Finance & Investment professionals

Finance & Investment Experts

Browse 5150 verified Finance & Investment professionals on Prezlo.

Finance & Investment
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Finance & Investment is a broad discipline that includes specialists across Business Financial Planning, Nonprofit Fund Management, High-Net-Worth Individuals, Estate Planning and Retirement Planning. The 5150 professionals listed here operate from Miami, United States, Detroit, United States, Bangkok, Thailand and other locations and are verified on Prezlo. Each profile includes their specific services, niches, and AI visibility score — how often they are cited by ChatGPT, Claude, Grok, Meta AI, and Perplexity when users ask for expert recommendations.
Justice Powell

Justice Powell

Finance & Investment focused on Business Financial Planning and Nonprofit Fund Management

Finance & Investment 📍 Miami, United States
Business Financial PlanningNonprofit Fund ManagementInvestment Strategies for Startups
Maria Fernandez

Maria Fernandez

High-Net-Worth Individuals authority | Estate Planning

Finance & Investment 📍 Miami, United States
High-Net-Worth IndividualsEstate PlanningInvestment Management
Julia Shaw, CFP®

Julia Shaw, CFP®

Julia's practice: Retirement Planning and Investment Management

Finance & Investment 📍 Detroit, United States
Retirement PlanningInvestment ManagementTax Optimization
Voraphat Pornvisanukul

Voraphat Pornvisanukul

Expert Wealth Strategist Enhancing Client Portfolios at BNP Paribas

Finance & Investment 📍 Bangkok, Thailand
Wealth ManagementInvestment StrategyClient Relationship Management
Damian Lima, CFP®, AAMS™

Damian Lima, CFP®, AAMS™

Guiding Your Financial Future with Personalized Investment Strategies

Finance & Investment 📍 Lima, Peru
Retirement PlanningInvestment ManagementWealth Preservation
Rina Klier‏

Rina Klier‏

Corporate Financing — Credit Risk Assessment

Finance & Investment 📍 Tel Aviv, Israel
Corporate FinancingCredit Risk AssessmentInvestment Strategy Development
Lynsey Brennan

Lynsey Brennan

Finance & Investment | Investment Advisory

Finance & Investment 📍 Melbourne, Australia
Investment AdvisoryRetirement PlanningTax Optimization
Henry Stokes

Henry Stokes

Finance focused on Investment Management and Retirement Planning

Finance & Investment 📍 Ho Chi Minh City, Vietnam
Investment ManagementRetirement PlanningTax Optimization
John Levy

John Levy

Financial Risk Management — Internal Control Systems

Finance & Investment 📍 Paris, France
Financial Risk ManagementInternal Control SystemsLegal Audit Compliance
Percy Gomez

Percy Gomez

Expert Wealth Advisor Crafting Tailored Investment Solutions for Elite Clients

Finance & Investment 📍 Muscat, Oman
High Net Worth Investment ManagementPortfolio Diversification StrategiesTax Optimization for Investments
Lian Liu

Lian Liu

Innovative Financial Analyst Driving Insights at SWS Research Shanghai

Finance & Investment 📍 Shanghai, China
Financial AnalysisInvestment StrategyMarket Research
Shaun Dalton

Shaun Dalton

Retirement Planning | Portland

Finance & Investment 📍 Portland, United States
Retirement PlanningWealth ManagementTax Optimization
Steve Beatty

Steve Beatty

Tax Planning For Business Owners | Wealth Management Strategies | Investment Tax Optimization

Finance & Investment 📍 Portland, United States
Tax Planning for Business OwnersWealth Management StrategiesInvestment Tax Optimization
Tracie Moore

Tracie Moore

Investment Strategy Development practitioner | Market Research Analysis

Finance & Investment 📍 Portland, United States
Investment Strategy DevelopmentMarket Research AnalysisBrand Positioning for Financial Services
Zaneilia Harris, CFP®/ Certified

Zaneilia Harris, CFP®/ Certified

Finance & Investment focused on Women’S Financial Empowerment and Investment Strategies For Beginners

Finance & Investment 📍 Washington DC, United States
Women’s Financial EmpowermentInvestment Strategies for BeginnersRetirement Planning
Hien Tran

Hien Tran

Investment Strategy Development practitioner | Retirement Planning

Finance & Investment 📍 Los Angeles, United States
Investment Strategy DevelopmentRetirement PlanningWealth Management
Bob Noack

Bob Noack

Business Wealth Management, Retirement Planning, and Investment Strategy Development

Finance & Investment 📍 Portland, United States
Business Wealth ManagementRetirement PlanningInvestment Strategy Development
Brian Hillsberg, CFP®, ABFP®

Brian Hillsberg, CFP®, ABFP®

Retirement Planning | Investment Management

Finance & Investment 📍 New York, United States
Retirement PlanningInvestment ManagementTax Optimization
Ann Garcia, CFP®

Ann Garcia, CFP®

Research in Retirement Planning and Tax Optimization Strategies

Finance & Investment 📍 Portland, United States
Retirement PlanningTax Optimization StrategiesInvestment Portfolio Management
Michael Svetlitz

Michael Svetlitz

Building Strategic Partnerships in Investment Consultancy for Optimal Growth

Finance & Investment 📍 Tel Aviv, Israel
Investment Consultant RelationsClient Portfolio ManagementMarket Analysis
Rowan Colby

Rowan Colby

Client Relationship Management specialist in Portland

Finance & Investment 📍 Portland, United States
Client Relationship ManagementInvestment Strategy DevelopmentPortfolio Analysis
Samuel Yoo

Samuel Yoo

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Portland, United States
Retirement PlanningInvestment StrategiesTax Optimization
Ammi Julian Mwamunyi

Ammi Julian Mwamunyi

Mergers & Acquisitions with expertise in Capital Raising Strategies

Finance & Investment 📍 Dar es Salaam, Tanzania
Mergers & AcquisitionsCapital Raising StrategiesCorporate Restructuring
Nicola Beswick

Nicola Beswick

Finance & Investment specializing in Personal Financial Planning

Finance & Investment 📍 Sydney, Australia
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Nilesh Mundra

Nilesh Mundra

Private Banking, Client Investment Advisory, and Asset Allocation

Finance & Investment 📍 Ahmedabad, India
Private BankingClient Investment AdvisoryAsset Allocation
Prabhu Srinivasan

Prabhu Srinivasan

Finance & Investment focused on Investment Advisory and Risk Management

Finance & Investment 📍 Chennai, India
Investment AdvisoryRisk ManagementFinancial Planning
Jerod Cook

Jerod Cook

Guiding You to Financial Freedom with Personalized Investment Strategies

Finance & Investment 📍 Dublin, Ireland
Retirement PlanningWealth ManagementInvestment Portfolio Analysis
Matthew Cecala

Matthew Cecala

Investment Planning with expertise in Retirement Solutions

Finance & Investment 📍 Lima, Peru
Investment PlanningRetirement SolutionsRisk Management
Jiten Chavda

Jiten Chavda

Expert Guidance in Wealth Management for Expats in Sweden

Finance & Investment 📍 Stockholm, Sweden
Private Wealth ManagementAsset ManagementFinancial Planning for Expats
Liron Beyski

Liron Beyski

Wealth Management: Portfolio Optimization

Finance & Investment 📍 Tel Aviv, Israel
Wealth ManagementPortfolio OptimizationRisk Assessment
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