Banner Image

All Services

Business & Finance

Certified Financial Planner (CFP)

I am a Certified Financial Planner and operate on a fee only model. I work with small business owners for financial planning, retirement planning, administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

About

$40/hr Ongoing

Download Resume

I am a Certified Financial Planner and operate on a fee only model. I work with small business owners for financial planning, retirement planning, administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.

Skills & Expertise

Administrative AssistantBudgetingCash Flow AnalysisCollectionsEstate PlanningFinancial AnalysisFinancial PlanningManagementModelingPlanningWealth Management

0 Reviews

This Freelancer has not received any feedback.