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Wealth Management
Menu59 experts in Wealth Management topic
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AHAaron Hattenbach, CFP®RIA Founder, CFP, Consultant to Fintech StartupsFounder 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.Wealth Management • Entrepreneurship • Start-ups • Startup Consulting • Business planning • Business Coaching • Investment Advisory • Financial Planning • Strategic Financial Planning •$8.33/min per minute5.0 27 6
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CBCory BinsfieldInvestor and Real Estate Entrepreneur • Duluth, MnEver since my first job delivering newspapers as a kid, I've been a lifelong entrepreneur, coffee addict, and adventure capitalist. In 1998 I set a goal to acquire ten properties in ten years. After hitting the goal in 8 years, decided real estate was fun and offered the perfect hedge to the zigs and zags of the stock market. Today, I continue to buy at least one property a year as part of my "Ten to a Million Philosophy." Like I said, after ten properties, decided it was too fun to quit! I offer spot coaching to anyone interested in buying and holding residential real estate to diversify from the stock market. I also show people how real estate can possibly retire them before age 50. My niche is small- multi-family rentals ranging from 2 to 25 units. Keep this in mind if you are looking to book a call since I can't help you in the other areas of real estate investing. If you are stuck or looking to grow your portfolio, I will show you how to buy right, finance right, and manage right. These are the 3 most important aspects of real estate investing.Wealth Management • Entrepreneurship • Real Estate • Real Estate Investing • Investments • Real Estate Investment • Wealth • Retirement Planning • Income Tax • Retirement •$3.33/min per minute5.0 9 6
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CACarl AnderssonFormer Head of SalesTrading at investment bank • CopenhagenTrading and Hedge Fund veteran that has had jobs such as CEO of hedge fund, Head of SalesTrading at an investment bank, Proprietary Trader (PropTrading) at several firms in the City. Product experience from Forex, Futures and Stocks.Wealth Management • Trading • Hedge Funds • Investment Banking • Futures Trading • Investments • Trading Systems • Investing • FX trading • Trading Strategies •$1/min per minute5.0 17 7
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TVThomas Van NiekerkRapid-Tech AI Solutions & Digital Marketing • Cape Town, Worldwide ServicingHave Rapid-Tech, AI and Automation challenges within your Systems, or Digital Marketing, Copywriting, Email, Ad Creatives or Business Analysis? Rapid-Tech AI Solutions for Digital Businesses. Expert experienced in Corporate and Online Digital Business mentoring and coaching.Wealth Management • Entrepreneurship • Digital Marketing • Tech startups and entrepreneurship • Consulting • Information Security • Digital Transformation • Artificial Intelligence • Business Intelligence Tools • Revenue & Profit Growth •$1/min per minute5.0 2 1
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PSPanos SkliamisLondon, United KingdomAdvisor on complex and simple topics regarding: New Business launch, Strategic Planning, Branding, Positioning, Business Development, Partnerships. Technology companies, FinTech, InsureTech. Investments, Tax advice, set up of new companies, investment vehicles for special purposes, Funds, IPOs, M&A, due diligence, fund raising process, marketing plan, business development strategy, EU Funds, wealth management, asset management, corporate restructuring, networking, international expansion, crisis management, lobbying. Start-ups, Competitions and Global Organisations.Wealth Management • Business Development • Start-ups • Strategy • Negotiation • Valuation • Investments • Mergers & Acquisitions • Corporate Finance • Financial Risk •$3.33/min per minute5.0 5 1
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JMJoe MilamExpert in communicating with angel investors. • Austin, Texas AreaEntrepreneur - 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.Wealth Management • Private Equity • Hedge Funds • Valuation • Portfolio Management • Investments • Financial Services • Equities • Asset Management • Financial Advisory •$1.67/min per minute5.0 3 2
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BFB. Forrest Tuten, AWMA®President at Brittany Wealth • Knoxville, Tennessee AreaPresident/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.Wealth Management • Estate Planning • Creativity • Hospitality • Financial Advisory • Disability Insurance • Listener • Life Insurance •$3.33/min per minute5.0 1 1
