Hire the Best Financial Advisors

100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.

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.

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

I'm a skilled chartered professional accountant CPA with 15+ years of progressive accounting and financial experience that includes Big 4 International Public Accounting experience. I provide a comprehensive range of accounting, tax, and consulting services to individuals and businesses in a variety of industries. I can help you prepare your financial statements in accordance with accounting standards. As an alternative to keeping up on your own bookkeeping, I can provide a cost-effective option that is tailored to your business need. I can help you minimize your tax liabilities, increase your tax compliance, and accurately file your taxes by applying the latest tax rules and regulations. I can help you determine practical strategies to address your business concerns, whatever they may be. I will work with other professionals (i.e. lawyers, financial advisors, specialists, etc.) to create a comprehensive solution for your business.

I have been a professional financial industry, insurance, and real estate, fintech, medtech and healthcare industry journalist and marketing writer since 2000. I cut my teeth as a staff reporter for Mutual Funds Magazine, then one of the FORTUNE Group titles at Time, Inc., I also have MARCOM agency experience as a creative and as a director of business development. My strengths are in investing, insurance, HR, employee benefits, personal finance, and healthcare related content. Where possible, I leverage AI technology to help keep client costs down. I'm well ahead of most writers in this regard, who haven't caught up with best practices in using ChatGPT, Claude, and related technologies. I've been published by Time, Inc., the Journal of Financial Planning, as well as outlets like NerdWallet, SeekingAlpha.com, Bankrate, WealthManagement.com, Healthcare Business Review, CIO.com, ValuePenguin.com, Nasdaq.com, Life & Health Pro, ThinkAdvisor, and many others. I've ghostwritten multiple books on personal finance, estate planning, real estate, insurance/risk management, and HR topics. Additionally, I've written or ghostwritten countless white papers, newsletter articles, blog posts, custom publishing projects and e-books. I'm also a 23-year Army veteran with a combat deployment and multiple company command tours. Thank you for your time and attention, and I look forward to working with you! Jason Kailua, Hawaii

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.