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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.

Coaching sessions are free.



Armon Asgari

Financial Analyst
Stanford Financial Management Services

Mary Bechler '82

Sr Associate Dean, Finance & Administration
Princeton University

Peter Brahm

General Manager
Crown Technology, LLC

Maria Briseno MBA '13

Vice President
Bracebridge Capital, LLC

Portia Brown '08

MS Stern School of Business
Account Executive, Specialty Retail
Unique perspective

Isabel Cardenas '15

Beach Programs Manager
Heal the Bay

Justin Christopher '07

MBA Harvard School of Business
Director, Strategic Initiatives
Mark Constant

Mark Constant '91

SVP, Corp Finance & Treasury
Franklin Templeton Investments

John Davis MS '01, PhD '06

Chief Product Officer

Susan Doherty Rosen MBA '95

Chief Marketing Officer
Fort Mason Games
Unique perspective

Jeff Edwards '06

Charles Schwab

Rosa Estrada MBA '90

Portfolio Manager - Public Equity, Private Equity & Venture Capital
Intel Corporation

Kimberly Frith '09

Founder, President
Alto Sustainability, LLC

Jeanine Hansen

Business Development Manager
Stanford Federal Credit Union

D'Shai Hendricks '14

MBA Candidate
Wharton, University of Pennsylvania

Andrew Kaban, CFA

Director of Segment Growth

Dan Kanivas

MBA UC Berkeley
Managing Partner
Triple Summit Advisors

Leah Karlins '11

MBA Yale University
Business Operations Manager

Ryan Klemm, CFP

Financial Planner
Yeske Buie

Grace Ko '04, MBA '10

Former Marketing Leader
Facebook Inc.

Kathie Krumm PhD '83

MBA University of Chicago
Economic Advisory (Retired)
World Bank

Lucy LaPier

MBA Yale
Strategy and Finance (Retired)
Vice Provost for Teaching and Learning

Christopher Li MBA '90

President & Chief Investment Officer (Retired)
Lockheed Martin Investment Management Company
Unique perspective

Tyler Mayfield '94

Brighton Jones

Grant Means '16, MS '16

Business Analyst
Deloitte Consulting
Unique perspective

Margaret Miller '86, MIP '86

Senior Economist
World Bank

My Le Nguyen '03, MBA '09

Founder and Managing Partner
Lyden Capital

Sammy Oh '89

Managing Director (Retired)
Palisade Capital

David Olson '78, MBA '83

Business Consultant

Dennis Peterson '73

Senior Vice President
Morgan Stanley

Tim Ranzetta MBA '96

Next Gen Personal Finance

Olivia Reyes-Becerra '17, MS '18

Associate Product Manager
Unique perspective

Lester Robert '01

Director, Business Planning & Analysis
Warner Bros. Entertainment Group

Rick Ruvkun '79

Limited Partner (Retired)
Lord Abbett

Vishal Saluja MBA '94

Founder, Portfolio Manager
Endurant Capital Management LP
Unique perspective

Lillian Singh '04

Director, Racial Wealth Divide
Prosperity Now

Steven Singleton '10

Independent Consultant

Erik Stuart PhD '00

Corporate Strategy
Wells Fargo
Unique perspective

Kelly Takahashi

Associate Bursar
Student Financial Services

Juan Vargas

Relationship Manager
Stanford Federal Credit Union

Arthur Varnado '82, MBA '87

Manager, Fixed Income Strategic Initiatives and Product Development
T. Rowe Price

Christallyn Williams '03

Corporate Counsel

David Williams MBA '96

Founder & CEO
Williams Capital Advisors, LLC

Doug Wolter MBA '94

Managing Director
MIG Private Equity

Jeffrey K. Wong

Finance Manager
Psychology Department

Andrew Zimmermann '11

Behavioral Insights


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.