About Us

Financial Wellness Strategies helps companies invest in peace of mind through workplace financial wellness programs for employees and clients.

Financial Wellness Strategies creates roadmaps to not only find the right path to financial goals but to create a kind and supportive mindset along the way. 

We support companies with programs for their valued team members and treasured clients to improve mental health by relieving financial anxiety. 

Meet Bobbi

Bobbi Rebell, CFP®, is the founder of Financial Wellness Strategies and the author of Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart. She is a financial wellness educator, speaker, conference host, and moderator, and works as a spokesperson for brands aligned with her values. Bobbi is also the host of the critically acclaimed Wellness for Financial Grownups podcast, which has close to 900,000 downloads.

Bobbi is frequently quoted in the media as a money and parenting expert. Media outlets have included The Wall Street Journal, The New York Times, Consumer Reports, AARP, The NY Post, New York Magazine, The Washington Post, USA Today, Newsweek, Time, CNBC, Architectural Digest, Health, Brides, Parade, Business Insider, Money, Cosmopolitan, Bottom Line, Yahoo Finance, Marketwatch, The Street, MSN, Today.com, Oprah.com, Fox News Channel, Fox Business, Cheddar, The Street, as well as hundreds of appearances on local television, radio and podcasts.

Current and past clients include JP Morgan Asset Management, Tally Technologies, Synchrony, Chase, Transferwise, GenTrust, Thomson Reuters, Hightower, Meredith Corp., ICSC,  Splitit, UNest, The Riveter, CNBC, NBC Brand Studios and Coop THINK.

Earlier in her career Bobbi was a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN and PBS. Bobbi is a graduate of the University of Pennsylvania and received her Certificate in Financial Planning from New York University. Her first book “How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom” was released in 2016. Bobbi is currently working on her third book “Financial Wellness @Work. She lives in Boca Raton, Florida with her family.

Current & Past Clients

of Financial Wellness Strategies and/or Bobbi Rebell