Senior Associate

Lena Keshysheva is a Senior Associate at Jacob Warren Financial Inc., where she works with individuals and families to bring clarity, structure, and confidence to their financial lives. Her approach is thoughtful, organized, and client-focused, helping people feel grounded in the decisions they’re making today and the plans they’re building for the future.

As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), Lena brings a strong planning and investment background to her work. She is known for balancing strategic insight with practical guidance, ensuring financial plans are not only well designed, but realistic and aligned with each client’s goals and circumstances.

Lena is also the Founder of Sapling Financial, a planning-focused practice centered on helping clients build strong financial foundations that can grow over time. Through her work at both firms, she emphasizes clear communication, long-term thinking, and advice that feels supportive rather than overwhelming.

Clients value Lena’s calm, steady presence and her ability to listen first before offering guidance. Her goal is to build long-term relationships rooted in trust, transparency, and consistent follow-through.

🌱 Founder, Sapling Financial
🔗 Visit Sapling Financial
📧 lena@jacobwarrenfinancial.com