Effective financial goal setting is the cornerstone of long-term financial success and stability. Featured.com's curated directory of financial planning experts offers unparalleled access to professionals who excel in helping individuals and businesses define, track, and achieve their monetary objectives. Our roster includes certified financial planners, wealth management advisors, and personal finance gurus who regularly contribute their insights to top-tier publications and media outlets. For publishers and journalists, this directory is a goldmine of authoritative sources ready to provide expert commentary on topics ranging from budgeting and saving to investment strategies and retirement planning. Meanwhile, financial experts can leverage this platform to showcase their expertise, expand their reach, and secure high-profile media opportunities. Whether you're seeking to enrich your content with expert financial advice or aiming to share your knowledge with a broader audience, our directory is your gateway to meaningful connections in the world of finance. Explore our expert profiles to find the perfect financial goal-setting specialist for your next article, interview, or consultation.
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Financial Adviser at Fintegrity
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Investor & Chief Wealth Builder at Invested Mom
Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.
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Financial Planner
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Financial Planner
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Managing Consultant and CEO at spectup
If you’re here, you’re probably curious about who I am and what we do at spectup. Let me fill you in. I started my career with a banking apprenticeship, thinking I’d spend my life crunching numbers. But then I discovered startups—and everything changed. At N26, the fintech unicorn, I got my first taste of the fast-paced world of innovation. I fell in love with the chaos, creativity, and energy. After that, I joined Civey, where I dove into digital market research, business models, and marketing strategies. Then came Deutsche Bahn, where I worked on international expansion, competitor analysis, and market strategies. I learned how to make sense of complex industries (global transport markets, anyone?) and drive growth. At diffferent (yes, that’s how it’s spelled), I helped brands like Audi and Zalando identify growth opportunities and design innovative business strategies. And at Deloitte’s Innovation & Ventures team, I worked on building future-proof businesses with cutting-edge tech. One highlight? Leading 30+ projects at the BMW Startup Garage, helping startups find their place in the world of mobility. That’s where I saw the real power of connecting startups with the right partners. Now, I’m building spectup. We work with growth-stage companies and select early-stage startups, helping them raise capital, connect with the right investors, and position themselves for long-term success. We also work with investors—PEs, VCs, angels, and family offices—helping them find promising, vetted companies to invest in without spending countless hours on due diligence. Why? Because startups fail too often, and investors waste too much time looking for the right opportunities. We’re here to bridge that gap. Whether you’re a founder looking for investors or an investor seeking quality opportunities, spectup is about making those connections—and making them work.
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Retirement Income Strategist at Self Directed Retirement Plans LLC
I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.
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Certified Financial Planner™ at Brickell Financial Group LLC
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Retirement Lifestyle Planner at KJ Financial
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Founder at Personal Financial Strategy
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Chief Executive Officer at 11 Financial
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CFO at Viking Roofing
I am the Chief Financial Officer of Viking Roofing, reputable roofing company known for our commitment to quality and customer satisfaction. With over a decade of experience in financial management, I have played a crucial role in streamlining our operations and enhancing our financial performance. Born and raised in a tight-knit community, I developed a passion for entrepreneurship and finance early on. My keen analytical skills and strategic thinking eventually led me to Viking Roofing, where I have successfully implemented cost-saving measures and improved our financial reporting processes. Outside of my professional life, I am a strong advocate for women in business and actively mentor young professionals in my community. In my free time, I enjoy exploring nature, volunteering, and spending time with my family. Under my leadership, Viking Roofing continues to thrive, reflecting my dedication to both the company and our clients. My core strengths include: Management experience: Leading teams and making data-driven decisions Financial forecasting: Preparing financial forecasts and assessing markets Risk management: Identifying and mitigating potential financial risks Leadership skills: Inspiring and guiding teams to achieve financial goals
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CEO at Future Wealth LLC
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Financial Strategist at Achieve Transcend Lead
Austin Talbert Loving is a seasoned USMC Officer and a dynamic entrepreneur specializing in financial literacy and leadership development. As Officer in Charge of Quantico’s Finance Pay Section, he applies military precision to ensure financial excellence. Co-founder of The Visionary Wealth Movement (VWM Finance), Austin brings a unique approach to wealth-building, empowering individuals and business owners to secure financial freedom. His multimedia venture, TDN Vision LLC, serves as a creative outlet, capturing powerful stories that resonate. Austin is dedicated to enhancing financial literacy and leadership in today’s professionals, helping them thrive in a rapidly evolving market. Whether through seminars, multimedia projects, or leadership workshops, Austin inspires others to unlock their potential. Connect with Austin to explore collaborations and insights on wealth, leadership, and success.
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CEO and Founder at Learn Financial Strategy
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Financial coach at Financialgoalsforwomen
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Founder at LifeGoal Investments
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CEO at Dundas Wealth
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Founder at Personal Financial Strategy
Founder, CIO, Real Estate Broker, and Financial Planner at Harmer Wealth Management
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Founder and Lead Financial Planner at Twin Cities Wealth Strategies, Inc.
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Showing 20 of 241 experts
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Financial experts can create a profile on Featured.com showcasing their expertise in goal setting. They can highlight their experience, qualifications, and specific areas of focus within financial planning. By joining our platform, experts increase their visibility to publishers and media outlets seeking authoritative insights on topics like budgeting strategies, retirement planning, and long-term wealth accumulation.
By sharing their financial goal setting knowledge through Featured.com, experts can significantly enhance their professional visibility and credibility. They gain opportunities to be quoted in reputable publications, potentially reaching a wider audience and attracting new clients. Additionally, being featured in media outlets can lead to speaking engagements, book deals, and other professional opportunities, further establishing the expert as a thought leader in the field of financial planning and goal setting.
Publishers often seek expert insights on a wide range of financial goal setting topics. Common areas include creating SMART financial objectives, balancing short-term and long-term goals, strategies for debt reduction, saving for major life events (e.g., buying a home, funding education), and adjusting financial plans during economic uncertainties. Experts who can provide practical advice and real-world examples are particularly valuable to publishers.
Featured.com offers a comprehensive directory of financial goal setting experts, allowing publishers to search based on specific criteria such as area of expertise, years of experience, and previous media appearances. Our platform provides detailed profiles of each expert, including their background, notable achievements, and sample quotes. This enables publishers to quickly identify and reach out to the most suitable experts for their content needs on topics ranging from personal budgeting to complex financial planning.
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