25FPA Speaker Materials
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Davis, Saundra
Saundra Davis is a Master Certified Coach (ICF MCC), distinguished speaker, and financial wellbeing expert with more than two decades of impact. As the founder and Executive Director of Sage Financial Solutions, she created the Continuum of Financial Wellbeing framework, expanding equitable access to ethical financial services for people of all income levels. She has […]
Levine, Jeffrey
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in […]
2026 Speakers Media Kit
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