Brian Eisenstein, CFA, CFEI®, CFLP®, MBA in

Brian Eisenstein, CFA, CFEI®, CFLP®, MBA

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Founder, Financial Literacy Trainer at DISCIPLINE Finance LLC
📍 Cambridge, Massachusetts, United States

Brian is a CFA charterholder and experienced financial reporting manager, having served as a Vice President at JPMorgan Chase. He recently founded DISCIPLINE Finance LLC to pursue his passion for financial literacy education. Colleagues describe him as hard-working, focused, and detail-oriented, with a talent for mentoring.

He is deeply committed to professional development, not just for others but for himself, actively creating training courses and seeking collaborative partners for accountability in his own career goals. He is a certified Financial Literacy Professional and Financial Education Instructor, underscoring his dedication to making financial concepts accessible.

Unique fact: Brian developed a proprietary financial education framework called the "DISCIPLINE" method, an acronym-based approach to build lasting financial confidence.

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Experience
23 Years
Current Role
Founder, Financial Literacy Trainer
Job Level
Leadership
Location
Cambridge, Massachusetts, United States
Personality Overview

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Decision Approach
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Priorities

Topics Brian cares about

Financial Literacy
He founded DISCIPLINE Finance LLC to teach financial literacy to young adults, developing his own proprietary method and launching new classes.
Training and Development
He has a strong background in creating and delivering coursework, having built over 10 courses while at JPMorgan and championing standardized team training.
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Career

Work history

7-2025
Founder, Financial Literacy Trainer
DISCIPLINE Finance LLC
11-2024
Team Lead Manager, Financial Services
Seeking a New Opportunity
11-2024
Learning And Development Specialist
Seeking a New Opportunity
2-2018 - 11-2024
Vice President Financial Reporting
JPMorgan Chase (JPMorgan Investor Services)
8-2007 - 1-2018
Financial Reporting Assistant Vice President
JPMorgan Chase (JPMorgan Investor Services)
In the press

Media appearances

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Education
BA
Brandeis University
Master of Business Administration - MBA
Questrom School of Business, Boston University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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