Katriina Paavola, Managing Director and Founder
A Certified Financial Planner certificant (CFP®), MBA, and former media professional, Katriina is a strategic director and financial consultant with specialties in retirement planning and investment management. A native of Finland, Katriina studied international business in London before coming to the U.S. as an executive strategic planner.
Carmen Wong Ulrich, President and Founder
Carmen is a nationally recognized financial author and speaker and entrepreneur. She's a contributor to CBS This Morning and was an editor at MONEY magazine. Carmen is the former host and co-creator of CNBC's daily personal finance show, On the Money and is the author of two best-selling personal finance books.
Diana DeFrate, CEO and Founder
A former financial executive in media, Diana is a Certified Financial Planner certificant (CFP®) and CPA, the second in a family legacy of successful wealth managers and financial planners. An avid wine enthusiast, Diana is a WSET Advanced Certificate holder, director and co-founder of the Geshtin wine club.