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David Barantes
@david_barrantes
Level 1
Personal and Business Financial Consultant, Budgeting and Investment Guidance
Costa Rica
Spanisch, Englisch, Französisch, Deutsch, Italienisch, Portugiesisch
Über mich
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.
Kompetenzen
David Barantes
18 $/Stunde
offline •
Durchschnittliche Antwortzeit: 4 Stunden
Meine Dienstleistungen
Finanzielles Coaching
I will be your personal financial advisor and help you achieve your money goals
Finanzmodellierung
I will build a custom budget tracker, cash flow dashboard, and financial spreadsheet
Möchtest du auf Stundenbasis arbeiten?
Erzähle David Barantes, was du brauchst.
18 $
/
StundePortfolio
Arbeitserfahrung
Financial Advisor
JPMorgan Chase & Co. • Vollzeit
Sep 2024 - Present • 1 yr 10 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.
8 Bewertungen
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Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
1–5 von 8 Bewertungen
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angus1029
Australien
David went into great detail reviewing my current financial situation and set up a clear plan for me to follow to get everything back onto track. If you are looking for someone that will go into great detail David is a great choice to go with.
Hilfreich?
japhetramos
Puerto Rico
La experiencia de trabajar con David fue muy buena. Comprensión completa y comunicación proactiva.
Hilfreich?
amanda757
Vereinigte Staaten
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!
Antwort des Freelancers
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ribeirotristen
Vereinigte Staaten
I got want I needed and wanted and I got the follow up support, which helped a lot as well.
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Hilfreich?
meliran
Vereinigte Staaten
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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