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Carreira Finance Coaching
Helping entrepreneurs save time and money by managing their personal finances
Areas of Focus
- Budgeting
- Cash Flow
- Choosing a Financial Coach
- Emergency Savings
- Family and Money
- Getting out of Debt
- Owning a Business
- Prioritizing Money
- Retiring Early (F.I.R.E)
- Saving
About Me
I'm not just your financial coach; I'm also a software engineer with a passion for empowering individuals on their financial journeys. Since 2019, I've been running my coaching business, blending my expertise in finance and technology to offer unique solutions.Raised in France, I moved in 2014 to California, first landing in the Bay Area before settling in San Diego.
I primarily run my flagship program, the Mindful Spending VIP program. This cutting-edge initiative is designed to help individuals effortlessly track and analyze their spending, paving the way for wise money-saving decisions.
I'm a CFEI®, Certified Financial Education Instructor℠, with a Master's in Computer Science. Combining financial expertise with technical skills is what makes me stand out in this industry.
Professional Designations
- Certified Financial Education Instructor (CFEI)
Primary Location
San Diego
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Package Offers
- Per Session
- Subscription
What to expect in the first meeting
A free 15-minute call to talk about the financial problem you want to solve or the programs I offer.Education
MS, Computer Science
Badges
Languages
- English
- French
Hobbies and Interests
- Family
- Reading
- Soccer
- Working Out
- Yoga
Who We Serve
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen Y / Millennials
- Parents
- Young Families
Write a Review
By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
Intake phone call review
March 22, 2024
I had a very enlightening phone call with Marco, where I got to learn about his approach to financial counseling and I must say, he is quite knowledgable and would be an excellent resource for anyone considering financial counseling.
He was great!
January 10, 2024
Marco was thoughtful, knowledgeable, and intentional. Cannot recommend him higher!
personalized help
July 24, 2020
see simple. see clear. Marco helps to see our financial goals evolve accurately and appropriately. His availability and skills are a major asset for optimizing financial management. In this special time, I seriously recommend that you get in touch with him.
Simple and Clear!
July 24, 2020
Love how easy Marco makes understanding personal finance! I also love his unique perspective as an expat learning and navigating the personal finance world in the US. This makes it much more relatable and easier for everyday people to understand because he’s using clear cut and simple to digest examples when discussing finances. He really knows his stuff!
Helping to reach my financial goals!
July 23, 2020
Carreira Finance really has simplified finances. He provides the tools you need to achieve your financial goals. Thank you for helping to keep me motivated!
Great service and smart tips
July 23, 2020
My first session was free (like, free: $0!). At the end of this session, it felt like an actual human being understood my needs. Marco gave me tips for saving on my current expenses -damn he’s smart-, and we started discussing on long term goals. I’d recommend hands down, especially now with Covid, save and be prepared!
Great financial advices
July 23, 2020
I had a great experience with Carreira Finance. The entrepreneur giving the advices is super patient and very precise in his advices. I highly recommend him.
Above expectation
July 23, 2020
Carreira finance provided guidance and valuable advices to improve my financial situation. I recommend 100%
Motivational and knowledgeable
July 22, 2020
I have learned to mind my finances and do better in them. Motivated to invest and save for the future. The personal finance lessons were life changing.
Excellent service 👌🏻
July 22, 2020
The quality of the service provided by Carreira Finance is excellent. He explained everything and made me realize how much I could save. Really satisfied!
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