U-Nest College Savings Plan
U-Nest College Savings Plan

My story and the reason I started U-Nest.

Email sent: Jan 2, 2020 9:34pm
My story and the reason I started U-Nest.
Hi ,

This is Ksenia at U-Nest and I wanted to share my personal story of why I decided to leave my corporate life to help families start saving for their kids future.

I still remember the day when I got a strong feeling, an almost burning in my chest, that I wanted to change things from the way they were. It was a typical morning at our corporate office, where I used to work at of one of the world’s largest investment management firms. We had a meeting with our client, who wanted to find out how she could secure a future for her young kids.

We spent over two hours explaining the benefits of the 529 college savings accounts, guiding her through the questions, and helping complete a 15-page long financial application to open college savings accounts for her two boys.

When the client left, I couldn’t stop thinking how great it would be to find a simple way for other parents to secure their kids’ future and also have easy access to the same level of financial advice.

As a mother of three young children, I know that everything we do in life, we do for them, and all parents want a better future for their kids. However, there are so many families who are left out due to a lack of information, mistrust in the financial industry, and complexity associated with the process. What if with my financial tools, experience, and education I could help people in need? With this in mind, U-Nest was born.
I look forward to talking soon!

Ksenia @ U-Nest
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