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Isabella Moreno

Isabella Moreno

Retirement Planning Advisor

Madrid, Spain · hybrid

5.0 (1)

The finance leadership a company needs before it can justify a full-time CFO.

401(k) Planning Pension Planning Retirement Income Strategy Social Security Optimization
Group audit readiness Acquisition model Three-year operating plan
16 yrs 0 projects $160/hr
Limited capacity

Usually replies within 2 days

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Yuki Tanaka

Yuki Tanaka

Wealth Manager

Singapore, Singapore · remote

5.0 (1)

Three-statement models that survive an investor asking hard questions about row 214.

Asset Allocation Behavioral Finance Portfolio Strategy Wealth Preservation
Group audit readiness Acquisition model Three-year operating plan
8 yrs 0 projects $95/hr
Available now

Usually replies within a day

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Michael Osei

Michael Osei

Tax Advisor

Accra, Ghana · remote

4.5 (1)

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
Group audit readiness Acquisition model Three-year operating plan
12 yrs 0 projects $70/hr
Available now

Usually replies within a few hours

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LIAM MCKAY

LIAM MCKAY

Investment Adviser

New york · hybrid

0.0 (0)

I’m a New York based investment adviser with five years of experience helping clients make informed investment decisions, working in a flexible hybrid role that combines in-office collaboration with remote cli…

5 yrs 0 projects $0/hr
Available now

Usually replies within a day

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