Ready to get your money working for you? I provide professional money coaching designed to help you get your personal finances in order and develop a roadmap to build wealth.
The problem is, no one teaches us what to do with our money. If you don't come from a family who taught you how to invest or navigate your career early in life, you are at a disadvantage.
Imagine the profound sense of peace and freedom you will feel after developing a plan for your money to acheive financial security and financial freedom. This confidence allows you to navigate life more boldy, with courage, and pursue the life of your dreams! Realizing that money is not a limiting factor but rather a powerful tool you can leverage, can profoundly transform your life.
I’m here to help.
Hi! I'm Carina Bustos, The Moneywise Latina, and I'm here to help women and first-gen individuals acheive their full potential by providing comprehensive, competent, and ethical money coaching. I help clients get their money to work for them by developing a roadmap to achieve their life goals through investing and asking the right questions.
I am a licensed financial educator, MBA graduate of Michigan Ross Business School, and a Tech Product Marketing Manager with 8+ years of career experience. Having grown up in the Bay Area, California as a first-gen Mexican American in a working class family, I was inspired to learn how to invest to break the cycle of poverty and help other first-gen professionals learn how to build wealth as well.
Having worked as a licensed wealth management consultant at Charles Schwab for four years advising high net-worth individuals, I was ready to shake things up. I've led workshops and financial planning sessions for startups on the verge of IPOing and Fortune 500 companies like Google, Twitter, and Twilio, along with thousands of individuals to help them develop a financial plan to achieve their goals. Committed to giving back to the community, I have expanded financial literacy for Black and Brown urban communities by providing workshops for the Boys and Girls Club of America, YMCA, corporate ERG groups, and nonprofit organizations across the U.S.
Services I offer
1:1 Money Coaching
Our initial session begins with a 60-minute overview of your current finances and your goals. Follow-up sessions revolve around targeted strategies to help you reach specified goals.
Personal Finance Workshops
I facilitate financial workshops for diverse groups, offering the essential tools needed to manage debt effectively, and lay the foundation for wealth generation. These workshops encompass online sessions, interactive Q&A segments, and access to a wealth of helpful resources.
Tech Career Coaching
With experience as a Product Marketing Manager in Tech, and as an MBA graduate of Michigan Ross Business School, I am happy to share my knowledge and support your journey towards pursuing a fulfilling career in Tech.
Featured Article and Press:
Passion Meets Commitment at Charles Schwab for SRA Alum Carina Bustos
When my mother was diagnosed with lung cancer and passed away shortly after, my family had to deal with a complicated and costly probate process. This prompted my transition into the wealth management industry to educate myself and others on how important it is to create a financial plan to prepare for future life events... [See full story here.]
"Carina, I’m not supposed to have favorites but you are my favorite speaker. Your journey is so relevant and your candor so refreshing. Thank you for being an inspiration to the kids."
Ching Wu, 137 Ventures
Carina Bustos
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