Marsha Barnes, Cft,Cfsw Email and Phone Number
Marsha is a financial leader and expert with over a decade of experience in financial services and is passionate about helping others on their journey to financial wellness. Through her professional and personal experiences, she has been inspired to transform the lives of others by meeting them where they are on their journey and helping them achieve a financial lifestyle that breeds confidence and security. She strongly believes individuals can live the life they deserve and is intentional about providing resources that empowers clients to live life on purpose and in a way in which they have always envisioned. Marsha was inspired to create The Finance Bar, as a result of the gap that she noticed in financial services. The Finance Bar is a financial wellness company helping women and couples improve the health of their finances through financial therapy, and an innovative learning hub on wheels.As a financial therapist, Marsha has impacted thousands of women and families by helping them to establish healthy financial habits, formulate strategies for debt repayment and build their overall confidence in financial decision-making. Marsha brings forth a personal, action-focused and engaging approach in meeting clients where they are and creating a foundation for building generational wealth. Her goal is to provide clients with necessary tools to navigate long-standing financial struggles.Marsha is a natural innovator with a passion for thinking outside of the box and introducing new and engaging platforms to those in her community.Marsha has been featured in notable outlets around the world to include but not limited to Forbes, Essence, Fast Company, NPR, Black Enterprise and more. She has also served as a financial commentator and campaign lead for GOOGLE, Progressive, Northwestern Mutual, FICO, Prudential and more.Marsha serves on the Financial Education Advisory Board for Secret Deodorant (Procter & Gamble), and was named Go Banking Rates’ Best Money Expert in the Net-Worth Category.
Advancial Federal Credit Union
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Community Relations OfficerAdvancial Federal Credit Union Sep 2024 - PresentDallas, Tx, UsAs a Community Relations Officer at Advancial Federal Credit Union, I am dedicated to empowering individuals and families with the knowledge and resources they need to achieve their financial goals. My role involves designing and delivering engaging educational programs that cover a wide array of topics, from budgeting and saving to credit management and investment strategies.I believe that financial education is the foundation for future success, and I am passionate about demystifying complex financial concepts. Through workshops, and community outreach initiatives, I strive to foster a culture of financial wellness among members.At Advancial, I collaborate with a team of skilled professionals, combining our expertise to create tailored financial solutions that meet the diverse needs for those in our community. I am committed to building lasting relationships and providing ongoing support, enabling individuals to make informed financial decisions that enhance their quality of life. -
Ceo/FounderThe Finance Bar 2016 - PresentCharlotte, Nc, UsMarsha is a financial leader and expert with over a decade of experience in financial services and is passionate about helping others on their journey to financial wellness. Through her professional and personal experiences, she has been inspired to transform the lives of others by meeting them where they are on their journey and helping them achieve a financial lifestyle that breeds confidence and security. She strongly believes individuals can live the life they deserve and is intentional about providing resources that empowers clients to live life on purpose and in a way in which they have always envisioned. As a personal finance consultant, Marsha has impacted thousands of women and families by helping them to establish healthy financial habits, formulate strategies for debt repayment and build their overall confidence in financial decision-making. Marsha brings forth a personal, action-focused and engaging approach in meeting clients where they are and creating a foundation for building generational wealth. Her goal is to provide clients with necessary tools to navigate long-standing financial struggles.Marsha has been featured in notable outlets around the world to include but not limited to Forbes, Essence, New York Times, NPR, and Black Enterprise. She has also served as a financial commentator and campaign lead for FICO, Dell, GOOGLE, Progressive, Northwestern Mutual, Prudential and more.Marsha currently serves as the Official Brand Ambassador for FICO and was named Best Money Expert in the Net-Worth Category for GOBankingRates in 2018. -
Learning And Development FacilitatorWells Fargo 2012 - 2016San Francisco, California, UsAs the Learning and Development Facilitator, Marsha served as an expert in identifying training needs and facilitated training programs for the Foreclosure Affidavit process. This included implementing tracking mechanisms to analyze the results of training programs to improve the quality and effectiveness of programs. Her accomplishments include participating in territory conferences: USFN (US Foreclosure Network) special events/seminars. She also served as a liaison to business functions to ensure products and procedures are compatible with current L&D designs. -
Loan Administration Manager IiWells Fargo 2009 - 2012San Francisco, California, UsIn 2011, Marsha transitioned to the Foreclosure Document Execution team, overseeing loan administration managers responsible for completed document preparation, peer reviews, and exceptions within the department. She was instrumental in creating work procedures, policies, and methods to ensure compliance with Wells Fargo, legal, and investor guidelines. Additionally, she lead hiring, coaching, and developing team members, including cross-training new hires with other departments. -
Loan Administration SupervisorWells Fargo 2007 - 2010San Francisco, California, UsMarsha was promoted in 2017 to manage employees in a production-based setting for non-prime collections. As supervisor, she managed hiring, training, and coaching of team members, including overseeing performance reviews, corrective actions, and salary compensations. Her accomplishments in this role included ensuring compliance with Wells Fargo, investor, legal, and regulatory business policies. Additionally, she pioneered the use of ASC collections tracking sheets which enabled close monitoring of all measurable performance on a daily basis.
Marsha Barnes, Cft,Cfsw Skills
Marsha Barnes, Cft,Cfsw Education Details
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Montreat CollegeGeneral -
Montreat CollegeManagement
Frequently Asked Questions about Marsha Barnes, Cft,Cfsw
What company does Marsha Barnes, Cft,Cfsw work for?
Marsha Barnes, Cft,Cfsw works for Advancial Federal Credit Union
What is Marsha Barnes, Cft,Cfsw's role at the current company?
Marsha Barnes, Cft,Cfsw's current role is Community Relations Advocate | Founder of The Finance Bar | Award Winning Best Money Expert | Certified in Financial Therapy | Finance Commentator | Secret Deodorant Financial Education Advisory Board | DST.
What schools did Marsha Barnes, Cft,Cfsw attend?
Marsha Barnes, Cft,Cfsw attended Montreat College, Montreat College.
What skills is Marsha Barnes, Cft,Cfsw known for?
Marsha Barnes, Cft,Cfsw has skills like Leadership, Account Mangement, Problem Resolution, Training And Development, Forecasting, Team Leadership, Process Improvement, Quality Assurance, Strategic Planning, Microsoft Office, Risk Analysis, Budgeting.
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