Certified finance professionals and licensed psychologists working together to provide reliable, accessible financial education.
Our finance team brings decades of real-world experience across investment management, financial planning, and wealth consultation.
With 18 years of experience in financial advisory, Michael has worked with both private clients and institutional partners across Germany and Austria. He specialises in investment fundamentals, financial goal-setting principles, and translating complex market concepts into accessible language. At Finerlives, he leads the development of educational content on investment basics and long-term financial planning.
Thomas brings over 14 years of experience in wealth management, working with high-net-worth individuals and family offices. He holds a Master's degree in Economics from the University of Mannheim and is well-versed in asset allocation principles, estate planning concepts, and the frameworks used by wealth managers in long-term structuring. His writing at Finerlives demystifies wealth management for a general audience.
Sarah is an investment strategist with a background in quantitative finance and portfolio theory. Having spent over a decade working in asset management firms in London and Frankfurt, she brings a rigorous, research-backed perspective to financial education. At Finerlives, Sarah focuses on explaining investment strategy concepts, market behaviour, and the principles behind institutional portfolio management.
Elena is a Certified Financial Planner with over 11 years of experience helping individuals and families understand and navigate their financial lives. Originally from Budapest, she now operates from Hamburg and is particularly skilled at explaining personal finance concepts — from budgeting and debt management to retirement savings — in terms that are clear to anyone, regardless of their prior knowledge.
David is a Portfolio Manager with a decade of experience across equity, fixed income, and alternative investment categories. He holds an MBA from WHU — Otto Beisheim School of Management and has worked with institutional investors in Germany and the United Kingdom. His educational contributions to Finerlives focus on portfolio construction concepts, risk management frameworks, and explaining how different market instruments function.
Our licensed psychologists apply established vocational and occupational psychology research to help individuals understand which financial careers align with their personality, values, and cognitive profile.
Dr. Becker holds a Doctorate in Occupational Psychology from Heidelberg University and has spent over 16 years studying the relationship between personality types, cognitive styles, and professional satisfaction. At Finerlives, she translates established psychological frameworks — including Holland Codes, the Big Five, and Self-Determination Theory — into practical, educational content designed to help individuals understand which financial career environments they are most likely to thrive in. All her work is informational only and does not constitute a psychological assessment.
Dr. Whitfield is a British-German organisational psychologist with a doctorate from the University of Cologne and extensive experience consulting for financial services firms on talent assessment and professional development. He focuses on the intersection of organisational psychology and financial careers — including the psychological demands of different roles, workplace culture in financial services, and how individuals can evaluate career environments before committing. His content on Finerlives is strictly educational and does not replace professional career counselling.
All content produced by our team is strictly informational. Our financial professionals do not provide regulated financial advice, and our psychologists do not provide clinical assessments or diagnoses. For personal financial decisions or career counselling, please consult a qualified, regulated professional in your region.
