Welcome to the AFCPE® certified professional search! Our goal is to connect you with a financial professional who has both the education and experience to help with your unique financial situation.

There are several ways to use the AFCPE professional search.

  1. Search by State
  2. Search by State & Area of Expertise
  3. If you are looking for virtual counseling, search by Area of Expertise only. Professionals indicate in their profile whether they provide virtual counseling.

If you have questions or need additional assistance, please email certification@afcpe.org.

Find a Certified Professional

Sara Croymans

15 oct ext photo croym001
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Educator
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia, Military, Practitioner
  • Years of Experience
  • 23
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Gayle Rose Martinez thriveandprosper@earthlink.net

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal financial counselor
  • Organization
  • retired
  • Areas of Work
  • Academia, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 19
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

JILL BAKKE

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • owner
  • Organization
  • Dr. Jill Bakke, AFC, LPC
  • Areas of Work
  • Practitioner, Other
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Bobby Williams

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant: Personal Financial Manager
  • Organization
  • Air Force
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 19
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Willie McGriggs

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • manager
  • Organization
  • WEM Consulting Group
  • Areas of Work
  • Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Joseph Goetz

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Professor & Financial Planner
  • Organization
  • University of Georgia
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Mary Carlson mary@silverbellsolutions.org

Mary professional pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Principal
  • Organization
  • Silverbell Solutions, LLC
  • Areas of Work
  • Academia, Government, Military, Practitioner, Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Andria Nichols

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • HSS
  • Organization
  • Veteran Affairs
  • Areas of Work
  • Government
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Gabriella Barthlow gbarthlow@gmail.com

Gabeheadshot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Credit/Financial Counselor- Instructor/Coach
  • Organization
  • Alpha Advisory Group. Inc.
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 18
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Garry Gentry garryl44@aol.com

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner Operator
  • Organization
  • Gentry Financial Services
  • Areas of Work
  • Military, Practitioner, Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Barron Henry Sr.

20130407 131712
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • MMS&B Financial Services
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 11
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Clare Fazackerley clare@1taxfinancial.com

Jan 15 crop
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • 1TaxFinancial
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Lona Berndt

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 11
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Catherine Devine

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Tax Advisor 1/Personal Financial Counselor
  • Organization
  • H&R Block
  • Areas of Work
  • Government
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education
  • Contact Information

Tammy Fink

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Specialist
  • Organization
  • US Army
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Saudi Rodgers

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Navy
  • Areas of Work
  • Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Adam Hagerman

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • First Step Financial, LLC
  • Areas of Work
  • Government, Practitioner
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Jody Van Wyhe

300x300
 Providing Local Counseling
 Providing Virtual Counseling

Gregory Chapman

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fiduciary Advisor/Coach
  • Organization
  • Lighthouse Fiduciary Services
  • Areas of Work
  • Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Personal Finance Education, Retirement
  • Contact Information

Mark Dunlop

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 40
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Stacey Gilbert

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Officer
  • Organization
  • DOD
  • Areas of Work
  • Military
  • Years of Experience
  • 4
  • Areas of Expertise
  • Military
  • Contact Information

Rosa McNeal, MA, AFC, Broker

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Associate Broker
  • Organization
  • Century 21 Hometown Real Estate
  • Areas of Work
  • Academia, Other
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Housing, Military, Personal Finance Education
  • Contact Information

Laura Kowalski

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • former Senior Policy Advisor for federal student loan programs
  • Organization
  • Retired
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Lynda Smith

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Zeiders
  • Areas of Work
  • Academia, Military, Practitioner, Other
  • Years of Experience
  • 38
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Bruce Nieman

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Military Family Life Consultant Program / Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 26
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Mark Miller

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Askafs
  • Areas of Work
  • Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Anna Cornejo

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Zeiders Enterprise
  • Areas of Work
  • Military
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Gerald Zeigler

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement
  • Contact Information

Brian Lomax Sr

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • PFC
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Other
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Larry McBride

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education
  • Contact Information

Kristi Joyce

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military, Non-Profit Organization
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education
  • Contact Information

Marjorie McLean MBA

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education
  • Contact Information

Starlett Henderson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Military, Navigating Choices, Personal Finance Education, Transitions
  • Contact Information

Jeff Wilson II

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • President
  • Organization
  • The WII Group, LLC
  • Areas of Work
  • Government, Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Business, Debt Management, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Jennifer Lear

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Zeiders Enterprises, Inc
  • Areas of Work
  • Military
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Joseph Chesloski chez7151@gmail.com

Photo
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Joan Gonzalez

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • ACC
  • Job Title
  • Financial Coach
  • Organization
  • The Midas Collaborative
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Personal Finance Education, Retirement
  • Contact Information

April Postell

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Critical Assistance Program
  • Organization
  • Operation Homefront
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Constance Foley moneycoachmailbox@gmail.com

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Money Coach
  • Organization
  • CLC Incorporated
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Debt Management, Personal Finance Education, Retirement, Transitions
  • Contact Information

Allison Wunsch

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • U.S. Army
  • Areas of Work
  • Government, Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Transitions
  • Contact Information

Gilbert Rogers

Hr 1076 718 784  1076718784003
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • NTT DATA INc
  • Areas of Work
  • Academia, Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Nashira Lynton

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Debt Management, Personal Finance Education
  • Contact Information

George Roman

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Specialist
  • Organization
  • Army Community Service
  • Areas of Work
  • Government
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military
  • Contact Information

Donna O'Connor

Donna head shot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • AFSC/Magellan Federal
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Paula Mucci

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Brian Ross

 nic9250
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • CHC, AFC
  • Job Title
  • Presenter / ERISA 404(c) Specialist
  • Organization
  • The Society for Financial Awareness
  • Areas of Work
  • Academia, Government, Practitioner, Non-Profit Organization
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Michelle Gershfeld

Michelle 0019.highres
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Counselor
  • Organization
  • Get Financially Fit
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 27
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Elise Daniel

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • Daniel Insurance, LLC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Olga Gamboa

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Bilingual Personal Finance Coach
  • Organization
  • mpowered
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Shailean Hardy

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Coaching Associate
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education
  • Contact Information