Financial Goal Setting Professionals to Know 2025

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

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.

Goal-Setting Coach & Author of The Ultimate Goals Handbook, helping people set, plan, and achieve goals with clarity and accountability.

In 2015, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 million in assets. Bachelor of Science, Massachusetts Institute of Technology (MIT), 1997 CERTIFIED FINANCIAL PLANNER™ (CFP®), 2003 Chartered Financial Analyst (CFA), 2006 Accredited Estate Planner® (AEP®), 2024

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

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.

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 am an experienced wealth management and fintech marketing communications leader who has quantifiably shown how to drive greater demand. With over 15 years of experience delivering marketing strategies for fintechs and financial service firms, I have been sought out to create, from the ground up, the messaging and marketing programs that will quantifiably move the needle in driving brand awareness and revenue opportunities for an organization. After years of delivering marketing programs, I can anticipate challenges, get in front of them, and deliver on-time, on-budget solutions. Over the course of my career, I have had the good fortune to learn how to optimize marketing best practices and professional development. It gives me great pleasure when I am able to share what I have learned with my team and create an environment that allows for their professional growth and development.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Money coach and wealth strategist with nearly a decade of experience helping high earners build wealth intentionally. Co-creator of the Financial Coaching Toolkits, former Financial Coach Academy mentor, podcast guest host, and speaker.

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 an ambitious business owner who is overwhelmed and frustrated by your lack of…

After 15 years managing budgets in the government sector, I became a financial coach because I saw too many people struggling with their money. Now I help individuals and couples nearing or navigating retirement build money systems that remove uncertainty—focusing on intentional spending rather than endless restriction. Over my 15-year accounting career, I managed budgets, served as a fractional CFO, and wrote and managed grants. This experience taught me to translate financial complexity for different audiences. Whether explaining budget implications to executives or breaking down grant requirements for program staff, I learned that the same numbers can be presented dozens of ways depending on who needs to understand them. I bring that adaptability to my coaching practice today. I also served on an advisory board for a local shelter, where I helped fellow board members navigate financial decisions, understand budget scenarios, and evaluate alternatives during challenging times. For the past four years as a financial coach, I've combined this practical financial expertise with a focus on what actually works for real people building systems that create clarity and confidence rather than stress and restriction.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.

Ateis Patrimoine est un cabinet parisien de gestion de patrimoine reconnu pour son excellence et son indépendance. Grâce à des accréditations parmi les plus exigeantes du secteur, nous vous garantissons un accompagnement totalement objectif et personnalisé. Chaque conseiller Ateis Patrimoine est certifié CIF, COSB, COA, détient la carte T et possède toutes les compétences juridiques nécessaires. Cette expertise complète nous permet de figurer parmi les rares cabinets français capables de travailler en véritable architecture ouverte, en sélectionnant pour vous les solutions les plus performantes du marché. Nos conseillers disposent en moyenne de 15 années d’expérience acquises au sein de grands cabinets et établissements bancaires français. Notre démarche est simple : analyser votre situation, comprendre vos ambitions, puis vous présenter des stratégies sur mesure, transparentes et réellement adaptées à vos objectifs. Nous vous guidons ensuite dans la mise en place des meilleures solutions pour optimiser durablement votre patrimoine. Avec Ateis Patrimoine, bénéficiez d’un conseil premium, indépendant et intégralement conçu pour vous.

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.

Taylor has the skills and experience to work with individuals from all backgrounds to achieve their family, financial, and business goals. His passion in life is to make the world a better place by teaching others how they can live a fulfilled life, regardless of their current position or past experiences.