Trusted Financial Planning for Entrepreneurs Experts

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.​

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)

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.​

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.​

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

If you’re here, you’re probably curious about who I am and what we do at spectup. Let me fill you in. I started my career with a banking apprenticeship, thinking I’d spend my life crunching numbers. But then I discovered startups—and everything changed. At N26, the fintech unicorn, I got my first taste of the fast-paced world of innovation. I fell in love with the chaos, creativity, and energy. After that, I joined Civey, where I dove into digital market research, business models, and marketing strategies. Then came Deutsche Bahn, where I worked on international expansion, competitor analysis, and market strategies. I learned how to make sense of complex industries (global transport markets, anyone?) and drive growth. At diffferent (yes, that’s how it’s spelled), I helped brands like Audi and Zalando identify growth opportunities and design innovative business strategies. And at Deloitte’s Innovation & Ventures team, I worked on building future-proof businesses with cutting-edge tech. One highlight? Leading 30+ projects at the BMW Startup Garage, helping startups find their place in the world of mobility. That’s where I saw the real power of connecting startups with the right partners. Now, I’m building spectup. We work with growth-stage companies and select early-stage startups, helping them raise capital, connect with the right investors, and position themselves for long-term success. We also work with investors—PEs, VCs, angels, and family offices—helping them find promising, vetted companies to invest in without spending countless hours on due diligence. Why? Because startups fail too often, and investors waste too much time looking for the right opportunities. We’re here to bridge that gap. Whether you’re a founder looking for investors or an investor seeking quality opportunities, spectup is about making those connections—and making them work.

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.

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.

Experienced Sales And Marketing Specialist with a demonstrated history of working in the real estate industry. Skilled in Sellers, Negotiation, Customer Service, Sales, and Marketing Strategy. Strong marketing professional with a Bachelor of Engineering - BE focused in Electrical and Electronics Engineering from RMIT University.

Jack Perkins founded CFO Hub to provide strategic finance and accounting services to enterprises of all sizes. CFO Hub serves a diverse array of clients throughout the US and abroad, providing them with CFO, Controller, Accounting, and HR solutions to help them scale. Prior to founding CFO Hub, Jack served as the CFO and Controller of rapidly growing enterprises in California, steering them through multiple institutional financings and revenue growth. These experiences have equipped him with the skills necessary to meet the needs of even the most intricate business models. Jack began his career in public accounting and is a licensed CPA in the State of California.

As a seasoned finance professional and entrepreneur, I offer a unique perspective that blends rigorous financial analysis with real-world business experience. My career spans various roles in higher education finance, entrepreneurship, and corporate settings, giving me a comprehensive view of today's economic landscape. My expertise allows me to provide insights on a wide range of topics, including budget planning, financial forecasting, entrepreneurship, and the challenges facing modern universities. I can offer data-driven analysis on financial trends, as well as practical advice for aspiring entrepreneurs. Additionally, as a local business owner and community member, I can speak to the economic climate and lifestyle of the Bay Area, particularly Marin County. Whether you're looking for expert commentary on financial matters, insights into the world of startups, or a local perspective on Bay Area living, I'm ready to provide clear, informed, and engaging responses to support your reporting.

Real estate isn’t just about transactions—it’s about solving problems, and that’s where Hilary Schultz excels. A licensed Realtor in Texas and Florida with over two decades of experience, she helps homeowners make smart, strategic moves, whether they need a fast cash offer, a market-listed sale, or something in between. Alongside her husband, Hilary operates a portfolio of real estate companies that cover every stage of residential real estate—acquisitions, renovations, and long-term asset management. They don’t just buy and sell houses; they create value, revitalize communities, and help homeowners move forward with confidence. Her expertise in property valuations, negotiation, and market trends makes her a go-to resource for sellers looking for real solutions—not just quick fixes. With a strong track record and thousands of successful transactions, Hilary is known for getting deals done the right way

I’m P. Blake Renda—entrepreneur, investor, and co-CEO of Veedor Holdings LLC based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC, in addition to making strategic investments, owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while attending the University of Southern Calfornia as an intern at NBC Studios, which led to a full-time position upon graduating. I then pivoted to law and then finance which ultimately lead me to Wall Street in 1996, where I was part of small team in Palo Alto, CA managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. and in 2000 I earned recognition as one of Institutional Investor Magazine’s “Best of the Buy Side.” In 2006, I joined the New Dimensions Growth Team of American Express Asset Management in La Jolla, CA, as the T/M/T manager across six growth funds with $40 billion plus in AUM. In 2004, I was nominated for Institutional Investor Magazine's "Best of the Buy Side." Those years instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills that I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I helped transform a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its public listing via SPAC. I exited that company and launched Veedor Holdings LLC with my Co-Founder, Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency serving global clients known for delivering business strategy and marketing under one roof. We also own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce company. Beyond the accolades, successes, challenges, and failures, I live with a deep belief in resilience, mentorship, and shared success. I’m a proud father, a former youth volleyball coach, and a passionate advocate of Ubuntu—"I am because we are." Whether scaling startups, navigating global markets, or building culture, I bring the same competitive spirit and collaborative ethos to every endeavor. Success isn't about accolades—it’s about legacy, community, and the courage to keep moving forward. As Winston Churchill said, “Success is not final; failure is not fatal; it is the courage to continue that counts.”

I'm Jeff Mains, a five time founder with over $200M in combined revenue across my companies. Today, I lead Champion Leadership Group where I help SaaS and professional service founders scale their businesses with confidence and clarity. My focus is on building repeatable systems for growth driving strategy, accelerating revenue, and turning chaos into momentum. I’ve been in the trenches, scaled fast, failed smart, and built companies that last. I know what it takes to lead in uncertain markets, and I coach other founders to do the same with a grounded, practical approach that gets results.