NAPFA Fall 2025 National Conference Speaker

Elana Feinsmith

Elana Feinsmith

Elana Feinsmith is a Certified Financial Therapist®?, Certified Financial Planner®?, and Chartered Retirement Plans Specialist®? who has been guiding clients since her early days at Charles Schwab in 1997. Founder of Oak Financial Coaching, she helps individuals and families reshape their relationship with money and improve their financial outcomes. Her approach integrates financial therapy tools, practical planning expertise, and deep personal insight. Elana holds a Certificate in Personal Financial Planning from UC Berkeley Extension, a Certificate in Financial Life Planning from Golden Gate University’s Graduate School of Business, and is a graduate of the Cornell University Hotel School. She is also a Certified Grief Educator. Elana lives in Sunnyvale, California with her husband and is the proud parent of a college student and a recent graduate.