The financial planners on Ellevest’s all-women financial guidance team bring a wealth of knowledge to every conversation. Meet them here.
Our all-women team of financial planners has years of experience helping women go after their goals: taking control of your money after divorce, knowing the smartest steps to take after a financial windfall, retirement planning, preparing to buy a home, and much more. Each planner holds the title of CFP® professional, or CERTIFIED FINANCIAL PLANNER™ professional, aka the highest level of credibility in the industry. Not only do they bring a wealth of knowledge to every conversation, but they also truly want you to succeed.
Get to know Ellevest’s team of financial planners below, then see for yourself how they support you every step of the way for yourself:
Sofia believes that financial education is an essential part of any woman’s toolkit. As a CERTIFIED FINANCIAL PLANNER™ professional, she’s passionate about helping women define their goals and help them reach those goals through financial planning. Sofia has a bachelor’s degree in business administration and brings many years of financial planning experience to her role at Ellevest. Her approach to planning is all about balancing long-term dreams with enjoying life today! Outside of financial planning, you’ll find her taking a hot vinyasa class, hitting the slopes on her snowboard, or relaxing with her dog, Elsie.
Victoria is a huge believer in financial education, and that no amount of debt or other money-related hurdles are too difficult to overcome. She’s a CERTIFIED FINANCIAL PLANNER™ professional and has more than 10 years’ experience in accounting and financial services, including the time she spent in tax planning for small business owners and financial planning for people who received large financial settlements. Victoria loves any opportunity to meet new people and to get to know more about them. During her free time, you can usually find her hiking, volunteering, traveling, enjoying a good book, or practicing the three (and counting!) other languages she speaks.
Veronica is one of our CERTIFIED FINANCIAL PLANNER™ professionals with her own personal journey of paying down debt and breaking the generational cycle of living paycheck-to-paycheck. Ever since then, her mission has been to help close the racial wealth divide by sharing her knowledge and guiding others in the Black community particularly — not by just paying down debt, but helping to build their financial legacies. She switched careers to reposition her life’s work and career path in support of making that vision a reality. She believes it’s one thing to help clients with their personal finances, but it’s a very different thing to help them build wealth for themselves and their families and is doing her part in making that change.
Darci Zaunmiller’s financial planning ethos is inspired by the words of Edwin Louis Cole: "There are dreamers and there are planners; the planners make their dreams come true.” As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® with over 15 years of experience, Darci has been helping women make their dreams come true through the transformative power of strategic planning. Based in sun-drenched Arizona, she spends her free time playing recreational paintball, reading, and hiking.
Founded in 2014 with a mission to get more money in the hands of women, Ellevest offers wealth management and financial planning services optimized for women.