Financial Advisory – Advice from Experts

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Financial Advisory

Austin, TX

$500.0/min 4.9 27 $8.33/min

Sophia Bera, CFP® is a virtual financial planner for Millennials and the Founder of GenYPlanning.com. She was named one of the "40 Under 40" by InvestmentNews in 2015 and has been quoted on various websites and publications including the NYT, Forbes, Business Insider, Yahoo, Money Magazine, and The Huffington Post. Sophia is a sought after speaker and presenter and loves inspiring other people to start their own financial planning firms. In her free time she enjoys yoga, singing, and traveling the world as she builds a location independent company. Let's chat!

Kenneth Klabunde, MSFP, CFP®, CDFA®

United States

$400.0/min 4.9 14 $6.67/min

Master of science degree in personal finance, multiple professional designations, over 25 years of experience helping clients. Expertise in divorce, investment strategy, tax reduction, tax-advantaged retirement accounts, business and cash flow, finances, and planning.

Dave Grant, CFP®

Greater Chicago Area

$450.0/min 5.0 3 $7.5/min

Consultant to financial advisory industry, executive benefits specialist

Joe Milam

Austin, Texas Area

$100.0/min 5.0 2 $1.67/min

Entrepreneur - AngelSpan, Inc., Angel Legacy, LLC, Legacy Capital Management, Inc. Money manager for angel investors, angel investor. Former clients include executives at Sequoia Capital, Wilson Sonsini, Silicon Valley Bank. Band of Angels founded in my office at 3000 Sand Hill Road.

B. Forrest Tuten, AWMA®

Knoxville, Tennessee Area

$200.0/min 5.0 1 $3.33/min

President/Founder of Brittany Wealth. Financial Consultant with expertise in advising individuals, families, and small-medium business owners on how to effectively accomplish financial goals. Tax efficiency is often overlooked.

Chuck Hammond, PPC, CMFC

York, Pennsylvania Area

$150.0/min 5.0 1 $2.5/min

Tribe Builder. I highlight innovators in the 401k Space. I help Advisors scale their practices and DC/DCIO Wholesalers reach Advisors with Permission

Antony Ricolfi

Singapore

$300.0/min 5.0 1 $5/min

Multiple experience CEO building material companies in Asia . Developed and implemented worldwide performance management tools in manufacturing , sales and marketing , strategy

Lesedi Ntlhane

Cape Town

$60.0/min N/A 0 $1/min

Contact Information: Email: lesedintlhane3@gmail.com Phone: +27 813554208 Professional Summary: Versatile and dedicated professional with a robust background in computer science, business, finance, and mental health advisory. Proven expertise in leveraging technology to drive business growth, optimize financial strategies, and promote mental well-being within corporate environments. Known for a holistic approach to problem-solving and a commitment to integrating technical, financial, and psychological insights to foster sustainable success. Education: University of the Western Cape Bachelor of Science in Computer Science Graduated: [2021] Professional Experience: Senior Computer Scientist [Sanlam] [2022] – Present Developed and implemented innovative software solutions to improve operational efficiency. Led a team of developers in designing applications that enhanced business processes. Conducted research on emerging technologies to keep the company at the forefront of the industry. Business and Financial Advisor [Sanlam] [2023] – Present Provided strategic business advice to startups and established companies. Analyzed financial data to offer tailored investment and cost-saving strategies. Assisted in the development of comprehensive business plans and financial models. Mental Health Advisor Conducted workshops and seminars on mental health awareness and stress management. Offered personalized counseling to employees to improve workplace well-being. Collaborated with HR to create policies that support mental health initiatives. Skills: Programming Languages: Python, Java, C++ Financial Analysis and Modeling Business Strategy Development Mental Health Counseling and Support Project Management Data Analytics Certifications: Certified Financial Planner (CFP) Certified Mental Health Professional (CMHP) Project Management Professional (PMP) Achievements: Successfully led a project that reduced operational costs by 20% through innovative software solutions. Recognized as Employee of the Year for outstanding contributions to business growth and employee wellness. Published research on the intersection of technology and mental health in a leading industry journal. Professional Affiliations: Association for Computing Machinery (ACM) Institute of Financial Advisors (IFA) National Alliance on Mental Illness (NAMI) References: Available upon request.

