BALTIMORE–(BUSINESS WIRE)–Wealth facet, a fintech company providing personalized, unbiased financial advice that integrates into all facets of life at an affordable flat rate, today announced four critical hires to the customer experience and marketing departments to maintain its impressive growth of 2,523% over the past two years. The new recruits arrive just after being classified as the second fastest growing company in Mid-Atlantic by Inc and one $100 million in Series C fundraising earlier this year.
“Our goal is to bring together the very best in advice and technology to enable everyone to live the best life possible, beyond their own expectations of what they believed possible,” said AndersJones, CEO and Co-Founder, Facet Wealth. “With the help of our trained, caring financial advisors and smart technology, our goal is to free millions of Americans from financial worries.”
Co-founded in 2016 by Jones; Patrick McKenna, Executive Chairman; and Brent Weiss, CFP®, Chief Evangelist, Facet is revolutionizing financial planning and expanding access to high-quality financial advice to millions of Americans.
Facet’s last four hires are:
- Mayra Cardoso, Customer Experience Manager. Cardoso’s expertise spans technology, wealth management and investments. In previous roles, she held product management and strategy roles focused on creating digital experiences to help people connect and manage their financial lives. Cardoso was previously a client portfolio manager at JP Morgan, specializing in asset allocation strategy for pension plans, endowments and foundations; it has its 3, 7 and 63 series licenses.
- Nick Betit, vice president of customer experience growth and analytics. He has extensive experience in building high-performing data science and econometrics teams to help companies understand their market and optimize their growth. Prior to joining Facet, he led growth analytics at Discovery Education.
- jimmy ellis, Senior Director of Growth Marketing. Ellis joins Facet with more than 20 years of experience helping companies ranging from startups to Fortune 500 companies achieve their aggressive growth goals. He was previously director of optimization research at MEC Labs and vice president of marketing at Knox Financial.
- Sung Lee, Director of Acquisitions Marketing. Lee’s experience spans direct and inbound marketing as well as growth and product areas. He enjoys collaborating and being at the intersection of marketing, product and sales. Lee has worked at various fintech companies including PayPal and Revolut.
“There are more than 40 million American households that are untouched by the financial services industry. These incredible new team members play a key role in our ability to provide invaluable, unbiased financial advice that helps more people ‘Americans to thrive in all facets of their lives.,’ said Shruti JoshiChief Operating Officer, Facet Wealth.
These team members join Facet’s dynamic customer experience and marketing teams in their customer-focused mission to make more people aware of the flat-rate subscription service provided by Facet. Facet’s top CERTIFIED FINANCIAL PLANNER™ professionals (the highest certification available) provide personalized, premium advice tailored to the specific needs of their clients through an easy-to-use platform that makes the service accessible from anywhere, at any time. time.
Facet CFPs currently work with 12,000 customers as the company enters its next phase of growth with these new additions and a deliberate focus on refining its repeatable and scalable approach to customer acquisition and service.
For more information on Facet’s unique human and technological approach to financial planning, Click here.
ABOUT FACET WEALTH
Wealth facet was founded in 2016 on the belief that unbiased, personalized financial advice is essential to living well. Redefining what financial planning means, Facet’s mission is to empower people to live more enriched lives by providing a new standard of guidance. With no minimum assets, Facet’s planning goes far beyond an individual or family’s investments by focusing on advice that addresses all of the impacts money has on their life. This made Facet a finalist in the Industry Disruptor category for the 2022 WealthManagement Industry Awards.
Its technology-driven approach is personalized to each client’s needs, pairing people with their own CERTIFIED FINANCIAL PLANNER™, a fiduciary who meets with them 1:1 to integrate personalized financial advice into their entire lives – all one-to-one. affordable subscription price. The Facet community of over 100 VTCs offers traditionally overlooked households the power of choice and freedom from financial worries. In recognition of its innovative approach and high-quality customer experience, Facet Wealth was named “Best Online Financial Planning Service” by NerdWallet in 2020. Additionally, Facet was named one of the 50 Best Places to Work in Fintech by Financial Planning in 2022.
To date, Facet Wealth has raised over $165 million in funding from Durable Capital Partners LP, Warburg Pincus, Slow Ventures, Telesoft Partners, Green Cow Venture Capital and others.
Facet Wealth is an SEC-registered national investment adviser (RIA). For more information, please visit facetwealth.com and connect with them on Twitter, LinkedIn, instagram and Facebook.
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