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

CEO of UpdigitalGroup

True Tamplin is a published author, public speaker, CEO of UpDigital, and founder of Finance Strategists.

Zachary James , Attorney at Law

Illinois Licensed Attorney

Investing isn't rocket science. With a modicum of investment knowledge and discipline, anyone can build wealth through investing. It's an honor to be able to help others add to their financial toolkit.

Selwyn Gishen , Content Specialist

Content Specialist

Selwyn Gishen is an entrepreneur, author and small business coach.

Roger Wohlner , Content Specialist

Content Specialist

Roger is a seasoned financial and business writer who has written for some of the top finance publications in the nation.

Rebecca Lake , Content Specialist

CEO of Bosssinglemama.com

Rebecca Lake is a freelance writer and blogger specializing in personal finance, investing and small business.

Rakesh Sharma , Content Specialist

Content Specialist

Rakesh is a multimedia business and technology reporter and has many years of experience in both fields.

Nate Smith , MPAcc, CPA

Senior Consultant at Deloitte

Nate Smith is a Certified Public Accountant in the state of California and currently works at Deloitte and Touche, LLP for their Orange County Assurance practice.

Matt Blackman , Content Specialist

Content Specialist

Matt Blackman is a technical trader, investor, author, financial analyst, and a green energy advocate.

Mark P. Cussen , CMFC®

Retirement Planner

Mark has over 25 years of experience in the financial industry, and has worked with investments, insurance and mortgages as well as income tax preparation and comprehensive financial planning.

Caroline Banton , B.A., MBA

Freelance Writer

Caroline Banton, MBA, is a freelance writer of business and finance articles

Brian O’Connell , Content Specialist

Content Specialist

Brain O’Connell is a Doylestown, Pennsylvania-based freelance writer with 17 years experience covering business news and trends

Barbara A. Friedberg , MBA, MS

CEO of Roboadvisorpros.com

Investing isn't rocket science. With a modicum of investment knowledge and discipline, anyone can build wealth through investing. It's an honor to be able to help others add to their financial toolkit.

Ashley Eneriz , Content Specialist

Content Specialist

Ashley graduated from California State University North Ridge with a Bachelor of Arts degree in English language and literature.

Adam Barone , Content Specialist

Content Specialist

Adam is extremely passionate for copywriting, brand/content content and creative directing.


Finance Dictionary


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Cryptocurrency Analysis Tool

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Check out 100s of explainer videos.

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Downloadable Guides

Check out 100s of downloadable guides.

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Financial Online Courses

There are dozens of financial courses on various topics, each with quizzes to test your knowledge.


Join Finance Strategists and Get Free Access To:

  • Financial Professionals Ready to Answer Your Questions

  • Dozens of Free Courses

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  • A Robust Community in Your Same Financial Situation