💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances.
- I have built a successful wealth management practice at Morgan Stanley with nearly 50 clients.
- I managed book of business with over 1.7 billion in AUM (as of 2019).
- I successfully helped to retire over 500 clients.
- Over past 8 years I reviewed and prepared over 1000 financial plans and portfolio analytics.
- Today I am running my own registered investment advisory firm that I launched in 2022.
🌍 Client Diversity:
Having worked with clients from various professions across the United States and worldwide, including medical, financial, interior design, teaching, nursing, construction, hospitality, accounting, law, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in different fields. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients.
📈 Specialized Services:
I specialize in a range of financial services, including comprehensive financial planning, retirement planning, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. Whatever your specific needs are, I have the expertise to tailor a solution for you.
📞 Upwork Consultations:
To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. My fee for consultations is $120.00. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget.
📋 Proven Track Record:
I am well-known for my attention to detail, sharp analytical skills, and exceptional support during financial transitions such as retirement, relocation, divorce, family planning, and early career stages. I prioritize optimizing return on investment and maximizing asset protection for my clients. I thrive on collaborating with business owners who value quality over cost, ensuring their financial goals are met with excellence.
📊 Additional Projects: Proficient in Excel and Financial Analysis
In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections.
My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results.
🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification
As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below.
🚀Next Steps:
English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me on the chat today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.

Financial Analysis
Financial Accounting
Personal Finance & Wealth Management
Wealth Management
Investment Portfolio Review
Portfolio Management
Financial Planning
Financial Plan
Financial Management
Financial Consulting