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AAAhmad AbbasAdvisor, Financial Consultant, Entrepreneur • Richmond Hill, OntarioA partner that can help you innovate a strategy and put it into practice. I will help you overcome your Financial Fears and provide you an advice on which of your choices from Financial Related issues. From Retirement Planning, Saving, Asset Protection and Wealth Maximization for you and your Business. Will provide guidance on all available tools to support you making the decision on your financial needs Ahmad is a Serial Entrepreneur, Digital Marketer, IT Guru, Web Solutionist, Planner and Business Advisor. A strategist that looks towards the long term viability of an idea, always driven to create and deliver beyond expectations, 10 times what he’s re-envisioning. Providing a holistic strategy can provide you with the right edge - transforming your brand and business.Wealth Management • Finance • eCommerce • Investments • Personal Finance • Portfolio Optimization • Stock Management • Stock Trading • Health Insurance • Disability Insurance •$2.50/min per minute5.0 1 0
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EKEric KouvoloRetirement Income Planner • Seattle, WAHelping people and businesses create solid Wealth Foundations to build their dreams! Grow. Protect. Preserve your Wealth! ... using the same strategies as banks and the wealthiest families in our country. Areas of Specialization: Lifetime Income Accounts Infinite Banking Concept Authorized Practitioner Tax-Free Retirement Strategies Flexible Financing Accounts for businessesWealth Management • Small Business • Business Strategy • Employee Engagement • Strategic Financial Planning • Retirement Planning • Life Insurance •$5/min per minute— 2 0
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ARAsh RahmanTo help build your career/knowledge • LondonPrivate Equity Relationship Manager, Ex-Goldman Sachs (and other large banks), avid sports fan and traveler. https://www.linkedin.com/in/ash-rahman93/Wealth Management • Private Equity • Business Coaching • Career Development • Life Coaching • Stock Market • Career Development Coaching • Career Advising • Cryptocurrency •$1/min per minute— — 0
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KOKevin OkeyoFinancial AnalystKevin Otieno, FMVA Finance professional at University of Kentucky. MSF Candidate & CFA Level I. Data Analyst at Markey Cancer Center. Investment Committee Member at SMIF. Former Insurance Executive with expertise in risk management. Skilled in Python, Excel, Capital IQ & Tableau. Passionate about investment analysis, financial modeling & wealth management.Wealth Management • Insurance • Financial Modeling • Portfolio Management • Investments • Risk Management • Financial Analysis • Real Estate Investment • Equity Research • Risk Assessment •$1/min per minute— — 0
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NNNicholas NorrisGeneveDuring a career spanning multiple areas including hedge funds, asset management, compliance, trading, blockchain and crypto, with directorship, management and C level experience, key skills and knowledge accumulated include: Knowledge and skills in new and emerging technologies and digital transformation. Experience of negotiating adversarial dynamics and leadership through times of change. Deep experience in the creative application of market knowledge. Relationship building, including with third party suppliers and investors. Managing people, including recruitment and supporting staff wellbeing, retention and development. Experience and knowledge of working with legislative frameworks, governance and best practice. Experience and confidence in upholding the values vision and interests of shareholders through directorship roles. Experience in providing feedback and appropriate and nuanced challenge to support a diversity of opinions and discussion to achieve positive results for boards/executives through board, steering, strategy and risk management meetings.Wealth Management • Finance • Entrepreneurship • Startup Consulting • Trading • Green Technology • Cryptocurrency •$5.83/min per minute— — 0
