Financial Planning

Categories

Dashboard

Browse Search

Answers

Calls

Inbox

Loading...

Loading...

Financial Planning

Aaron Hattenbach, CFP®

$500.0/min 5.0 6 $8.33/min

Founder of Rapport Financial in San Francisco, CA. CERTIFIED FINANCIAL PLANNER, CFP® to Tech Professionals, Physicians and Small Business Owners. Previous experience with: Merrill Lynch, HighTower Advisors and Alliance Bernstein.

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.

Mahdi Hijazi

Amsterdam

$60.0/min 5.0 4 $1/min

احاول نشر الوعي المالي في الوطن العربي خاصه فيما يتعلق بالاستثمار الشخصي بطريقة مبنية على الابحاث العلمية والنصائح المعتمده من كبار المستثمرين، لا أقوم بالتداول ولا المضاربة ولا أنصح بها ابدا https://www.youtube.com/channel/UCnEDksKDx3-pJSbJ2sTh-ig

Alan Moore, MS, CFP®

Bozeman, MT

$500.0/min 5.0 2 $8.33/min

Alan is the co-founder of the XY Planning Network, the leading organization for fee-only advisors working with next generation clients.He is also the founder of Serenity Financial Consulting, a fee-only financial planning RIA, specializing in Gen X & Gen Y clients.

Dave Grant, CFP®

Greater Chicago Area

$450.0/min 5.0 3 $7.5/min

Consultant to financial advisory industry, executive benefits specialist

Bernd Petak

Vancouver, BC

$175.0/min 5.0 3 $2.92/min

Bernd Petak is an advisor, mentor, consultant and investment professional to early and mid-stage internet-driven technology companies and their investors. After eight years as an engineer he graduated with a degree in business Bernd finished a tenure at Deloitte as a partner responsible for the firm’s regional strategy and operations practice. Bernd left Deloitte to found his first startup, a computer game development studio which exited via strategic sale. Since 2006, Bernd has provided strategy and operations advice to numerous technology companies including acting as COO, CFO and CEO to several. Bernd is an active contributor to the early-stage technology community as a mentor for several Vancouver-based accelerators and incubators. He formally advises a number of startups in Vancouver and San Francisco.

Jeff Rose

Nasvhille, TN

$1000.0/min 5.0 4 $16.67/min

Jeff Rose is a certified financial planner professional, CEO and Founder of Alliance Wealth Management LLC, an investment advisory firm. Jeff is an Iraqi combat veteran having served in the Army National Guard for 9 years, including a 17 month deployment to Iraq in 2005. He is the founder of GoodFinancialCents.com, recognized by Kiplinger’s as one of their Top 10 money blogs you should read, and author of Soldier of Finance -- his book that combines his military background with his financial planning knowledge. He is also the editor of LifeInsurancebyJeff.com. He currently writes for US News & World Report and MarketWatch and has been featured in major sites such as Huffington Post, The Wall Street Journal, Reuters, Forbes and Fox Business. In his free time, he loves hanging with his family, tortures himself with Crossfit workouts, and daydreams frequently when he can chow down on an In-N-Out Burger again.

Dominique Broadway

Washington D.C. Metro Area

$100.0/min 5.0 8 $1.67/min

Personal Finance Coach for Young Professionals and Entrepreneurs, Founder of Finances Demystified, Radio-Show Host, Serial Entrepreneur & Frugal Fashionista

Jaden Pereira

Toronto, Canada

$60.0/min 5.0 2 $1/min

Founder and former CEO of Tyltgo (featured in Techcrunch, Betakit, and the hustle). Y Combinator Alumni. B2B sales expert. Freelance Venture Capital Consultant. Startup Doer and Advisor. I'm here to help you build and grow something people want!

Brian Smith

Austin, Texas

$100.0/min 5.0 2 $1.67/min

Fundraising and strategic finance advisor to tech companies, former VP Finance of Bazaarvoice (NASDAQ:BV) and startup head of finance. Prior to tech was a hedge fund and private equity investor and investment banker. Mentor at Techstars.

David Aning

Bronx, NY

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

Enrolled Agent for Internal Revenue Service; Remote Tax Expert @ Intuit;

Petros Nagakos

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

Founder & CEO @ SYZY Corp. Six figures topline rev in fourteen months, seven figures in three years. Two fully committed six figure raises. Also: Visual Artist & Mentor.

Francisco Gomes

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

Founder of Obu - Music Agency, Data Analyst at Seahub and reasearcher at Creation in Green Hydrogen area. Also finances mentor, music lover, startup fanboy and gamer.

