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David Barantes
@david_barrantes
Level 1
Personal and Business Financial Consultant, Budgeting and Investment Guidance
Costa Rica
Espagnol, Anglais, Français, Allemand, Italien, Portugais
À propos de moi
I am a financial consultant focused on helping individuals and entrepreneurs build clear, practical, and sustainable financial strategies. I provide personalized support in budgeting, cash flow organization, debt management, savings planning, and financial goal setting. My approach is analytical, structured, and results-oriented, designed to help clients gain clarity, improve decision-making, and take control of their finances with confidence. I focus on realistic action plans tailored to each client’s needs, priorities, and long-term objectives.
Compétences
David Barantes
18 $US/heure
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Coaching financier
I will be your personal financial advisor and help you achieve your money goals
Modélisation financière
I will build a custom budget tracker, cash flow dashboard, and financial spreadsheet
Vous souhaitez travailler sur une base horaire ?
Dites à David Barantes ce dont vous avez besoin.
18 $US
/
heurePortfolio
Expérience professionnelle
Financial Advisor
JPMorgan Chase & Co. • Temps plein
Sep 2024 - Present • 1 yr 8 mos
Providing client-focused financial advisory support through structured planning, needs analysis, and goal-based financial guidance. Experienced in delivering clear financial communication and practical recommendations tailored to individual circumstances, with a strong focus on budgeting discipline, cash flow visibility, savings strategy, and financial organization. Committed to professionalism, analytical thinking, and high-quality client service.
6 Avis
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Détails de la notation
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1 à 5 avis sur 6
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Les plus pertinents
ribeirotristen
États-Unis
I got want I needed and wanted and I got the follow up support, which helped a lot as well.
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Utile?
amanda757
États-Unis
David did an excellent job reviewing my financial situation and helping me identify investments that just weren’t working for me. It was truly an eye-opening experience, and I appreciate how clearly he explained everything in a way that made sense. I feel much more confident about my next steps thanks to his guidance. Highly recommended!
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meliran
États-Unis
Was quick to respond, helpful, and very flexible to my specific needs. When there was an issue he had no problem going back and fixing it, and I am very happy with the result. Definitely would recommend!
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valenciagomes
États-Unis
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valthomas
États-Unis
This was so helpful in my new journey. David is doing a great job and I want to keep his service for the future. Definitely recommend his services.
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