Freelancer profile translated to English.
Back to original languageAbout Dani
I help companies improve the financial well-being of their teams through practical and educational workshops.
When a person lives with economic tension, they don't leave that worry at home: they take it to work and it ends up affecting their concentration, their motivation, and their performance.
My training helps employees better understand their money, organize their finances, and make more informed financial decisions.
I cover topics such as budgeting, saving, debt, protection, retirement, and investment, always with a clear, practical approach adapted to each team.
I am a certified Personal Financial Educator and Planner by the AEPF.
What the company achieves:
- Employees with less financial stress and more focus.
- Teams that better understand the management of their finances and assets.
- A useful and differentiating benefit to care for and retain talent.
- Practical training, without jargon and without selling financial products.
Catalan
Native or bilingual
English
Conversational
Spanish
Native or bilingual
Can work on-site
Barcelona (up to 50km), Tarragona (up to 50km), Lleida (up to 50km)
Experience
- AEPF Asociación de Educadores y Planificadores FinancierosDani Sánchez - Personal Financial EducatorEDUCATION AND E-LEARNINGApril 2025 - Today (1 year and 4 months)SpainPersonal financial education and planning services, licensed and certified by the AEPF. I help families, professionals, freelancers, and companies organize their finances, define goals, improve their savings, and make more informed decisions about investment, protection, retirement, and debt.
- Freelance Dani SánchezPersonal Financial PlannerEDUCATION AND E-LEARNINGOctober 2024 - Today (1 year and 10 months)Barcelona, SpainPersonal financial planning and financial education services for families, professionals, freelancers, and companies.I help organize personal and professional finances, define goals, improve saving capacity, understand financial products, and make more informed decisions about investment, protection, retirement, and debt.I also design and deliver practical financial wellness training for companies, personal finance workshops for organizations, and financial education sessions for high schools.I work independently, without representing banks or insurance companies, with a clear focus: that each person understands their money better and can make financial decisions with more confidence.
- Sociedad Anónima Industrias Celulosa AragonesaShift ManagerJune 2018 - October 2024 (6 years and 4 months)Sant Sadurní d'Anoia, CT, SpainShift Manager. Production, maintenance, quality, logistics, and workplace safety management.
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Education
- Personal Financial EducatorEducador Financiero Personal
- Master of Business Administration - MBAUniversitat Rovira i Virgili2019Master of Business Administration - MBA
Certifications
- Personal Financial EducatorAssociation of Financial Educators and Planners2025