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NLNina LakatosAyurvedic Wellness & Nutrition Consultant • Minsk, BelarusLet’s improve your health & energy from the very first call! 📞 It’s that simple. No guesswork, no overwhelm—just clear, personalized Ayurvedic guidance designed to help you feel better fast. Here’s how I can help: I’ve been living and practicing Ayurveda for over 10 years, working with clients all over the world—UK, Africa, Europe—to restore balance, improve well-being, and solve health issues naturally. I work in English & Russian, so you can feel comfortable expressing your concerns in the language that suits you best. What we’ll focus on first Most people come to me with several health concerns, but there’s always one that needs to be addressed first to unlock real progress. That’s exactly what we’ll figure out on our call. These are some of the most urgent issues I help with: ✔ Chronic Fatigue & Low Energy – Always tired? Your digestion, sleep, or stress levels might be the cause. Let’s find out. ✔ Digestive Problems (IBS, Bloating, Acid Reflux) – Poor digestion leads to more serious health issues if left unchecked. ✔ Hormonal Imbalances (Weight Gain, PCOS, Thyroid Issues) – Often ignored but key to long-term well-being. ✔ High Stress & Anxiety – Affecting your mood, focus, and even immune system. Let’s get it under control. ✔ Sleep Issues & Insomnia – Poor sleep is behind weight gain, fatigue, and even aging. Ayurveda has answers. Why book a consultation with me? I don’t believe in generic advice. We’ll pinpoint the #1 issue that’s holding you back and create a practical, easy-to-follow plan—no extreme diets, no complicated routines. ✔ Personalized Ayurvedic Assessment – Get to the root cause of your health struggles. ✔ Simple, Actionable Steps – Designed to fit your lifestyle, not overwhelm you. ✔ Fast, Real Results – Many clients feel a difference within weeks. 📩 Message me now to book a consultation! Let’s get you feeling better ASAP.Wealth Management • Business Development • Marketing Strategy • Healthy Lifestyle • Yoga • Holistic Health • Neuroscience • Rock Climbing • Sports Nutrition • Mindfulness Meditation •$1.67/min per minute— — 0
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MHMike HoltschlagSenior Leader in Wealth Management • Boston, MALed product, strategy, finance, consulting and HR teams over 17 years with Fidelity Investments. Deep experience in retail investing, brokerage, Wealth Management, alternatives, lending, banking, HSA, 529 solutions, digital experience, agile.Wealth Management • Digital Engagement • Brokerage • Agile Management • Asset Based Lending • Customer Experience • Banking • Alternative Investments • Investing • Wealth Management Services •$10/min per minute— — 0
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JMJohnny MulqueenOperations Guru • Philadelphia, PAJohnny 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.Wealth Management • Business Development • Start Ups • Operations Management • Growth Strategies • Financial Planning •$1.67/min per minute— — 0
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SDSaurav DeyBeing happy in the moto.. • India ... NortheastI m saurav dey... Age 25 Height 6ft. Weight 70kg Dark guy with a college degree.. A good listening habit toward lyf ✨❣️Wealth Management • Healthy Lifestyle • Relationship Coach • Stock Market •$1/min per minute— — 0
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CNChisom NwogboExpert in Trust and Estate Planning • Lagos, NigeriaWith 9 years of experience in trust and estate planning, I specialize in ensuring wealth is maximized and distributed seamlessly. My expertise spans Nigeria and Mauritius, where I have provided comprehensive legal advice to high-net-worth individuals and families. I excel in developing and implementing succession plans, drafting and reviewing legal documents, and collaborating with financial advisors to optimize wealth management strategies. My goal is to protect clients' assets and facilitate smooth succession planning across multiple jurisdictions.Wealth Management • Succession Planning • Estate Planning • Charities • Trusts •$6.67/min per minute— — 0
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PDPetar DraganovWealth Portfolio Management & Market Intelligence • Sofia, BulgariaSeasoned Investment & Market Intelligence Consultant with 8+ years of experience in wealth management, portfolio strategy, and financial research. Formerly at Morningstar & Private Equity International (PEI), now Founder of Concord Capital Intelligence, advising HNWIs, institutional investors, and financial firms.Wealth Management • Portfolio Management • Investments • Investment Advisory • Alternative Investments • Wealth • Early Stage Investment • Financial Advisory • Wealth Management Services • Portfolio Optimization •$2.50/min per minute— — 0
