Hire the Best Financial Planners
in the United States

I'm a Certified Financial Planner and Enrolled Agent. I value work life balance and quit my corporate 9-5 job to find the best mix for my family. Whether you just need help with your business books, OR a second opinion on anything tax related, I've got you covered. I'm passionate about saving YOU money on taxes. I help companies with bookkeeping and making sense of Profit and Loss Reports. I help Individuals create year over year plans to optimize their money with taxes in mind. Need help actually implementing a tax strategy from start to finish? I've got you! I can help implement payroll, entity type review and change, business tax strategy, Roth SE 401k, Cost Seg, HSA/Dependent Care FSA, and many more strategies.

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!

I’m a CPA and Financial Planner with 10+ years of industry leading experience in tax planning, financial planning, and strategic wealth management for both businesses and individuals. I have additional expertise within the international financial planning and tax strategy space due to my unique skillset of holding a CPA license as well as equivalent licenses in a number of other countries (including Chartered Accountant status etc). I therefore have a unique core client base on complex, high net worth clients with multi jurisdiction lifestyles that give them exposure to tax regimes in multiple countries. I founded and operate my own CPA firm and fee-only financial planning practice, bringing the expertise of Big 4 experience (including PwC) and deep industry insight working with high net worth individuals, business owners, executives, and leading companies. My key services include: - Tax planning & tax strategy (business & individual) - International tax strategy (business & individual) - Financial planning & retirement planning - Wealth management & investment strategy - Entity structuring & tax-efficient business planning - IRS compliance & tax risk management - Cash flow planning & financial forecasting - Year-round advisory & tax optimization guidance I use a forward-looking, fiduciary-driven approach to reduce tax burden, improve financial performance, and support smarter financial decisions at every stage — from year-end planning to quarterly tax strategy and long-term wealth preservation. Clients typically hire me when they’re looking for a trusted CPA, tax strategist, financial planner, fiduciary advisor, or wealth management expert who can reduce taxes legally, improve financial outcomes, and provide clarity in complex financial situations. 💡 If you want a strategic tax planner, high-level financial planner, or certified public accountant who integrates tax strategy with financial planning and investment goals, let’s talk.

Key Highlights: 🎓Wharton Graduate. 🎓Stanford Graduate. 🏆CFO of a Billion-Dollar Company. 🏆Managing Director of a $100mm Real Estate Investment Firm. 🏆VP at a $2B PE Fund. 🏆Investment Banker - Growth Equity, Leveraged Buyouts, Leveraged Finance, M&A, Financial Restructuring 🏆Finance Professor at UCLA - Taught a class on Corporate Valuation; Taught a class on Capital Markets Services I Offer: ✅Accounting & Bookkeeping: Ensuring accurate and timely financial records. ✅Financial Modeling & Analysis: Delivering insights through detailed financial models. ✅Business Planning & Feasibility Studies: Developing clear and actionable strategies. ✅Private Equity & Leveraged Finance Solutions: Managing complex financial strategies for growth. ✅Debt & Equity Capital Markets Advisory: Assisting with capital raising and financial structuring. ✅Corporate Valuation & Financial Forecasting: Providing expert valuation and financial planning. ✅Logistics & Operations Consulting: Streamlining operations for improved efficiency.

🌟 TOP 0.1% EARNER | $950,000+ | EXPERT-VETTED CFO 🌟 I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience, including founding and exiting startups, I bring a unique blend of strategic insight and operational excellence to every project. FRACTIONAL CFO SERVICES * Strategic Financial Planning: Developing growth strategies for profitability. * Accounting Operations Management: Streamlining financial processes for efficiency and accuracy. * Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets. M&A Support: Ensuring successful transactions through thorough valuation and due diligence. SECTOR EXPERTISE Internet Software/SaaS, Big Data, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation. INVESTOR & ENTREPRENEURIAL BACKGROUND * Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective. * Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face. PROFESSIONAL EXPERIENCE Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs. EDUCATION * Kellogg MBA * MS in Computer Science * BS in Electronics Engineering Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations. Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.

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