Finance
Financial planning, investment guidance, and tax strategy from licensed professionals.
5 professionals in Finance
Open in Explore with filters →Finance
Lucia Ferraro
Retirement Planning Specialist
Turning retirement savings into a confident, sustainable income plan
4.5(2)Denver
$130starting
Finance
Daniel Bregman
Chartered Financial Analyst
Portfolio strategy and investment reviews for self-directed investors
4.5(2)New York
$120starting
Finance
David Okonkwo
Tax Strategist, CPA
Tax planning and filing support for freelancers and small businesses
4.5(2)Atlanta
$140starting
Finance
Meredith Okafor
Certified Financial Planner
Fee-only financial planner helping households build a plan they'll actually stick to
4.5(2)Chicago
$90starting
Finance
Priya Anand
Wealth Management Advisor
Holistic wealth planning for growing families and small business owners
4.5(2)Austin
$65starting