Elana Feinsmith, CFP®, CRPS®, CFT-I®
Oak Financial Coaching
Get in Touch
Sunnyvale, CA 94089
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.
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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Relationships/Family, Grief, Compulsive spending, Anxiety, Depression, Children and Adolescents, LGBTQ2, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Professional athletes, Foreign service and politicians, Family Businesses/Family Enterprises, Pre Marriage
English
Coaching, Therapy
Mental health
