We want to help every young family in America conquer financial complexity. As word spread, we grew. But as we grew, we reached our capacity. Our mission hit a wall.
To serve more and more young families, we had to find some help – a rock star financial planner to help our members level up. We searched high and low for nearly a year… and we finally found her…
Introducing Chantal
In a world where most financial planners are “career changers”, Chantal stands out.
From her 7 years of industry experience to her financial planning internship to her finance degree from USF, she’s been dedicated to helping people conquer financial complexity from the get-go.
Chantal is a CERTIFIED FINANCIAL PLANNERTM and will be an integral part in developing financial strategies for our members.
But she’s not just a finance geek. You’ll find her personable, easy-to-work-with, and eager to help.
Not just a financial planner
She moved to the Bay Area from Boston in 2009 and never looked back. After living in the city for many years, she recently moved to Berkeley with her fiancé.
When she’s not on member calls or tapping buttons on her financial calculator, she’s helping people learn to synchronize ice skate. In her former life, she was an Olympic-bound synchronized skater and now enjoys teaching others.
So help me welcome Chantal to the Financial Zen team.
You’re gonna love her!
Connect with her on LinkedIn!
