Top Financial Planning and Analysis Experts

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 an Accounting graduate & started career as an Accountant. I also worked in academia as a teacher & researcher. Most of the tasks involved financial analysis & strategic decisions making. Now I share my long-term professional experience by writing article. My article mainly solve financial problems & advice how to recover it.

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.​

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.

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.​

James Francis, CEO of Paradigm Asset Management, is a trailblazing entrepreneur at the intersection of finance, media, and artificial intelligence. Under his leadership, Paradigm Asset Management has managed over $7 billion in assets globally, pioneering AI-driven investment strategies that set new industry standards. Francis is the driving force behind PaaS Invest, an all-in-one investment platform that integrates AI-powered direct indexing with active management. Committed to ethical AI, he also founded Artificial Integrity, an initiative dedicated to fairness and transparency in AI governance, and launched BlackChat AI to promote diversity in the tech space. A Morehouse College alumnus, Francis actively contributes to multiple boards and organizations, solidifying his reputation as a leader shaping the future of both finance and technology.

Jonathan attended the University of Arizona where he earned a degree in Finance, minoring in History. Upon graduation he started his professional career at IBM, eventually finding his way to New York City, where he lived and worked for over a decade. Jonathan returned home to Arizona to earn his Master’s in Global Management from Thunderbird, graduating with honors (Beta Gamma Sigma, Pi Sigma Alpha). Throughout his career Jonathan has managed global and domestic finance teams both for startups and Fortune 500 companies, including McGraw-Hill, Standard & Poor’s and Kaplan Test Prep. When he isn’t crunching numbers, he loves traveling, riding motorcycles and cheering on his alma mater’s basketball and football teams.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

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.​

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

CoFounder of DualEntry, a modern ERP/accounting software venture-backed startup. Prior, CoFounder of Benitago, an ecommerce CPG group that grew to $100M in sales.