Looking for an LGBTQ+ financial speaker who makes money empowering, inclusive, and engaging?
I’m not another white guy in a suit giving a boring finance talk.
I’m a queer, trans, ex‑stock broker turned money coach, and I’m here to empower your team and (let’s be honest) keep them productive 
I help people put every dollar to work, no matter their salary. I’ve never earned more than $45,000 in a single year, and I’ve still built a net worth of over $225,000 by age 35.
I deliver financial literacy workshops for companies that care about equity and inclusion. Whether your team includes LGBTQ+, BIPOC, or First‑Gen employees, my sessions are designed to be affirming, practical, and engaging.
My sessions blow up the chat.
I’ll turn your team into Roth FREAKS and help them get excited about money.
I speak on practical, empowering money topics, including:
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I’ve been featured in major media outlets for my inclusive approach to personal finance and my unconventional, location‑independent lifestyle.
“I’m the first trans, Latinx boss I’ve ever had — and will ever have.”
Testimonials
Let’s Talk
For media inquiries, podcast interviews, virtual webinars, or speaking engagements:
Let’s sprinkle some queer joy into your next Zoom room and leave your team financially confident and future‑ready.
Frequently Asked Questions
I offer both paid and unpaid workshops, depending on your organization’s budget and mission. I believe financial education should be accessible, especially for LGBTQ+, BIPOC, and First-Gen communities, so let’s talk about what works for your group.
Nope! I offer virtual and in-person speaking engagements. If you’re interested in hosting an in-person event, just include your location and ideal dates when reaching out.
Yes! I can tailor a session specifically to your team’s goals, financial literacy level, or employee resource group. Whether you need an intro to investing or a Q&A-heavy money mindset session, I’ve got you.
I specialize in working with LGBTQ+, First-Gen, and BIPOC employees and business owners, and my content is designed to be inclusive, approachable, and empowering. I’ve worked with all kinds of organizations, from law firms to nonprofits.
Absolutely. Just email me at charly@travelercharly.com and I’ll send one over.
Yes! I love guesting on podcasts, panels, guest speaking for group coaching programs, and speaking on stages, especially when the audience cares about equity, inclusion, and money transparency.
I bring both professional and lived experience to every talk. Here’s a quick overview: