Salisa Roberts is a leadership and mindset coach with more than 35 years of experience in financial services, including firsthand experience as a Financial Advisor and subsequent senior leadership roles. She is a Certified Financial Planner™ professional and brings a rare blend of industry expertise, behavioral insight, and whole-person perspective to her work with advisors and leaders.
Throughout her career, Salisa has worked closely with advisors, teams, and executives, supporting them through growth, transition, and reinvention. She built and managed a financial advisory practice before moving into leadership, giving her deep understanding of business development, client relationships, regulatory responsibility, and the personal demands of long-term performance in financial services. Her experience has shown her that technical expertise alone is not enough — sustainable success requires clarity of intent, emotional awareness, and the ability to recognize and shift internal patterns that influence decision-making, relationships, and leadership.
During the COVID pandemic, Salisa returned to school to earn her Master’s degree in Psychology — a decision that marked a profound turning point in her professional journey. This period of reflection and study ultimately led her to leave corporate America and follow her long-held passion for coaching. The experience deepened her understanding of human behavior, identity, and motivation, and reinforced her belief in the power of thoughtful, inner work as a foundation for meaningful and lasting change.
Salisa’s coaching focuses on helping advisors strengthen mindset, deepen self-awareness, and build aligned habits that support both professional success and personal wellbeing. She is known for helping individuals slow down their thinking just enough to identify what is actually driving their behavior — including unexamined beliefs, stress responses, and internal narratives that can quietly limit growth. Her work integrates behavioral insight, reflective inquiry, and practical action, enabling advisors to move forward with greater confidence and intention.
In addition to her CFP® certification, Salisa holds multiple FINRA registrations, including Series 7, 63, 65, 24, and 53 licenses, has passed the Series 4 exam, and maintains an active Washington State Insurance License. This background allows her to coach advisors with a deep understanding of the regulatory, ethical, and operational realities of the profession.
Complementing her financial services expertise, Salisa is also a yoga teacher and has maintained a personal yoga practice for more than 25 years. This long-standing practice informs her calm, grounded coaching presence and reinforces her belief that sustainable performance is rooted in awareness, balance, and intentional choice — not constant pressure or self-criticism.
Salisa is the founder of Coaching by Salisa, where she partners with individuals and organizations seeking more human-centered, sustainable approaches to leadership and performance. She views coaching as a thinking partnership — one that creates space for clarity, accountability, and aligned action while honoring the complexity of real-world demands.
Outside of her professional work, Salisa values reflection, curiosity, and meaningful connection. She enjoys time with family, thoughtful conversation, and experiences that support balance and perspective.
What Salisa’s Clients Say
“Salisa helped me cut through the noise and reconnect with what truly matters. One conversation brought clarity, confidence, and direction.”
“The growth in leadership presence and communication was immediate and noticeable. Salisa’s coaching made a real difference.”
