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If you need to plan a budget, get out of debt, invest in the stock market, save for a big purchase, or get expert financial advice on any area of personal finance, I can help.
For undergrad, I graduated Summa Cum Laude from the University of Miami with a B.B.A. in Finance and Accounting. For the past four years , I have lived in New York City and worked at an investment bank in the Private Equity Fundraising division.
My experiences have provided me with a strong base for both personal and corporate finance.
With my financial coaching services, you’ll receive:
- An assessment of your current financial situation (All packages)
- A customized financial plan with actionable steps to improve your finances (Standard & Premium)
- A 45-minute coaching call to discuss your situation and create your customized financial plan (Standard & Premium)
Contact me now to discuss your needs.
*Disclaimer: The content provided is for informational and educational purposes only and should not be construed as professional financial advice.
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