New role strengthens and expands partnerships with record keepers, asset managers and advisors to deliver scalable, high-touch financial wellness solutions that combine AI, fintech innovation, and human coaching.

EL SEGUNDO, Calif., Oct. 21, 2025 /PRNewswire/ -- Financial Finesse, the leading independent provider of unbiased workplace financial coaching, today announced the appointment of Susan Weeks, CRPS®, as Director of Key Accounts for its rapidly growing PoweredBy Retirement business. This expansion underscores the company's commitment to transforming the retirement industry by equipping its enterprise partners with scalable, behavior-changing financial wellness programs that accelerate growth and deliver measurable results for plan sponsors and participants.

With more than two decades of experience spanning retirement plan services, fintech innovation and advisor enablement, Weeks joins Financial Finesse to lead strategic partnerships across the retirement ecosystem. In her new role, she will focus on helping retirement plan providers and asset managers accelerate their growth and differentiate their programs by bundling holistic, data driven financial coaching programs into their existing services. 

This announcement comes on the heels of Financial Finesse winning the WealthManagement.com Industry Award (the "Wealthies") in the category of Convergence – Wealth & Retirement Integration for Financial Coaching.

"A strong financial wellness offering is becoming a must-have differentiator and growth enabler for record keepers, asset managers and retirement plan advisory practices," said Todd Lacey, President of Financial Finesse. "PoweredBy Retirement combines the best of AI, fintech, and human coaching to create a new model of collaboration. It empowers advisors and record keepers to scale personal financial guidance while maintaining trust, objectivity, and compliance. Susan's leadership will help us meet the growing demand for customized wellness solutions."

"I'm thrilled to join Financial Finesse at such a pivotal time," said Susan. "Retirement plan record keepers, asset managers and advisors are looking for meaningful ways to deliver differentiated value. By combining cutting-edge technology with the power of human coaching, we're making it possible for every employee to receive the personalized guidance they need to achieve lasting financial well-being while strengthening the partnerships that make our industry thrive."

Weeks' appointment comes as Financial Finesse continues to experience record demand for its PoweredBy model, which enables large financial institutions and fintech partners to integrate the company's independent coaching platform into their own solutions. The approach reflects Financial Finesse's long-standing belief that financial wellness should be unbiased and accessible to all, powered by human professionals and delivered at scale with technology.

About Financial Finesse
Financial Finesse is the pioneer of workplace financial coaching, widely credited with inventing the financial wellness industry. An independent, mission-driven firm, Financial Finesse has helped millions of employees reduce financial stress and achieve long-term security through employer-sponsored financial wellness programs. Its AI coach, Aimee, and team of CFP® professionals deliver unbiased guidance that empowers employees to take control of their finances—while driving measurable ROI for employers. Visit www.financialfinesse.com to learn more.

About Financial Finesse's PoweredBy Retirement division 
Financial Finesse's PoweredBy Retirement division partners with innovative financial institutions, including recordkeepers and asset managers, to embed its award-winning solutions directly into their offerings. This helps partners differentiate themselves in a competitive marketplace while delivering enhanced value to their intermediary partners and the retirement plan sponsors and participants they serve.

Media Contact:
Danielle Encinas
Marcom Manager
Financial Finesse
909-217-1749
Danielle.encinas@financialfinesse.com
 www.financialfinesse.com 

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SOURCE Financial Finesse