Traveler Charly Money Coaching™

Charlie is a nonbinary Mexican-American who earned a BA in French and Gender Studies at Wellesley College in 2012. After graduation, they served with City Year San Antonio, then taught in a Boston Charter School, then taught English and led LGBT safe zone trainings with the Peace Corps in Nicaragua. They have worked as social media manager, TEFL teacher trainer, and fundraised thousands of dollars for gender empowerment camps. They then worked as a cross country adventure tour guide (#vanlife), and most recently became a licensed stock broker (Series 66 and 7). They’ve coordinated social media and blogged for Wanderful, Visit.org as a storytelling ambassador, Go Abroad, and Travel Latina and translated 11,000+ words of the Babyscripts mobile healthcare application into Spanish to reach Latinx parents. They’re passionate about increasing LGBTQ and BIPOC visibility in the online travel and financial literacy spaces. They do money coaching via zoom on topics ranging from investing in 401ks to tax advantaged and taxable accounts, to credit card rewards and more. They’re currently pursuing a Social Impact MBA from the Heller School for Public Policy. They’re excited to learn more about reducing greenwashing in the impact investing field and promoting financial literacy among groups which have not had access to inter-generational wealth and/or financial education in the past.