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Financial Finesse

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Financial Finesse

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Financial Finesse Reviews

Updated Jul 11, 2022

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Found 28 of over 29 reviews
4.7
91% Recommend to a Friend
93% Approve of CEO

Found 28 of over 29 reviews

4.7
91%
Recommend to a Friend
93%
Approve of CEO
Financial Finesse Founder and CEO 	Liz Davidson (no image)
Liz Davidson
20 Ratings

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Top Review Highlights by Sentiment

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

    Great company culture

    Jul 11, 2022 - Financial Coach 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Serve clients while working remotely

    Cons

    Shifts vary from day to day.

    Be the first to find this review helpful
  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.

    Continue reading
    1 person found this review helpful
  3. Join the Financial Finesse team
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  4. 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.

    Continue reading
    1 person found this review helpful
  5. 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.

    Continue reading
    Be the first to find this review helpful
  6. 5.0
    Current Employee, less than 1 year

    Brilliant people, big goals, and big hearts

    Jan 28, 2015 - Anonymous Employee in El Segundo, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    In my time working at Financial Finesse, I have discovered that the people here are incredibly dedicated; not just to growing the business, but also to helping each other grow and expanding our reach so that more people have access to life-changing financial education. They don't just pay lip service to the mission of helping people, but truly let that mission motivate what they do. The result of their dedication is substantial growth, leadership in the Financial Wellness industry, and impacting the lives of our clients' employees. FF has a culture of open, direct communication which is refreshing and enables people to achieve at high levels. The compensation structure is excellent and provides lots of opportunity to earn beyond one's base salary by completing quarterly and annual goals. They focus on what you achieve and how well you communicate rather than what hours you work or what you wear. The expectations are high, but that is offset by providing employees a lot of flexibility, opportunity, and ownership. FF is a great place to work for anyone who is willing to push themselves to work hard, think creatively, and rise to challenges.

    Cons

    The only con for me personally is that the person primarily responsible for my training works remotely a lot so I haven't always had easy access to him for quick questions, etc. I've had to learn a lot on my own, but I've also been given the space to do so.

    5 people found this review helpful
  7. 5.0
    Current Employee, less than 1 year

    A new model for Financial Planning

    Apr 20, 2015 - Resident Financial Planner in El Segundo, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    I was amazed to discover that there was this group of highly intelligent, self-motivated, creative, ethical professionals that shared the same mission: to help ALL people be financially well. That made it any easy decision to join them. Financial Finesse is a pioneer in the financial wellness movement. The company leverages the skills of a committed, entrepreneurial team to accomplish big goals. Financial planners help employees of client companies every day to maximize their benefits and make wiser financial decisions. The work is fascinating and meaningful. You will make a true impact. This is a rapidly growing company in a new industry. There are unlimited opportunities to contribute to a wide range of initiatives and to use skills beyond traditional financial planning (writing, research, media, technology, etc). Resident Financial Planners work from home most of the time, which makes for an ideal commute and is very family-friendly.

    Cons

    The six weeks initial onsite training is valuable in understanding the business but is a challenge if you have young children at home. If you are on the East coast, be prepared to hop back on your computer after dinner to deal with end of the day issues from the CA based headquarters team.

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    7 people found this review helpful
  8. 5.0
    Current Employee

    My dream position

    Apr 16, 2015 - Anonymous Employee 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Besides the ability to provide financial guidance to people who need it the most, I enjoy the flexibility, the accountability, the transparency and the camaraderie of working at Financial Finesse. Solid base salary with decent incentives to perform and meet goals. Everyone has a say in the company and is expected to speak up. The interview process does a great job of ensuring cultural fit, which is a benefit to both current employees as well as prospective.

    Cons

    During times of rapid growth, the work load can become heavy, but everyone is aware and works hard to balance it back out. The job requires a bit of travel, which can be tough at times especially if you have a young family and/or you're involved in your community. Working from home requires a tremendous amount of boundaries, both to ensure I can get my work done and also to ensure I don't work all the time.

    Continue reading
    6 people found this review helpful
  9. 5.0
    Current Employee, more than 5 years

    Ever-changing environment with lots of opportunities for creative contribution and career development

    Feb 6, 2015 - Anonymous Employee in El Segundo, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    I've worked for this company for over 6 years and my role has evolved based on my particular skill sets and passions. It's refreshing to have an employer focused on bringing out the best of my abilities and supporting my career growth in a variety of ways, including mentorship with the CEO directly and training across departments. There is a lot of room to grow here as the company itself, and the overall industry grows and because of its "flat culture" there is opportunity to collaborate and contribute to many areas within the firm.

    Cons

    With the firm growing so significantly, so quickly because of the larger industry growth, we sometimes are moving quickly to stay ahead of the market and workloads can become unbalanced. This however doesn't last long-the firm is great at determining where to make adjustments to even the load, and even further, identifying a need in business development. Despite this, the environment is ideal for people who thrive in dynamic, fast paced environments and who love to contribute to something with a social mission.

