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About Your Personal Financial Coach
Carlos Frank

Click and Watch Carlos on Live 5 News

Carlos Frank sharing tips on how to save money on your monthly
expenses, with News Anchor Bill Sharpe of Live 5 News


Find out more about Carlos Frank the:

  PERSONAL FINANCIAL COACH    /    AUTHOR    /    PROFESSIONAL SPEAKER


"It's not about managing your finances it's about managing your mentality about your finances!"
                                                                                                             Carlos Frank
 Testimony:
Carlos made me more aware of my spending habits and how to control it, stay on a budget and how improtant it is to save money...
S. Stewart - North Charleston, SC


PERSONAL FINANCIAL COACH: 

Carlos is the personal financial coach that can help you make the right decisions with your money.  For the past 5 years he helped hundreds of people achieve their financial goals thru both one on one sessions and small and large groups!  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
Click Here>>>> To have Carlos be your personal financial coach!


Carlos and his wife Sindy with Personal Financial Guru Dave Ramsey


Student Holding up 1st Edition of the Good Stewards Action Manual

Author:

Carlos is an avid writer and reader in the area of personal finances.   

Rich Grad Poor Grad - 7 Easy Steps You can take as a College Graduate to Never Live Paycheck to Paycheck (Book Release Date February 2009)

Next Money Step Blog - A weekly blog where Carlos shares his thoughts on living a debt free and prosperous life.

Master Your Money Newsletter - A free monthly newsletter where Carlos share tips and keeps his followers and clients informed on current events that can effect their financial well being.

Good Stewards Financial Action Book - An action book that Carlos' uses during his 4 week financial classes targeted to churches.  Teaching on the principals of being a good steward over the resources that God has given to you.


Carlos Frank holding up 1st Draft of his book cover for Rich Grad Poor Grad (February 2009 Release)



Carlos speaking to a group about the importance of reviewing their credit

PROFESSIONAL SPEAKER:
Carlos is a personal financial expert that inspires people to take the next step towards financial peace.
 

Click here>>>> to see Carlos in action!

Most Popular Topics:
  • Rich Grad Poor Grad - Financial Awareness to college students
  • Debt Free & Prosperous Living
  • Marriage and Money - Helping couples achieve financial peace in their marriages
  • Good Stewards Financial Management Classes for churches



 Testimonials
Hi Carlos,
The presentation you gave on Monday was EXCELLENT!  I've read/started to read many books on financial freedom............But, I am a visual learner and am now held accountable for what I know/learned.
C Black Regional HR Manager
 This class has opened my eyes to being debt free.  I have a whole new outlook to my future!
J. Murphy N. Charleston, SC

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