How to say it: fizᐧihᐧcul, as in “physical”
We’re on a mission to democratize financial advice so that everyone is able to have their own financial coach/planner who will help them live their best financial life.
About our Founder, Lou Abrams
- LinkedIn Profile
- Held CFP® designation from September 2019 to October 2021
- Spent Career in Private Banking at JPMorgan and TD Wealth
- Paycheck to Paycheck Survivor
- Certificate in Financial Planning, New York University
- B.S. in Finance, Penn State
- Ready for the Investing Future? Say Hello to Robo-Advisors – Life and Money by Citi
- Will Walmart offer wealth management products? – InvestmentNews
- Americans racked up $1,300 in holiday debt on average: How to get back on track in the new year – grow (acorns + CNBC)
- Americans largely used the first stimulus check to pay down debt and save — here’s how they’d use a second – grow (acorns + CNBC)
- Free Advice is Catching on in the Industry Amid the Pandemic – Financial Advisor IQ
“Raised in a middle-class family with money problems, I learned about financial stress at a very young age. I grew up watching my parents juggle multiple jobs just to support the family, while still never getting ahead at the end of the month. After college, I struggled with student loan payments while racking up credit card debt.
At the beginning of my career, while working in private banking at JPMorgan, I learned first-hand how wealthier individuals think about money and the tools they use to ensure their money is working for them. I then applied that knowledge to my own personal finances, while continuing to read about, research and study financial planning. After many trying moments, I took a hard look at my money habits, slowly formed new ones and learned how to better manage my money. I eventually became financially secure and started planning for my financial future, while helping others understand and manage their own financial health.
As I began to explore my entrepreneurial side, I discovered an article about a woman who was previously in a similar financial situation and had conquered her money hurdles. She then decided to help others by opening her own financial planning firm. Fueled by my own passion for personal finance, I knew this was the type of company I would want to build. I also knew I didn’t want it to be just another financial planning firm. After extensive research and soul searching, I decided I wanted my company to make a bigger social impact. The company had to help individuals who couldn’t obtain traditional financial planning services due to cost or lack of investments. I also wanted my company to do more than just give advice on how to get ahead at the end of the month. The bigger goals were to 1) provide financial education, so that people could eventually manage their money independently, and 2) provide a safe space for people to talk through their financial fears.
By combining my private banking experience with the personal finance tools I’ve developed and refined over the years, I founded Fisecal, a company whose sole focus is to help individuals achieve their version of financial success.”