Meet Our
Certified Financial Planners®
Your finances are important. Our team of CFP® professionals can show you how to keep them in balance.
Misty Lynch, CFP®
Expert in Residence
Misty Lynch is the CEO of Sound View Financial Advisors, LLC and author of the book Demystifying Money. She hosts a podcast by the same name. Misty is a personal finance resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero, and many others. She lives in Massachusetts.
Calli Case, CFP®
Calli was determined to become a financial advisor since her college days. Her professional experience includes roles at several independent Registered Investment Advisors of different sizes, client reach, and focus. She works in technology, building financial planning software for clients of a Fortune 100 company. She lives in Nebraska.
Louis Guajardo, CFP®
Louis is a financial advisor for content creators, influencers, and creative freelancers. He founded his own firm, Moonshot Planning, in 2023 to help entrepreneurs alleviate the stress of building a business while managing their financial futures. He lives in California.
Moonshot Planning is a California-registered investment adviser. Recommendations provided within the Club Money app do not constitute a full financial plan or an ongoing relationship. Review Moonshot Planning's Form ADV before relying on a recommendation: https://adviserinfo.sec.gov/firm/summary/329154.