Seth Hannigan

Eugene, Oregon

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

Founder of one profitable investment company. Have experience operating manufacturing and digital marketing companies. I am currently an angel investor for small businesses around my area.

godefroy mary

Paris

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

Seasoned Finance Professional with over 10 years of experience in FP&A, financial controlling, and ERP implementation, coupled with a strong focus on business growth strategies and transactional advisory. I help businesses at all stages—from startups to established corporations—navigate complex financial challenges. My expertise spans strategic financial planning, process optimization, fundraising support, M&A advisory, and business exit planning. Whether you need actionable insights for scaling your business, guidance on external growth opportunities, or support during a sale or acquisition, I deliver results tailored to your unique needs.

Louis D. van Niekerk

Cape Town, South Africa

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

I solve problems by spotting interrelated issues at a systemic level and asking questions that nobody considered. Identifying and defining the problem is more than half the battle won. I am an Industrial Engineer with an MBA and am a Certified Fraud Examiner and registered turnaround specialist. I started my career as project manager at The Marketing Shop (now Knowstosis) My job as side-kick to the MD was fast paced. He said if I could learn as fast as he could teach he will take me everywhere he went. I did. My learning curve was vertical for almost two years. Our company was listed, I became a director and he the CEO; my learning curve waned and I did not agree with the direction that the new divisional MD was taking us on. Boredom set in and I fell for RMB‘s advertisement that they employ engineers and sought a career with them. Once there, we brought the RMB philosophy to FNB and I soon ran the culture change program for the branch network. I implemented the “How can we help you?” philosophy. It resulted in me being Wendy Lucas-Bull’s (CEO) assistant. After that, I was working in FirstRand‘s technology incubator which was both sexy and frustrating because everything had to go through channels and I am too much of an entrepreneur to wait for slow wheels of corporate banking to turn. So I rejoined my mentor as a shareholder and ran the whole company. Meanwhile, I completed my MBA (cum laude). This made me a rounded consultant more than anything else. In fact, having had to implement change first hand at FirstRand, I came back into consulting much less naive and my strategies were now much more practical. I bought all the shares from my mentor in 2004 and have loved steering my company where I wanted it to be ever since. This meant breaking open new markets in Australia and Europe, diving into major opportunities like turning around a R500M+ company and simply using my skill and expertise to improve businesses where ever the opportunity presents itself. I’ve worked in automotive, education, government, agriculture, transport and hospitality. Between 2015 and 2020 I was involved in major litigation as plaintiff and expert witness with another expert holding, among other qualifications a CFE. I saw the value of the qualification, enrolled and completed the CFE in 2020. I think big and systemically about just about everything and am at my best in charge of a large team of competent people. If I can share and implement my vision, so much better.

Jason Ochieng

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

Renowned finance engineer and advisor specializing in business strategy, startup guidance, technology development, and financial planning. I offer expertise in business planning, scaling, fundraising, product-market fit, software development, IT infrastructure, financial modeling, investment strategies, and accounting.

Garfield Goulbourne

Kingston, Jamaica

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

Business & Financial Consultant Financial Literacy Expert Public Speaking & Presenter

Yash Rohra

India

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

With 10+ years of experience in Finance and accounting, I have developed deep expertise in financial modelling and valuation, financial analysis and accounting services. My career began with a passion for stock markets, leading me to master financial statements and equity research. I’ve expanded my skills to include online teaching, option strategies, and comprehensive financial planning. Currently, I excel in building relationships with investors, founders, and high-net-worth individuals, offering insightful solutions and guidance on complex financial matters like fundraising and pitch decks with a commitment to exceptional results.

Bhumika Makhija

Indore, Madhya Pradesh

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

Here's a mini resume example tailored for you: **Bhumika Makhija** Financial Analyst @ Vandish Nexus. MBA in Financial Administration. Expert in Financial Modeling, Forecasting & Compliance. Co-led 19th Int'l Conference @ Prestige. Freelancer & Remote Financial Consultant. Passionate about helping businesses grow with data-driven insights.

Andrew Camp

Tampa, FL

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

Results driven leader in project planning, motivational coaching and curriculum development.

Patrick Makau

Nairobi, Kenya

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

I'm an ambitious and diligent accounting professional, committed to delivering the best accounting practices. I'm proficient at utilizing accounting systems and ERP tools to efficiently manage financial operations. My experience encompasses GAAP, Accounts Payable and Receivable, tax preparation, reconciliations and financial reporting. I uphold strong communication skills, and I approach tasks with a detail-oriented mind set. What sets me apart is my proven ability to work independently, consistently meet deadlines, and drive results. I take pride in my commitment to maintaining the highest standards of integrity in accounting and in all aspects of life.

