Expert Financial Planning Consultants

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

I’m a FINMA-licensed financial advisor based in Switzerland, specializing in retirement and pension planning for individuals and companies. Through Invexa, I help clients build clear, sustainable long-term financial strategies that integrate both investment and insurance components. My approach combines personalized wealth planning with regulated insurance brokerage services to deliver practical, compliant, and goal-oriented solutions for every stage of life.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® in 2017. With this base, Filip then moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina (an independent RIA) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the household). Their values include spending time with family (even if it means a quick turnaround flight to NY), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

You don’t have a money problem. You have a relationship problem. If you are already a high-earning woman, you don’t need more money to fix your anxiety, you need a better relationship with the money you have. My mission is to empower high-achieving women towards financial and emotional intelligence through money mindset shift, behavioral financial planning, and somatic breathwork healing. It's time for a new approach. By refining your communication and relationship with your money, you can truly enjoy the freedom you've earned. #financialtherapy #financialplanning #moneymindset #wealthbuilding #financialcoach

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Bert Hofhuis Is a Founder and Entrepreneur Who Helps People Take Control of Their Financial Future. By Simplifying the Complexities of Later-Life Planning, He Gives Individuals the Confidence and Clarity to Make Smarter Decisions About Retirement, Wealth, and Security.

I'm a Certified Financial Planner® with over a decade of experience helping individuals and families build wealth and create financial freedom. In 2022, I made a major life change myself—leaving the U.S. to follow my dream of living in Portugal. That decision wasn't just about money, but about designing a life filled with freedom, purpose, and joy. Now, I specialize in helping high-achieving women do the same. I guide my clients in investing, managing their wealth, and aligning their money with their values—so they can step into the life they've always envisioned. Whether that means early retirement, financial independence, or a lifestyle abroad, my mission is to help you turn your financial success into a dream life you truly love.

My formal education includes an MBA at Arizona State University's W.P. Carey School of Business, a bachelor degree in Finance from the Ohio State University, and I'm a graduate of the Defense Language Institute in Monterey, California. I currently hold active CERTIFIED FINANCIAL PLANNER (TM) practitioner, Chartered Life Underwriter , and Chartered Financial Consultant designations. The alphabet soup of designations was garnered through accredited advanced education programs at the American College, College for Financial Planning, Cannon Financial Institute. I served for seven years as a non-commissioned officer in the Army Reserve. I served as a Psychological Operations team chief (Airborne), including one year deployment in Iraq from April 2003-March 2004. Awards include: Bronze Star Medal, Purple Heart, Army Commendation Medal, and Combat Action Badge.

I’m Jeremy Keil, CFP®, CFA®, a retirement financial advisor, and author of Retire Today: Create Your Retirement Master Plan in 5 Simple Steps. Known as Mr. Retirement on YouTube (https://www.youtube.com/@mrretirement), I show retirees how to make great retirement decisions with math-based financial planning, not myth-based financial planning. Got questions on Retirement, Social Security, Tax Planning, Longevity, Retiree Healthcare, Investments or Interest Rates? I explain complex financial matters in a way your reader can understand. Check out my podcast, Retire Today, and by book, Retire Today. Talk soon! - Jeremy

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

As the Lead Financial Planner at Lively Financial, I help clients achieve their financial goals in a fiduciary and fee-only capacity. I have a strong background in investment management, financial services, and financial advisory, with multiple certifications from FINRA and the Department of Insurance for the State of Kentucky. I am passionate about providing personalized and comprehensive financial planning solutions that align with the clients' needs, values, and preferences. I would love to hear from you and discuss how I can serve you. Reach out with any questions or to setup an initial consultation.

Christine Parker, CFP®, APMA®, CRPC™, CSRIC® Wealth Advisor for Family Financial Caregivers | Founder, Parker Financial, LLC Christine Parker is a nationally recognized financial planner and thought leader at the intersection of family financial caregiving, women’s leadership, and financial planning. As founder of Parker Financial, LLC, a fee-only registered investment adviser, she empowers family financial caregivers and women leaders to make confident financial decisions that protect their careers, families, and long-term wealth. With expertise in behavioral finance, decision-making psychology, and financial coaching, Christine provides research-based insights into how caregiving responsibilities and workplace challenges shape financial security and well-being. She frequently speaks and writes on issues such as: -The hidden financial toll of caregiving on women leaders -Work-life balance, economic mobility, and career resilience -Financial decision-making under stress and uncertainty -Generational wealth transfer and fiduciary caregiving Christine’s perspective resonates with journalists covering personal finance, leadership, family caregiving, workplace equity, retirement, and behavioral economics. She combines data-driven analysis with practical strategies, making her a trusted source for media seeking clarity on the financial realities facing modern families.