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The Millennial Money Woman has been Featured on
Who is The Millennial Money Woman?
Fiona Smith is the founder and CEO of The Millennial Money Woman. She has spent 10+ years studying finance, with the last 7 as a wealth and investment advisor. She has worked with clients with a net worth of up to $100M and holds her Master of Science Degree in Personal Financial Planning. She has also co-founded a local non-profit community teaching financial literacy and her work is featured on Forbes, FinCon, and MSN.
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About The Millennial Money Woman
I confess.
I haven’t always been a money nerd.
It all started when I saw my grandparents lose their small nest egg (including their home) right before retirement.
They lost everything because they didn’t have someone to help guide them through their finances.
And it’s not like my grandparents didn’t work hard.
They worked every single day of their lives running and operating a small family business.
But they wouldn’t even have a single penny to showcase decades’ worth of hard work.
That event changed everything.
It was then that my passion for finance began to grow in my heart, soul, and mind.
I realized that if you learn about money, you could flip the script and build wealth that could last for generations.
That’s when I started my financial career.
To date, I’ve spent 10+ years studying Finance:
- Certified Financial Planner (CFP(r))
- 7 years as a Wealth & Investment Advisor
- Chartered Retirement Plan Counselor (CRPC(r))
- Worked with clients with a net worth of up to $100M
- Master of Science Degree in Personal Financial Planning
- Helped manage over $600M for a major wealth corporation
- Co-founded a small and local non-profit to learn financial literacy
My experience in the finance world gave me the knowledge that helped me to build my own 7-figure portfolio by age 27.
And now I want to share everything I’ve learned along the way to help you become financially free.
The question I hear most?
“I wish I had learned more about personal finance in school.”
And to be honest, I also don’t know why my school didn’t teach me more about finance.
I realized that if others felt this way, then there were plenty of people who were eager to learn more about personal finance pronto.
And that’s when the gears started turning…
I came up with the idea to build a platform that would help everyone better understand the ins and outs of personal finance.
But, it took me about 4 years to actually start!
Talk about procrastination!
What was the turning point?
COVID-19.
I had friends and close family members lose their jobs, lose their savings, and lose their retirement nest egg during the pandemic.
I knew that it was time for me to finally put into action the idea that I had so long ago:
Building a platform to benefit others financially.
And that’s what I’m here to help you do.
Achieve financial freedom for you and your family.
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