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Meet the Team

Why work with us?

Our purpose is to lift others financially so that more people experience their money in a positive way.

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We draw on extensive knowledge on personal finance topics given our educational background in Finance, and personal experience with building wealth individually and as a couple.

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Victoria is a trained financial coach with the Financial Coach Academy, one of the industry’s leading financial coach training programs.

 

Carlos is an investor with 10+ years of experience. He is the co -founder of Starling Investing, a private fund of diverse investments.

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