Hire the Best Financial Advisors

I'm a full time Professional Appointment Setter. My background is in financial services, insurance, law firms, and property management. In my current role as an Appointment Setter, I specialize in making follow up calls to webinar and seminar attendees to schedule meetings for financial advisors. I work well independently and thrive at problem-solving. I'm open to long-term and short term projects.

As an experienced Personal Finance Consultant and Business Reporting Specialist, I am passionate about empowering individuals and businesses to make informed financial decisions that maximize their financial potential. With a diverse background in procurement, project cost accounting, system implementation, and budgeting, I possess a unique set of skills that sets me apart in the world of personal finance management and business reporting. Having held pivotal roles as a Procurement Manager, Project Cost Accountant, and Personal Finance Manager, I have honed my expertise in financial analysis, cost reduction, and strategic planning. My hands-on experience in various system implementations and budgeting projects has also given me a strong foundation in leveraging technology to optimize financial management processes. My services are tailored to provide personalized financial solutions to help individuals and families achieve their financial goals, build wealth, and secure a stable financial future. I specialize in budgeting, debt management, saving strategies, retirement planning, and financial education to ensure my clients understand their finances comprehensively. I offer expert guidance in financial reporting and budgeting for businesses to improve transparency, efficiency, and decision-making processes. My meticulous attention to detail and strong analytical skills allow me to deliver accurate and actionable financial insights that drive growth and profitability. When you work with me, you can expect clear communication, dedication to your financial success, and a customized approach considering your unique needs and aspirations. Let me help you unlock your financial potential and transform your personal and business finances for lasting success.

Your visuals are the first thing clients, customers, and followers notice and in today's competitive online space, professionally designed graphics are not optional. They are what separate businesses that look credible from those that get scrolled past. I am Beatrice, a Canva Designer and Graphic Designer with verified 5-star results delivering clean, modern, and strategically crafted visual content across social media, print, branding, editorial design, and digital products for businesses, agencies, and entrepreneurs worldwide. Clients describe my work as: "on a different level," "no sample needed, no back and forth," and "exactly what I described, delivered beautifully within 24 hours." I bring that same standard to every project. I work in Canva, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Adobe Acrobat, and Figma which means I can handle everything from quick, editable social media templates to print-ready, high-resolution professional files with bleed, crop marks, and proper export settings. I also work across multiple languages including English, French, Spanish, Arabic, and German which means if your brand, audience, or content spans more than one language or market, I can support that too. WHAT I DESIGN Canva social media templates and graphics for Instagram, Facebook, LinkedIn, Pinterest, and TikTok. Instagram carousel design for coaches, spiritual brands, and personal brands scroll-stopping slides with strong visual hooks and strategic typography. Facebook and Instagram static ad creatives for direct-response campaigns, lead generation, and A/B testing editable Canva files with multiple design variations. Promotional flyers, event posters, and print-ready marketing materials at 300 DPI. Restaurant, bakery, and food brand menus and brochures premium editorial layouts, Canva-editable, print-ready PDF. Real estate marketing pieces including open house flyers, property listings, and neighborhood newsletters. Brand identity materials including brand kits, style guides, logo placement systems, and complete 30-day social media content systems for brand launches. Editorial layouts, monthly magazine design, and publication-style documents for spotlights, features, and recognition programs. Workbooks, planners, printable digital products, children's educational workbooks, and KDP-ready interiors for Etsy and online courses. Etsy listing mockups and digital product bundle images. Infographic and data visualization design. Presentation slides and pitch decks in Canva, PowerPoint, and Google Slides including animated slides and business proposal documents. Postcard design and editable postcard template systems. Pricing booklets and service menus for wellness centers and premium brands. Book covers, ebook design, card decks, brochures, banners, and print collateral. Educational worksheets, trackers, and PDF guides. Reusable Canva template systems a non-designer can update in under 5 minutes. INDUSTRIES I WORK WITH Restaurants, cafés, and food brands. Real estate agents and brokers. Beauty, hair, and wellness brands. Fashion and lifestyle brands. Education, coaches, and course creators. Nonprofits and community organizations. Fitness and wellness businesses. Marketing and digital agencies. E-commerce and Etsy sellers. Event businesses. Startups and small businesses. Publishing and editorial brands. Personal brands and entrepreneurs. WHAT MAKES MY WORK DIFFERENT I don't just make things look good. I make sure they work for print, for digital, for your audience, and for your business goals. Every file I deliver is organized, labeled, and built so you or your team can update it without starting from scratch. Every design is aligned to your brand, not a generic template with your logo dropped in. Every project is delivered on time with clear communication before, during, and after. If you need a single flyer done right, I deliver it. If you need an ongoing design partner who understands your brand and can produce consistent, professional content week after week I can be that too. TOOLS I USE Canva Pro · Adobe Photoshop · Adobe Illustrator · Adobe InDesign · Adobe Acrobat · Figma DELIVERABLES I PROVIDE Fully editable Canva template files. Print-ready PDFs with bleed and crop marks. High-resolution PNG and JPG at 300 DPI. Editable AI, PSD, or INDD source files. Organized and labeled layers and groups. Reusable template systems. LET'S WORK TOGETHER If you need a Canva designer and graphic designer who delivers professional, polished, on-brand visuals without the back and forth send me a message or click Invite. I respond within 0–2 hours. I'm ready to start. Canva Designer | Graphic Designer | Social Media Graphics | Print Design | Brand Identity | Flyers | Restaurant Menu Design | Real Estate Marketing | Workbooks | Templates | Infographics | Presentations | Etsy Digital Products | Editorial Design | Multilingual Design

