Where Finance Meets Humanity: Ann Lentell on Coaching, Community & Change

Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong passion for personal finance, and how a transformative college class sparked her commitment to helping families build savings and stability. We dive into her decade at Compass Working Capital, where she scaled financial coaching programs for families in federally subsidized housing, and explore how culturally competent, client-centered coaching can shift lives. Ann also reflects on her journey to the AFC®️, what drew her to AFCPE’s mission, and how raising the bar for financial education brings greater access and equity to communities nationwide. Plus, she gives us a look ahead at her vision as AFCPE’s incoming Board President. This episode is filled with heart, strategy, and a powerful reminder that every financial story deserves dignity and high-quality guidance. Show Notes: 03:31 – Get to know AFCPE's 2026 Board President, Ann Lentell 07:26 – What drew Ann to AFCPE 12:39 – Brandy reflects on Ann’s impact on the AFCPE board 12:58 – How nonprofits can raise financial education standards 13:37 – The role of credentials and combating misinformation online 17:11 – Why the AFC pathway matters 17:58 – Ann's 2 Cents Want to get involved with AFCPE®? Here are a few places to start: Become a Member, Sign up for an Essentials Course , or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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Where Finance Meets Humanity: Ann Lentell on Coaching, Community & Change is an episode from Real Money, Real Experts by AFCPE®.

This episode is 32:31 long.

This episode was published on Dec 23, 2025.

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