Barbara Quan

Accredited Financial Counselor®

Lead of Education Department

Certified Credit Counselor

Mortgage Specialist

Bilingual - Spanish


I have over 17 years’ experience in the financial services industry.  As a mortgage loan officer, I helped people realize the American Dream of buying their first home, and I enjoyed seeing them through the entire process. Becoming a Money Coach was a natural transition, as I continue to help people with homeownership, but now I also address everything from budgeting to retirement planning.  I also present webinars and on-site classes, and enjoy the opportunity to share financial knowledge with large groups.  As a Spanish speaker, I am happy to be able to serve the Spanish-speaking community in helping them improve their finances.