🏆 Microsoft Certified: Power BI Data Analyst Associate (PL-300) Top Rated | 100% Job Success | 90+ Projects Delivered I help businesses replace manual spreadsheets with automated financial reporting and dashboards that leaders can rely on for decisions. Many of my clients come to me when reporting has become slow, manual, error-prone, or difficult to trust. I design structured, automated solutions that reduce reporting time, improve accuracy, and give leadership clear visibility into performance. With a background in accounting and data science, I combine financial understanding with technical expertise — ensuring your reports are not only automated, but financially sound and decision-ready. What I Specialize In Financial Reporting & Automation ✔ Automated P&L, budgeting, and forecasting systems ✔ Month-end reporting optimization (cut from days to hours) ✔ Cash flow tracking & scenario modeling ✔ Structured financial models for growing businesses Power BI Dashboards ✔ Executive dashboards with KPI tracking ✔ Real-time data connections (APIs, SQL, cloud databases) ✔ Clean data modeling & DAX measures ✔ Row-level security & structured reporting environments Excel & Process Automation ✔ VBA automation & pricing tools ✔ Quote generators & internal systems ✔ Power Query data transformations ✔ Integrated workflows using Power Automate Recent Results • Reduced month-end reporting from 5 days to 3 hours (80% time saved) • Built Excel pricing tool saving 10+ hours per week • Developed automated finance tracker with smart transaction categorization • Connected Power BI dashboards to live banking APIs for real-time monitoring Tools & Technologies Power BI (Certified – DAX, Power Query, Data Modeling) Excel (VBA, Power Pivot, advanced financial modeling) Python (pandas, API integration, automation) SQL | Power Automate | Google Sheets (Apps Script) Xero (Advisor Certified) If you're looking for a consultant who understands both the numbers and the systems behind them, I’d be happy to help. Click “Invite to Job” or send a message — I typically respond within 24 hours and can schedule a call the same day.

Dr. Carlo Duran, DBA – Business & Financial Strategy Expert Doctorate in Business (DBA) with Master's degrees in Business and Criminology. Series 7 & 66 licensed, Chartered Financial Manager, DoD Financial Management Certified, 20+ years delivering strategic financial solutions, education, and advisory services. As US Army Reserve Financial Literacy Specialist (Grade 11), I develop and evaluate programs to promote fiscal readiness, conduct strategic planning, analyze event data to meet goals, and recommend training aligned with Army Vantage requirements—empowering service members with practical financial tools. As former Wealth Client Advisor, I managed $45M+ AUM for 120+ high-net-worth clients, ranking in the top 5% nationally (Chairman's Club 2018) with 26% average annual growth through referrals and targeted business development. Led teams of advisors and associates; delivered holistic strategies covering investments, estate/tax minimization, philanthropic giving, and multi-generational wealth transfer. As DFAS Training Instructor (Grade 09), I built interactive curricula on retirement and annuities, using multimedia, group activities, live cases, and OJT to maximize engagement and real-world application. Adjunct Professor teaching Economics since 2011. I deliver high-impact results in: Financial literacy training, workshops, and content (personal, military, veteran focus) Business consulting: strategy, budgeting, cash flow modeling, profitability analysis Fractional financial advisory/CFO services: planning, risk assessment, investment review Wealth & retirement strategies, economic analysis, leadership & team development

With a Bachelor's degree in Accounting and Finance, I received CPA Excellence Award in Australia and I am an Advanced Certified QuickBooks ProAdvisor and currently working in California. Experience-wise, I have 20 years of accounting and finance experience gained from Big 4 and Fortune 500 corporations. Now I am running back office support company in Los Angeles providing bookkeeping, accounting, financial analysis, and outsourced controller services to small to mid-sized businesses locally and internationally. My service packages include: 1) Basic monthly bookkeeping This service is available for clients worldwide as long as you are using QuickBooks Online and provide monthly bank statements. Output includes a set of financial statements including Profit and Loss, Balance Sheet, and Cashflow Statement for your year-end tax filing. Additional graphs about your financial performance are also included. 2) Financial Planning & Analysis What do the numbers tell about your business? I analyze them, run a set of financial ratios and KPIs and give valuable insights about your business. These ratios help pinpoint areas in your business that require attention which ultimately results in increased profitability and productivity. 3) Outsourced Controller/CFO I provide on-site outsourced Controller/CFO services to station at your business (Los Angeles) or virtual controller/CFO service to help manage your accounting department, including reviewing and re-engineering the financial policies and procedures and providing advice on how to increase your profitability and productivity through best practices. 4) Business Consulting Service Other team members are professionals with over 25 years of experience in general management, accounting & finance, especially in the Mergers & Acquisitions field. We help provide hands-on management to your business or business advice as a virtual business consultant. Serving small businesses professionally both in Los Angeles and worldwide is my mission. Please drop me a line and let me know what I can do for you.