I am an experienced financial writer and investment industry research professional with in-depth knowledge of financial markets and investment concepts. I write about fundamental and quantitative equity strategies, fixed income (16 years of experience), alternatives, and other asset classes and strategies. I also have deep expertise in Sustainability/ESG. I write for asset management, wealth management, private equity and financial advisory firms, and vendors in the investment arena. The target market for the content I create ranges from institutional investors to retail/mass-market investors, and I enjoy writing articles tailored to each client's needs. I write on a wide variety of topics related to financial markets and investing, including economic and market trends. I have expertise in both real-world applications of investment concepts and academic theories of financial markets, and I specialize in making complicated topics understandable to all readers.
I write a wide variety of content, including regular blog posts, white papers (original research), methodology guides, market commentaries, newsletter articles, quarterly performance reviews, eBooks, website landing pages, marketing materials and other content. I work with asset managers of all sizes (fundamental and quantitative), as well as consultants, analytics and data vendors and specialty firms (buy-side and sell-side) to generate content that highlights a firm's thought leadership, educates the firm's clientele, and supports its business strategy. Given my background in corporate finance, I also write for firms that provide CFO-type consulting services. Lastly, I enjoy writing that supports financial literacy and work to demystify concepts related to investing (I maintain a personal blog devoted to this).
As a writer, I am also an "educator". I can develop a customized series of articles or a training webinar on topics related to securities analysis and portfolio management, including performance measurement, performance attribution, fixed income portfolio analysis, mortgage-backed securities and other topics that would be covered in a CFA prep course. I was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years and an adjunct professor of Finance in the Mt. St. Mary's University MBA program for five years.
I also have substantial experience working with investment management software vendors and have a deep knowledge of the investment analytics business. I helped define business strategy and product design for leading fixed income and multi-asset class investment analytics software vendors and have hands-on knowledge of the "software development lifecycle". I am experienced in acting as a liaison among client-facing teams (sales, account reps), quants, application and UI developers and data teams.
I look forward to talking with you about how I can help your business.
Investment Strategy
Private Equity
Newsletter Writing
Investment Research
Ebook
Financial Writing
Project Risk Management
Blog Writing
Equity Research
Microsoft Excel
Lucia C.
Los Angeles, California
$50/hr
5.0
13 jobs
Wealth management firms, financial coaches, and personal finance influencers need a strategic, high-impact brand presence that builds trust and attracts high-net-worth clients. That’s where I come in.
I specialize in thought leadership strategy and storytelling, helping financial professionals establish credibility, educate their audience, and drive client engagement.
🔹 Executive Ghostwriting & Brand Development → I craft compelling LinkedIn articles, op-eds, and social media content that position executives as industry authorities.
🔹 High-End Financial Education Content → I develop branded content, whitepapers, and webinars that resonate with high-net-worth audiences.
🔹 Long-Form Content Strategy → From research reports to in-depth guides, I help financial firms showcase expertise and build trust.
🔹 Video Production & Webinar Development → I create, script, and produce high-ticket content that educates and converts.
🔹 Premium Email & Funnel Strategy → I design high-converting content sequences tailored for financial professionals.
I develop strategic content ecosystems that turn finance professionals into trusted industry voices. And my clients couldn’t agree more:
“A pleasure to work with! Very communicative and willing to do what it takes to get the job done. Keep up the great work and attitude!”
“Top-notch!”
“Love it! Thanks so much, Lucia”
“Great job! The article is really clear and easy to follow and I really appreciate the way you organized the screenshots for me.”
“Looks good, thanks for being so thorough.”
“Thank you so much for the quick turnaround!”
Ready to create with me? If you’re looking to grow your influence and attract premium clients, let’s connect!
Scriptwriting
Case Studies
Email Communication
Blog Writing
Product Description
Website Copywriting
Blog Content
Landing Page
Email Copywriting
Copywriting
Sales Copywriting
Leslie M.
Los Angeles, California
$60/hr
5.0
35 jobs
I create content and copy that helps your business succeed.
I will deliver the message you want to send. With more than 20 years of experience writing for impact in corporate, non-profit, and freelance roles, I have the expertise you need to communicate your message.
I excel at crafting content and copy that resonates with your target audience using any communication channel. I am highly skilled at the following structures:
• Blog posts to inform or persuade
• Website copy
• Research papers
• Social media
• Direct email marketing
• Digital media scripts
• Webinars
I have successfully completed many engagements across multiple industries, including:
• Investment management
• Financial services
• Real estate
• Prop-tech
• Private equity
• Marketing
• Transportation
• Healthcare
• Small business
• SaaS
• Non-profit organizations
I am responsive to inquiries and will gladly discuss your needs and my skills by phone, chat, or video meeting.
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