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Meet Breanna Stott of Finwell

Today we’d like to introduce you to Breanna Stott.

Thanks for sharing your story with us Breanna. So, let’s start at the beginning and we can move on from there.
I moved out of my parents home when I was a senior in high school, once I turned 18. I had been working nearly full-time since I was 15 years old, and took the opportunity to continue as I finished high school. After graduating, my best friend (Colbie Caillat) and I spent the entire Summer in Kauai, Hawaii. We worked for Bubba’s Burgers, learned to surf, rode dirt-bikes and mingled with the locals, most of whom are still great friends today. After returning to the main-land and signing up for Moorpark College, I started working full-time for Countrywide on the secondary markets side, securitizing home loans.

My role there took me from California to Tampa Bay, FL and then to NYC. I moved back home to the Thousand Oaks area in 2006, where I began working for Wells Fargo and moved my way up the bank until I became a private banker on the West-side. While there, I worked with tech-founders helping them do financial planning, investment management, and lending. Through my work, I met Chloe Drimal, now one of my dear friends. After the loss of my younger brother due to suicide, I left Wells Fargo to join Union Bank and helped them with their Silicon Beach strategy, continuing to work with start-up founders and executives at local middle market and large-cap companies.

During my life as a banker, I continued to find that my own friends and family couldn’t get good professional unbiased financial advice as my clients could. This was due to most private wealth firms having minimum asset under management requirements and most people hold their assets in their 401k and equity in their homes. Even my own co-workers would ask me for personal financial advice and planning help. Through my experiences and the constant inquire for help, Finwell was born. Finwell is an advice, education and financial planning only firm. We do not sell any products and have no ties to financial product companies.

Although I never completed an undergraduate degree, I was able to get into Pepperdine’s executive MBA program through an exception and I just completed my MBA. I am really excited about that because I took and passed the Certified Financial Planning exam in 2015 and wasn’t able to use the CFP mark due to the lack of a degree, regardless of my experience. Now I can display both credentials by my name.

We’re always bombarded by how great it is to pursue your passion, etc – but we’ve spoken with enough people to know that it’s not always easy. Overall, would you say things have been easy for you?
I don’t think I have ever experienced a smooth road. I actually laughed when I read this heading. Some struggles I have had range anywhere from having limited funding to sub-par advisors and not fully-committed team members. I realized that no-one will ever give the company more time, energy, money and passion than me and my co-founder.

Once I accepted that things got much easier and obstacles didn’t affect me as much. I have learned more in the last few years starting and running a business than any other credential, formal education or work experience yet.

We’d love to hear more about your business.
Finwell helps people gain financial peace of mind. We work one-on-one with individuals and their families by addressing what keeps them up at night financially, what goals they have in life and then we help them create a road-map to achieve them. We charge an annual retainer and do not sell any insurance products, investment management or loans.

We stay in touch with our members to hold them accountable and to address any changes and questions along the way. Trust is what sets us apart. We are proud to provide high-quality advice, for a reasonable price and without having any conflicts of interest. Finwell is offered as an employee benefit or through individual membership.

What were you like growing up?
I was a total teacher’s pet and nerd for most of elementary school. Science and math were my favorites, and I was a tom-boy. In junior high, I was in drama and participated in competitive speech competitions. I was quiet, but once I felt comfortable around someone, I would open up. I met my best friends in the 5th grade when we were all new students and quiet. We are still best-friends today even though we didn’t all attend the same schools afterward.

I rode dirt-bikes, skateboarded, hiked, and cruised the Thousand Oaks mall as a child. In high school, I ran hurdles and played basketball at Camarillo High School.

Pricing:

  • We charge $520 for a one-time basic financial plan for individuals with a monthly on-going retainer.
  • We have customized pricing for advanced planning, including estate, tax and investment analysis, but it usually runs between $1,500 to $5,000.

Contact Info:

  • Address: 16030 Ventura Blvd. Ste 240
    Encino, CA 91436
  • Website: www.finwellbenefits.com
  • Email: membership@finwellbenefits.com

Getting in touch: VoyageLA is built on recommendations from the community; it’s how we uncover hidden gems, so if you know someone who deserves recognition please let us know here.

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