Leah Davis

LEAH DAVIS, FFC Financial Content Creator | Financial Education Strategist | On-Camera Digital Educator Lodi, CA ▪- ▪-▪ LinkedIn Profile ▪ Wellness Website PROFESSIONAL SNAPSHOT CERTIFICATIONS Financial content creator and fintech education strategist with deep expertise in financial education, behavioral psychology, and personal finance. I create accessible financial content, including content calendars, pillars, scripts, and on-camera delivery. Known for translating complex financial topics into clear, relatable language. I support companies and communities by strengthening brand voice, increasing trust, and helping users take confident financial action, particularly among diverse and underserved audiences. Financial Fitness Coach SAGE FINANCIAL SOLUTIONS Nichols Certified Facilitator MOTIVATING THE MASSES, INC Trauma of Money – In Progress TRAUMA OF MONEY INSTITUTE Investment Adviser, Series 65 FINRA CAREER EXPERIENCE Founder, LEAH DAVIS COACHING, Lodi, CA 08/2019 – Present Founded a healing-centered financial coaching and education practice serving diverse women across the U.S. Provide 1:1 coaching, group programs, workshops, and digital content focused on personal finance education, behavioral barriers to money management, and long-term financial stability. ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ Develop educational video content for fintech brands by scripting 5–7 minute explainers and creating 20second UGC-style scripts and pitch concepts that guide production teams. Build content calendars, messaging frameworks, and topical series for financial education platforms, including Reddit communities and Instagram. Translate complex credit concepts into clear, accessible, culturally aware messaging that reduces shame, confusion, and avoidance for users. Developed year-long credit education content calendars, pillars, and talking points informed by user behavior patterns and common credit challenges. Deliver trauma-informed financial coaching integrating behavioral psychology, financial education, cash-flow planning, savings, credit building, debt management, and financial decision-making. Develop financial wellness programs and curriculum for nonprofits, community organizations, and womencentered groups. Create digital courses, on-demand trainings, and multi-week programs focused on, financial anxiety, generational wealth, and financial trauma. Facilitate workshops and courses for national organizations including Brooklyn Defender Services, Native Women Lead, and RCAC, supporting economic mobility for underserved communities. Support clients in building financial confidence, strengthening credit, creating safety nets, and developing money systems that work for their real lives. LEAH DAVIS, FFC.▪ Page 2 ▪- ▪- Sr. Financial Coach, OAKLAND PROMISE, San Francisco Bay Area, CA 07/2019 – 01/2023 Provided financial coaching to parents and caregivers participating in the Brilliant Baby program, a cradle-to-college savings, scholarships, and support initiative. Partnered with decision-makers to execute the organization's strategic plan and financial wellness services, specifically in areas like human services and financial coaching. ▪ ▪ ▪ ▪ ▪ ▪ Conducted workshops on personal financial management topics, such as budgeting, saving, credit building/repair, debt management, major purchases, and financial abuse. Delivered holistic client experience, guiding participants to identify personal financial goals, and fostering academic growth, economic success, self-efficacy, and wellness. Led financial coaching sessions, workshops, and family leadership meetings, conducting 90+ virtual workshops from 2019 to 2022. Increased program workshop participation from 72 to almost 2K annual participants. Significantly increased engagement across Black, Latinx, Indigenous, and Women of Color demographics. Utilized financial advisory and domestic violence advocacy expertise to enhance programs in key service areas. Initiated partnership exploration with Nia Impact Capital and Progressive Transitions for potential partnerships. Trained and mentored coaches to enhance engagement and sensitivity with underrepresented groups, including low-income families, BIPOC, and domestic/intimate partner violence survivors. Financial Planning Associate, BEDELL FRAZIER INVESTMENT COUNSELLING, LLC., Walnut Creek, CA 05/2018 – 07/2019 Managed administrative operations and client engagement for financial planning team, coordinating department meetings and overseeing agenda and action items. Financial Advisor, MASSMUTUAL OF THE PACIFIC, San Jose, CA 03/2015 – 08/2017 Delivered comprehensive financial planning for Women of Color, covering debt management, cash flow, benefit selection, and caregiving strategies. Provided education on investments and retirement planning. VOLUNTEERING ▪ ▪ Treasurer, BROKEN TO PRICELESS, a nonprofit organization supporting victims of domestic violence. Advocate, MOTHERS IN TRANSITION, advancing the self-sufficiency of mothers and children facing homelessness. AREAS OF EXPERTISE Content Creation, Social Content Strategy, Content Calendars & Pillars, Personal Finance Content, Credit Education, Short-Form Video Scripts, UGC Script Concepts, On-Camera Financial Education, Financial Education, Behavioral Finance, Financial Coaching, Financial Wellness Strategies, Trauma-Informed Coaching, Financial Curriculum Development, Community Engagement & Outreach, Human-Centered Messaging, Financial Behavior Change, Program Design and Delivery, Simplifying Complex Financial Concepts, Public Speaking, Empathy & Cultural Sensitivity