We provide everyone access to world class financial advice

MasterFi is a financial technology company that believes financial advisory services and guidance should not be intimidating, but instead be helpful, easy to use, personalized, and affordable to all.

Finances should be stress free

MasterFi reduces stress by providing clear and actionable guidance and is the companion on the road to financial security.

Ensure financial planning is engaging and personalized for everyone

MasterFi provides supportive guidance on all aspects of personal finances. Each conversation and data point creates a more personalized experience to each individual's needs and ambitions.

Keeping finances simple and approachable

We believe providing relevant guidance and empathetic support via messaging that addresses both short and long-term financial needs are the best ways to help people prosper with their finances.

Focus on a money mindset

Finances are inherently emotional. MasterFi uses behavioral psychology to support progress across a range of financial goals, whether it’s paying off debt or building an emergency fund.

Our Leadership Team

Jac Arbour

Founder & CEO

Elizabeth Sarquis

Chief Experience Officer

Piroune Balachandran

Chief Product Officer

Filip Knyszewski

Chief Technology Officer

Alejandro Fenn

Chief Operating Officer

Vera Gibran

Director of Partnerships

Piotr Sobolewski

Director of AI

Jac Arbour

CEO & Founder

Elizabeth Sarquis

Chief Experience Officer

Piroune Balachandran

Chief Product Officer

Filip Knyszewski

Chief Technology Officer

Alejandro Fenn

Chief Operating Officer

Vera Gibran

Director of Partnerships

Piotr Sobolewski

Director of AI

Meet our personal finance leadership team

Our personal finance advisors have spent decades helping millions of people achieve excellence in personal finance. They serve as an instrumental part of shaping MasterFi’s product direction, to ensure we are delivering maximum value to everyone that we serve.

1

Sharon Lechter

Sharon is a world-renowned leader in financial education, having co-authored Rich Dad Poor Dad and serving on the President’s Advisory Council on Financial Literacy under multiple administrations. She founded the financial education company Pay Your Family First.

2

Angela Totman

Angela is VP & COO of Pay Your Family First and has been a leader for 20+ years in creating financial literacy programs aimed at leveraging behavior psychology, accountability and education to achieve financial wellness goals.

3

Jeff Junior

Jeff Junior, raised in Wisconsin, learned the importance of hard work and compassion from his parents. His experience in the Marine Corps shaped his life, instilling discipline and accountability. In 2012, Jeff founded Trajan Wealth, an independent Registered Investment Advisor firm that prioritizes fiduciary responsibility and financial education.

1

Sharon Lechter

Sharon is a world-renowned leader in financial education, having co-authored Rich Dad Poor Dad and serving on the President’s Advisory Council on Financial Literacy under multiple administrations. She founded the financial education company Pay Your Family First.

2

Angela Totman

Angela is VP & COO of Pay Your Family First and has been a leader for 20+ years in creating financial literacy programs aimed at leveraging behavior psychology, accountability and education to achieve financial wellness goals.

3

Jeff Junior

Jeff Junior is the Founder and CEO of Trajan Wealth. Raised in Wisconsin, he learned the importance of hard work and compassion from his parents. His experience in the Marine Corps shaped his life, instilling discipline and accountability. In 2012, Jeff founded Trajan Wealth, an independent Registered Investment Advisor firm that prioritizes fiduciary responsibility and financial education.

Why we started MasterFi

We’re a team of Certified Financial Planners®, engineers, product designers, and AI specialists who are dedicated to making financial planning and financial wellness available to all around the globe.

MasterFi is committed to democratizing wealth building by making financial planning and management simple, accessible, and rewarding. Finances represent the greatest source of stress for many. We are dedicated to helping each individual we serve to build and implement their best financial plan, empowering individuals to unlock their full potential and live a life of prosperity.

Financial wellness is essential for a healthy life

Personal finances are the leading cause of stress for most people. MasterFi is here to support you by providing a simple and personalized approach to eliminating that stress.

Let's get started.

We provide people with the tools necessary to master personal finances and many reasons to smile while doing it.

We provide everyone access to world class financial advice

Finances should be stress free

Our Leadership Team

Meet our personal finance leadership team

Sharon Lechter

Angela Totman

Jeff Junior

Sharon Lechter

Angela Totman

Jeff Junior

Why we started MasterFi

Financial wellness is essential for a healthy life