Coaching Story

About : Jose Barreto
Founder | J.B. Financial Legacy Coaching

I’m a proud second-generation Hispanic Financial Coach with a mission: to remove the stress and stigma often tied to personal finances. I know how heavy that weight can feel—because I’ve seen it up close, in my own life and in the lives of those I love.

After two decades in corporate management, I realized my true calling was already unfolding quietly in the background—helping friends and family gain clarity, confidence, and peace of mind around their money. That calling became my purpose.

With formal training from the University of Hartford Business Program and the Financial Master Coach Academy, I founded J.B. Financial Legacy Coaching to help others rewrite their financial story—no matter where they’re starting from.

My philosophy is simple but powerful: Your income isn’t the problem. It’s what you choose to do with it that creates transformation. Financial freedom isn’t about earning more—it’s about being intentional with what you already have.

Life throws curveballs. While we can’t always control the situation, we can control how we respond. Through thoughtful, personalized coaching, I help clients build resilience, make confident choices, and create a future that reflects their values—not their fears.

Watching people reach financial milestones they once thought were out of reach? That’s the heart of why I do this work.

Let’s take the pressure off your paycheck—and replace it with purpose. Together, we’ll build a future you’re proud to call your legacy.

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