Question 1

What Is Briceño's Finance Coaching?

Accepted Answer

Briceño's Finance Coaching is a service that provides one-on-one coaching sessions on personal finance. The coach creates budget models, reports, presentations, and learning sessions tailored to each client's goals and current financial situation.

Question 2

What are your qualifications/background in personal finance?

Accepted Answer

My background is as follows.

- Bachelor's Degree in Business Administration - Management and Finance
- Master of Studies in Law
- 4 years of experience in Financial Planning and Analysis in the entertainment industry
- Current Senior Financial Analyst with Pluto TV

Question 3

Does Briceño's Finance Coaching sell insurance?

Accepted Answer

No. None of our services includes selling insurance policies of any kind. Our service is solely focused on providing one-on-one sessions to help clients improve their personal finances.

Question 4

Is Briceño's Finance Coaching associated with Primerica or any other financial service companies?

Accepted Answer

No. Briceño's Finance Coaching is its own independent legal entity with its own distinct purpose. Our services do not require you to sell or purchase financial products or vehicles, nor to recruit or build a sales team. This is solely one-on-one personal finance coaching.

Question 5

Will I need to provide my bank account information or personal information, such as my Social Security number?

Accepted Answer

No. Your Financial Coach will not access, make decisions about, or manage any of your financial accounts, investments, or other financial vehicles. Your coach will also not have access to your Social Security number, home address, or any account passwords.

Question 6

Is my financial information kept confidential?

Accepted Answer

Yes. Any materials, presentations, files, graphs, or creative
designs that include the client’s financial or personal information, created during the introductory session and subsequent sessions, shall be considered confidential. These materials shall not be shared, sold, or reproduced by either party without express written consent.

Question 7

After the first free session, how much does each session cost going forward?

Accepted Answer

After your free introductory session, the rate is $60 per session. At every session, you'll receive personalized financial guidance from Briceño's Finance Coaching, along with a PDF copy of any custom-made model created during that session. Each session's agenda is based on your goals and current financial situation, giving you the opportunity for dedicated, one-on-one guidance from a professional finance coach.

Briceños Finance Coaching

Personal Finance Coach in LA 💸 | Smart money moves for your future!

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