Savvy Ladies Volunteers
Volunteer’s Bio
Hi everyone! I'm Inessa, a CFP candidate with an MBA in Finance and a background in financial project management and management consulting.
Throughout my career, I've found that the most meaningful part of my work is helping people make confident decisions when things feel complex or overwhelming. I've also always had a strong interest in personal finance, investing, and behavioral economics, which naturally led me to pursue the CFP designation.
I believe financial planning is about more than numbers—it's about helping people feel understood, supported, and confident as they make decisions that align with their values and goals. I'm excited to connect with this community, learn from your experiences, and support others on their financial journeys.
Areas of Expertise (as specified by volunteer)
Budgeting;Debt Management;Family Finances;Investing;Retirement;Wealth Management
