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Contact Me

Carreira Finance Coaching

I’m specialized in helping people get out of debt and reach financial freedom.

5
5.0 rating
8 Ratings
Rate this Financial Coach

Phone: 6692139987

Visit My Website: https://carreirafinance.com

Areas of Focus

  • Budgeting
  • Buying a House
  • Choosing a Financial Coach
  • Coaching
  • Credit Cards
  • Crisis Management
  • Emergency Savings
  • Employee Benefits
  • Family and Money
  • Getting out of Debt
  • Having a Baby
  • Inherited Wealth
  • Investing
  • Owning a Business
  • Prioritizing Money
  • Retiring Early (F.I.R.E)
  • Saving
  • Setting Up Retirement Accounts
  • Side Hustles

About Me

Carreira Finance offers a wide range of financial services to its clients.



Two programs that are perfect if you want to get out of debt or reach financial freedom as soon as possible. Schedule your free 15-minute call to see if you are eligible.



If you need to plan a budget, save for a big purchase, learn about investing, or get expert financial advice on any area of personal finance, we can help you.



Marco Carreira is a fiduciary financial coach. His focus is to help people improve their finances by putting their interests first.



Gain the confidence that comes with consulting an expert.



Marco will make your finances easy to understand and help you get things back on track.

Professional Designations

Location

Sunnyvale

Meeting Options

  • Video Conference
  • In-Person
  • 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.

Offers Investment Management

No

Offers Tax Preparation

No

About our Firm

In 2009, Marco Carreira started his financial coaching journey by helping his friends and family navigate their finances. He quickly realized that he had a gift for understanding what people go through financially and for finding solutions to help improve their financial situation.

In 2015, Marco moved to the United States. He quickly realized that the way people around the world manage their money is very different from each other. He learned everything about the U.S. financial system and started to teach his friends and colleagues on how to make better financial decisions.

In 2019, Carreira Finance was born. Since then, the goal has always been to help people manage their money to improve their finances.

Education

MS, Computer Science

Badges

Languages

  • English
  • French

Hobbies and Interests

  • Family
  • Hiking
  • Motorcycling
  • Reading
  • Sports
  • Working Out
  • Writing
  • Yoga

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Caregivers
  • College Graduates
  • College Students
  • Couples
  • Divorce
  • Dual Income Family
  • Expats
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • LGBTQ
  • Living in Retirement
  • Military
  • Muslim
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Single Women
  • Special Needs
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

Write a Review

personalized help

5.0 rating
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.

Tom Lam

Simple and Clear!

5.0 rating
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!

Liz Brenner

Helping to reach my financial goals!

5.0 rating
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!

Courtney Royer

Great service and smart tips

5.0 rating
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!

James Brady

Great financial advices

5.0 rating
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.

Jennifer Milarga

Above expectation

5.0 rating
July 23, 2020

Carreira finance provided guidance and valuable advices to improve my financial situation. I recommend 100%

yann das

Motivational and knowledgeable

5.0 rating
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.

Busisiwe Makhubu

Excellent service 👌🏻

5.0 rating
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!

Alexandre Marais

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