Elana Feinsmith, CFP®, CRPS®, CFT-I®
Elana Feinsmith, CFP®, CRPS®, CFT-I®
Elana Feinsmith, CFP®, CRPS®, CFT-I®
Oak Financial Coaching
Elana Feinsmith, CFP®, CRPS®, CFT-I®

Issues and needs

Relationships/Family, Addictions, Compulsive spending, Children and Adolescents, LGBTQ2, Wealth inequality within the family system, Stress, Family conflict, Financial secrets

Occupational specialties

Business Owners, Business Owners, Entrepreneurs, Not-for-Profit, Other

About

Elana is inspired to help you improve your relationship with money so you can establish and achieve your financial goals.

Elana Feinsmith is a Certified Financial Planner® (CFP®) and a Financial Coach / Therapist. She is a graduate of the Cornell Hotel School and has a Certificate in Personal Financial Planning from UC Berkeley and a Certificate in Financial Life Planning from Golden Gate University's Graduate School of Business. She is an active member of the Financial Therapy Association and the Financial Planning Association. Elana began her career in personal finance at Charles Schwab in 1997. She uses financial therapy tools and IFS (Internal Family Systems) to help clients improve their relationship with money.

She lives with her husband and two children in Sunnyvale, California and enjoys hiking and theater.

Professional Specialty Areas

Issues and needs

Relationships/Family, Addictions, Compulsive spending, Children and Adolescents, LGBTQ2, Wealth inequality within the family system, Stress, Family conflict, Financial secrets

Occupational specialties

Business Owners, Business Owners, Entrepreneurs, Not-for-Profit, Other

Languages

English

Religious/Spiritual

Christian, Hindu, Jewish, Non-Denominational Spiritual

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, Telehealth, In person

Country

USA

Service Area

California

Type of Service

Coaching, Therapy, Financial Planning, Estate Planning

Practitioner Gender

Female

Fee Structure

Hourly - Do not accept insurance

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

Graduate Certificate in Financial Therapy

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