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Bobbi Rebell

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Bobbi Rebell, CFP®,  is one of the most quoted and interviewed money and financial wellness experts in the country. A former global business news television anchor, she's the founder of Financial Wellness Strategies and a member of the Financial Therapy Association. Her most recent book Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart- helps families build multigenerational financial security while growing and preserving wealth. 

 

She is a financial wellness educator, speaker, conference host, and moderator, and works as a spokesperson for brands aligned with her values. Bobbi is also the host of the critically acclaimed Money Tips for Financial Grownups podcast, which has close to 900,000 downloads.  

 

Bobbi is frequently quoted in the media as a money and parenting expert. Media outlets have included The Wall Street Journal, The New York Times, Consumer Reports, AARP, The NY Post, New York Magazine, The Washington Post, USA Today, Newsweek, Time, CNBC, Architectural Digest, Health, Brides, Parade, Business Insider, Money, Cosmopolitan, Bottom Line, Yahoo Finance, Marketwatch, The Street, MSN, Today.com, Oprah.com, Fox News Channel, Fox Business, Cheddar, The Street, as well as hundreds of appearances on local television, radio and podcasts.

 

Clients have included JP Morgan Asset Management, Tally Technologies, Synchrony, Chase, Transferwise, GenTrust, Thomson Reuters, Hightower, Meredith Corp., ICSC,  Splitit, UNest, The Riveter, CNBC, NBC Brand Studios, University of Pennsylvania, Montclair State University, and Coop THINK.

 

Earlier in her career Bobbi was a global business news anchor and personal finance columnist at Reuters and held various journalist positions at top news outlets including CNBC, CNN, and PBS. Bobbi is a graduate of the University of Pennsylvania and received her Certificate in Financial Planning from New York University. Her first book “How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom” was released in 2016. She lives in New York City with her family.

Bobbi Rebell's Experiences

EXPERIENCE DETAILS

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Virtual In-Person

Experience Details

Virtual In-Person
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Testimonials

"Bobbi's workshops are one-of-kind multimedia experiences that makes learning the basics of money management super fun. While the room was packed- every window sill and inch of space to stand or sit taken, Bobbi had the audience totally engaged and made everyone feel like she was there for them. She mixes video clips and photos to show real life examples of money decisions from famous role models, just like in her book, and makes the celebrities relatable so we can all learn from them. She had everyone smiling, laughing- and learning- the whole time. "

“Bobbi was the host for a full day of our THINK conference in New York, and did a terrific job in familiarizing herself with different business models, interviewing keynote speakers, staying on message and charming the audience. We’ve already invited her to host another event for us!”

"Bobbi spoke at our office to our entire staff. Her presentation was both entertaining, thought provoking, and inspirational. Her easy to follow approach mixed in with humor really made the time fly. It was the perfect accompaniment to her book. Everyone, regardless of age or current financial status was able to walk away with something to do and something to learn more about!"

"Bobbi led a workshop for college women at Her Campus's Her Conference. Her relatable presentation made the often-intimidating topic of being a financial grownup relatable, approachable and fun to learn about for our attendees. We received such great feedback!"

"You did an amazing job last night! We’ve heard great feedback from our members, and I know they will love the book as much as I did. Also, typically at J.P. Morgan events people don’t stay for the book signing portion, so based on the long line of individuals waiting to meet you I consider that a huge success."

"In addition to giving an inspiring keynote on the importance of “financial wellness”, Bobbi took the time to connect with our event attendees and personalize her talk based on these conversations. Her ability to hone in on key pain points from the audience made her presentation one of the most talked about of the event."

“Bobbi did an exquisite job moderating the panel at the recent Women Rainmaking: Solutions for Success. She created the perfect casual atmosphere that felt like the panelists were having a chat with the audience members as if they were old friends. Bobbi teased out key points from one panelist and used them nicely to transition the follow-up question to another panelist.”

"Bobbi – thank you for your beautiful orchestration of our panel. One person at cocktails asked me if we were all old friends? I laughed and said yes we all will be but the truth is we met at 5:15 pm. This is evidence of your wonderful moderation."

  • Outside of your profession do you have any hobbies/interests? I am an avid golfer and am always up for a round before or after a conference!
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