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.

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.

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 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.

Consultant to financial advisory industry, executive benefits specialist

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 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.

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

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!

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.

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

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.

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.

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.

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.

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.

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.

Business & Financial Consultant Financial Literacy Expert Public Speaking & Presenter

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.

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.

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

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

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.

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.

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.