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Financial Finesse

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Financial Finesse

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Financial Finesse Reviews

Updated Jan 15, 2022

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Found 27 of over 28 reviews

4.7
91%
Recommend to a Friend
92%
Approve of CEO
Financial Finesse Founder and CEO 	Liz Davidson (no image)
Liz Davidson
19 Ratings

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Consulting

1y

works at 

McKinsey & Company

Consultants of Fishbowl, I'm 31 and have ~$2m. No kids, student loans, etc... I'm also getting CTL'd. If you were in my position, would you scramble to get a new position or retire early?

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Top Review Highlights by Sentiment

Pros
  • "Amazing people and work culture(in 5 reviews)
  • "The company leverages the skills of a committed, entrepreneurial team to accomplish big goals.(in 4 reviews)
  • "The people are great and the org chart is very flat so everyone gets opportunities to big things.(in 3 reviews)
Cons
  • "they dont have any formal training on the additional responsibilities that get tacked onto their existing job role.(in 3 reviews)
Pros & Cons are excerpts from user reviews. They are not authored by Glassdoor.
  1. 5.0
    Current Employee, more than 1 year

    Great place to work

    Jan 15, 2022 - Financial Planner 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Supportive team and management. Generous benefits. Bonuses are attainable and can be quite large. The leadership team is committed to maintaining a positive work culture.

    Cons

    The schedule varies, it’s not an 8-5 gig.

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  2. 5.0
    Current Employee, more than 8 years

    Growing quickly

    Jan 12, 2022 - Senior Planner 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Fantastic team of people who really love what they do and do a phenomenal job. CFPs don't sell any products, we get to focus solely on helping people improve their situation.

    Cons

    Open until 6 pm PT so once in a while you get a late shift.

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  3. 5.0
    Current Employee

    Wow!

    Dec 14, 2020 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Chance to make a huge impact in a growing industry. Very supportive and talented team. Tons of purpose and meaning. You will grow here if you put in the effort.

    Cons

    Can get crazy. You have to be okay with the pace and the uncertainty that comes with a rapidly growing company paving new ground. Not for the faint of heart.

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  4. 5.0
    Former Employee, more than 3 years

    Rock Star Financial Planners Who Are Changing Financial Lives

    Feb 27, 2020 - Financial Planner 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    I worked at Financial Finesse for a little more than 4 years as a financial planner and left to pursue entrepreneurship in 2019. Over that period the company experienced rapid growth and significant organizational changes. When I first joined, it was a flat organization where the CERTIFIED FINANCIAL PLANNERS both delivered financial wellness benefit programs and worked with the El Segundo team to build out other areas of the business. I worked primarily in communications and press as well as Think Tank research. Other planners worked in consulting, helped manage client relationships, produced videos and blogs and leveraged technology. It was a magnificent time to be with the firm. Over the years, the company grew. Roles became more specialized and structured. Less fun -- but an understandable business decision. If you are lucky enough to join Financial Finesse, you'll work with some of the smartest, most creative people you've ever met. The planners are rock stars - relatable and friendly, great teachers, with oustanding coaching skills and financial planning knowledge. It's a unique combo. The Financial Finesse planner team - some of whom have been with the firm since the very beginning - has built out best practices for designing and delivering financial wellness benefits which (in the office vernacular) "change "f*** lives. Even though most of the planners work remotely, they are a tight-knit bunch and a high performance team. I learned so much from all of them. This is what I miss most. The multi-talented team in El Segundo, focused on client relationships, technology, marketing, administration and setting up the company to grow, is wicked smart, creative and effective. If you're lucky enough to work in headquarters, you'll work in a beautiful space, bring your dog to work, and benefit from 1 x 1 access to the CEO.

    Cons

    The transition from being an early stage "all hands on deck" business to a mid-stage company was pretty messy. Financial Finesse lost two top leaders in headquarters and about 25% of the planner team (including me). The firm seems to have weathered the changes and is developing a corporate culture which fits their new stage. They continue to do good work for clients and in the world.

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    2 people found this review helpful
  5. 1.0
    Former Employee

    Yikes

    Nov 11, 2019 - CFP 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    None, it really was that bad.

    Cons

    Business model relatively unstable, recent and constant turnover of CFPs due to chaotic work environment, management's ego is much larger than their talent, high decibel office noise with nonstop profanity. Do NOT be lured into "waiting on the bench" year after year, its a lie and you will be fired at a moments notice. Devoid of ethics.

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    3 people found this review helpful
  6. 5.0
    Former Employee, more than 1 year

    Nice company

    Apr 5, 2019 - Systems Engineer 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great culture and nice people

    Cons

    None I can think of.

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  7. 5.0
    Former Employee, more than 5 years

    Best

    Jan 22, 2019 - Anonymous Employee in El Segundo, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    working environment was good

    Cons

    Nothing to say about the previous job

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  8. 5.0
    Current Employee, more than 5 years

    Senior Director of Operations

    Dec 6, 2018 - Anonymous Employee in El Segundo, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Can make an immediate impact

    Cons

    Growing fast with a busy 2019

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  9. 5.0
    Current Employee, less than 1 year

    Help Desk

    Feb 20, 2018 - Help Desk in El Segundo, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    -Great compensation - Flexible work hours - Able to work from home - No Micromanagement - Amazing people and work culture - Huge emphasis on communication and understanding each other - Sincere and genuine vision to help others through their financial struggles by financial coaching - Transparency - They reward excellent work through recognition and promotion - Work hard, play hard -Dog friendly Seriously, there are so many great things to say about this company and I can't express enough how happy and grateful I am to be working here.

    Cons

    Honestly, none that I can think of so far.

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    1 person found this review helpful
  10. 5.0
    Current Employee

    Resident Financial Planner

    Aug 16, 2017 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Company mission of changing lives trumps everything. Amazing corporate culture. Very empowering. If you're good at something and it benefits the company, you can probably work on it, even if it's not part of your "job description".

    Cons

    You may get pulled in a lot of different directions sometimes. Travel involved, so if you don't want to travel, it's probably not for you.

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Financial Finesse photo of: 1x1 time with our CEO- Liz Davidson
Financial Finesse photo of: "What Your Financial Advisor Isn't Telling You" is a favorite amongst all our staff!
Financial Finesse photo of: Another fun CFL Week under our belts
Financial Finesse photo of: Kitchen Gathering
Financial Finesse photo of: Halloween Spirit
Financial Finesse photo of: Our office pup, Ollie, out on another adventure
Financial Finesse photo of: The FF team ready to take on athletic bounce house competitions, fueled with tacos and margaritas
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