Best Financial Coaching Experts

Advised employer plan participants from 2007-2010, mastering 401k and 403b plans. Then moved on to serving over 600 high-net-worth Vanguard Flagship families from 2010-2015. Attained my CERTIFIED FINANCIAL PLANNER designation in 2013 and practiced financial planning from 2015-2018. I brought my experience to other advisers as a planning consultant through 2019. In 2020-2021, I expanded my experience and knowledge to include tax preparation and tax planning as it relates to comprehensive planning. Now I'm acting as my clients' "head coach" to coordinate the efforts of their team of financial professionals - ensuring that we're all focused on the same goal of financial success.

Experienced Treasury Specialist with a demonstrated history of working in the telecommunications industry. Strong finance professional skilled in Cash Flow, Letters of Credit, SAP Products, Cash Flow Management, and Cash Collection.

I'm Stacy, a compassionate financial coach with a deep understanding of the challenges faced by parents who have a child with a disability. With a background in special education and a passion for empowering families, I am here to help you navigate the financial complexities and find peace and empowerment in your journey.As a parent, you may often feel overwhelmed and uncertain about the financial implications of raising a child with a disability. I understand your unique circumstances you face, and I am dedicated to providing the guidance and support you need to regain control of your finances and create a brighter future for your family.Together, we will navigate the financial challenges, reduce stress, and empower you to make informed decisions about your family's financial future .I am truly passionate about supporting parents like you on your financial journey. DM me to start the conversation.

You don’t have a money problem. You have a relationship problem. If you are already a high-earning woman, you don’t need more money to fix your anxiety, you need a better relationship with the money you have. My mission is to empower high-achieving women towards financial and emotional intelligence through money mindset shift, behavioral financial planning, and somatic breathwork healing. It's time for a new approach. By refining your communication and relationship with your money, you can truly enjoy the freedom you've earned. #financialtherapy #financialplanning #moneymindset #wealthbuilding #financialcoach

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities. Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

Hi! I'm Jewlz The Budget Nerd and I'm on a mission to uncover why we do what we do with our money. Armed with an Economics degree and a rebellion against debt, I'll show you a new way to eliminate financial stress from your life. From unraveling the mysteries of impulse purchases to mastering the art of income maximization, I'm your go-to guru for financial empowerment. I practice what I teach. I walk the walk, talk the talk. A debt rebel at heart, I'm living proof that financial freedom is more than a dream – it's a reality waiting for you. With a knack for creating financial margins and a love for turning jargon into relatable tales, I'm here to make personal finance not just understandable but downright fun. Join me on the journey to financial clarity, where every budget is a work of art based on your values and every dollar has a purpose! How are your finances causing stress in your life? DM me...let's chart a new way to live! #personalbudgeting #personalfinance #budgeting #moneymindset #financialfreedom #financialempowerment

Over a decade of experience driving finance, strategy and business operations at global technology companies; - foodpanda - Intel - Telstra - Inmarsat - Apple I started my career in Sydney and have been fortunate to work and live in London, Hong Kong and Singapore. Currently, in Singapore at foodpanda APAC, I lead a team of finance business partners to drive the business hypergrowth across 12 markets in Asia. Outside of the corporate world, I am passionate about startups, technology, mentoring, sports (cricket, rugby and football) and travelled to over 50+ countries. Are looking for a Career Mentor, a new job or a career change? ExpertCareerMentors.com connects you with industry experts in your chosen field to provide you with career advice, resume writing, Linkedin profile editing and interview preparations to land your dream job. Connect to schedule a free consultation today. mail@edwinang.com.au SG +65 9483 3543 AU +61 457 603 086

Finance Professional with years of executive leadership experience in high growth businesses. Strategic business partner with an excellent ability to communicate technical concerns with executive teams in a solution-oriented manner. Experienced in building world-class teams from the ground up, establishing financial models and leading process improvements. Track record of successfully managing profitable as well as growth-oriented businesses. Led companies to successful multi-million dollar exits to Strategics & Private Equity firms. Leadership || Team Building || Financial Reporting || Financial Planning & Analysis || Corporate Finance Treasury || M&A || Process Improvements || Enterprise SaaS || External Audits Human Resources || Culture Strategy

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Certified Personal Finance Counselor hosting and producing business and financial content.

