Ellevest

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Meet Ellevest’s Money and Career 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 and career 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.

Ellevest career coaches

Gala Jackson, CELDC, CCTDC, CLC

A headshot of Lead Executive Career Coach Gala Jackson. Gala Jackson is Ellevest’s lead executive career coach. She’s committed to helping people tap into their strengths and advance their careers with courage, clarity, and confidence. With a master's degree in educational leadership, Gala is certified as an executive leadership and career coach, career and talent development coach, and life coach. She’s also a TEDx speaker and yoga instructor. When she’s not traveling to reach her goal of visiting all 50 states, you can find Gala at home in Atlanta. She’s also a self-proclaimed office supply snob — ask her about all things planners and productivity.

By Gala: “Imposter Syndrome Is Real. Here’s How to Manage It.,” “How Do I Ask for Feedback at Work?,” “The Truth About Navigating a Career Transition,” and more.

Wendy Friend

A headshot of Career Coach Wendy Friend. Wendy has more than two decades of experience coaching professionals who want to be intentional and impactful in their careers. Whether she’s working with emerging or established leaders, Wendy is known for asking the right questions and her results-oriented approach. She has a master’s degree in education from Northeastern University, completed her coach training through the Coaches Training Institute (CTI), and is certified in the Hogan and Leadership Versatility Index assessments. With a thriving daily wellness practice, Wendy is happiest surrounded by family and friends.

Lisa Specter, PCC, CPCC, MILR

A headshot of Career Coach Lisa Specter. Lisa Specter is a leadership and career coach with a passion for helping others to feel more empowered in their careers — and in life. She partners with her clients to help create clarity on where they are today, establish a vision for the future, and commit to action plans in order to achieve their goals. Lisa holds a master’s degree in industrial and labor relations from Cornell University and spent more than 15 years in corporate human resources leadership roles in diverse Fortune 100 organizations before pivoting to coaching. She’s a credentialed coach through the International Coaching Federation and Co-Active Training Institute (CTI). A devoted yogi, Lisa is based in New Jersey, where she loves to spend time with family and friends (preferably at the beach).

Ellevest money coaches

Good to know: 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 Sanborn Lawrence, CFP®

A headshot of Lead Financial Planner Rachel Sanborn Lawrence. Rachel is Ellevest’s lead financial planner. She loves helping women and allies tackle their money goals and is thrilled to share easy-to-understand, realistic, and life-changing financial help (plus a few terrible puns) via coaching and workshops. Rachel’s a CFP® professional with a bachelor’s degree in finance from Bentley College, a master’s degree in financial planning, and nearly 20 years of experience in personal finance. When she’s not helping members plan and manage their money, you can find Rachel playing basketball with her husband and kids, reading several books at once, or surfing the New Hampshire coastline. She’s an Enneagram type 7.

By Rachel: Explainer: “The “One-Number” Approach to Budgeting,” “What First-Time Homebuyers Need to Know,” “Here's What You Need to Know About Emergency Funds,” “What’s a Credit Score and How Is it Calculated?” and more.

Emilie Archambeault, CFP®

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.

Krista Cavalieri, CFP®

A headshot of Money Coach Krista Cavalieri. Krista believes that financial planning and money coaching can give people the potential to move successfully through the tough times, and to take advantage of the good times. Krista’s been a CFP® professional for eight years, and before she joined Ellevest, she ran her own business that concentrated on helping young people take control of their financial lives. Krista lives in Columbus, OH and has three children who keep her body tired and her mind open. She also covers everything in custom vinyl stickers.

By Krista: “6 Smart Ways to Use Your Banking Accounts” and “Can You Invest to Pay Off Student Loans Faster?

Sofia Figueroa

A headshot of Money Coach 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 has a bachelor’s degree in business administration from the University of Oklahoma and Series 7, 65, and 66 licenses, and she brings several years of financial services 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’s Your #1 Budgeting Tip?,” “6 Ways to Use Ellevest’s Roundup Option to Hit Your Money Goals Sooner,” and “How to Cut Back to an Essentials-Only Budget.”

Rachel Rabinovich, CFP®

A headshot of Financial Planner Rachel Rabinovich. Rachel, who has 15 years of experience in financial services along with a background in counseling and education, specializes in personal financial wellness and believes money coaching can be a positive and powerful tool for changing lives. She’s a CFP® professional and has an M.Ed in counseling psychology. 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 two cats. 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,” and “What to Do if You Can’t Pay the Bills.”

Samantha Vient, CFP®

A headshot of Money Coach 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.


You can book a session with an Ellevest coach here.


Disclosures

© 2021 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.