Freelancer profile translated to English.
Back to original languageAbout Dani
I help companies improve their employees' financial well-being through practical and educational workshops.
When a person lives with financial stress, they don't leave that worry at home: they bring it to work, and it ends up affecting their concentration, motivation, and 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 technical 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 2 months)SpainPersonal financial education and planning services, licensed and certified by the AEPF. Independent professional, not representing banks or insurance companies. We optimize your resources together so you can achieve your goals and your money works for you.
- Freelance Dani SánchezPersonal Financial PlannerOctober 2024 - Today (1 year and 8 months)Barcelona, SpainPersonal financial planning services. Independent professional, not representing banks or insurance companies. We optimize your resources together so you can achieve your goals and your money works for you.
- Sociedad Anónima Industrias Celulosa AragonesaShift ManagerJune 2018 - October 2024 (6 years and 4 months)Sant Sadurní d'Anoia, CT, SpainShift Manager. Management of production, maintenance, quality, logistics, and occupational risk prevention for the work shift.
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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