Saket Singhi

Dubai, Kolkata, Mumbai

$100.0/min N/A 0 $1.67/min

Partner at Innovize Consultants, audit expert , also: numbers and deep data analysis, control environment and structure enthusiast, PCAOB & SEBI Compliance, Ex- EY

Muhammad Ahmed Memon

Pakistan

$60.0/min N/A 0 $1/min

Experienced Professional Accountant. Working for Big 4 Firms (EY and KPMG). Chartered Accountant (CA), Passionate about giving back.

Dan Bratu

Montreal, Canada Area

$100.0/min N/A 0 $1.67/min

Co-founder and CEO of start-up tech companies Start-up advisor Legal and biz dev professional

Neil Jesani

New Jersey

$100.0/min N/A 0 $1.67/min

Certified Financial Planner (CFP), Top Financial Planner for High Net-Worth & High-Income Individuals. Author of Amazon best selling “WIN THE WAR FOR MONEY AND SUCCESS” book.

Talha Ocal

Istanbul, Turkey

$100.0/min N/A 0 $1.67/min

Financial consultant. Banking, financial risk management, fraud mitigation and regulations compliance. Georgetown Alum. Fintech lover. Startup supporter. FRM, CFE. 1-stop-shop services in finance. Emerging markets experience.

Joseph de Oxgrey

San Diego, CA

$300.0/min N/A 0 $5/min

A professional with comprehensive experience and expertise in the financial services industry.

Zach Pittman

Charlotte, US

$350.0/min N/A 0 $5.83/min

Zach Pittman, MBA, teaches businesses about online marketing and provides financial planning services. He's the founder of an international marketing agency, OrionsGuard, and the managing director of Zynvestor Financial Services LLC. Zach acquired a degree in accounting and a Master's in Business Administration prior to becoming a financial planner. He has worked with multiple clients in 5+ countries to build their online presence and he's built a loyal community of 5,000+ following his message around the world. Let's chat!

Antoine Abou Samra

Lebanon

$100.0/min N/A 0 $1.67/min

Seasoned Entrepreneur (20+ years). Problem Solver, Restructuring, Business Development in EMEA region. Industry expertise: consumer/luxury goods, sports/media/entertainment, mobile application, and financial services.

J.Paul Lee, CFP, CLU, Ch.F.C.

New Brunswick, Canada

$250.0/min N/A 1 $4.17/min

Small business and Professional corporation set up and tax planning and income splitting strategies. Using Life Insurance to tax shelter money inside corporations.

Kevin Mahoney, CFP®

Washington, DC

$500.0/min N/A 0 $8.33/min

Virtual meetings at night. Project-driven engagements. Emphasis on student loans & housing. As the founder & CEO of Illumint, Kevin Mahoney, CFP®, created a financial planning company that specifically serves one generation -- Millennials. Kevin specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to repay student loans, buy a house, and invest our savings. Kevin, who is married with two young kids, holds virtual meetings (via video chat) at off-hours so that these conversations can wait until after work deadlines, date nights, and bath time. You can view some of Kevin's work and thoughts in media outlets such as CNBC, The Huffington Post, Lifehacker, Yahoo, and MarketWatch.

Andrew Narouz

Swindon, United Kingdom

$100.0/min N/A 0 $1.67/min

UK's Trusted Financial Adviser and Coach for Millennials. Author and public speaker. Expert Invester.

Eduin Gonzalez

Florida

$120.0/min N/A 0 $2/min

ASESOR FINANCIERO, ASESOR DE NEGOCIOS, EXPERTO EN CREACIÓN DE NUEVAS COMPAÑÍAS EXITOSAS, EXPERTO EN FRANQUICIAS DE LIMPIEZA, (DUEÑO DE NEGOCIO, DUEÑO DE FRANQUICIA), INVERSOR etc etc.

Denis Tarasov

Sydney, Australia

$250.0/min N/A 0 $4.17/min

Over 20 years of experience across diverse business domains advising Executives for business improvement and business advisory.

Willem Du Toit

South Africa

$150.0/min N/A 0 $2.5/min

Pioneer,Husband,Father,Entrepeneur, Public Speaker, Financial Trader & Consultant,RiskTaker,Motivator, LifeLoving,BigThinker

Tolga Aybars

Turkey

$200.0/min N/A 0 $3.33/min

Experienced Finance And Procurement Executive with a history of working in big industries in Turkey. Skilled in Accounting, Controlling, Tax, Procurement, SAP ERP and Project Implementation.