About Us

About Finance Strategists

Meet the organization re-shaping the finance industry.


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Who We Are

Finance Strategists is a leading financial education organization priding itself on providing accurate and reliable financial information to millions of readers each year.

We follow strict ethical journalism practices, which includes presenting unbiased information and citing reliable, attributed resources.

Our goal is to deliver the most understandable and comprehensive explanations of financial topics using simple writing complemented by helpful graphics and animation videos.

Our writing and editorial staff are a team of experts holding advanced financial designations and have written for most major financial media publications. Our work has been directly cited by organizations including Entrepreneur, Business Insider, Investopedia, Forbes, CNBC, and many others.

Our mission is to empower readers with the most factual and reliable financial information possible to help them make informed decisions for their individual needs.

Subject Matter Experts

At Finance Strategists, we partner financial experts to ensure the accuracy of our financial content.

Our team of reviewers are established professionals with decades of experience in areas of personal finance and hold many advanced degrees and certifications.

They regularly contribute to top tier financial publications, such as The Wall Street Journal, U.S. News & World Report, Reuters, Morning Star, Yahoo Finance, Bloomberg, Marketwatch, Investopedia, TheStreet.com, Motley Fool, CNBC, and many others.

This team of experts helps Finance Strategists maintain the highest level of accuracy and professionalism possible.

True Tamplin, BSc, CEPF®

  • Founder of Finance Strategists
  • CEO of UpDigital
  • Published Author
  • Public Speaker

Barbara A. Friedberg, MBA, MS

  • Veteran Portfolio Manager
  • CEO of Roboadvisorpros.com
  • Professor of Finance
  • 3x Published Author

Zachary James , Attorney at Law

  • Illinois Licensed Attorney
  • Published Author
  • Skilled Researcher and Writer

Roger Wohlner

  • 22 years of Financial Freelancing
  • 15+ in Financial Consulting
  • Financial Analytics Experience

Nate Smith, MPAcc, CPA

  • Certified Public Accountant
  • Senior Consultant at Deloitte
  • Expertise in Auditing and M&A

Rakesh Sharma

  • Business Writing Expertise
  • Passionate Freelance Writer
  • IT Service Industry Specialist

Rebecca Lake

  • CEO of Bosssinglemama.com
  • Freelance Writer
  • Blogger Specializing in Personal Finance, Investing and Small Business

Ashley Eneriz

  • 10+ Years Financial Freelancing
  • Passionate Content Creator
  • Credit Card & Savings Expert
  • B.A., English - CSUN

Mark P. Cussen, CMFC®

  • 25 Years in the Financial Industry
  • Retirement Planner for Government Employees
  • Worked as a Stockbroker and Serving as a Financial Counselor for the U.S. Military

Brian O'Connell

  • 2x Best Selling Author
  • 18+ Years Business Freelancing
  • Former Wallstreet Bond Trader
  • Financial/Business Writing Expert

Adam Barone

  • CEO of Conentoven.com
  • Award-Winning Journalist
  • Content Strategist
  • 16+ Years Copywriting

Caroline Banton, B.A., MBA

  • Financial Freelancer
  • Biography Writer for Story Terrace
  • Business and Finance Editor

Matt Blackman

  • Founder and CEO of Squamish Alternative Energy Group
  • Financial Analyst
  • Keynote Speaker
  • Technical Trader

Selwyn Gishen

  • Entrepreneur
  • Author
  • Small Business Coach
  • Expert Forex Trader

"Our writers have contributed to nearly all of the top tier financial media publications."

Finance Dictionary