an individual or a couple, I can help you transform your inner relationship with money so you can have less anxiety, happier relationships and take action to achieve your long term goals. Every situation is unique and each session will be customized for you. Once we determine the instinctive way you take action (via the Kolbe A ® test), your financial situation and your financial goals, I will coach you to figure out your next steps to achieve those milestones. See https://www.oakfinancialcoaching.com for more details on my practice.

Financial Advisor Experience

Elana Feinsmith began her career as a Certified Financial Advisor at Charles Schwab in 1997. She has since evolved her practice into a private practice as a Financial Therapist & Coach. See https://www.oakfinancialcoaching.com for more details on her practice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Financial Therapist-I™

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Estate Planning, Getting Married, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances