Wealth Management Services – Advice from Experts

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Wealth Management Services

Tokyo, Japan

$100.0/min 5.0 2 $1.67/min

I have worked internationally as a wealth manager for the past 10+ years helping investors great and small get what they want from life using investment as a tool to get it. I have various professional accreditations related to financial planning, investment and wealth management so feel free to ask me for more information. I look forward to talking with you!

KOPANANG LEOKANA

Maseru Lesotho

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

Financial Literacy Coach | ACCA Diploma | Helping Individuals & Businesses Master Finance & Wealth Building

Joseph Saldana

Annapolis MD

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

Chief Operating Officer for world renowned global financial companies with expertise in Wealth Management, Private Equity, Banking and Asset Management with over 20 years of deep and broad operating experience to introduce efficiencies, enhanced client services and generating organic & inorganic growth. Wealth Analytica – Retirement Reporting and Analytics StratWealth Management Group – Wealth Management Pinnacle Advisory Group – Wealth Management C Change Investments – Private Equity Lehman Brothers – Asset Management Deutsche Bank – Banking and Asset Management

Mike Holtschlag

Boston, MA

$600.0/min N/A 0 $10/min

Led 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.

Petar Draganov

Sofia, Bulgaria

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

Seasoned 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.

Kristian Kjelsberg

Sarpsborg, Norway

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

Norwegian wealth manager in Formue Norge AS. Our firm is one of the largest independent wealth management firms in Scandinavia.

Terrance Harrington

Chicago, Illinois

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

I'm a real estate professional and entrepreneur providing information, inspirational advice and coaching to entrepreneurs on how to secure their dreams and leave a legacy.

Mark Peters

Abu Dhabi

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

I run a private bank and asset management business in a large in a large commercial bank in the UAE. I also am involved in ecommerce ventures and write a retirement blog helping people trapped in crummy corporate jobs.

Godfrey O.

Hong Kong

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

Founder of Spiritworth Consulting in Asia. I've lived in Hong Kong for over 15 years and can provide insights on doing business, finance careers, and wealth management in the region.

Jackie Glass

Paris, KY

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

I'm offering advice and resource recommendation for investing for additional income and for investing in long term wealth.

Robert Riedl, CPA, CFP, AWMA

Wisconsin

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

I am a CPA, CFP and AWMA, that has thirty plus years of providing succession planning to small business owners, retirement planning, portfolio construction, and protecting families from related business risks. If your family is your greatest asset and you need help with your financial assets, please call me. My mission is to provide professional wealth management services that will sustain Multi-Generational Wealth, Family Unity and Legacy. Visit www.EndowmentWM.com to learn more.

Saad Zariff

Maryland, MD

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

Ethical and socially responsible investment specialist and wealth manager. Have over 16 years of experience in asset management wealth preservation and investment advice from an ethical standpoint.

Henry Gonzales Certified Master Financial Coach

Austin, TX

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

I’ve been trained by Dave Ramsey and the team as a Certified Master Financial Coach. My goal is to understand your situation, provide information, and most importantly inject hope. With a heart of a teacher, I will help guide you towards becoming Debt Free!!! Let's Chat!!! https://fb.watch/5ayo38xpa0/ Did you know that 78% of people are live paycheck to paycheck? Do you need help with finances or have questions about financial stress? I’ll never forget when I decided to become a financial coach. I was telling a friend about a program I used that helped me pay off all my debt in just 18 months and how I was then on a path to achieve financial freedom 10 years before I would even be old enough to retire. My friend asked if I would help them use the same program. I did and during the process my friend said they found it so valuable they wanted to pay me for my time. I told them I was enjoying it so much I didn’t want any money—after all, what are friends for. But later that night I was lying in bed thinking about that experience and I realized there must be hundreds or thousands of people here in my community that could use the same help. And that’s when I decided I would start doing financial coaching and my Mentor would be Dave Ramsey. Today, I use my program to help people who have debt to make the most of their money each month so they can eliminate debt quickly and get on a path to financial freedom as quickly as possible. And that’s how I got here, and I love that I can have such a meaningful job that helps people live their best life. If you’d like to talk with me please reach out. In this call, I’ll ask you about the #1 obstacle preventing you from moving closer to financial freedom and then we’ll talk about options for overcoming that obstacle. I wish you all the best and I look forward to meeting you. DISCLAIMER: I am not a financial adviser. These calls are for educational purposes only. The goal is to become debt free first by building an emergency fund, paying off all debt, then saving 3 to 6 months of expenses in savings before we talk about investments.