Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Saundra Davis, M.S., FBS is a US Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work on asset building for the working poor. She is founder of Sage Financial Solutions, an organization that develops comprehensive financial capability programs for low- and moderate-income communities. Her high energy presentations inspire audiences to actively engage and practice skills to improve client communication and outcomes.

Saundra is the creator and lead trainer of the Financial Fitness Coach (FFC) certification program and is a Financial Behavior Specialist (FBS). She has been awarded the Heart of Financial Planning and Pro Bono Planner of the Year by the Financial Planning Association (FPA) and was instrumental in developing the FPA pro bono and diversity committees. Saundra is a founding member and past president of the Financial Therapy Association (FTA).

Ms. Davis holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently an adjunct professor in the Personal Financial Planning program. She has previously served as an adjunct professor and as a member of the Financial Planning Program Advisory Committee at the University of California Berkeley.



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