Carlos Frank

Carlos Frank Quick Facts

Carlos
Frank is "Your Personal Financial Coach" and will help you make the right
decisions with your money.  So you can give more, save more and spend wiser!

For the past 5 years he helped hundreds of people achieve their financial goals thru 
one on one coaching, &  financial seminars! Carlos believes that anyone can get their finances in order with determination and a plan! 

CARLOS' PAST PROFESSIONAL FINANCIAL EXPERIENCE:
Please note that no title can replace the real life experience and
results that Carlos has obtained by coaching and teaching hundreds of
people for nearly the last decade. 

• Spent nearly a 10 years in banking -  Carlos uses insider information of how banks function to help you take care of and save your money.
• Regional Bank Credit Manager
  overseeing over 50 banks and coaching 70 bankers on assisting
  businesses and their owners manage their money and credit effectively.
• 5 years as a volunteer financial counselor in Charleston, SC community by helping:
  • Married Couples obtain financial peace in their marriages
  • Individuals get their financial house in order
  • Business Owners have a debt free and prosperous business
  • Engaged Couples get their marriage off to the right start financially
• Spent
  3 years with as an Award Winning Licensed Financial Specialist , assisting both personal
  and business customers manage their money, invest for the future and payoff their
  debts
• Held
  a Series 6 & 63 Investment Licenses (Crafting retirement &
  college savings plans, IRA's, 401K's, Mutual Funds, Fixed and Variable
  Annuities)
• Held his South Carolina Insurance License

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