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.

James Vanreusel spent 8 years with a Wall Street investment bank. He generated around $8 Million in annual sales through his relationships with hedge and mutual funds, before moving into private equity and asset management. After leaving Wall Street, he became a CFA Charterholder and went on to found three microfinance banks in the South Pacific. He also created a holding company based in Singapore that delivered growth at 600%. In 2014, he moved to San Francisco and set up Vanreusel Ventures: a team of CFO consultants and financial analysts, working with for-profit and non-profit clients across the US. They help emerging companies to grow and scale, by building teams and systems that will expand with the business. All while developing the finance skills and mindset of the CEO. The result is a framework to see the business through the early years, in readiness for its first full-time CFO. The #1 Key To Creating A Thriving Business is James’ first book – drawing on the first 20 years of a career that’s taken him deep into the world’s financial markets. Here is a link for your free book: https://vanreuselventures.com/free-book/

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.

I have worked in the financial services industry since 2011, holding a variety of roles across both large institutions and boutique firms. My experience includes working with major organizations such as State Street Bank and Morgan Stanley, as well as smaller, independently owned firms. In 2024, I left Morgan Stanley to become a partner at Town Square Wealth Management & Consulting. Town Square Wealth Management & Consulting is a locally owned boutique firm focused on providing comprehensive financial planning and advice to business owners and recent retirees. In addition to holding the CFP® designation, I am a Certified Exit Planning Advisor (CEPA), helping business owners prepare for and navigate the eventual sale of their businesses. I strongly believe that thoughtful planning is the foundation of every successful client relationship. After working within large corporate environments, I came to believe that serving hundreds of clients at once does not allow for the level of care and attention clients deserve. Our firm is intentionally structured to remain highly personal, allowing us to deliver focused, meaningful guidance rather than operating as a high-volume practice.

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.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

Nick is a fee-only financial planner and founder of ClearMind Capital, where he works with individuals and families navigating major life and financial transitions. He has spent 8+ years in the financial planning profession, advising clients on retirement planning, tax strategy, investment design, and long-term decision-making. Nick earned the CERTIFIED FINANCIAL PLANNER™ designation in April 2023 and also holds the ChFC® and CLU® designations. He is a founding member of the Integrative Wealth Advisor (IWA®) designation, a newly launched professional standard focused on aligning financial planning with broader life priorities and well-being. He is frequently sought out for his ability to explain nuanced financial topics...such as retirement readiness, Social Security planning, portfolio construction, and the behavioral side of money—in a way that is clear, grounded, and accessible. Nick brings real-world context and thoughtful perspective to personal finance, making him a trusted resource for journalists seeking clarity, insight, and meaningful analysis.

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)

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

Community builder at heart, hyper connector, serial entrepreneur and investor in 100+ startups. I help ambitious professionals build profitable, scalable businesses and real financial freedom. Since 2015, I have invested in and advised more than 100 companies and coached thousands of founders, executives, and board members across Europe. My work focuses on turning complexity into clarity, helping leaders scale revenue, strengthen governance, and build strong personal brands that attract clients, capital, and opportunities. I am the founder and CEO of The Visionary Companies, a platform connecting scale up founders, board members, and investors through high impact programs, trainings, and international retreats. I have been named one of the Top 100 most influential women in the European VC and startup ecosystem in 2023, 2024 and 2025. I am known for accelerating people and businesses while staying deeply committed to freedom, alignment, and purpose led profitability.

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.​