Hire the Best Asset Management Specialists in California
Whittier, California
I help brands, startups, and creators produce high-impact video content using modern AI tools and professional media workflows. With 10+ years of experience in media operations and content production — including work connected to NBCUniversal, Fandango, and Vudu — I combine studio-level production discipline with modern AI-driven video creation. I specialize in short-form social video and AI-assisted content production, creating engaging videos for: • YouTube Shorts • Instagram Reels • TikTok • product ads and UGC • explainer videos • AI-generated visual storytelling I use tools like Sora, Veo, Runway, MidJourney, ChatGPT, and CapCut to rapidly develop concepts, visuals, and polished video content. My background managing high-volume media pipelines also helps me bring a structured, professional workflow to every project — ensuring fast turnaround, clear communication, and consistent quality. Recent work includes: • AI commercial concepts and product ads • short-form social media content for creators and brands • educational children's content (Sprout Ave) • animated comedy shorts (Toonage Wasteland) Let's talk!
- Asset Management
- Video Editing
- Short Video Ad
- Short Story
- YouTube Shorts
- YouTube Video
- Creative Direction
- Creative Strategy
- Animation
- Brand Development
- Teaching
- Training & Development
- AI Content Creation
- Explainer Video
- Project Management
El Monte, California
Hi, I’m Effy — a finance specialist with an MBA in Financial Management and several years of experience in the investment industry. I’ve worked at U.S.-based asset management firms, supporting portfolio analysis and client communications. I’m skilled in financial modeling, planning, and investment analysis using Excel, Bloomberg, and other financial tools. As an active trader since 2022, I have hands-on experience in equity and options trading, with a deep understanding of the market, risk management, and macroeconomic trends. I also provide financial planning insights to individuals, helping them align investment goals with lifestyle needs. In addition to my financial career, I run cross-border e-commerce businesses on TikTok Shop, Etsy, and Instagram. I source products directly from Chinese manufacturers — including electronics, toys, home goods, and jewelry — leveraging my local network and cultural fluency to ensure quality, pricing, and timely delivery. Whether you need help with financial analysis, personal wealth planning, product sourcing, or China market navigation — I’m ready to bring value with precision and care. Let’s connect and grow your business together!
- Financial Analysis
- Financial Management
- Finance & Accounting
- Investment Portfolio Review
- CV/Resume Translation
- Resume Design
- Interview Training
- Mock Interview
- Financial Report
Fresno, California
Tired of your accountant and financial advisor not being on the same page? For individuals and business owners, the left hand (your taxes) often doesn't know what the right hand (your investments) is doing. This disconnect can cost you money and slow your progress. I solve this by offering integrated financial leadership. As a CPA and a Personal Financial Specialist, I run two specialized firms that work in concert to manage your entire financial world. My Two-Firm Approach: 1. For Your Business & Tax Life I handle the core financial health of your entities, ensuring compliance and uncovering strategic opportunities. - Tax & Accounting: Full-service tax compliance and consulting for individuals, businesses, LLCs, corporations, and nonprofits. - Audit & Review Services: For nonprofits, debt covenant compliance, and investor relations. - Strategic Consulting: Deep expertise in real estate (1031 Exchanges, Bonus Depreciation, Cost Segregation) and industries like healthcare, retail, and food & beverage. 