awesome team

Meet the amazing team behind FinPoan

We are collaborate as a collective of individuals bringing their to a project and together create work
Sarah Robertson
Investment Strategist
Leslie Alexander
CEO & Founder
Michael Leana
Lead Advisor
David Hernandez
VP of Marketing
Elizabeth Johnson
Management Assist
Joan Martinez
Investment Strategist
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Learn more about how we can help you in building your next generation of banking and financial experiences.
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    Have a question

    Your burning question, answered

    Why should I care about financial planning?
    Financial planning is essential because it helps you achieve your financial goals and secure your financial future.
    There are different types of investment vehicles, such as stocks, bonds, mutual funds, and real estate, each carrying different
    The earlier you start saving, the longer your money can earn interest and grow.
    An emergency fund is cash that’s set aside to cover the cost of unexpected, and often expensive, events.

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