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®?
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• Become a Member
• Sign up for an Essentials Course
• Get AFC Certified today!

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