Susan Tate

EAP Account Manager at My Secure Advantage - Roseville, CA, US

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My Secure Advantage
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My Secure Advantage

Roseville, CA, US • 100 - 249 Employees
Financial Services

(MSA) is a national leader in financial wellness programs. MSA provides unbiased, personal finance coaching to thousands of MSA members each month through over 15,000 employer groups, companies and partners. MSA's expertise meets its members' unique needs and challenges by delivering multi-dimensional, scalable solutions. With over one million consultations complete, MSA equips and empowers its members to make sustainable behavior changes so they may achieve long-term financial well-being to improve their quality of life.Our MissionWe exist to equip and empower people to take charge of their financial future. We are passionate about eradicating financial stress, one member at a time.Money is the leading cause of stress in America, and My Secure Advantage (MSA) has the ability to do something about it. When people have medical problems, they go to a doctor. When they want to lose weight, they find a trainer. When they want to take control of their finances, we provide them with a Money Coach.We make a real impact in people's lives, every day, with our proven process: one-on-one unbiased coaching + educational resources + technology solutions = 90% increase in financial well-being.Guided by our five core values, we are exploring new industries and technological opportunities so that everyone has access to a Money Coach and the ability to take hold of their finances.Our Values-Integrity. We are honest, trustworthy, and consistently do the right thing – even when no-one is looking.-Compassion. We encourage and support others with empathy and grace and without judgment.-Impact. We are passionate about working together to make a meaningful difference in people's lives.-Optimism. We engage with hope to create a better future.-Growth. We inspire personal growth and pursue continuous improvement.

Financial Education Financial Wellness Finanical Coaching Money Coaching Financial Guidance Financial Benefits Financial Well-being Personal Finance Programs
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Susan Tate currently works for My Secure Advantage.
Susan Tate's role at My Secure Advantage is EAP Account Manager.
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Susan Tate works in the Financial Services industry.
Susan Tate's colleagues at My Secure Advantage are Ryan Dirmeyer, Gretchen Yip, Jeff Scott, Zachary Anderson, David Jiru, Shandra Thomas, Nicole Crandall and others.
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