Certified Financial Planner / Advisor

Closed Posted 5 years ago Paid on delivery
Closed Paid on delivery

- Analyzing financial data received to develop strategies for meeting financial goals

- Managing debt

- Prepare financial plans and strategies and giving financial advice

- Investment planning

- Cash management and other areas to help reach financial objectives

Accounting Business Analysis Finance Financial Analysis Financial Research

Project ID: #18193850

About the project

27 proposals Remote project Active 5 years ago

27 freelancers are bidding on average $1130 for this job

gregorybair

Greetings! Ranked the #1 business provider on Freelancer.com since 2010, I thank you for the opportunity to work on this project. I have vast experience in accounting, tax and bookkeeping matters, and have owned a More

$1500 USD in 20 days
(549 Reviews)
9.5
assignmentstore

Hey, I can help you in analyzing financial data, prepare financial plans and strategies, cash management as I have done Masters in Finance from the University of Melbourne and have an experience of 6 years in this f More

$1250 USD in 20 days
(264 Reviews)
7.6
RRconsultant

Greetings! I am a Chartered accountant with significant experience in financial modelling and business planning with the largest investment banks globally. I am keen to help you with the requirements. Look forward More

$1000 USD in 15 days
(131 Reviews)
7.5
khurram1984

Hi. I am an affiliate chartered accountant (CPA) and a finance expert since 2009. I have prepared company valuation reports, feasibility studies, business plans, financial models etc. I know different valuation techniq More

$1000 USD in 10 days
(349 Reviews)
7.8
Diliphero

Greetings, I am a professionally qualified Accountant from Sri Lanka with A degree in Management & Finance. I am a QuickBooks Pro-Advisor. I have 17 years of experience in Audit, Accountancy, Direct and Indirect tax More

$2000 USD in 20 days
(70 Reviews)
6.8
dgled

Hello. I served as CFO, Controller, and Chief Accountant at global parent companies. I have experience with implementing information systems in organizations and businesses (Intuit QuickBooks, SAP, ERP, etc.), within More

$1500 USD in 15 days
(67 Reviews)
6.8
sanjibsahanew

Hi, I would like to work for you. I will provide highly credible and well-researched financial planning and advisory support with my CFO / CXO level experience in the past. You may validate my profile which is also More

$1000 USD in 15 days
(110 Reviews)
6.8
quattroadvisors

Dear Client, I thank you for the opportunity to bid on this project. I am a business advisor, BBA, MBA and CFA with twenty years of international business experience with blue-chip multinationals including The Coca More

$1500 USD in 20 days
(20 Reviews)
6.3
Pigo

Project title: Certified Financial Planner / Advisor I am an experienced financial analyst and, since 2005, CFA Charter-holder. I have more than 15 year of working experience in the financial industry. I started to More

$1111 USD in 20 days
(103 Reviews)
6.5
venkatesh1312

Hi I'm Venkat. I'm an financial analyst and I have been working as an analyst for over 2+ years. I have a good reputation as an analyst. I'm looking forward to put together my best qualities to good use in fulfillin More

$1250 USD in 20 days
(51 Reviews)
6.2
c4cuteconain

I am a professional accountant with a decade of experience working in a US based NASDAQ registered company's finance department with excellent accounting skills and can complete this task for you as per your requiremen More

$1000 USD in 20 days
(33 Reviews)
5.7
emilywilliams1

Hi there? I can help you in Analyzing financial data received to develop strategies for meeting financial goals. I have done Masters in Finance from Cardiff Metropolitan University, I am confident in delivering your pr More

$750 USD in 9 days
(14 Reviews)
5.1
KreativeTeam

Hi, I hold a financial masters degree and not just that but also have been in the industry for the last 7 years and advising clients successfully. I have covered from markets to taxation to investments. I apply to y More

$750 USD in 9 days
(26 Reviews)
5.2
lionize85

Hi Mate, This is a PhD, MSc in (Financial Management) holder from UK universities, Working currently as Assistant Professor of Finance. I believe that i have the right credentials, and got the ability to complete More

$1500 USD in 20 days
(5 Reviews)
4.1
liveexperts123

typing.. . .

$1625 USD in 3 days
(5 Reviews)
4.0
djillali2018

I can do the work accurately and professionally Delivery at the agreed time I will be honored to work with you

$1111 USD in 7 days
(0 Reviews)
0.0
talaljazz

Hi, I come from a solid background in financial services and investment banking, have worked (and been certified) in 5 different markets. specialising in areas such as Asset allocation, Portfolio Management, Financial More

$1500 USD in 20 days
(0 Reviews)
0.0
teerthpras44

I have knowledge of financial comparison between the company and you can fully trust on me for these project.

$750 USD in 1 day
(0 Reviews)
0.0
davidkipkore208

Dear r086, I am humbled to bid for this project and be part of your team. I am experienced and competent in completion of my assignments. I will be grateful if we can work together. kindly Contact. if possible you can More

$1111 USD in 5 days
(0 Reviews)
0.0
dharmeshdhameliy

I am certified chartered accountant and member of the institute of chartered accountants of india. I am well good for this job. I am practicing in financial, accounting and tax matters in surat having well qualified st More

$1277 USD in 15 days
(0 Reviews)
0.0