Hire the Best Financial Planners in New York

Hi, I'm a financial and data analyst passionate about providing data-driven insights for businesses. I can assist in developing financial models, performing cost analysis, budgeting, forecasting, as well as variance and market analysis. I'm fluent in R, Python, Excel, SAS, and SQL, and am FVMA certified. My goal is to help clients make informed financial decisions and achieve their business objectives. Let's work together to drive your business forward.

I Help Travel-Loving Entrepreneurs Live a Life They Never Want to Retire From. 💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 9+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 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. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients $3,000,000 in tax savings over the lifetime. Saved our clients over $48,000 in fees. Helped over 3 clients build their first $100,000. Helped all our business owners organize their pension plans. 🌍 Client Diversity: Client acquisition:60% Referrals, 40% Social Media & 0% Cold Calling/Outreach. Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. 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, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 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. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 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 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.

As a financial planner with over a decade of experience, I have a strong track record of helping clients achieve their financial goals. My skills in financial planning, combined with my passion for research and writing, make me well-equipped to translate complex financial concepts into clear, easy-to-understand language. After selling my planning practice, I am currently seeking freelance content writing opportunities to earn additional income. With a focus on detail, organization, and accuracy, I am dedicated to delivering high-quality work that meets the needs of my clients. I am highly knowledgable in SEO both on page and off-page. And have become well versed in understanding and influencing the monetization of online businesses - particularly content/affiliate websites.

Ex-Goldman Sachs | Portfolio Manager for HNW Investors & Founders | Derivatives Strategist | Fractional Hedge Fund Manager | Wealth Management | Investment Advisor | Options Expert ----------------------------------------------------------- I help high-net-worth investors and founders build aggressive, tax-efficient portfolios designed to outperform traditional allocations. My work focuses on capital-efficient portfolio design — combining concentrated equity strategies, derivatives overlays, and opportunistic allocations to pursue higher long-term returns while managing downside risk. ----------------------------------------------------------- Who I Typically Work With • Founders and business owners with concentrated equity exposure • Investors with $5M+ portfolios seeking more sophisticated strategies • Family offices looking for portfolio overlays and derivatives strategies • Aggressive investors looking to outperform passive allocations ----------------------------------------------------------- Where I Typically Add Value Many of my clients come to me with: • Large concentrated stock positions • Significant liquidity following a business exit • Large portfolios sitting in passive allocations • Complex portfolios that lack a cohesive investment framework I design institutional-grade portfolio frameworks that allow these investors to deploy capital more effectively while maintaining disciplined risk management. ----------------------------------------------------------- What I Deliver • Portfolio Architecture – Custom asset allocation frameworks tailored to investor objectives, liquidity needs, and risk tolerance • Concentrated Position Strategies – Hedging, monetization, and capital-efficient ways to manage large stock positions • Derivatives Strategies – Options and structured overlays used for yield enhancement, leverage, or downside protection • Portfolio Optimization – Reviewing existing portfolios and identifying structural improvements • Institutional Strategy Design – Helping investors implement frameworks similar to those used by hedge funds and family offices. Portfolio sizes I've worked with typically range from $30M to $5B+. ----------------------------------------------------------- If you're a business owner, investor, or family office looking for a more sophisticated approach to portfolio construction, feel free to reach out to discuss your portfolio and objectives.

35+ year corporate and technology executive career | Human Resources and Financial Systems | End-User Computing | CEO/Founder of MyFamilyPlan | Estate Organization and End-of-Life Planner I help individuals jump-start their financial and estate planning journey by helping them organize all the essential details of their life using the MyFamilyPlan Estate Planning Worksheet. MyFamilyPlan is a comprehensive Microsoft Excel workbook designed to support all your financial and estate planning needs. The workbook includes various worksheet tabs that cover essential items, providing templates, drop-down lists, dashboards, summaries, guidelines, instructions, checklists, reference articles, calculators, and easy navigation. MyFamilyPlan organizes all the details of your life in one place so should something happen to you, your Loved Ones, Executor, and/or Trustee will know exactly what to do. Much of what I do is facilitate the completion of MyFamilyPlan that includes the following: 1. Personal, Digital, and Home Security Details 2. Money Details such as Assets, Liabilities, Income, Life Insurance, and Social Security 3. Expenses and Bill Payment Details 4. Essential Estate Activities and Responsibilities – Home, Business, Children, End-of-Life 5. Estate Contacts 6. Funeral Pre-Planning and Postmortem Considerations 7. Legal Estate Documents 8. Retirement Planning Considerations 9. Unique Items such as Business and Relate Estate Details I offer 3 levels of service that are fixed price with deliverable that include a custom MyFamilyPlan Workbook, Activity Report with Suggestions, and a Tax Receipt: ➜ LEVEL 1 - Basic – Covers items 1 to 3 above - $1000 ➜ LEVEL 2 - Deluxe – Covers items 1 to 7 above - $1500 ➜ LEVEL 3 - Custom – Covers items 1 to 9 above - $2200 ➜ Annual // As-Needed Tune-Ups: o Level 1 Tune-Up - $300 o Level 2 Tune-Up - $500 o Level 3 Tune-Up - $750 I offer a $150 consultation that will be deducted from any of the above packages should you decide to proceed. This consultation can be used for Do-it-Yourself (DIY individuals that just need a Q&A session.  

Chartered Financial Analyst | Certified Financial Planner 14 Years experience in investment management 5 Year Portfolio Management - Almeida Investment Management (Go CIO) 3 Years Associate Portfolio Manager - City National Bank 3 Years Fixed Income Consulting - Advisors Asset Management 2 Years Relationship Management - JP Morgan Chase 1 Year - Investment Sales - Gunn Allen Financial Skills Include: Financial Modeling, Cap Table Management, Fundraising, Investment Security Selection