Financial Finesse

Financial Finesse helps companies provide unbiased financial coaching and education as a free employee benefit through live workshops, webinars, one-on-one financial counseling sessions and a financial helpline. A pioneer in in the financial wellness movement, Financial Finesse programs reach over 2.4 million employees at over 600 companies including Aetna, Nestle, Viacom, and General Mills,

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3 Related Articles

Liz Davidson champions new consumer protections

By Patrick Kowalczyk

Apr. 08, 2016

Media outlets including USA Today, CBS Moneywatch, AP, and Business Insider turned to Liz Davidson, founder of Financial Finesses, for insight on the Obama administration’s new “fiduciary rule,” which aims to protect consumers by placing new limits on how brokers offer financial advice to people saving for retirement. The new rule was unveiled earlier this week by Secretary of Labor Tom Perez.

Permalink | Posted on Apr 08, 2016 at 6:30 PM by Patrick Kowalczyk

Financial Finesse profiled in New York Times

By Patrick Kowalczyk

Mar. 27, 2016

PKPR secured an in-depth profile in today’s New York Times looking at how Financial Finesse has helped companies like Aetna, the NFL Players Foundation, and The Gilman School offer financial coaching and retirement planning guidance as a free benefit for their employees. The article features interviews with Financial Finesse founder Liz Davidson and executives from those companies discussing how this new workplace benefit has helped both their employees and their companies.

Permalink | Posted on Mar 27, 2016 at 9:22 AM by Patrick Kowalczyk

Book by Financial Finesse founder wins raves

By Patrick Kowalczyk

Feb. 05, 2016

PKPR secured a wide range of coverage for the first book by Financial Finesse founder Liz Davidson - What Your Financial Advisor Isn’t Telling You.

Hightlights included ranged from interviews with The Wall Street Journal and a three-part video series for Money to the Minneapolis Star-Tribune, Chicago Tribune, Bankrate, and the Pittsburgh Post-Gazette.


Permalink | Posted on Feb 05, 2016 at 10:22 AM by Patrick Kowalczyk

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