In this week's episode, Amy and Katie talk with wealth management CEO Elana Fine. They discuss Elena’s personal mentors, best financial practices, knowing the basics, and being informed enough to protect yourself. She also talks about the basics of personal finance you should know. Interest rates, benefits, 401K, company matching, healthcare savings accounts, taxes, and more. Elana helps us understand the complexities of the stock market as we chat Crypto, NFT, and meme stocks. Listen to this great episode for the 101 on finance, balance, and why “fin”powerment is now self-care.
About Elana Fine:
Elana Fine is the Chief Executive Officer of VWG Wealth Management. As a member of the executive team, Elana provides leadership and accountability for the overall strategy and operations of the firm. She is responsible for overseeing the day-to-day management of the firm, designing long term business strategies, leading and motivating employees, developing a high performing management team, and achieving desired financial results.
Before joining, Elana served as the Executive Director of University of Maryland’s Dingman Center for Entrepreneurship, where she provided strategic vision and leadership for one of the nation’s preeminent university entrepreneurship centers. Elana began her career as a technology consultant with Accenture and subsequently worked in investment banking at Bear Stearns and Revolution Partners.
Elana served as an adjunct faculty member at the Smith School of Business and co-host of their podcast, Bootstrapped. She has been listed as a Tech Titan by Washingtonian Magazine, a “Power Women in Tech” by Tech Bisnow, and one of “50 On Fire” by DC Inno.
Elana earned a B.S. in Finance, magna cum laude, from the Smith School of Business at the University of Maryland in 1997. She earned an MBA in Finance and Accounting from the University of Chicago’s Booth School of Business in 2002.
Elana lives in Potomac, Maryland, with her husband Sandy and their twins, Ari & Julia. Outside of the office Elana serves on the Board of Directors of the Bender Jewish Community Center of Greater Washington, Montgomery County Economic Development Corporation, Dingman Center for Entrepreneurship and local media startup, Podville Media. She also runs local road races and supports the Terps!
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Resources:
Pinterst Predicts - Finpowerment
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