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Mind Over Money Financial Coaches

Financial coaching is an educational service for students and Young Alumni who wish to develop skills and behaviors (e.g. tackle a financial challenge or to learn about a personal finance topic) to improve upon independently over time. Our coaches are Stanford-affilated volunteers.

All sessions are free.

 

Coaches

Armon Asgari

Armon first started his hobby of personal finance after graduating with a Bachelors in Economics from UC San Diego in 2013 and landing his first post-bachelors job. Now that Armon...

Mary Bechler

Mary Bechler believes that financial planning is an important part of personal well-being. She presently oversees funding for graduate students at Princeton University and is well-...

Maria Briseno

Ms. Briseno is Vice President of business development and investor relations at Bracebridge Capital, a $13 billion absolute return hedge fund. In this capacity, she shares responsi...

Portia Brown

Portia is a passionate advocate for financial literacy and achievement, especially for minorities and women.  Portia graduated from Stanford in 2008, with a BA in Internationa...

Isabel Cardenas

Isabel arrived at Stanford with $100, meant to last until winter break. She is a first generation Latina with a medical condition. Research shows Latinas or disabled people earn 57...

Justin Christopher

Justin Christopher manages Strategic Initiatives at fintech firm Paxos. Prior to Paxos, he held roles in management consulting and digital product management and monetization at Bo...
Mark Constant

Mark Constant

Mark Constant has served as the SVP, Corporate Finance & Treasury for Franklin Templeton Investments for more than 10 years, but has been a grateful beneficiary of his Sta...

John Davis

John enjoys seeking out knowledge of ways to leverage financial instruments to achieve financial freedom. He is a strong believer in passive income streams to support that financia...

Susan Doherty Rosen

Susan believes that money is one of the many sources of energy in our lives and that those who learn to respect and harness this energy set themselves up for success. Susan’s...

Rosa Estrada

Rosa believes that financial well-being is a key driver to overall well-being and she is passionate about helping people take control over their financial lives.  Since receiv...

Kimberly Frith

Kim knows that when we do not stress over money, we are freed up mentally to make bigger contributions to the world (through passion projects and taking chances in our careers)....

Jeanine Hansen

Jeanine Hansen believes early knowledge of credit score development, retirement savings, and good debt options available will help put students in a better financial position...

D'Shai Hendricks

As a low-income student from a single-parent household that struggled with financial security, D’Shai is committed to ensuring that financial stress will not hinder his every...

Andrew Kaban

Andrew is passionate about personal finance and believes everyone can build wealth. He is the Director of Segment Growth at Acorns and was previously a portfolio manager within Bla...

Dan Kanivas

Dan is the Co-Founder and a portfolio manager of Triple Summit Advisors, LLC. Prior to Triple Summit Advisors, Dan worked in business development and operations at Zipline, a ventu...

Leah Karlins

Leah Karlins is passionate about helping young people take control of their finances. She has experience working in both the private and nonprofit sectors as a consultant and busin...

Ryan Klemm

Ryan is a strong advocate of financial literacy and truly believes in the magic of financial understanding and subsequent planning. As a self-financed graduate, Ryan feels connecte...

Grace Ko

  Grace is passionate about enabling you to be at your best.  She hopes to demystify the type of financial decisions you may encounter today and for the 10+ years after...

Kathie Krumm

Kathie Krumm hopes her combination of analytic background and practical experience can assist Stanford students to better manage their personal finances. She worked with the Wo...

Lucy LaPier

Lucy LaPier has been interested in finance since her first job out of college, working on a trading floor. This led to an MBA and work as an investment banker in NYC. After...

Christopher Li

Chris Li was President and Chief Investment Officer for Lockheed Martin Investment Management Company for the last 11 years before he retired in July 2018. Prior to Lockheed, h...

Tyler Mayfield

Tyler is the Chief Operations Officer and Managing Director of Brighton Jones, a wealth management firm that provides comprehensive services including investments, financial planni...

