Bernadette Morales

Sr. Client Success Manager at Financial Finesse - El Segundo, CA, US

Bernadette Morales's Colleagues at Financial Finesse
Shawn Magnuson

client relationship manager

Contact Shawn Magnuson

Tanya Samuels

public relations and recruitment

Contact Tanya Samuels

Teig Stanley

Unbiased Financial Educator, CFP(r)

Contact Teig Stanley

Doug Spencer

senior resident financial planner

Contact Doug Spencer

View All Bernadette Morales's Colleagues
Bernadette Morales's Contact Details
HQ
866-733-2677
Location
Company
Financial Finesse
Bernadette Morales's Company Details

Financial Finesse

El Segundo, CA, US • 50 - 99 Employees
Financial Services

Financial Finesse is the country's leading independent provider of unbiased financial wellness benefits.  Since 1999, we've helped over 10,000 organizations, including many of the Fortune 1000, improve their bottom lines and become more competitive by empowering their employees to achieve financial security. We do this by making our award-winning financial wellness programs available to employees at no cost as an employer-sponsored benefit. With highly personalized and ongoing one-on-one coaching from CFP® professionals, AI-powered virtual coaching, live workshops, webcasts, educational tools and content, we reach over 2.4 million individuals every year.  We believe that everyone should have access to unbiased financial coaching, regardless of income, job type or any other factor, and we're on a mission to bring these life-changing services to as many people as possible.  We do not sell any financial products or manage any assets. We're in the business of changing financial lives. For a private demo tailored to your business contact us at info@financialfinesse.com.

financial education programs benefits planning education strategic workplace financial education solutions financial wellness programs financial education and wellness best practices B2B Financial Services Financial Advisory Services Consulting Business Services
Details about Financial Finesse
Frequently Asked Questions about Bernadette Morales
Bernadette Morales currently works for Financial Finesse.
Bernadette Morales's role at Financial Finesse is Sr. Client Success Manager.
Bernadette Morales's email address is ***@financialfinesse.com. To view Bernadette Morales's full email address, please signup to ConnectPlex.
Bernadette Morales works in the Financial Services industry.
Bernadette Morales's colleagues at Financial Finesse are Danielle Encinas, Shawn Magnuson, Tanya Samuels, Teig Stanley, Doug Spencer, Vekevia Tilman-jones, Julie Everett and others.
Bernadette Morales's phone number is 866-733-2677
See more information about Bernadette Morales