2. For Your Personal Wealth & Goals I act as your personal financial guide, turning your assets into a structured plan for your future. - Asset Management: Discretionary portfolio management for all account types (retirement, trust, business), focused on strategic rebalancing. - Comprehensive Financial Planning: We look at your entire picture like cash flow, goals, retirement, estate to build a actionable plan for your short-term and long-term ambitions. The Bottom Line: You get a unified strategy. The tax savings I identify in my CPA firm directly inform the investment strategy I implement in my Financial firm. It’s a cohesive, powerful approach to growing and protecting your wealth. READY TO BUILD A COHESIVE FINANCIAL FUTURE? You don’t have to navigate your taxes and your investments on separate paths. Let’s connect them for a clearer, more powerful financial strategy. Book your FREE 30-minute discovery call today. We’ll discuss your biggest financial questions, identify immediate opportunities, and explore how an integrated approach can help you reach your goals faster. No obligation, no cost. Just a straightforward conversation about your financial future. I only take on a limited number of new clients each quarter to ensure everyone receives the dedicated attention they deserve. Spots for these complimentary sessions are limited. Ready to make your finances work together? Let's connect. — Rodney CPA for Small Business | Tax Preparation Services | Tax Planning Consultant | Small Business Accounting | Bookkeeping Services | IRS Tax Audit Help | Nonprofit Tax Specialist | Real Estate CPA | 1031 Exchange Specialist | Cost Segregation Studies | Bonus Depreciation | Entity Selection Consulting | Business Tax Filing | Personal Tax Return Preparation | Trust and Estate Tax | Tax Compliance | Quarterly Estimated Taxes | Tax Strategy | Sales Tax Compliance | Payroll Tax Services | Financial Statement Review | Audit Services for Nonprofits | Debt Covenant Compliance | Business Valuation Services | QuickBooks Setup & Support | Financial Planner | Investment Advisor | Retirement Planning | Portfolio Management | Financial Planning for Families | Trust and Estate Planning | Discretionary Portfolio Management | Wealth Management | Financial Planning for Business Owners | Education Planning | Investment Strategy | Portfolio Rebalancing | Retirement Income Planning | Estate Planning Strategies | Financial Goal Planning | Comprehensive Financial Planning | Life Planning | Risk Management | Insurance Analysis | College Savings Plans | 401(k) Rollover Advice | IRA Management | Trust Fund Management | Charitable Giving Strategies | Legacy Planning | Integrated Financial Planning | Tax-Focused Investing | Holistic Financial Advice | Business and Personal Finance | Financial Advisor CPA | Coordinated Financial Strategy | Real Estate Investor Advisor | Healthcare Professional Financial Planning | Restaurant Owner Financial Services | Consultant Financial Management | Family Office Services | Wealth Preservation Strategies | Tax-Efficient Investing | Philanthropic Planning | Exit Planning for Business Owners | Succession Planning | Financial Life Planning | Cash Flow Management | Net Worth Planning | Financial Roadmap
- Bookkeeping
- Managerial Finance
- Tax Strategy
- Financial Reporting
- Financial Management
- Entity Framework
- Investment Strategy
- Tax Planning & Advisory
- Investment Portfolio Review
- Corporate Tax
- Financial Planning
- Estate Planning
- Accounting
- Financial Audit
Berkeley, California
Good day, I help businesses design and build websites, web apps, and mobile apps that look great and actually convert - from the first wireframe to the final deployed product. As a Top-Rated freelancer with a 100% Job Success Score, I work across the full stack: UI/UX design, CMS websites, Headless CMS architecture, custom web apps, and native/cross-platform mobile apps. UI/UX Design: I design user interfaces and user experiences in Figma, Adobe XD, and Sketch - wireframes, prototypes, design systems, and pixel-perfect mockups for web and mobile. Every design is built around usability, conversion, and accessibility, not just visuals. CMS Websites: I build and customize websites on WordPress, Shopify, Webflow, Wix, and Squarespace - including custom themes, plugins, page builders (Elementor, Divi), e-commerce stores (WooCommerce, Shopify), and SEO-friendly, mobile-responsive layouts. SEO & SEO Marketing: I optimize websites and online stores to rank higher and bring in qualified organic traffic - not just visitors, but customers. This includes on-page SEO (keyword research, meta titles/descriptions, header structure, internal linking, schema markup), technical SEO (site speed, Core Web Vitals, crawlability, indexing, mobile-friendliness, XML sitemaps), and off-page SEO (backlink strategy, local SEO, Google Business Profile