Grant Means

After a years-long search for the value of a dollar, Grant decided to use his research for broader impact.  Students possess an abundance of time, the most valuable asset in t...

Margaret Miller

Margaret is excited to work with Stanford students on their personal finance goals. Margaret’s work at the World Bank directly involves this topic, where one of her responsib...

Sammy Oh

Sammy graduated from Stanford in 1989 with a BA in economics and psychology. He first became interested in the stock market in middle school and after earning his MBA at Dartmout...

David Olson

David Olson earned an engineering undergraduate degree and later, after working 3 years, an MBA. He enjoys connecting with and mentoring students in whatever way is most helpf...

Dennis Peterson

Dennis Peterson worked for Morgan Stanley for 38 years helping individuals understand and navigate their financial paths before retiring in 2017. It was very fulfilling for De...

Tim Ranzetta

Tim believes that personal finance is something that all students should learn in school and created the Palo Alto-based nonprofit Next Gen Personal Finance (NGPF) to turn tha...

Olivia Reyes-Becerra

Olivia recently graduated from Stanford with a Masters and Bachelors in Materials Science and Engineering and now works in product management in the Bay Area. She believes that whi...

Lester Robert

Lester believes that personal finance is one of the most topics to prepare a student for successful careers.  Working in budgeting, forecasting, and planning for over 15 years...

Rick Ruvkun

Rick Ruvkun, graduated from Stanford and lives in New York City. He has spent the past decade of his 35- year career as a Director of Equity Research and as an equity portfolio...

Vishal Saluja

Vishal is a Stanford GSB '94 graduate who is a certified finance geek.  He has spent the last twenty years in the Finance industry, primarily as a portfolio manager of a l...

Lillian Singh

Lillian Singh is Director of the Racial Wealth Divide Initiative at Prosperity Now, leading her team as they partner with executive leadership at nonprofit organizations in over a...

Steven Singleton

 Steven grew up in a household with its fair share of financial challenges. Long-term debt, payday loans and living paycheck-to-paycheck were everyday conversations around the...

Erik Stuart

Erik wants to empower people to take effective control of their own financial lives. He is currently a member of the corporate strategy team at Wells Fargo, and is also the assista...

Kelly Takahashi

Kelly Takahashi believes that personal finance is a powerful tool to help folks live the life they want. With Stanford for 11 years, she is the Director of Strategic Operation...

Juan Vargas

Juan Vargas has been in the Banking industry for the last 10 years. His experience includes working with big banks as well as member-owned credit unions as a teller, personal...
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Arthur Varnado

Art Varnado has 30 years of experience working in the financial sector in investment banking (public finance) and currently works in investment management. He has worked for T...

Christallyn Williams

Christallyn Williams is Corporate Counsel for MilliporeSigma, a global life sciences company.  Christallyn received her BA in Economics from Stanford University in 2003 and he...

David Williams

David has seen that individuals who start practicing sound personal finance generally find themselves in a meaningfully better position a few years after graduation. A Stanford MBA...

Doug Wolter

Doug has over 20 years of private equity investment experience. He is currently a Managing Director with MIG Private Equity where he runs its global private equity investment act...

Jeffrey K. Wong

Jeffrey K. Wong has experience with different phases of personal financial matters, including his own as an undergraduate and graduate student. He believes that having a solid...

Andrew Zimmermann

Andrew was a Stanford student athlete and first generation student who completed his degree in Biology while studying psychology in the Behavior Design lab at Stanford. While in...

Disclaimer

Mind Over Money 1:1 Financial Coaching is an educational and informational service only. We do not provide investment, tax, or other advice. The information provided is for general educational purposes only, and is not intended to substitute for professional advice or to be the basis of specific financial activities. If you need investment, legal, tax advice, credit counseling, and/or any other financial advice, please consult with an appropriate professional. Students in crisis are encouraged to call or walk into the Financial Aid Office and/or Bridge Peer Counseling and/or CAPS.