Discover a Career Path

Discover a Career Path

Offered by Stefano L.

5.0

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Break Into Top Finance Careers with a CFA-Led Career Coach

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Studied at CFA Institute

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Hiring Manager at IESE Business School

Package Description:

This package is designed for individuals who want to gain clarity about their career direction and confidently take the next step in their professional journey. Through 1-on-1 expert coaching, you’ll explore your strengths, interests, and values to identify the career paths that best align with your goals. The package will be tailored to your individual needs, covering topics such as career exploration, goal-setting, personal branding, and more. Whether you’re looking to transition into a new field, make a fresh start, or align your career with your passions, this package provides the guidance you need to move forward. Some of the common coaching activities included in this package are: - Identifying your core strengths, skills, and values to guide your career decisions - Exploring potential career paths and industries that match your aspirations - Crafting a compelling personal narrative to articulate your goals and vision - Developing a clear roadmap with actionable milestones for career growth - Enhancing your professional branding through resume and LinkedIn profile optimization - Building confidence to navigate career transitions and new opportunities - Insights into industries and roles that align with your strengths and interests By the end of this package, you will have greater clarity about your career direction, actionable steps to move forward, and the confidence to pursue your goals.


What you'll get from this package

Increased clarity on career goals and potential paths

A personalized roadmap with actionable next steps

Enhanced confidence to pursue new opportunities

A compelling personal narrative to guide career decisions

Improved understanding of how strengths and values align with career options


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Skill Building

Career Planning

Personal Branding

Job Search Strategies


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Stefano L.

Offered by Stefano L.

Joined February 2025

5.0

Break Into Top Finance Careers with a CFA-Led Career Coach

With a career spanning top financial institutions like PI Financial Corp, Morningstar, HSBC, and Julius Baer, I’ve developed a deep, firsthand understanding of the finance industry across investment banking, asset management, wealth management, and corporate finance. I’ve navigated complex financial landscapes, advised clients on high-stakes decisions, and built a career that blends technical expertise with strategic career planning. In addition to my industry experience, I hold a strong academic foundation, having completed two master’s degrees, one highly quantitative and practical, the other deeply theoretical, along with earning both the CFA and CFP charters. Today, I coach MBA students on securing competitive roles in finance, leveraging industry relationships, and positioning themselves for long-term success. I don’t just understand the finance job market, I shape it. My coaching is rooted in real-world insights, strategic career planning, and a deep commitment to helping professionals unlock their full potential.

Coaches professionally

Experience level: Director

300+ people coached for Career Coaching

Starting at $720

5h+ of coaching

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