Peter Waitzman

I’ve been a financial coach since 2011. I majored in economics and then worked in consulting, banking, investment management and financial advising. I’ve been teaching, speaking, and writing about financial wellness for years. I helped several companies build financial coaching programs as well as my own. I’ve learned a lot about how to focus on the critical parts of marketing financial coaching in order to increase the odds of success and avoid becoming the all too common failed business.