Carlos Ariel Then

About Carlos Ariel Then

LinkedIn BioHey there! I’m Carlos Ariel Then, born in the Bronx, NYC and raised in Providence, RI. I graduated from the University of Rhode Island with a degree in Applied Economics and International Relations. My passion is empowering Millennials and business owners to achieve financial success through smarter money habits and positive mindsets.My JourneyI’ve been where you are—stressed about money and credit. I turned my financial mess into a message, creating strategies that transformed my life. Now, I’m here to help you do the same.Professional Highlights • Current: Licensed Auto and Home Insurance Agent and Business and Finance Coach • Past: • Customer Service at Best Buy and T-Mobile • Banking and Investing at Bank of America and Merrill Lynch • Interim Finance Director at a Non-Profit • Real Estate Investor • Founder of a Private Security CompanyCertifications • Internationally Certified Life Coach: Katapult Enterprises • Certified in Credit and Credit Law • Certified in Tax Preparation • Honorary Doctorate: Entrepreneurship • AI Certifications: Generative AI and Prompt EngineeringBooksI’ve penned a few guides to help you on your financial journey: • “I Give You Credit: A Do It Yourself Guide to Credit Repair” • “Learn: Drop the ‘L’ & Earn” • “What Are My Options? An Introduction to Options Trading and Investing”RecognitionFeatured on Forbes, Yahoo Finance, and Fox, I also received a Citation from the State of Rhode Island for my contributions to the community.Let’s Connect!Let’s connect and transform your financial future together! I’m here to share my experiences and knowledge to help you achieve financial freedom and success. Feel free to reach out!

Experience

1. Bilingual Turbotax Local Expert (Seasonal)

   Intuit

   Dec 2025 — Present

   Tax Advisor (In-Person + Virtual):Offered accurate, personalized tax support face-to-face at a local tax office while continuing to assist clients through chat, video, and phone. Helped individuals maximize deductions, stay compliant, and feel confident about their tax filings.Community Presence & Lead Generation:First in-person TurboTax Expert of this kind. Hosted pop-up events, attended local business expos, and collaborated with nonprofits to educate and support the community—generating leads and building trust in underserved areas.Complex Tax Specialist:Handled a wide range of tax scenarios including self-employment, rental properties, multiple states, investments, and unique financial situations.Bilingual Support (English & Spanish):Simplified complex tax topics in both English and Spanish to ensure clients felt fully understood and informed.Resource & Tool Utilizer:Used TurboTax’s professional-grade tools and research libraries to ensure accurate, fast, and legally compliant filings.Real-Time Guidance & Tax Education:Answered live questions and educated clients about smarter tax strategies, withholding adjustments, and ways to reduce future tax liability.Audit Support & Accuracy Checks:Reviewed returns for accuracy, explained IRS notices, and guided clients through audit support with clear documentation and reassurance.Client-Centered Experience:Provided calm, clear, and trustworthy in-person support in a setting where clients felt seen, respected, and empowered.

Education

• Cranston High School East

  High School, High School/Secondary Diplomas and Certificates

  2005 — 2009

• University of Rhode Island

  Bachelor of Applied Science (B.A.Sc.), Applied Economics and Minor in International Relations

  2009 — 2014

Skills

• Mindfulness Meditation
• Chinese
• Teamwork
• Finance Coaching
• Social Media
• Mobile Phone Apps
• Microsoft Excel
• Powerpoint
• Finance
• Critical Thinking
• Personal Income Tax Returns
• Goal Oriented
• Analysis
• Financial Analysis
• Research
• Social Networking
• Spanish-Speaking
• Tax Returns
• Mathematics
• Market Analysis
• Microsoft Office
• Sales
• Business Coaching
• Credit Coaching
• Time Management
• Bonds
• SEO
• Multilingual
• Microsoft Powerpoint
• Public Speaking
• Real Estate
• Customer Retention
• Customer Service
• Salesforce.com
• Smartphones
• Data Analysis
• Life Coaching
• Advertising
• Economics
• Fashion