AeroLeads people directory · profile
Lena Keshysheva, Cfp®, Cim® Email & Phone Number
Founder at Sapling Financial Planning and Wellness
at
Sapling Financial Planning & Wellness
1 work email found
@edwardjones.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder at Sapling Financial Planning and Wellness
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Who is Lena Keshysheva, Cfp®, Cim®? Overview
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Quick answer
Lena Keshysheva, Cfp®, Cim® is listed as Founder at Sapling Financial Planning and Wellness at Sapling Financial Planning & Wellness, based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Lena Keshysheva, Cfp®, Cim®.
Lena Keshysheva, Cfp®, Cim® previously worked as Founder at Sapling Financial Planning & Wellness at Sapling Financial Planning & Wellness and Financial Advisor at Edward Jones. Lena Keshysheva, Cfp®, Cim® holds Csc, Portfolio Management / Canadian Investments from Canadian Securities Institute.
Company email context
Email format at Sapling Financial Planning & Wellness
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*@edwardjones.com
68% confidence
AeroLeads found 1 current-domain work email signal for Lena Keshysheva, Cfp®, Cim®. Compare company email patterns before reaching out.
Profile bio
About Lena Keshysheva, Cfp®, Cim®
At Sapling Financial Planning, we recognize the intrinsic link between our mindset and overall financial stability. Our holistic approach embraces this connection by blending psychological insights with strategic financial planning to provide personalized advice tailored for your unique values, goals, and lifestyle.A fee-only flat rate structure empowers this approach. By paying a direct planning fee, our clients receive objective, transparent guidance solely focused on their needs. Providing services that are separate from any financial products or institutions guarantees unbiased recommendations — and saves thousands in fees in the long run.
Listed skills include Estate Planning, Financial Planners, Public Speaking, Rrsp, and 27 others.
Current workplace
Lena Keshysheva, Cfp®, Cim®'s current company
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Sapling Financial Planning & Wellness
AeroLeads page
10 roles · 2 years
Lena Keshysheva, Cfp®, Cim® work experience
A career timeline built from the work history available for this profile.
Founder At Sapling Financial Planning & Wellness
Current
2024 - Present
~2 yrs 5 mos
Financial Advisor
Jul 2016 - Jan 2024
Planright Advisor
Oct 2014 - Jun 2016
Account Representative
Oct 2014 - Jun 2016
Rio Tinto Alcan Dragon Boat Festival Volunteer, Finance Coordinator/Team Leader
Creekside Community Centre
May 2012 - Jun 2015
Individual Insurance Specialist
May 2014 - Oct 2014
Financial Security Advisor, Investment Representative
Aug 2012 - Jul 2014
Business Development Associate
Sep 2011 - Sep 2012
Sales Lead
Jun 2004 - Jul 2009
5 education records
Lena Keshysheva, Cfp®, Cim® education
Csc, Portfolio Management / Canadian Investments
Canadian Securities Institute
Certificate, Full Life License Qualification Program (Llqp)
Advocis, The Financial Advisors Association Of Canada
Bachelor Of Commerce (B.Com.), Finance
The University Of British Columbia
Master Of Arts In Counselling Psychology, Counseling Psychology
Graduate Certificate, Financial Therapy
FAQ
Frequently asked questions about Lena Keshysheva, Cfp®, Cim®
Quick answers generated from the profile data available on this page.
What company does Lena Keshysheva, Cfp®, Cim® work for?
Lena Keshysheva, Cfp®, Cim® works for Sapling Financial Planning & Wellness.
What is Lena Keshysheva, Cfp®, Cim®'s role at Sapling Financial Planning & Wellness?
Lena Keshysheva, Cfp®, Cim® is listed as Founder at Sapling Financial Planning and Wellness at Sapling Financial Planning & Wellness.
What is Lena Keshysheva, Cfp®, Cim®'s email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Lena Keshysheva, Cfp®, Cim® at Sapling Financial Planning & Wellness.
Where is Lena Keshysheva, Cfp®, Cim® based?
Lena Keshysheva, Cfp®, Cim® is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with Sapling Financial Planning & Wellness.
What companies has Lena Keshysheva, Cfp®, Cim® worked for?
Lena Keshysheva, Cfp®, Cim® has worked for Sapling Financial Planning & Wellness, Edward Jones, Manulife Financial, Manulife Securities, and Creekside Community Centre.
How can I contact Lena Keshysheva, Cfp®, Cim®?
You can use AeroLeads to view verified contact signals for Lena Keshysheva, Cfp®, Cim® at Sapling Financial Planning & Wellness, including work email, phone, and LinkedIn data when available.
What schools did Lena Keshysheva, Cfp®, Cim® attend?
Lena Keshysheva, Cfp®, Cim® holds Csc, Portfolio Management / Canadian Investments from Canadian Securities Institute.
What skills is Lena Keshysheva, Cfp®, Cim® known for?
Lena Keshysheva, Cfp®, Cim® is listed with skills including Estate Planning, Financial Planners, Public Speaking, Rrsp, Retirement Planning, Resp, Sales, and Financial Planning.
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