Barbara Quan

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.

CERTIFIED FINANCIAL WELLNESS TRAINER

BARBARA QUAN

Financial Trainer short 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.

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Financial Trainer tailored 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

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Financial Trainer for 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

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Top Latina Financial Wellness Trainer

Top Rated Hispanic Financial Wellness Trainer

Testimonials

Barbara has successfully developed leaders in education and in corporate.

"She made it easier to understand my options; I've always only known of one option."

Payton

T-mobile

"The speaker was very knowledgeable and friendly"

Stephani

United States Coast Guard

I really enjoyed how clear and concise Barbara shared the information. It was understandable and I feel like she really made the content easy to understand.

Mindy

King County

"Barbara Quan is an excellent presenter. She is clear and concise and the pace was perfect. Will attend future webinars because of this positive experience."

William

University of Oregon

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