Open to opportunities

J Narvaez

@jnarvaez

I coach families toward financial stability through budgeting, debt reduction, savings, and financial literacy education.

United States

Message

What I'm looking for

I'm seeking an entry-level financial services opportunity, including a paraplanner role, to gain direct industry experience while advancing through CFP coursework.

Through JAY NARVAEZ LLC, I provide personalized financial counseling that helps clients build budgets, reduce debt, manage savings, and plan for long-term financial independence. In 2021, I coached 10 families to eliminate more than $100,000 in debt.

At Esperanza College of Eastern University, I directed the $2M+ Hope Digital Literacy Project, leading partnerships, program delivery, data-informed improvements, and a team that facilitated 200+ bilingual workshops for 1,200+ participants. I also helped distribute laptops to 900+ low-income individuals and exceeded project engagement goals by 50%.

My background across education, community engagement, client service, and program management shapes how I build practical, accessible solutions. I'm pursuing CFP certification and seeking an entry-level financial services opportunity, including paraplanner roles, where I can grow direct industry experience.

Experience

Work history, roles, and key accomplishments

Current

Business Owner/Financial Coach

Current

Jay Narvaez LLC

Feb 2021 - Present (5 years 7 months)

Provides personalized financial counseling and education to clients, guiding them through budgeting, debt reduction, and savings strategies. Coached 10 families to eliminate over $100,000 in debt.

Financial Planning Budgeting Debt Management Client Relations Financial Literacy Data Analysis