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Financial Planner

$20/hr Starting at $40

I am a financial planner and trainer with 5 years experience in the financial services industry. I have written articles for my company with the sole purpose of educating people to further their understanding of the industry. I also run, manage and control 6 risk rated portfolios which, currently, hold of £18 million of assets under management. I have extensive experience in personal and corporate financial planning.

About

$20/hr Ongoing

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I am a financial planner and trainer with 5 years experience in the financial services industry. I have written articles for my company with the sole purpose of educating people to further their understanding of the industry. I also run, manage and control 6 risk rated portfolios which, currently, hold of £18 million of assets under management. I have extensive experience in personal and corporate financial planning.

Skills & Expertise

FinanceFinancial AnalysisFinancial EducationFinancial MarketsFinancial PlanningHolistic Financial PlanningInsurance ConsultingInvestment ModelingInvestment Portfolio DesignInvestment ResearchLife InsuranceReport WritingRetirement Plan Consulting

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