Best Financial Coaching Experts

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.

Hi, I’m Carolina Valderrama-Baker, the founder of Carval Financial Wellness. Before starting Carval Financial Wellness, I spent 15 years at Freddie Mac, where I trained professionals nationwide, developed financial education programs in English and Spanish, and partnered with lenders, nonprofits, and real estate companies to support first-time homebuyers and expand access to financial education. My work also included national advocacy - appointed by the U.S. Department of the Treasury - appearing on radio and TV to help families during the foreclosure crisis and promoting programs that made homeownership and financial knowledge more accessible. During my tenure at Freddie Mac, I received many accolades and in 2024, I was honored to receive the Latina of Influence Award by Hispanic Lifestyle for my work in the community and excellence in service. My inspiration for starting Carval Financial Wellness comes from a lifelong passion for teaching personal finance and witnessing how deeply money impacts people’s confidence, stress levels, and overall well-being. Even with a strong educational foundation in my own family, I saw early on that financial education is not universal—and that so many people, regardless of background, simply never receive the guidance they need to feel secure and empowered with their money. Throughout my career, the moments that fulfilled me most were the ones spent teaching, simplifying complex topics, and helping someone realize they could take control of their finances. Over the years, I became driven to create a space where financial wellness felt personal, compassionate, and accessible. That passion is what led me to launch Carval: a mission-driven business where I combine expertise, education, and empathy to help people reduce stress, build confidence, and transform their financial lives. Today, I bring all of that experience into my coaching - helping individuals, families, and employees reduce financial stress, make informed decisions, and achieve financial stability and success. By combining expertise, empathy, and cultural understanding, I guide my clients toward lasting financial well-being.

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

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.

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

Sha'Kreshia Lewis is a trauma-informed financial educator, spiritual writer, and founder of Humble Hustle Finance. With nearly a decade of experience in personal finance and a deeply personal journey of healing through money wounds, Sha’Kreshia created the Bare Root Budget Method. This revolutionary framework addresses finances from the inside out. Her work blends emotional healing, spiritual wholeness, and practical money systems to help millennial women, especially single mothers, rewrite their money stories and build legacies with purpose. She has been featured in Grit Daily for transforming failure into soul-led success, and she regularly speaks on financial trauma, credit restoration, intuitive budgeting, and spiritual alignment in wealth-building. Whether through her upcoming book Planted by God, one-on-one coaching, or her vibrant online community, Sha’Kreshia is on a mission to prove: you’re not broken, you’re buried. And you’re still growing.

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

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

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.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

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.

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

Lori Dernavich is an Executive Coach, specializing in startups. She coaches seasoned leaders as well as those new to leadership, including first-time founders, CEOs, CSOs, and scientists transitioning into people leadership roles. With a rare blend of experience as a food chemist, psychotherapist, and executive recruiter, Lori brings both scientific rigor and psychological insight into her coaching. This multidisciplinary background gives her a deep understanding of diverse personalities, functions, and industries. Her work has been featured in Life Science Leader, Investors’ Business Daily, U.S.News & World Report, Crain’s NY, CFO Magazine, and ForbesWoman. PARTIAL LIST OF WORKSHOPS: ⭐ Feedback Mastery: Navigating Courageous Conversations for Effective Change ⭐ The Power You Carry: Executive Presence Starts From Within ⭐ Unlocking Potential: Embracing the Judger/Learner Mindset for Growth and Success ⭐ From Lab Coat to Leadership - Understanding the significant differences between academia and business. Setting you up to be a stellar leader. ⭐ No Apologies Needed: Executive Presence for Women Leaders ⭐ From Dreaded to Dynamic: Transforming Performance Reviews ⭐ Zoomed In Leadership: Managing Teams to Thrive Remotely SPECIALTIES: Executive Coaching | Leadership Development | Company & Team Coaching | VC Advisory | 360 Assessments | Workshops | Conflict Mediation | Female Founders | First-time Leaders

I'm a Certified Financial Planner® with over a decade of experience helping individuals and families build wealth and create financial freedom. In 2022, I made a major life change myself—leaving the U.S. to follow my dream of living in Portugal. That decision wasn't just about money, but about designing a life filled with freedom, purpose, and joy. Now, I specialize in helping high-achieving women do the same. I guide my clients in investing, managing their wealth, and aligning their money with their values—so they can step into the life they've always envisioned. Whether that means early retirement, financial independence, or a lifestyle abroad, my mission is to help you turn your financial success into a dream life you truly love.

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.

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

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