optimization). I work with tools like Google Search Console, Google Analytics (GA4), SEMrush, Ahrefs, and Yoast/Rank Math for WordPress, and tailor SEO marketing strategy around content, keywords, and conversion - not just rankings for their own sake. Headless CMS & Web Apps: For businesses that need speed, flexibility, and scalability, I build headless solutions using Contentful, Sanity, Strapi, and WordPress as a headless CMS, paired with modern frontends in React, Next.js, Vue, and Nuxt. I also develop custom web applications using Node.js, Laravel, and REST/GraphQL APIs. Mobile Apps: I design and develop mobile apps for iOS and Android using Flutter and React Native - from UI design through to deployment on the App Store and Google Play. Why work with me: ✅ Top-Rated freelancer with 100% Job Success Score ✅ End-to-end service: design → development → deployment ✅ Clear communication, on-time delivery, and clean, maintainable code ✅ Experience across CMS platforms, headless architectures, and custom-built apps ✅ Responsive, accessible, SEO-optimized builds across every project Whether you need a complete brand-new website, a redesign, a headless storefront, a custom web app, or a mobile app built from scratch, I bring both design thinking and technical execution to the table so you only need to hire once. Let's talk about your project - message me and I'll get back to you quickly within 5 minutes. Thanks. Laya K
- WordPress
- Shopify
- Webflow
- CMS Development
- Web Design
- Website Redesign
- Web Development
- Full-Stack Development
- Mobile App Development
- Ecommerce Website Development
- WordPress Website Design
- Figma to Webflow Plugin
- Custom Web Design
- Elementor
- Liquid
Fresno, California
Modern SEO is no longer just about keywords, it’s about Semantic Search and LLM (Large Language Model) visibility. We need our website copy to be authoritative, conversion driven and structured so that AI search engines (ChatGPT, Gemini, Perplexity, Claude) and Google’s Search Generative Experience (SGE) can easily parse, categorize and recommend our brand. My methodology integrates LLM SEO, AI Search Optimization and Generative Engine Optimization (GEO) with established SEO best practices, ensuring content is highly crawlable, semantically structured and citation-ready for large language models. #What I Do 🔍 LLM SEO / GEO: Retrieval-ready content, strong trust signals, and structured FAQs built for AI answers. 🔍 Technical SEO: Crawlability, indexation, site architecture, Core Web Vitals, and schema implementation. 🔍 On-Page & Content SEO: Intent mapping, internal linking, E-E-A-T optimization, and natural AI-assisted content. 🔍 Off-Page & Backlinking: Authority building with clean, risk-aware link strategies. 🔍 Local SEO: GMB optimization, local landing pages, and proximity-based relevance. 🔍 SEO Audits: End-to-end diagnostics across content, technical SEO, and Google Search Console. 🔍 LLM Prompt → Page Mapping: Prompt engineering to uncover gaps and guide content creation. 🔍 Social Media Marketing: Repurposing SEO content into high-engagement social posts. What Sets Me Apart AI-first visibility: Built for AI Overviews and LLM retrieval without compromising classic rankings. Search intent mastery: Pages structured for humans, models, and algorithms alike. Measurable outcomes: Higher impressions, stronger inclusion in AI answers, and improved organic conversions. Risk-aware execution: Clean technical foundations, compliant backlinking, and sustainable growth. 1. Initial SEO Audit & Baseline Comprehensive technical SEO audit covering full site crawl, indexing, crawlability, crawl errors, redirects, canonical tags, XML sitemap, robots.txt, and structured data review. Core Web Vitals, page speed, mobile usability, and overall site architecture analysis to improve performance and user experience. Identification of duplicate content, thin pages, broken links, and other site health issues impacting search visibility. On-page SEO audit including keyword optimization, metadata, heading structure, internal linking, and content gap analysis. Off-page SEO and backlink audit to assess backlink quality, toxic links, domain authority, and link-building opportunities. Evaluate visibility in Google AI Overviews, ChatGPT, and Perplexity Structured data enhancements to improve AI citation and discoverability Recommendations to increase authoritative