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Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®

About Akeiva

Akeiva is a financial planner and educator. She works as the Financial Education Specialist at Ballentine Partners, a financial planning firm serving high net worth individuals and families. She is also the founder of The Bemused, a financial education brand catering to young adults. In 2021, she was named to Investment News’ class of 40 under 40 - the youngest to grace this list in its 8-year history. Akeiva earned a Master of Science in Financial Planning (MSFP) from the McCallum Graduate School of Business at Bentley University. She is a CPA, Personal Financial Specialist (PFS), and a CERTIFIED FINANCIAL PLANNER™. She currently serves as an ambassador for the CFP Board and has been quoted in various media outlets, including The Boston Globe, Business Inside, OppLoans, Tiller, and Bankrate. She has also been a featured guest on PlanStronger TV and several podcasts.

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