High Tech to Financial Coaching – An individual Journey

Join Christine Teh as she shares her journey from working a corporate job in the financial tech industry to launching her own business as a successful financial coach.

She started her coaching business as a side hustle. Two years later, Teh took the leap of faith, left her job and started working full time as Teh Financial Coaching.

Hear how she did it and what she learned in the transition. She’ll share her experiences as a coach, how she identifies problem behaviors, and how she works to change individual’s behaviors. Learn how she encourages people to finance their futures, skills that every personal financial planner needs.

PRESENTER

Christine Teh, BA, CMC®, principal of Teh Financial Coaching, is a personal financial planner and Certified Money Coach®. She is a former data analyst with Wells Fargo, senior financial analyst, audit manager with Visa, and tax expert with Intuit. Since 2016, she’s helped clients climb out of debt, stay on top of their finances, and start on their way to retirement dreams. Her passion is helping people transform their behaviors around money and debt so that they are no longer at the mercy of their own finances. She also hosts a weekly podcast on LinkedIn where she explores the personal and professional issues around money. After earning a bachelor’s degree in computer science, she’s been taking classes at UCSC Silicon Valley Extension and focusing on earning her Certified Financial Planning certification.

AGENDA

  • Announcements
  • Speaker Presentation & Discussion
  • Q&A & Social

WHO THIS IS FOR

This event is a free professional development event for newcomers to the financial planning profession, people contemplating a career in the financial planning field, students and prospective students in the UCSC Silicon Valley Extension Personal Financial Planning certificate program, and FPA-SV members.

REGISTRATION

Free. Please register before May 20.

EVENT SPONSORS

This Student Forum event is co-sponsored by students of the UCSC Silicon Valley Extension Personal Financial Planning certificate program and the Silicon Valley chapter of the Financial Planning Association.

Friday, May 21 at 11:50am to 1:30pm

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