mentions and references 404 errors and broken internal links check Redirect chains and loops check Missing or duplicate metadata check Orphaned pages check Thin or outdated content check Structured data errors check Indexing conflicts check Cannibalization between pages check Crawl budget inefficiencies check Missing buying guides and comparison pages check Blog opportunities targeting commercial keywords check FAQ (Frequently Asked Questions) check 2. SEO Strategy & Roadmap Prioritize keywords by Search volume, Ranking difficulty, Commercial intent, Revenue potential Keyword research mapped to search intent and business goals Content and optimization roadmap Backlink acquisition strategy (ethical, white-hat only) AI-assisted content workflow Defined KPIs and success metrics 3. On-Page SEO Deliverables Optimized page titles, meta descriptions, headers, internal links etc Content optimization for existing pages SEO briefs for new content creation EEAT-aligned content improvements Implementation guidance or direct execution 4. Technical SEO Deliverables Page speed and Core Web Vitals improvement recommendations Indexing, sitemap and robots.txt optimization Schema markup recommendations and implementation Mobile usability and accessibility checks Ongoing technical issue tracking and resolution documentation 5. Content & AI-Driven SEO Deliverables AI-assisted content drafts (blogs, landing pages, service pages) Human-edited, publication-ready SEO content in clear, fluent English Content refresh and optimization of under performing pages Prompt frameworks for repeatable AI content generation (if applicable) 6. Off-Page SEO & Backlink Deliverables Monthly backlink acquisition plan Outreach tracking and backlink reports Authority-building recommendations Toxic link identification and mitigation guidance Tools & Process SEMrush, Ahrefs, SurgeGraph, Google Search Console, Frase, WordPress Ready to Win in AI and Search? Share your visibility goals, and I’ll create a quick action plan with audit insights, priority fixes, and a 30-60-90 day roadmap tailored to your site. Let’s Move to AI SEO - From Traditional to Intelligent Optimization. Thanks
- SEO Strategy
- SEO Backlinking
- SEO Keyword Research
- SEO Competitor Analysis
- Local SEO
- On-Page SEO
- Shopify SEO
- Off-Page SEO
- Technical SEO
- Off-Page SEO Report
- Link Building
- Google Search Console
- Ecommerce SEO
- Claude
- ChatGPT
Oceanside, California
I help private real estate investors buy the right multifamily assets at the right price — then operate them like an institution. 20 years in the business, 250+ units under management, $18M+ AUM across 7 states. I do two things, and I do them exceptionally well: ACQUISITIONS — sourcing, underwriting, and closing multifamily deals that actually pencil: • Deal sourcing (on-market and off-market) • Underwriting & financial modeling — rent rolls, T-12s, pro formas, sensitivity/return analysis • Comp analysis and submarket research • Debt structuring and lender coordination • LOI structuring and negotiation • Due diligence + broker, title, and inspector management ASSET MANAGEMENT — running the asset after the close so it hits the business plan: • Property manager oversight and accountability • Leasing, renewal, and rent strategy • Budgeting, variance analysis, and CapEx planning • Investor reporting and live dashboards • Refinance / hold / sell analysis and disposition Background: I started in commercial real estate in London in 2007 and transacted £100M+ across multifamily, retail, industrial, and office before relocating to the US. I'm a licensed California real estate broker (DRE# 02163100) and founder of Foxtail IM, a boutique investment management firm. Recent work includes a full-cycle 24-unit value-add in Phoenix and an active 82-unit auction acquisition in Wichita. Whether you need a single deal underwritten, a second set of eyes on a pro forma, or a fractional operating partner for a portfolio, I bring institutional-grade rigor without the institutional overhead. Send me the deal or the portfolio — I'll tell you straight whether it's worth your time, and exactly how I'd add value.
- Asset Management
- Real Estate
- Real Estate Acquisition
- Real Estate Financial Modeling
- Real Estate Investment Assistance
- Real Estate Business Plan
- Underwriting
- Market Research
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