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MUMike UbisFintech exec scaling capital markets & compliance.Former trader and head of technology for several Fintech companies with particular expertise in integrating new platforms with legacy code in the Wealth Management sector. SVP, Head of Securities Technology – Axos Securities (2022–Present) • Rebuilt an engineering team of 50+ after high attrition, stabilizing mission-critical trading and clearing systems. • Deployed a real-time market risk platform to reduce enterprise exposure and slash vendor costs. • Spearheaded offshore tech hub development, boosting release velocity and cutting resource expenses. Consultant / Advisor – Adaptic Solutions (2018–2022) • Provided strategic fintech advisory, including feasibility studies for Reg CF and Reg D platforms. • Guided early-stage crypto ventures on secure integrations, compliance, and risk management. Chief Information Officer / Chief Technology Officer – Apex Fintech Solutions (2013–2018) • Modernized and scaled the tech systems, launching a groundbreaking API ecosystem for back-office securities. • Drove SOC 2 compliance, introduced enterprise SLAs, and led multi-million-dollar cost optimizations. Director of Technology – PEAK6 Investments (2009–2013) • Designed and launched proprietary trading solutions, significantly reducing time-to-market for a global multi-asset hedge fund. • Streamlined back-office operations across multiple financial business lines, lowering overhead and boosting agility. Focus Areas: • Fintech Strategy & Product Development • Risk Management & Compliance (KYC/AML, SOC 2) • API & Microservices Architecture • Scaling & Mentoring Global Teams • Cloud Adoption & DevOps Best Practices • Regulatory Navigation & Market EntryWealth Management • Technology • Software Engineering • Trading • Risk Management • Risk Assessment • Talent Assessment • Stock Trading • Stock Market •$5/min per minute— — 0
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MFMAURICIO FOREROInternational Banker, Financial Advisor. • Bogota, COSales 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.Wealth Management • Sales • Sales Management • Banking • Financial Planning • Retail Banking •$2.50/min per minute— — 0
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AMAston MoodleySouth AfricaMulti-faceted, efficient, highly passionate, and reliable Business Risk and Wealth Manager with 10+ years of managerial experience and 11+ years of experience in banking, insurance, wealth, finance, and investment management, furthering into supporting and promoting The Standard Bank Group and our clients to improve, create and maintain relationships built through financial strategies and implementations put in place. As an Executive Risk and Wealth Manager, I am known for being strategic and having a hands-on focused approach with experience in mitigating financial risk and creating strategic, wealth and profitability structures. I am fully FAIS accredited. These are all attributes developed over 16+ years of diversified work experience.Wealth Management • Investments • Life Coaching • Corporate Finance • Banking • Strategic Financial Planning • Personal Finance • Motivational Speaking • Life Insurance •$5/min per minute— — 0
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KKKristian KjelsbergWealth manager in Norway • Sarpsborg, NorwayNorwegian wealth manager in Formue Norge AS. Our firm is one of the largest independent wealth management firms in Scandinavia.Wealth Management • Finance • Sales • Sales Management • Investments • Sales Process • Personal Finance • Wealth Management Services •$2.50/min per minute— — 0
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COCarine OmakaPassionate reader and researcher. • NigeriaVirtual freelance financial advisor, health and wealth blogger at carineomakablogspot.comWealth Management • Business Strategy • Creative Writing • Health Coaching • Self-confidence •$1.67/min per minute— — 0
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JBJeremy BrittonInternational business coach, author, TV host • Brisbane20+ years in variety of own businesses, accredited left-brained financial planner & qualified right-minded hypnotherapist. Balanced master of technical financial strategy and digital nomad lifestyle design. Coaching business owners in 7 countries, host of radio show in NYC and TV show in Australia. Creator of Flick Your Rich Switch Transformations (FYRST) and Binary Sexology. Client video testimonials show cash returns of up to 700%, with many clients reporting 100% increase in sales and business income after coaching. Lifestyle benefits of better communication & relationships. All work guaranteed.Wealth Management • Entrepreneurship • Mentoring • Executive Coaching • Coaching • NLP • Personal Development • Leadership Development • Lifestyle Coaching • Meditation •$4.17/min per minute— — 8
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SLScott LancasterFounder, VP - Business Development at soevolved • Montreal, QuebecFounder of social giving software companyWealth Management • Start-ups • New Business Development • Event Management • Philanthropy • Budgeting • Investments • Troubleshooting • Situational Leadership • Hospitality •$1.67/min per minute— 2 0
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