Ketnise Dulcio

About Ketnise Dulcio

Higher education financial operations leader and financial advisor with over 8 years of experience spanning university bursar operations, student financial services, financial aid administration, and private financial consulting. In higher education, I have led student financial operations supporting 800+ student accounts, managing tuition billing, accounts receivable, refunds, collections, and compliance-driven financial processes. My work ensures institutional accuracy, regulatory compliance, and improved student financial outcomes. In parallel, I serve as a financial advisor and financial literacy specialist, providing clients with credit repair guidance, tax preparation support, insurance solutions, and financial coaching. This dual experience allows me to bridge institutional financial systems with real-world financial empowerment strategies. I specialize in: Financial operations leadership in higher education Student accounts, bursar services, and compliance management Financial advising, credit education, and wealth-building strategies Process improvement, internal controls, and financial reporting I am currently seeking Director-level opportunities in Student Financial Services while continuing to expand my impact in financial education and advisory services.

Experience

1. Holistic Wealth Coach

   Dulcio Financial Group

   Jan 2021 — Present · Palm Beach County, FL, US

   WHAT I DO: I help people meet today’s obligations, reduce tomorrow\'s risks and achieve their dreams through financial planning.No Obligation Meeting https://calendly.com/grandiose/free-credit-evaluationEmail: D••••••••@gmail.comPhone:(56••••••64Website: CAN HELP YOU:ORGANIZE your financial life, allowing you to make better decisionsREDUCE financial stress, letting you enjoy life, not worry about itPROTECT what’s important to you and your familyBUILD a plan for your money that reflects your unique values, goals and dreamsRECLAIM valuable time to spend with family & friends, instead of crunching numbersACHIEVE your goals and dreams through personalized, comprehensive adviceLIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life changeHOW I DO IT DIFFERENTLY: I take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects YOU, YOUR FAMILY, and YOUR LIFE. I am a fiduciary, obligated to act in your best interest at all times, and practice full disclosure. Using technology, you have 24/7 access to your plan, saving you time and money.Ketnise Dulcio Holistic Wealth C••••••••@gmail.com(56••••••91https://linktr.ee/Dulciofinancial

Education

• Kaplan University

  Master's Degree, Higher Education: Teaching & Learning

  2009 — 2010

• Liberty University

  Doctor of Education - EdD, Educational Leadership and Administration, General

• Florida Atlantic University

  Bachelor's Degree, Psychology

  2006 — 2007