I’m Crissi Cole, the founder and CEO of Penny Finance based in Boston, MA. I previously spent a decade working in wealth management at Goldman Sachs in NYC, and now run a financial planning platform for women. I hold my Series 7 and 66 trading licenses and am a candidate for the Certified Financial Planner (CFP) designation.
During my career at Goldman, not only was I living paycheck to paycheck because of my student loans, but over and over again my female friends and colleagues would come to me (and beg me) for financial advice. There were no resources I could point them to and financial advisors wouldn’t take their call because they didn’t have $100k in the bank.
Now, I’m here for those women.
When I’m not working I’m mothering – soaking in my baby girl Charlie and…napping. Just kidding, toddler moms don’t sleep.
Ask me anything about your personal finances: getting out of debt, navigating the re-start of payments on student loans, investing, family finances, retirement accounts, estate planning, budgeting, saving.