The finance leadership a company needs before it can justify a full-time CFO.
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401(k) Planning
Pension Planning
Retirement Income Strategy
Social Security Optimization
16 yrs
0 projects
$160/hr
Three-statement models that survive an investor asking hard questions about row 214.
Asset Allocation
Behavioral Finance
Portfolio Strategy
Wealth Preservation
8 yrs
0 projects
$95/hr
Audit-ready books, clean IFRS reporting, and tax planning that will not embarrass you later.
Business Tax Planning
Estate Tax Strategy
IRS Compliance
Tax Planning
12 yrs
0 projects
$70/hr
I’m a New York based investment adviser with five years of experience helping clients make informed investment decisions, worki…
5 yrs
0 projects
$0/hr