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Meet Finward

We care about your financial future

Years of Combined Financial Experience

01.

Our Mission

Our mission is simple. To help our clients move financially forward. We do that with an approach to planning for individuals, families or businesses that puts the focus on providing creative solutions for the ever-changing needs of our clients.

02.

Vision for You

We know that financial planning can often be complex and frustrating, that’s why here at Finward we go above and beyond to make it all a convenient and seamless experience.

Don’t let a form dictate your financial future.


We understand that with advancements in technology and more access to information online more and more people are going to websites and doing things on their own.

We agree that leveraging technology makes planning easier BUT the growing trend of questionnaires and algorithms giving people “advice” on how they should “plan” is taking out the personalization of what financial advice should really be! 

Why choose Finward?

Competitive

We offer very competitive financial planning solutions with cutting-edge software.

Custom Solutions

We work with you to customize and configure our tech to meet your unique needs

Data Insights

We track client financial behavior and pinpoint opportunities for growth.

Personal Planning

Keep track of their budget and offers advanced insurance solutions.

Smart Resources

Top-notch resources and advice tailored to respond to your needs as they change.

Virtual Meetings

Financial Professionals available instantly for virtual meetings right from your home.

The Finward Team

Finward is team of licensed financial professionals who are ready to assist in building a plan for your financial future

Noah Kahn
FOUNDER & CEO
Sandra Landa
DIRECTOR OF CLIENT SERVICES
Dave Leali

DIRECTOR OF FINANCIAL PLANNING

Diana Kokhan

FIRM INVESTMENT DIRECTOR

Nicholas Pasley

CLIENT SERVICES REPRESENTATIVE

James Mamola

FINANCIAL PLANNING SPECIALIST

Max Lettau

FINANCIAL SERVICES PROFESSIONAL

Want to work with Finward?
READY TO GET STARTED?

Let’s move finward together!

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