Monica Carlos

Financial Wellbeing Coach | Sales Strategy, Client Engagement & Economic Empowerment

Role
Financial Wellbeing and Small Business Coach at Operation HOPE
Location
Chula Vista, CA, US
LinkedIn followers
500 followers

About Monica Carlos

Con más de ocho años de experiencia creando y liderando mi propio negocio, he desarrollado una base sólida en posicionamiento de marca, estrategia digital y marketing auténtico.Como emprendedora multipasional, mi camino me ha llevado a explorar el poder de la visibilidad, la inteligencia emocional y la comunicación consciente en los negocios. He acompañado a mujeres a construir marcas desde adentro hacia afuera — combinando marketing, mentalidad y estrategia — y ahora estoy expandiendo mi impacto a través del coaching, la creación de comunidades y la consultoría en marketing digital.Me apasiona ayudar a otros a mostrarse con confianza — profesional, creativa y energéticamente. Mi experiencia diversa refleja esa misión, uniendo estrategia con liderazgo auténtico y con propósito. Fortalezas: Relaciones con clientes | Ventas | Branding | Presencia digital Abierta a: Roles remotos en marketing, ventas, coaching de visibilidad o soporte estratégico digitalConectemos — ya sea que estés creciendo tu negocio, tu voz o tu impacto, traigo claridad, creatividad y corazón a cada paso del camino.Especialidades: Desarrollo de negocios, asesoría financiera, inversiones, ahorros para el retiro, marketing, ventas, gestión de proyectos, consultoría de negocios, relaciones con el cliente.Idiomas: Multilingüe (inglés, español, francés).Competencias: Proyectos de diseño web, Basecamp, Workamajig, Office Suite, Apple Office Suite.Conocimientos en: Marketing estratégico, planificación financiera, ventas online, campañas en redes sociales, SEO/SEM, análisis de datos, desarrollo en WordPress.

Experience

  1. Financial Wellbeing and Small Business Coach

    Operation HOPE

    Aug 2025 — Present · San Diego, CA, US

    Deliver financial wellbeing coaching focused on credit building, money management, and small business readinessFacilitate workshops and cohort-based programs for aspiring and early-stage entrepreneursGuide clients through business planning, including vision clarity, budgeting, pricing, and basic financial projectionsSupport individuals in improving financial habits, understanding credit, and making informed financial decisionsAssess client financial and business needs and create actionable, step-by-step plansProvide bilingual (English/Spanish) coaching and education to diverse communitiesCollaborate with community partners, nonprofits, and organizations to expand access to financial educationTrack client progress and outcomes to ensure accountability and long-term impactKey Successes:Supported entrepreneurs in gaining clarity and confidence to take first steps toward business launch or stabilizationHelped clients improve their understanding of credit, budgeting, and cash flow, reducing financial stressSuccessfully facilitated financial education workshops with high engagement and completion ratesBuilt strong trust with clients through a relatable, culturally competent coaching approachContributed to expanding Operation HOPE’s reach within underserved and bilingual communitiesRecognized for creating a supportive, judgment-free environment that encourages consistent client participation

Education

  • Université de Poitiers

    Certificate and Diploma in French Language

    2003 — 2004

  • Universidad Anáhuac

    Education and Development, Teacher Education and Professional Development, Specific Levels and Methods

    2007 — 2012

  • Mandarin House

    Mandarin Intensive Course

    2006 — 2006

  • San Diego State University

    Bachelor of Business Administration (BBA), Marketing

    2011 — 2013

  • Freie Universität Berlin

    German Studies

    2006 — 2006

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Monica Carlos — Financial Wellbeing and Small Business Coach at Operation HOPE in Chula Vista, CA, US | Unifers