Top Financial Planning and Analysis Experts

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

A professional builder, breaker, fixer, innovator, and party starter While my experience and skill set span across a wide range of departments, my professional identify can best be classified as a problem solver. What gets me excited to wake up in the morning is the opportunity to build something that will make others’ lives easier. To create solutions that others may not have thought were possible. To automate tasks that my team members hate doing. I’d like to think of this as making the wildest dreams come true People come first for me, and I strive to make any room I walk into one full of energy, excitement, and passion. We’ve only got so much time in this life, and I believe that whether at work or at home, we owe it ourselves to always keep it lively and fun

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

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.

Innovative Strategy and Finance leader with a deep understanding of how to drive real results through the effective use of Analytics, Decision Science and Technology. I have experience in a wide domain of industries including, Manufacturing, Technology, Healthcare, Insurance, Banking and Finance.

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

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!

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.

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.

Strategic Corporate Finance - previously with Harvest Health and Recreation, Inc., & now currently with The Pharm and Sunday Goods Valuation Analysis / Financial Consulting - Kotzin Valuation Partners Arizona State University - M.S. Finance Key traits: Prepared Results-driven Accountable Skills: Financial Analysis, Complex Problem-Solving, Critical Thinking, Communicating, and Team-based Projects

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.

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.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Over a decade of experience driving finance, strategy and business operations at global technology companies; - foodpanda - Intel - Telstra - Inmarsat - Apple I started my career in Sydney and have been fortunate to work and live in London, Hong Kong and Singapore. Currently, in Singapore at foodpanda APAC, I lead a team of finance business partners to drive the business hypergrowth across 12 markets in Asia. Outside of the corporate world, I am passionate about startups, technology, mentoring, sports (cricket, rugby and football) and travelled to over 50+ countries. Are looking for a Career Mentor, a new job or a career change? ExpertCareerMentors.com connects you with industry experts in your chosen field to provide you with career advice, resume writing, Linkedin profile editing and interview preparations to land your dream job. Connect to schedule a free consultation today. mail@edwinang.com.au SG +65 9483 3543 AU +61 457 603 086

A seasoned professional with over 30 years experience helping both SME's and larger corporates adding value to financial, operational and commercial challenges by working closely with CEO's, PE and other key executives. * ACA (SA) ex Ernst & Young, South Africa* Advising C suite* Working with Private Equity* Mergers and Exits* Investment decks and financial projections* Strong tech, financial services, real estate & SAAS experience* UK and extensive International experience* 'Fire fighting' and turnarounds* Hiring, training and motivating finance teams.* Reorganisation of accounts departments* Automation of systems and processes* Systems implementation, Reporting, Forecasts, business plans and KPI's relevant to the business* Implementation of internal controls, budgeting and cash flow forecasting.