Johnny Mulqueen

Philadelphia, PA

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

Johnny Mulqueen is a seasoned leader in business operations and strategy with over 15 years of executive-level experience, having worked at top institutions such as Vanguard, State Street, MFS, Merrill Lynch, and Bluestone Capital Management. As the Chief Operations Officer and Founding Partner at Alden Investment Group, he successfully built a fast-growing wealth management firm from its early stages through Series A funding over the last 7 years. With a passion for efficiency, Alden grew its Annual Recurring Revenue (ARR) from $1 million to $20 million across multiple business lines. Johnny’s expertise extends beyond traditional finance, having worked for the Irish Parliament and in the impact investment sector. In Nairobi, Kenya Johnny facilitated a social enterprise fintech accelerator in collaboration with Village Capital and Oxford University. Learn more or contact Johnny at: www.johnnymulqueen.com.

Shahbaz Naseer

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

Former Accounting Manager/Finance & HR Manager for Companies based in UK, Australia, and USA. Experienced in multiple industries including; Consultancy, Information Technology IT, Non Profit, Construction, and Banking. Always looking to help small and mid-size companies grow.

Octavio Romero

Guadalajara, Jalisco, MEX

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

Finance executive, with +30 years of international experience in global organizations in the agricultural and manufacturing sectors in the fruit, mass consumption and pharmaceutical segments.

Samuel Rezazadeh

Saskatoon, SK

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

Coming from a host of financial experiences as a bank advisor, university lecturer, and graduating law student with pro bono experiences in the fields of immigration, business, and education

Grace Ejikeme

Nigeria

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

Founder De Beloved Grace Investment Limited, E. Grace Accounting Firm. Investment and cash management, Accounting and financial management.

Maja Pekovic

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

Seasoned sports management professional with extensive experience in international relations, marketing, and event organisation. She has over 15 years of working experience in different areas (NGO, media, ICT, marketing, sports, and international relations), and she has a strong background in marketing and sales, having previously held key positions at international corporations, where she specialised in digital transformation and strategic communications. Her expertise spans sports administration, gender equality advocacy, and safeguarding in sports. An advocate for inclusivity and innovation in sports, she has led numerous initiatives focused on female athlete welfare, sustainability, and the development of national sports strategies.

Amber Baranwal

New York City

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

Qualified Accountant, Financier, and Investment Banker working as a Sr. Director in a top-tier investment firm on wall Street.

Kobi Boaron

Israel

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

Founder of BI-Kingdom.com . Financial analyst and Business Intelligence (BI) analyst for many projects and businesses.

Daniel Visser

London, UK

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

Hi, I'm Daniel, a financial modeller with over 10 years of experience in New York and London. I've worked on a wide range of projects, from simple financial modelling tasks to complex data analysis projects. I'm passionate about using my skills to help businesses make better decisions. I'm excited to be joining Clarity,. I believe that this platform will give me the opportunity to connect with businesses of all sizes and help them achieve their goals. Looking forward working together!

MAURICIO FORERO

Bogota, CO

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

Sales Management, Digital Banking, Affluent Segment, Retail Banking, Banking Solutions, Private Banking, Customer Portfolios Administration, Deposits, Investments, Loans, Mortgages and Wealth Management. Master of Science in Industrial Engineering at Universidad de Los Andes, AMV Certified. 100% Bilingual.

Giacomo Perazzo

Genoa, Italy

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

CEO @PickEat, Samsung Innovation Camp 2019, Hackathon SVST 2019, Amazon Cmapus 2020, Doha Study Mission 2022, Silicon Valley Study Tour 2022, Founder of Nassa (event manager), Financial and business planning. MSc in Maritime Economics. Seed fundraising tips for first time entrepreneurs. LinkedIn: https://www.linkedin.com/in/giacomo-perazzo-352445188/

James Flores

Dallas, TX

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

Startup Doer and Advisor. Financial Planner and Self-Proclaimed Excel Wizard. Social Media Marketing Campaign Advisor.

Cosmin Milas

Paris, France

$400.0/min N/A 0 $6.67/min

Former Investment Banker (20+ year), currently a Real Estate Investor. Structured Finance, Business Financing, Advisory, Project management, Financial Modelling, Deal Making, Business planning, Problem Solving, M&A.

Abhishek Khandelwal

Pune, India

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

Angel Investor, Private equity/Venture Capital Industry, Fund Management, Fund Raising, MIS, Operational finance expertise

Klas Norr

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

Former Hedge Fund analyst and Private Equity Associate, with a Management Consultant background at Bain & Co. and Harvard MBA

Bernardo Fernandes

Porto Alegre, RS, Brasil

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

Startup Accelerator Manager Completing a PhD in Innovation and Startups in December 2023. Already supported the acceleration of about 50 startups. 10 years of experience in Project Management and Consulting. Works with the methodologies: Lean Startup, Customer Development, Effectuation, Bullseye, Scrum, OKR.

