Trusted Financial Planning for Entrepreneurs Experts

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.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

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.​

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 create software tools for 3PL warehouses and Amazon sellers to work faster and easier. PrepBusiness is the operating system for Amazon prep centres and has driven $15m+ revenue for warehouses across North America and Europe. ListButler makes it simple to list products across all your eCommerce channels and leverages AI to generate optimized content. AZLabels speeds up warehouse operations by making label printing of shipping, FNSKU, location, and warning labels a one click operation. Previously, I ran an online board game retailer built on top of custom sourcing software to identify high profit product opportunities. I also co-founded Twassistant, an international staffing firm connecting clients to top talent from around the world.

LinkedIn's Top Voice in Entrepreneurship ► I help (Paralyzed) Entrepreneurs find meaning & clarity ► Business Coach ► Founded 4 startups & 4 successful exits ► Health & Wellness Blogger ► Dad x 3 👇 Growing a portfolio of online businesses → Coaching → E-Book (Cooking up) → Digital Course ( On the way) → Blog: Healthy Work Habits → Newsletter (Taking shape) 💡 I'm on a mission to build a portfolio of digital businesses to make the lives of Overachievers, Mid-Career Professionals & Entrepreneurs more purposeful. 👥Building an audience online to thrive together. 📩 Posts & articles about the process. 🧠 Mental Health Advocate ⚡ Co-founder of Albert Solino Consulting (Exit in 2023) 🏆 Proudly hired, developed, and led an in-house team of 65 consultants. ( Many of them are still colleague-turned friends) ✅ Consulting Portfolio → Management Consultancy → Strategic Planning → OKR → Human Resources → Performance Management → Employee Engagement → Remote Work → Digitalization 👉🏼 Acted as CMO and managed all omnichannel marketing efforts including → Website Development → Google Ads Management → SEO → Blog Management → Youtube Content Marketing → E-mail Marketing → Newsletter Marketing → Referral Partnerships → Business Development ✅ Blue-chip client list including: → Ford (Dearborn, MI) → Cigna Group (Bloomfield, Connecticut) → Concentrix - Webhelp (Fremont -CA & France) → JotForm (SF - CA) → Barsan Global Logistics, Inc. (Chicago - IL) → Novartis / Sandoz (Switzerland) → BEKO Global (Switzerland) → Carrefour (France) → Saint-Gobain (France) → Legrand (France) → Faber-Castell (Germany) → MAHLE (Germany) → Aegon (The Netherlands) → Energy Exchange Istanbul (EXIST) (Turkey) → ENKA Construction (Turkey) → Trendyol.com / Alibaba Group (China - Turkey) → Daiichi Sankyo (Japan) → Elleair International (Japan) → QNB - Qatar National Bank (Qatar) → Metair (South Africa) ⚡ Co-Founder of Corvisio HR Management & OKR Platform (Exit in 2023) ⚡ Co-founded Prosoftly (Exit in 2023) ⚡️ Co-Founder of Mailsoftly (Exit in 2023)

Founder of Vungle (sold for $780M to Blackstone). Partner at Blue Field Capital and run my family office via Zain Ventures. Contributor to various publications on topics such as AI & Tech. I also do my philanthropic activities through the Zain Jaffer Foundation which produces documentaries and funds a variety of causes throughout the world.

Technology Executive w/ 15 years experience; Entrepreneur's mindset; Start-up, new product, and growth focused; Former Military logistics officer (deployed); Georgetown MBA; managed teams ranging from 5-200+ personnel; Closed deals ranging from $10k - $20 mm; Active SECRET clearance; Certified Product Manager (CPM); Formally trained in Sales and Sales management along with business development for federal contracts.

I'm a publisher and investor.

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

Originally from London, England, now US-based, I began my entrepreneurial journey in 2005, expanding my initial company to a team of fifty and providing services to clients nationwide. Currently, I serve as an Accredited Small Business Consultant assisting small businesses and facilitating mergers & acquisitions in collaboration with the Decain Group. As an entrepreneur, I believe in both learning and sharing experiences; I author a daily small business blog offering insights to aid fellow entrepreneurs and small business owners. I am also committed to giving back to the community. I actively participate in various non-profit organizations and also serve as the Co-Chair of the IFDF Public Relations Committee.

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.​

Global quality auditor with over 5 years experience. In my free time I run my digital business that combines ad monetization, digital product sales, and paid traffic strategies to generate revenue. Over the past five years, I’ve mastered growing niche websites, building engaged audiences, and scaling digital products using both organic and paid strategies.

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.

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.​

How can organizations adapt to create new growth paths and manage risk in rapidly changing markets? This is the focus of my strategy and risk advisory work. I leverage my extensive track record in high-performance team building and operations leadership to help clients solve challenging problems at the nexus of risk, strategy, and innovation. I have over a decade of strategy consulting and executive leadership experience across multiple industries. I was the Director of Strategy for a Top 50 Foodservice Distributor, helping lead the company through its acquisition by a Top 5 Distributor. After that, I became CEO and led the turnaround of a produce merchandising and distribution company. My educational background includes a Master of Divinity from Denver Seminary, an MBA from Texas A&M University, and a PhD in religion from the University of Birmingham (UK).