With extensive experience in executive coaching and training/keynote speaking, I guide business leaders and their teams to thrive amid change and transform their operations. Executive Coaching: I specialize in helping established business leaders elevate their strategic thinking, problem-solving skills, emotional intelligence, team motivation, and leadership capabilities. My focus is on creating lasting impacts on both individual performance and organizational success through proven frameworks. Training & Keynote Speaking: Passionate about empowering businesses from high-potential startups to Fortune 500 companies, I deliver impactful training sessions and keynote speeches on a variety of critical topics, including: - Leadership Development - Executive Communication - Imposter Syndrome - Professional Development - Corporate Culture - Talent Management - Team Development - Sales Performance - Strategic Planning My mission is to drive transformation and growth for businesses and their leaders. If you're ready to elevate your business, let's connect at roberta@pellant.com.

Financial Counselor at Birch Community Services. BCS is a program that provides food for families that are going through a financial hardship and pairs it with financial literacy. The families go through a personal finance course and meet 1x1 with a Financial Counselor throughout their time in the program.

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities.Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

As Guide from the Side Cathy Liska is recognized among the best for training and coaching. She has facilitated thousands of events, certifications, and organizational retreats. She shares from 25 years of experience and is known for her positive attitude and insight that empowers others. As a coach Cathy specializes in business, communication, and conflict. Cathy's personal mission statement is one word, “People.”

Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

With a solid tenure at Baits & Sea Foods, S.A, my journey as an Executive Director has been marked by a steadfast commitment to strategic growth and new business development. The skills honed over the years, particularly in negotiation and sales management, have been instrumental in steering the organization through dynamic market challenges.At Stoic Mind, facilitation is more than a role—it's a mission to empower entrepreneurial minds. My expertise in executive facilitation and workshop development has enabled us to cultivate a culture of innovation and strategic thinking. The dedication to fostering leadership skills across various platforms reflects our collective ethos of continuous learning and development.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Are you enjoying a successful career, but still wondering where all the money goes each month? Do you picture yourself retiring comfortably or taking the vacations you've always dreamed of, yet worry your financial reality may fall short?Or are you at a point in life where you’re wondering if your money is truly working for you? Do you ever look at your income and think, “Why doesn’t it feel like enough?” despite years of hard work and financial stability? For many professional women, balancing bills with income doesn’t feel like it should at this stage in life. I understand. I’ve been there myself. After a major life shift, I faced debt, a low credit score, and no safety net. But a practical plan changed my trajectory, and now I’m passionate about helping others do the same. As an Accredited Financial Counselor , I work with women who are ready to take control of their finances & design a plan that works for their unique life. Together, we clarify spending habits, tackle debt, and create a tailored strategy to reach your financial milestones. Whether it's funding retirement, enjoying life more, or gaining the peace of mind you deserve, I support clients who want their finances to reflect the life they desire. *My mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. For 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝘀, I provide workshops that empower employees to manage their finances confidently, helping them feel supported, valued, and inspired to succeed both personally and professionally as well as enhancing productivity and satisfaction as they learn to achieve their financial goals.𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗠𝗘 𝗧𝗢: Conduct personal finance workshops: https://bit.ly/4fVw96k Speak about personal finance as a panelist or keynote speaker: https://bit.ly/4fVw96k Schedule a free discovery call: https://bit.ly/3Av9yP0 Start a conversation by sending a Direct Message******************************************************Dr. Sev is founder of Bryan Financial Empowerment LLC (dba Sev Talks Money), a financial education and coaching company. She is a member of the Association for Financial Counseling and Planning Education , a graduate of and mentor for the Milestones Circles Program at Nasdaq Entrepreneurial Center, a graduate of the Bank of America Institute Women's Entrepreneurship certificate program at Cornell University and a member of the Henry County Chamber of Commerce.