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Andrew Latham

Andrew Latham

Financial Wellbeing Advisor

0.0

(0 reviews)

Raleigh, United States

English, Spanish, Swahili

0+ sessions

Specialization

Budgeting & Expense ManagementDebt Reduction StrategiesSavings & Investment PlanningRetirement & Pension PlanningCredit Score ImprovementTax Planning BasicsFinancial Goal SettingEmergency Fund Strategies

About

Hi, I’m Andrew, a Certified Financial Planner™ and Financial Wellness Coach. I believe financial health is a core pillar of your overall well-being. My mission is to help you navigate your financial journey with clarity, confidence, and zero judgment. Whether you're managing daily cash flow, reducing debt, or planning for your family's future, my goal is to align your money with the life you want to live. My Coaching Approach: - Judgment-Free: We focus entirely on your future, not past mistakes. - Behavioral: We’ll build sustainable, positive financial habits. - Actionable: We turn overwhelming concepts into clear, bite-sized steps. Let's reduce your financial anxiety and build your confidence together!

Professional Background

Certificate in Financial Planning, Financial Planning and Services

North Carolina State University

Jan 2021 – Dec 2022

Qualifications

CFP

Languages

English
Spanish
Swahili

Locations