    4 people found this review helpful
  10. 4.0
    Current Employee, less than 1 year

    Impressions

    Jun 19, 2017 - Consultant in El Segundo, CA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    The opportunity to work from home whenever possible is a huge positive as it allows for a work life balance that many Tier 1 companies claim but do not provide. Close proximity / accessibility to the CEO and Leadership Team. This affords you exposure that you would never typically have in a much larger company. You can express interests in very different fields than what you might have been hired for - you can explore and grow! Outside of just giving and doing your best, nothing is really set in stone. The people are genuinely nice and very approachable!

    Cons

    The culture can still be considered a bit "raw" and some portions of the interview process ( panel ) can seem very disjointed, - consider the impression being made on the mind of the candidate / new hire.

    Continue reading
    4 people found this review helpful
  11. 1.0
    Former Employee

    bait and switch

    Aug 11, 2016 -  in New York, NY
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great benefits and colleagues are nice for the most part

    Cons

    total chaos, a lot of people dont end up doing what theyre actually hired for. kind of a bait and switch situation. they're super demanding and expect you to work 12 hours a day everyday at a minimum. if you dont, it looks bad on you and people will talk. strangest part is that a lot of people are just winging it in their roles. they dont have any formal training on the additional responsibilities that get tacked onto their existing job role. if youre a financial advisor, you'll be stressed out but wont have to work in the office. also, the level of talent they require is pretty amateur (besides financial advisors), so if you stay there expect to fall behind on your skills compared to other companies and good luck finding another job if you stay there for a few years. the ceo is a nice woman but also riddled with stress and anxiety which trickles down to all her employees and makes them live in fear of losing their jobs at any moment

    Continue reading
    13 people found this review helpful

    Financial Finesse Response

    Director of Talent Management

    On behalf of the team at Financial Finesse, I’m sorry that your time here left you with this perception and that it didn’t end up being the right fit for what you were seeking. Our extensive interview process is intended to ensure the best fit for both sides, but not always. This is one of the reasons we encourage candidates to ask tough questions during the process. We strive to be very up front about both our strengths and challenges, and we have a vested interest in NOT employing a “bait and switch” strategy – that is a waste of your time or ours, and it doesn’t make sense. As a quickly growing company, we have unique challenges, and working here is very different than more traditionally structured companies. We need to meet the demand for our services while growing in a way that is responsible and doesn’t lose the core of what has driven our success thus far. A natural part of that type of growth may also be perceived as chaos to those who prefer a more structured setting. Our team of less than 50 people works with hundreds of large organizations and reaches millions of individuals – pretty phenomenal results for such a small team. Sometimes that means the work is fast paced & crazy, and at other times, the pace is more relaxed -- just as you’d expect at any rapidly growing company. Our team’s agility, mixed with some grit, creative intelligence, heart, quirkiness and fun, is our own recipe for embracing the challenges and delivering results. There is no hand holding here, but there are substantial training resources (6 weeks of on-boarding training, quarterly week long company-wide training and strategy sessions, and department budgets for external training). We encourage employees to leverage resources in a way that works best for them and have open conversations with their team leaders & the management team. If you’re unhappy – we’re unhappy. Our CEO has an uncanny ability to see trends in the financial wellness industry well before they materialize in the market. Because of that, she often communicates opportunities and threats to our business well in advance of them appearing – that may come across as anxiety, but has proven constructive and kept us in business and growing for more than 17 years. Visionaries are tough to find and sometimes misunderstood – such as the more commonly known great CEOs like Musk, Jobs, and Bezos. Thank you for your feedback, as its helpful for us and for other candidates in exploring the best fit for their careers. The employees here sincerely wish you the best in your next endeavors, and we would have no qualms about hugging you and asking about how you’re doing if we ran into you down the road.

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Financial Finesse Reviews FAQs

Financial Finesse has an overall rating of 4.7 out of 5, based on over 29 reviews left anonymously by employees. 91% of employees would recommend working at Financial Finesse to a friend and 91% have a positive outlook for the business. This rating has been stable over the past 12 months.

According to anonymously submitted Glassdoor reviews, Financial Finesse employees rate their compensation and benefits as 4.6 out of 5. Find out more about salaries and benefits at Financial Finesse. This rating has been stable over the past 12 months.

91% of Financial Finesse employees would recommend working there to a friend based on Glassdoor reviews. Employees also rated Financial Finesse 4.2 out of 5 for work life balance, 4.5 for culture and values and 4.3 for career opportunities.

According to reviews on Glassdoor, employees commonly mention the pros of working at Financial Finesse to be senior leadership, benefits, career development and the cons to be workplace, management.

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Financial Finesse Photos

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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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Glassdoor has 29 Financial Finesse reviews submitted anonymously by Financial Finesse employees. Read employee reviews and ratings on Glassdoor to decide if Financial Finesse is right for you.