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 below.

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.

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.

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.


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.