Hire the best Financial Planners in New York, NY
Check out Financial Planners in New York, NY with the skills you need for your next job.
- $167 hourly
- 5.0/5
- (16 jobs)
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.
Financial Plans
Financial AccountingPersonal Finance & Wealth ManagementWealth ManagementInvestment Portfolio ReviewPortfolio ManagementFinancial PlanningFinancial PlanFinancial ManagementFinancial ConsultingFinancial Analysis - $60 hourly
- 0.0/5
- (0 jobs)
I am Mariama, your future fractional CFO, COO and business planning partner. I’m a reformed Corporate Finance professional with experience in established and startup small and medium size businesses. My sweet spot is demystifying the numbers with a minimum of Finance and Accounting jargon. Services provided include: *Full service bookkeeping(daily, month end close, reconciliations, year end close and reconciliations) *Financial Reporting *Ensuring profitability and understanding of unit economics *Zero-based and driver-based budgeting * Developing and implementing business strategy * Financial planning & analysis (FP&A) * Financial modeling *Developing dashboards and KPIs *payroll processing *Platforms supported: Quickbooks online, QuickBooks Desktop,XERO. I look forward to partnering with you.
Financial Plans
Financial ReportingFinancial Variance AnalysisBudget PlanningForecastingAccountingCash Flow ModelingBusiness OperationsAccounting Tools SetupWorkday Adaptive PlanningQuickBooks OnlineFinancial ModelingFinancial ManagementFinance & AccountingFinancial Planning - $35 hourly
- 0.0/5
- (1 job)
I am a Documentary Researcher and Film Producer with experience in personal assistance, project development, pitching to networks (including HBO, Hulu, and Netflix), budget management, social media marketing, film festival & grant submissions, and film production. I have worked with director Erin Lee Carr on three true-crime documentaries, as well as produced and developed several independent award-winning short films that explore diverse and complex topics and perspectives. Whether you're looking for administrative support, creative research, pitch development, or simply a detail-oriented copy editor, I can help. + Knows Microsoft Excel, Quickbooks, Google Suites, Adobe Premiere Pro, Adobe Illustrator, and Photoshop + Detail-oriented Researcher and Copy Editor with quick turn around + Full project management for creative branding, social media campaigns, pitches, and festival & grant submissions + Over communicator interested in new and exciting creative roles, please reach out with inquiries
Financial Plans
Grant ApplicationStory DevelopmentFilm ProductionFilm EditingEditing & ProofreadingPitch DeckFilm BudgetFinancial ManagementMicrosoft ProjectConduct ResearchBranding & MarketingSocial Media ContentSocial Media ManagementPersonal AdministrationLogo Design - $100 hourly
- 0.0/5
- (0 jobs)
As a veteran entrepreneur and finance executive with over 20 years of experience, I am the Swiss Army knife for startups seeking to navigate the complex journey from vision to market success. My approach is holistic and deeply collaborative. I work closely with founders to: Uncover and articulate the unique value proposition of their innovation Craft a compelling narrative that resonates with investors Develop robust business and financial models that withstand scrutiny Design tailored fundraising strategies that align with business goals Drawing from my experience of raising $40M for my own ventures and leading high-profile M&A deals at Merrill Lynch, I offer invaluable insights into both sides of the fundraising equation. I've helped numerous startups refine their strategy, secure funding, and scale operations. My expertise spans the entire startup lifecycle: - Business model optimization - Financial modeling and projections - Pitch deck creation and refinement - Investor targeting and relationship management - Due diligence preparation - Operational scaling strategies Whether you're preparing for your seed round or Series B, I provide the strategic guidance and hands-on support to turn your vision into a market-leading reality. Let's work together to tell your story, captivate investors, and build a foundation for long-term success. Your startup is unique – let's ensure your strategy, financials, and narrative reflect that uniqueness and drive your growth.
Financial Plans
Business Planning & StrategyFinancial ModelingPitch DeckStartup ConsultingIntellectual Property ConsultingProduct DevelopmentMergers & AcquisitionsBusiness OperationsBusiness DevelopmentFundraisingFinancial ManagementStrategic PlanningLeadership DevelopmentLeadership CoachingExecutive Coaching - $50 hourly
- 0.0/5
- (0 jobs)
Summary Accomplished finance management professional with track record providing organizations with insightful budget and financial planning, analysis and strategic management tools drawn from the budgetary process. Trusted advisor to leadership in public, private, and non-profit enterprises. Qualifications Summary * Skilled financial manager with multiple industry background, conversant in regulations that apply to public, privately held, governmental, and nonprofit's treatment of budgets, operational expenses, cash allocations, and investments. * Extensive experience managing large operating and program budgets, in addition to numerous cost centers rolled up as part of annual planning process. * Valued collaborator to long- and short-term fiscal planning, revenue forecasting, cost benefit analysis, and expense tracking while adhering to GAAP regulations and standards.
Financial Plans
SAP Crystal ReportsPeopleSoftPeople IllustrationMicrosoft ExcelFinancial ManagementBudget ProposalBudgeting & Forecasting SoftwareFinancial AnalysisBudget Management - $125 hourly
- 4.8/5
- (57 jobs)
I'm a venture capital investor and research consultant with deep experience helping early-stage startups, SMBs, and enterprise clients uncover insights, position for growth, and raise capital. My work spans everything from investor materials and financial narratives to market mapping, feasibility studies, and competitive analysis. I’ve advised startups through funding rounds totaling $18M+, and my research has supported investment decisions on structured products exceeding $500M. Clients I've partnered with include: • Stanford Seed – strategic positioning research • Indeed – competitive landscape analysis • Cox Communications – AI/ML market research • Jollibee – feasibility studies for market entry • Collabera – M&A research strategy Whether you're preparing to fundraise, validate a business model, or need sharp, executive-ready research, I bring a mix of strategic insight and investor fluency to get you there. By the Numbers • 92% client conversion rate for follow-on work within 12 months • $500M+ in structured products underwritten using my research • $300M+ in fundraising materials prepared • 70% startup graduation rate for companies I sourced (follow-on rounds led by Sequoia, Lightspeed, and more)
Financial Plans
Pitch DeckStartup ConsultingPrivate EquityVenture Capital ConsultingVenture CapitalInvestment BankingBusiness AnalysisInvestment ResearchFinancial AnalysisBusiness PlanFinancial ManagementFinancial ModelingCompetitive AnalysisMarket Research - $75 hourly
- 0.0/5
- (0 jobs)
Skilled Finance professional with many years of effectual experience. Contributes to the strategic direction and critical business decisions leading to growth and profitability through financial reports. Areas of expertise include forecasting, delivering budgets, and Commercial Finance.
Financial Plans
Microsoft OutlookSalesforceContract NegotiationMicrosoft WordFinancial ManagementSAP ERPManagerial FinanceMicrosoft OfficeVLOOKUPMicrosoft ExcelPresentationsIntuit QuickBooksSAPOracle NetSuite Want to browse more freelancers?
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