Barbara Quan


Bilingual Financial Wellness Trainer

Barbara, is a passionate financial coach, educator, and public speaker with over 15+ years of experience empowering individuals to take control of their financial futures. Born and raised in Guatemala by a single mother, she learned early on the importance of stretching a dollar and living a balanced life. This understanding of financial resilience sparked her journey in the world of finance.


Starting as a licensed mortgage loan officer, Barbara quickly realized that what truly inspired her was educating and guiding people through the complexities of personal finance, not the sales aspect. That’s when she transitioned into financial coaching. Her goal has always been more than just helping people achieve the American dream of homeownership—she is committed to helping individuals meet their financial goals and navigate big life transitions with confidence and peace of mind.

BARBARA QUAN

Bilingual Financial Literacy Trainer

(English ⇄ Spanish)

TOPICS

  • Financial Wellness
  • Leadership
  • Resilience
  • Communication
  • Growth Mindset

Travels from California.
Corporate fee starts at $15K
School/education fee starts at $6.5K
(All-inclusive)

Bio

As an Accredited Financial Counselor (AFC), Barbara coached thousands and presented to hundreds. Her work extends to creating inclusive financial education programs in both the private and non-profit sectors. She is passionate about financial empowerment, economic inclusion, and providing tailored solutions that lead to lasting financial wellbeing.

Beyond her work, she cherishes family, travel, dancing, and embracing new experiences. Barbara looks forward to partnering with you on your financial journey and inspiring you to achieve the financial peace you deserve.

Topics

  • Financial Empowerment & Literacy
  • Building Financial Confidence
  • Money Management Fundamentals
  • From Surviving to Thriving: Financial Resilience
  • The Path to Homeownership
  • Navigating Big Life Transitions Financially
  • Breaking the Paycheck-to-Paycheck Cycle
  • Budgeting Without Deprivation
  • Credit Building & Repair
  • Debt Freedom Strategies
  • Financial Wellness for Employees
  • Economic Inclusion & Access
  • First-Generation Wealth Building
  • The Immigrant's Guide to American Finance
  • Financial Planning for Single Parents
  • Teaching Kids About Money
  • Money Mindset: Overcoming Financial Fear & Shame
  • Stretching Every Dollar: Lessons from Scarcity
  • Financial Goal Setting & Achievement
  • Retirement Readiness at Any Age
  • Understanding Your Financial Numbers
  • Women & Money: Closing the Wealth Gap
  • Latina Financial Empowerment
  • From Financial Stress to Financial Peace
  • Making Smart Money Decisions During Uncertainty

Events

Corporate & Workplace Events

Employee Financial Wellness Programs

HR & Benefits Conferences

Lunch & Learn Sessions

Employee Resource Group (ERG) Events

Company Wellness Fairs

New Employee Onboarding Programs

Open Enrollment & Benefits Education

Executive Retreats (Personal Finance Track)


Financial Industry Events

Mortgage & Real Estate Conferences

Credit Union Annual Meetings

Banking & Financial Services Training

Homebuyer Education Seminars

Financial Counselor Conferences


Women's Events

Women's Leadership Conferences

Women in Business Summits

International Women's Day Programs

Women's Empowerment Luncheons

Mom & Money Workshops

Single Mothers Support Events


Cultural & Heritage Events

Hispanic Heritage Month

Latina Leadership Summits

Immigrant Community Financial Workshops

Central American Heritage Celebrations

Bilingual Financial Education Events


Education & Student Events

College Financial Literacy Programs

First-Generation Student Conferences

High School Financial Education Assemblies

Student Transition & Life Skills Programs

Parent Financial Education Nights


Nonprofit & Community Events

Community Financial Education Workshops

Housing Counseling Agency Events

Workforce Development Programs

Economic Empowerment Summits

Nonprofit Staff Training

United Way & Community Foundation Events


Faith-Based Events

Church Financial Freedom Workshops

Women's Ministry Events

Family Financial Health Programs

Stewardship & Money Management Series


Life Transition Events

First-Time Homebuyer Seminars

Pre-Retirement Planning Workshops

Divorce Financial Recovery Programs

New Parent Financial Planning

Empty Nester Financial Transitions


Professional Development Events

Financial Counselor Training

Coach & Educator Conferences

Nonprofit Professional Development

Social Worker & Case Manager Training

Testimonials

Carolyne Owala

"As a result of the trauma-infomred training our educators received, we were not only able to build our students' resiliency, but also empower our educators to create their own in-house Child Protection Policy to protect their rights."

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