Musab Abubaker

Amman - Jordan

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

Jordanian Accountant  Expert at Accounting and Financial plans , i can help you to make your visibility study for your business and generate ideas that help increase your profitability . I’m also a football (soccer) coach with many thoughts of planning and analyzing your matches .

Ryan Frailich

New Orleans, LA

$175.0/min N/A 0 $2.92/min

Hired 300+ employees for fast-growing non-profit. Coach all stages of interview process. Now running a fee-only financial planning firm, and helping others grow their practices by making the right hires, the first time.

Amar N. Daryanani

Spain

$60.0/min N/A 5 $1/min

Day trader and Stock Market Analyst - founder of marketchartanalysis.com - all the answers are on the chart. The key relies on the interpretation Call me and I can help you out with your trades!

Karnati Kiran

Hyderabad, Telangana, India

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

Founder and CEO of GKTECVISION PRIVATE LIMITED. Successful Forex Trader, Journalist, Travel Writer, Copy Writer, Financial Industry Advisor, Investment Banking Advisor, Astrological Timings and much more

Rianka Dorsainvil

Washington, DC

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

Rianka is the Founder and President of Your Greatest Contribution, a virtual financial planning firm dedicated to serving professionals and entrepreneurs. She is a Certified Financial Planner and sought after presenter and speaker. She was named one of Investment News 40 Under 40 in 2015 and have achieved accolades such as Wealth Management and FA Magazine Top 10 Young CFPs in the Country. She loves inspiring other entrepreneur and is a fitness enthusiast. Let's set up a time to chat!

Asit Gupta

India; Dubai

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

Hi, Myself Asit, living the Crypto dream. If you want to talk about the future of fiat and cryptocurrency, or some real space tech, do book a call. I am here to help you navigate the intricacies of the crypto world and helping you realize your dreams is my purpose in life. Regardless of whether you are a newbie or an expert, I am here to guide YOU. Let's work together to make your dreams a reality.

Christopher Hindle

London

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

Chris Hindle is a virtual financial planner for young business owners and is also employed as the Practice Manager for an Independent Financial Adviser in Bath, UK. Having started his career in Accountancy, Chris switched to Financial Planning in 2015 so that he could help young business owners better manage their personal finances. Chris's main area of focus is helping young business owners use money as a tool to build the lifestyle they want. This will typically involve: budgeting; building an emergency fund; cash flow planning; making a will; making a death-in-service nomination, and optimising tax allowances and reliefs. In his free time, Chris enjoys long distance cycling, traveling the world and entrepreneurship.

Kathy Waite

Regina, Saskatchewan

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

Financial planning ( money coach) and DIY investing educator. Working for my clients rather than working for a financial institution who wants their employees to sell you products. Helping you make the most of what you have rather than acquiring a new product. Over 25 years in the financial advice business. In the last few years I have been running a fee-only financial planning business called Eureka Investor Guidance.

Amanda Gordon

United States

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

Legal advice office visits, telephone calls, email. Advice about the availability of alternative means of resolving your dispute outside of Court. Evaluation of Client's case and advise about Client's legal rights. Guidance and procedural information for filing or serving documents. Review correspondence and court documents. Prepare and/or suggest documents to be prepared. Factual investigation: contacting witnesses, public records searches, in-depth interview of client. Legal research and analysis. Discovery: interrogatories, depositions, requests for document production. Planning for negotiations, including role play with client to prepare for future negotiations. Planning for court appearances made by Client. Referring Client to other counsel, expert, or professional. Counseling clients about appeals.

Frank M. Saviane

Europe and the World

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

Founder & CEO @ Fast Forward Advisors - boutique consulting firm focused on emerging markets and innovation. Delivering value in Biz Dev Strategy and Deployment (B2B, B2B2C), Innovation Management & Techniques (ex: Innovation Engineering, Open Innovation, Fuzzy Front End, Gamification), Startup Coaching and Investment Readiness.

Tarra Jackson

Atlanta, GA, United States

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

Personal Finance Coach. Financial Language Counselor. Budget Disruptor. Passionate about making money matters more manageable. Author: Financial Fornication & 4 Financial Languages. Former Credit Union CEO.

John Kerr

London, England

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

I focus on increasing profits from my property portfolio and helping others. I specialise in vacation rentals and other short stay markets - for contractors and serviced apartments - ask me for my free ebook on how you can earn extra income using airbnb. I also help people access the best property training.