Hire the Best Financial Writers
in the United States

Profile * Certified Valuation Analyst (CVA), certified with the National Association of Certified Valuation Analysts (NACVA) since September of 2014. * I write well-written, accurate and thorough business valuation reports for gift tax, estate, mergers & acquisitions, divorce and other scenarios. I have experience with complex international/multi-jurisdictional valuations as well as relatively simple "what's my small business worth" engagements. * Much of my work -- gift tax, estate, charitable contributions of a business, etc. -- has been reviewed by the IRS and my work has yet to be challenged even once by the agency. * Expert witness on matters pertaining to business valuation (divorce, partnership disputes, etc.), IP valuation, IP infringement, business damages/lost profits, etc. * Past clients include Westinghouse, Honeywell and Alpine Global Partners. * Aside from U.S. clients, I have served clients in many other countries, including Mexico, Canada, Japan, France, Belgium, and Nigeria. * Bestselling author of The Einstein of Money (biography of the life and methods of value investing pioneer Benjamin Graham, for which I interviewed Warren Buffett and other renowned value investors), A Brief History of Entrepreneurship (endorsed by business guru Brian Tracy), and co-author of From Lifeguard to Sun King, the biography of the founder of the Banana Boat sun care brand.

I am a financial writer/editor with experience as a reporter for business publications and a writer for financial companies. My experience includes business journalism and investment writing at asset management firms. I can tailor copy for institutional, retail, and wealth markets. I have completed 46 jobs for Upwork clients. As a corporate writer at asset management firms and a leading private bank, I have produced many materials, including fund reports, bylined articles, PowerPoint presentations, client newsletters, web copy, and blog posts. I also edited a 293-page book called Wall Street Back to Basics by Alex Gavrish and recently edited an article for financial company Robinhood. For Upwork clients, I have written several blog posts about personal finance for a financial planner’s website and helped create a newsletter about fixed income for a financial company. I can work with your firm to communicate complex financial concepts to clients and potential clients through thought leadership pieces, web content, white papers, and ghostwritten articles. As a corporate writer at financial firms, I have produced many different types of materials: • Blog posts • Investment commentary • Ghostwritten articles • Articles for newsletters and quarterly magazines • Macroeconomic commentary • PowerPoint presentations • Annual and semiannual fund shareholder reports • Web copy

I have been a professional financial industry, insurance, and real estate, fintech, medtech and healthcare industry journalist and marketing writer since 2000. I cut my teeth as a staff reporter for Mutual Funds Magazine, then one of the FORTUNE Group titles at Time, Inc., I also have MARCOM agency experience as a creative and as a director of business development. My strengths are in investing, insurance, HR, employee benefits, personal finance, and healthcare related content. Where possible, I leverage AI technology to help keep client costs down. I'm well ahead of most writers in this regard, who haven't caught up with best practices in using ChatGPT, Claude, and related technologies. I've been published by Time, Inc., the Journal of Financial Planning, as well as outlets like NerdWallet, SeekingAlpha.com, Bankrate, WealthManagement.com, Healthcare Business Review, CIO.com, ValuePenguin.com, Nasdaq.com, Life & Health Pro, ThinkAdvisor, and many others. I've ghostwritten multiple books on personal finance, estate planning, real estate, insurance/risk management, and HR topics. Additionally, I've written or ghostwritten countless white papers, newsletter articles, blog posts, custom publishing projects and e-books. I'm also a 23-year Army veteran with a combat deployment and multiple company command tours. Thank you for your time and attention, and I look forward to working with you! Jason Kailua, Hawaii

I’m a graduate student in Human Resources Management at Rutgers University–New Brunswick, and I work as an Operational Analyst on Wall Street. My background is rooted in employment law, HR strategy, and making organizations work better for people. I’m comfortable breaking down complex problems and turning them into real, practical solutions. I write clearly, think analytically, and always keep people at the center of my work. On campus and in the workplace, I’ve stepped into leadership and operational roles, balancing policy with fairness and paying attention to the way people actually interact. Folks know me for tackling problems thoughtfully and staying adaptable. I like structure, but I’m creative when I need to be. I’ve worked on projects like redesigning a mail marketing system for a financial firm, building out professional case studies, and I’ve kept up creative writing as a passion. I’ve made the Dean’s List at Rutgers four times in a row, volunteered for four years at St. Peter’s University Hospital, and I’m a member of the National Society of Leadership and Success. I’m also a Johns Hopkins CTY alum. I’m looking for roles that sit where creativity, people operations, and analytics meet. That’s where I think I can make the biggest difference—places where clear thinking, strong values, and a focus on people really shape how organizations grow.

Experienced financial writer and market analyst with a deep background in global markets, equities, and derivatives. My work draws on more than 10 years of experience as a professional options/volatility trader, along with more than 20 years trading equities. That background includes expertise in strategy development, automated execution, fundamental research, and risk management, allowing me to translate complex financial concepts into clear, actionable insights for a broad audience—from active day traders to longer-term investors.

I have written numerous articles, blog posts, web content, e-books, and whitepapers on various topics, most of which were related to business and finance, although for the last few years I have been writing in the areas of health and mental health and a variety of other topics. With over twenty years of writing experience, I am confident in my ability to write about any subject for any audience. I have hundreds of articles published online on major websites, so my Google Authority is good. I have also written business plans for companies with complex products and business models, including a technology company that built a search engine optimization tool, and a biotechnology company. I also wrote entrepreneurship textbook content and developed the related curriculum for an online program that was taught in universities and organizations to over 10,000 students globally. I localized this curriculum for a program at a women’s college in Saudi Arabia that received rave reviews from students. Previously, I have written financial whitepapers, and a technical manual for Chief Financial Officers. I also wrote a self-published novel. My degree from The Ohio State University is in finance.