Michelly Carrasco

Executive Marketing Director | Financial Agency Owner 🏦 Building Wealth God’s Way🙏🏽

Role
Licensed Financial Consultant at Gfi Global Financial Impact
Location
San Jose, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michelly Carrasco

Hello and welcome to my page! A little about myself, I am a Bay Area native currently residing here in Norcal. I am a faith-based woman and a licensed Executive Marketing Director in GFI with my husband, Lucas.We love fitness, personal development, and are vegan foodies! We include financial biblical principles in everything we teach to our team and our clients.We help families with everything that revolves around wealth management, and increasing their net worth. You can see list of services in the header. We believe in leadership development and are blessed our company encourages a faith based business model to equip and develop leaders to build their household wealth. We love what we do and have developed the freedom of time, money, and location. Our longer-term dream is to use our income generated through this platform to create our own nonprofit for marginalized families internationally through sustainability, faith, and health - truly build a ministry.I am open to messages with any questions, comments, or even just as an introductory! God bless!

Experience

  1. Licensed Financial Consultant

    Gfi Global Financial Impact

    Apr 2021 — Present · CA, US

    Currently a financial professional at Pinnacle Elite, a non captive broker that specializes in financial literacy in a educational approach with our services. My role here entails team building, product training, duplication, and analysis to name a few. My focus is in ensuring that all my clients are represented and protected fully while simultaneously educating them on what their options are to achieve their finance and life long goals. Strategies are individualized per case and all information presented is backed by the CA Department of Insurance and both my Licenses.

Education

  • University of California, Riverside

    Bachelor of Science - BS

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Michelly Carrasco — Licensed Financial Consultant at Gfi Global Financial Impact in San Jose, CA, US | Unifers