Magazine

Meet Ellevest’s Money Coaches

By Ellevest Team

At Ellevest, we know working with a coach can be a total game changer when it comes to helping you hit your money goals. So we built our coaching service to be inclusive — by offering more affordable options and having coaches who reflect our community.

Oh, and those coaches? They’re awesome. They have years of experience helping women go after their goals, and they truly want you to succeed. Meet them all below.

(PS: All of the Ellevest coaches who help people hit their financial goals are money coaches, and all of our money coaches are trained and qualified to provide financial advice. But many of our money coaches have also undergone the rigorous process of becoming CERTIFIED FINANCIAL PLANNER™ professionals — aka CFP® pros — which is why you might sometimes hear us refer to those coaches as financial planners.)

Rachel Rabinovich, CFP® (she/her)

A headshot of Financial Planner Rachel Rabinovich. Rachel is a CFP® professional and director of coaching here at Ellevest. She has 17 years of experience in financial services and a background in counseling and education, plus an M.Ed in counseling psychology. She specializes in personal financial wellness and believes money coaching can be a positive and powerful tool for changing lives. Rachel is constantly inspired by her mom, who worked on the forefront of the women’s movement in the 1970s and who continues to be active in progressive politics. She lives south of Boston with her husband and cat. She is also the proud mother of a strong, creative, and financially independent daughter. (Well, except her cellphone plan.)

By Rachel: “4 Steps to Stop Living Paycheck to Paycheck,” “Tips to Keep Yourself from Overspending,” “What to Do if You Can’t Pay the Bills, and more.”

Emilie Archambeault, CFP® (she/her)

A headshot of Money Coach Emilie Archambeault. Emilie is on a mission to make money management accessible to everyone. She’s a CFP® pro with 10+ years of experience helping people with their finances. Her past jobs also include working with people and small businesses on tax prep. When she's not taking calls with clients, Emilie is happiest packing her bags for a trip, listening to podcasts, and getting out in nature for a hike. She’s got zero fear of heights and is up for skydiving, parasailing, or hot air ballooning anytime.

Dr. Juliana DeSouza, CFP® (she/her)

A headshot of Money Coach Dr. Juliana DeSouza. Juliana is passionate about teaching, motivating, and helping others reach their financial goals, and she prides herself in her academic-based approach to guidance and planning. She’s a CERTIFIED FINANCIAL PLANNER™ with more than ten years in the financial services industry. She also has a doctorate in business administration and has published original research on the factors that drive US stock market crashes. In a past life, Juliana was a news and weather reporter — she also once won an award for best on-air children’s radio show. Outside of work, you can find her spending quality time with her beautiful 25-year-old daughter and running around with her two adorable maltese.

Sofia Figueroa, CFP® (she/her)

A headshot of Financial Planner Sofia Figueroa. Sofia believes that financial education is an essential part of any woman’s toolkit. She’s passionate about helping women define their money goals and create a plan to achieve them through coaching. Sofia is a CERTIFIED FINANCIAL PLANNER™ professional and has a bachelor’s degree in business administration from the University of Oklahoma. She brings several years of financial planning experience to her role at Ellevest. She’s currently based in Albuquerque, NM, where you can catch her taking a Peloton class, hitting the slopes, or cheering on her Oklahoma Sooners on a Saturday afternoon.

By Sofia: “What First-Time Homebuyers Need to Know,” “How to Get Ready to Buy a House Someday,” “Do You Have to Buy a Home to Build Wealth?,” and more.

Victoria Hughes, CFP® (she/her)

A headshot of Financial Planner Victoria Hughes. Victoria is passionate about social equity, closing the wealth gap, and increasing access to personal finance education for communities that have not historically had it. She’s a CERTIFIED FINANCIAL PLANNER™ and was previously a financial advisor at a mid-sized financial services firm. She’s also a proud first-generation college graduate, having earned a degree in finance from the University of Utah in Salt Lake City (where she currently lives with her partner and long-haired tabby cat). When she’s not helping clients make smart money decisions, you can find her adventuring in the mountains or traveling somewhere new. Ask her about the time she performed with a Britney Spears impersonator at the Rio in Las Vegas!

By Victoria: “Here’s What You Need to Know About Emergency Funds,” “Explainer: The “One-Number” Approach to Budgeting,” and more.

Lindsey Lewis, CFP®, ChFC® (she/her)

A headshot of Financial Planner Lindsey Lewis. Lindsey has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ professional, but also champions women in the financial services industry in her role as director and chair of the American College Center for Women in Financial Services. She also hosts the Women Working in Wealth podcast, was named to Investment News’ 40 Under 40 list, volunteers with Savvy Ladies, and holds an MBA from Utah Valley University. Ask her about her two kids, love of France, years spent as a gymnast, and time competing as a pole vaulter in college.

Victoria Sado, CFP® (she/her)

A headshot of Financial Planner Victoria Sado. Victoria is a huge believer in financial education, and that no amount of debt or other money-related hurdles are too difficult to overcome. She’s a CERTIFIED FINANCIAL PLANNER™ professional, and she has more than ten years’ experience in accounting and financial services, including the time she spent in tax planning for small business owners and financial planning for people who received large financial settlements. She loves any opportunity to meet new people and to get to know more about them, and during her free time, you can usually find her hiking, volunteering, traveling, enjoying a good book, or practicing the three (and counting!) other languages she speaks.

By Victoria: “Can You Invest to Pay Off Student Loans Faster?,” “Here’s Our Best Advice on Paying Off Credit Cards,” “6 Fun Facts About Impact Investing,” and more.

Samantha Vient, CFP® (she/her)

A headshot of Financial Planner Samantha Vient. Samantha has been a CFP® professional for 11 years, and she’s passionate about helping people maximize their financial opportunities. Before she joined Ellevest, she worked as a lead financial planner for Learnvest; she also founded her own firm focused on financial planning for small business owners and their families. Samantha has a master’s degree in international affairs from the University of California, San Diego, and she currently lives in Costa Mesa, CA. She loves spending time fishing, hiking, and exploring nature with her husband and two young children.

By Samantha: “Should I Pay Off Debt or Invest? (Or Both?)” and “Here’s What You Need to Know About Life Insurance.”

Louise Wen, CFP® (she/her)

A headshot of Financial Planner Louise Wen. Louise is passionate about helping people improve their financial health and well-being, especially those who’ve historically been underserved by the industry. As a CERTIFIED FINANCIAL PLANNER™ professional, she’s worked with clients from all walks of life, from refugees to tech executives, and reached hundreds of thousands of others by teaching personal finance classes. Louise is a graduate of Wellesley College and currently lives in Northern California with her children and cats. Find her playing the ukulele, leading a guided meditation, or watching TV shows about tiny houses.


You can book a session with an Ellevest coach here.


Disclosures

© 2022 Ellevest, Inc. All Rights Reserved.

All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.

The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

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Ellevest Team

The Ellevest team is working to help women reach their financial and professional goals.