Entrepreneurs face unique financial challenges, and expert guidance can make all the difference in their success. Featured.com's directory of financial planning specialists offers a curated selection of top professionals who understand the intricacies of entrepreneurial finance. These experts, regularly quoted in leading business publications, provide invaluable insights on cash flow management, investment strategies, and long-term financial planning tailored for business owners. For publishers and media outlets, our directory is a trusted resource to find authoritative voices on entrepreneurial finance for articles, interviews, or expert commentary. Meanwhile, financial planners gain a powerful platform to showcase their expertise and connect with high-profile media opportunities. Whether you're seeking expert advice for your content or looking to share your financial knowledge with a broader audience, our directory serves as your gateway to the world of entrepreneurial finance. Explore our expert profiles to find the perfect match for your next financial planning story or consultation.
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Founder at Personal Financial Strategy
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.
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Owner and Planner at Benzina Wealth
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.
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Strategic Financing Advisor at Real Estate Bees
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.
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Co-Founder at Uncle Tex Buys Houses
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.
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Founder at Personal Financial Strategy
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.
Founder & CEO at PrepBusiness
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.
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Entrepreneur at Healthy Office Habits
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)
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CEO/Founder at Zain Ventures
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.
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Entrepreneurial Coach at Steven Mitts
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.
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CEO and Founder at Learn Financial Strategy
I'm a publisher and investor.
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Certified Financial Planner | Certified Financial Therapist
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
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Founder at SureStep Business Advisors
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.
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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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Co-Founder at Dallas House Sale Group
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.
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Retirement Lifestyle Planner at KJ Financial
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Founder and CEO at Wealthendipity
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.
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Financial Planner
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Financial Planner
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Financial Adviser at Fintegrity
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.
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Co-Founder at Bright Bid Homes
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.
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Showing 20 of 2981 experts
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Financial planning experts can provide entrepreneurs with crucial guidance on balancing business and personal finances. They offer strategies for cash flow management, tax planning, and risk mitigation specific to business owners. These experts can also assist in creating long-term financial plans that account for both business growth and personal wealth accumulation. Their insights help entrepreneurs make informed decisions about investments, retirement planning, and wealth transfer, ensuring a holistic approach to financial well-being for both the business and its owner.
Publishers can significantly enhance their entrepreneur-focused content by featuring insights from financial planning experts. These specialists provide authoritative, up-to-date information on complex topics like business valuation, exit strategies, and tax optimization for startups. Their expertise adds credibility and depth to articles, potentially increasing reader engagement and trust. By incorporating expert quotes and analysis, publishers can offer unique, valuable content that stands out in the crowded digital landscape. This approach not only educates readers but also positions the publication as a go-to resource for entrepreneurs seeking reliable financial guidance.
Entrepreneurs often grapple with cash flow management, securing funding, and balancing reinvestment with personal income. Expert insights can provide valuable strategies for overcoming these challenges. Financial planning specialists offer guidance on optimizing cash flow, exploring diverse funding options, and creating sustainable growth plans. They can also advise on tax-efficient structures, risk management, and building personal wealth alongside business success. By tapping into expert knowledge, entrepreneurs can navigate complex financial landscapes more effectively, making informed decisions that benefit both their businesses and personal financial health.
Currently, high-demand topics in entrepreneurial financial planning include sustainable business models, digital currency integration, and AI-driven financial forecasting. Experts are frequently asked to comment on strategies for navigating economic uncertainty, such as diversification and resilient cash flow management. There's also growing interest in ESG (Environmental, Social, and Governance) investing for startups and how to align business finances with social responsibility. Additionally, experts often provide insights on modern funding methods like crowdfunding and venture capital alternatives, as well as financial strategies for remote and distributed workforce models.
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