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SmartDesktopSword Financial Planning Solutions

Meet Our Expert Instructors

Learn from industry professionals who bring real-world experience and practical insights to help you master financial planning and budgeting skills

Maya Rodriguez, Senior Financial Planning Instructor

Maya Rodriguez

Senior Financial Planning Instructor

Budget Planning Investment Basics Retirement Planning

With over 12 years in corporate financial planning, Maya brings practical experience from working with both startups and established companies. She's helped hundreds of professionals create sustainable budget systems that actually work in real life—not just on spreadsheets.

"I believe financial planning isn't about perfection. It's about creating systems that fit your actual lifestyle and can adapt when life throws curveballs."
Elena Vasquez, Personal Finance Specialist

Elena Vasquez

Personal Finance Specialist

Debt Management Emergency Planning Tax Strategy

Elena spent eight years as a financial counselor before transitioning to education. She specializes in helping people recover from financial setbacks and build emergency funds. Her approach focuses on small, manageable changes that compound over time.

"Every financial journey starts with understanding where you are right now—without judgment, just honest assessment and a plan forward."
Financial planning workshop session with students

Real Experience, Practical Learning

Our instructors don't just teach theory—they share strategies they've used with real clients facing actual financial challenges. Every lesson comes from years of hands-on experience helping people navigate complex financial decisions.

Combined 25+ years of industry experience
Certified Financial Planning credentials
Specialized training in behavioral finance
Experience with diverse client backgrounds