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

Relationships/Family, Addictions, Sudden money, Budgeting, Compulsive spending, Children and Adolescents, LGBTQ2, Wealth inequality within the family system, Stress, Family conflict, Money Avoidance, Financial Emotions, Life transitions

Occupational specialties

Business Owners, Attorneys, Engineers and Architects, Young Widows

About

Elana Feinsmith is a Certified Financial Planner® (CFP®), Certified Financial Therapist-I™ and Financial Therapist/Coach. 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. 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 is an active member of the Financial Therapy Association and the Financial Planning Association.

Elana helps individuals and couples get to the root of their relationship with money so they can achieve their goals.

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

Please contact Elana or go to her website at https://www.oakfinancialcoaching.com to schedule a time to talk.

Professional Specialty Areas

Issues and needs

Relationships/Family, Addictions, Sudden money, Budgeting, Compulsive spending, Children and Adolescents, LGBTQ2, Wealth inequality within the family system, Stress, Family conflict, Money Avoidance, Financial Emotions, Life transitions

Occupational specialties

Business Owners, Attorneys, Engineers and Architects, Young Widows

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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