Trusted Financial Planning for Entrepreneurs Experts

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.

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.

With a remarkable 27-year career in operations, hospitality, customer service, and technology Camilla's extensive background in these fields has given her a deep understanding of the intricacies of running a successful enterprise. She has leveraged her expertise to drive innovation and growth within her business.As an experienced technology leader, Camilla brings abundant expertise and proficiency to the table, presenting clients with innovative and practical technological solutions. She has a talent for simplifying complex projects into manageable tasks; no issue is too daunting for her to handle. Her commitment to excellence and enthusiasm for utilizing technology to achieve business objectives have rendered her an invaluable asset to any organization.When Camilla is not busy geeking out on technology, she spends her time volunteering in her community, enjoying family game nights, and stoking the creative fires through music and cooking.

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.

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.

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

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)

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.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

Inbar Madar is the Founder and Principal Consultant of Flip Fractional, a high-level executive strategy firm that acts as the power team behind fast-growing 7–8 figure brands. With over a decade of experience leading multi-million-dollar businesses across finance, operations, and brand management, Inbar specializes in helping companies build scalable infrastructure, strengthen profitability, and operate like the larger businesses they’re becoming. Before launching Flip, Inbar spent years in corporate leadership roles overseeing budgets, teams, and growth strategy for national retail and service brands. Today, she brings that same executive-level perspective to privately held companies offering embedded, partner-style support that drives real results. Her clients span industries from CPG and beauty to construction and pet care, united by one thing: ambitious growth that demands sharper strategy. Known for her clear, practical approach and dry sense of humor, Inbar cuts through complexity to bring data-driven clarity, systems, and structure to the table, without the corporate fluff. Whether restructuring an organization, building a forecasting model, or leading a pricing overhaul, her work always comes back to one thing: no BS, result-driven strategies.

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.​

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).

I write your favorite expat money newsletter: https://www.moneyabroad.co As an advisor, I work with growth-stage B2B SaaS & fintech companies on: * Implementing product-led growth * Building & scaling the product org As a product leader, for the past 9+ years I've been building and growing internet products across Silicon Valley and Southeast Asia. I've led a 70-person product org with 11 reports, helped build two $50M+ ARR businesses, launched 0-to-1 products, and ran 200+ experiments that drove millions in revenue impact.

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.

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.

Alpesh H. Patel is a globally recognized entrepreneur, award-winning business leader, and transformational speaker. Born with the spirit of innovation, he has built a reputation as a tech disruptor and business strategist, navigating and dominating emerging markets with groundbreaking solutions. A visionary in mobile technology and fintech, Alpesh’s career has been defined by his ability to pioneer and execute "Go-to-Market" strategies that have reshaped industries. As the former Director of Sales at Motorola, he generated over $500 million in revenue, forging partnerships with global giants such as Visa, Vodafone, Western Union, and Uber. In 2007, he founded Mi-Fone, Africa’s first mobile hardware startup,and OJU, the world’s first Afro-Emoticon brand, both of which were acquired by a $5 billion South African conglomerate. Currently, Alpesh is the Co-Founder of ZMBIZI, a U.S.-based fintech company enabling contactless payments, and the Founder of BIZI LABS, a Swiss-based Web3.0 multi-blockchain platform. His mission remains clear: to empower over 3 billion people globally with mobile tools that enhance financial inclusion and personal productivity. Alpesh has received widespread media recognition, with features in CNN, CNBC, BBC, Forbes, GQ, and Huffington Post, among others. He is a sought-after keynote speaker who shares hard-earned insights on business resilience, leadership, and reinvention in today’s rapidly evolving landscape.

Enthusiastic and committed Business Development Manager with seven years experience in financial services. Working for Lloyds Banking Group I support local businesses in Lancashire by providing lending facilities and solutions that enable them to grow their business.

Nick Berry is an American entrepreneur and business advisor known for founding, leading, and advising award winning small businesses since 2002. A 4-time Inc 5000 honoree, in 2025 he founded Redesigned.Business, an advisory firm focused on helping B2B service business owners break free from operational inertia and scale effectively. He also hosts The Business Owner’s Journey podcast, spotlighting practical strategies and leadership stories for growth-minded entrepreneurs. He is the creator of the Business Alignment System™ (BAS), a proven framework for scaling B2B service brands by aligning leadership development, strategic vision, and operational excellence, and the author of signature concepts including The 5 Stages of the Business Owner’s Journey. Companies and Results: Nick’s businesses have earned repeated recognition for growth, client satisfaction, and company culture, including the Inc5000 (4x), Entrepreneur Magazine (7x), Franchise Business Review’s Top Fitness Franchisor (3x) and Best Places to Work (4x). He is the founder of FCG, LLC (portfolio holding company), co-founder and former CEO of Fitness Revolution, founder of SEOContentSurge, and co-founder of Entrepreneur’s Edge. Over the last two decades, he has launched or acquired more than two dozen companies across multiple industries, with several successful exits, and a philanthropic arm, Revolution for a Cause, which has raised over $1.1 million for charity. Thought Leadership: A pragmatic voice often dubbed the “Anti-Guru,” Nick has co-authored five best-selling books (including ‘The Only Business Book You’ll Ever Need’ with Brian Tracy) and hosted 100+ conferences & workshops. He is a long-time Vistage member and regular guest on shows like The Profit First Podcast with Mike Michalowicz and Hello Chaos. Personal: Nick is married to podcaster Kelly Berry. He and Kelly have been married since 2007, and been business partners since 2012. They have one daughter and live in Florida.

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.