Beza Asrat

Founder and President

Financial literacy is for everyone, regardless of your economic status and background. The main cause of financial distress is lack of proper training and education. I am passionate and excited about educating and coaching others to empower and transform their lives. In addition to working with individuals I have had the opportunity working with small business owners and have developed the expertise needed to improve cash flow system and record keeping. As a coach, I am here to help, whether you are young adult starting your career or have been working for long years but still feel lost. Whether you have a low income or are wealthy, or a small business owner, we all need the power of education. It is not about how much you earn but how you manage it. That’s Wisdom! Let us get in touch and take the first step together.

Credentials

I have earned my coaching credentials from the National Financial Educators Council and have met the educational and practice standards to be recognized as a Certified Personal Financial Wellness Consultant. I comply with the Financial Coaching Standards & Code of Conduct and follow the FTC Safeguard Rules to ensure that all your information is secure.

Certified Personal Financial Wellness Consultant

January 2021

Certified Personal Financial Wellness Consultant certification from National Financial Educator’s Council. I became a CFPWC to acquire more knowledge and expertise in personal finance coaching to better serve my clients.

Certified Financial Education Instructor (CFEI)

May 2015

Certified Financial Education Instructor certification from National Financial Educator’s Council. As a CFEI, I have been coordinating financial literacy workshops in my community and church groups.

Certified Public Accountant (CPA)

October 2009

A CPA license is the accounting profession’s highest standard of competence, a symbol of achievement and assurance of quality. To earn the CPA license, accounting professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience requirements. As a CPA, I have been helping business owners and individuals in every aspect of their finances for more than ten years.

Bachelor's of Science in Management with Accounting Concentration.

June 2007

Graduated from the University of Massachusetts Boston, Summa Cum Laude and a recipient of a Wall Street Journal Award for outstanding scholastic achievement in the field of business.