Crissi Cole

I'm a mother, founder, CEO, and veteran of Wall Street working hard to make financial advice and education more accessible for women everywhere. I spent ten years working in wealth management at Goldman Sachs in NYC where I invested ultra-high-net-worth portfolios and built trading & technology platforms. I'm a Forbes Finance Council contributor, holds my Series 7 and 66 trading licenses, and am a candidate for the Certified Financial Planner (CFP) designation.

Family Finances & Budgeting

3 tips from a Wall Street alum to help moms manage money better

I started to apply what I learned at work (and in my personal life) to crack the code behind “the money game.”