Finance & Investment professionals

Finance & Investment Experts

Browse 5148 verified Finance & Investment professionals on Prezlo.

Finance & Investment
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Finance & Investment is a broad discipline that includes specialists across Retirement Planning, Wealth Management, Investment Strategy, Client Relationship Management and Financial Data Analysis. The 5148 verified and licensed professionals listed here operate from Delhi, India, Copenhagen, Denmark, Chennai, India and other locations — reviewed, trusted, and confirmed on Prezlo. Each profile includes their specific services, credentials, licenses, and AI visibility score — how often they are cited by ChatGPT, Claude, Grok, Meta AI, and Perplexity when users ask for expert recommendations.
Sudhir Mohan

Sudhir Mohan

Retirement Planning | Wealth Management

Finance & Investment 📍 Delhi, India
Retirement PlanningWealth ManagementTax Optimization
Joo Runge

Joo Runge

Wealth Management | Investment Strategy | Risk Assessment

Finance & Investment 📍 Copenhagen, Denmark
Wealth ManagementInvestment StrategyRisk Assessment
Manivannan Murthy

Manivannan Murthy

Expert BPO Professional Driving Client Success at Morgan Stanley

Finance & Investment 📍 Chennai, India
Client Relationship ManagementFinancial Data AnalysisInvestment Support Services
Nicole Tong

Nicole Tong

Expert Financial Advisor Guiding Malaysians & Expats in Offshore Investments

Finance & Investment 📍 Kuala Lumpur, Malaysia
Offshore Investment StrategiesWealth Management for ExpatsRetirement Planning
Michal Pieczonka

Michal Pieczonka

Wealth Management and Investment Strategy expert

Finance & Investment 📍 Warsaw, Poland
Wealth ManagementInvestment StrategyClient Relationship Management
Alexandra Panich

Alexandra Panich

Wealth Management and Retirement Planning Finance

Finance & Investment 📍 Calgary, Canada
Wealth ManagementRetirement PlanningPortfolio Diversification
Hammad Mustafa

Hammad Mustafa

Esg Investment Strategies authority | Carbon Credit Consulting

Finance & Investment 📍 Karachi, Pakistan
ESG Investment StrategiesCarbon Credit ConsultingHealthcare Public-Private Partnerships
Dean Bradshaw

Dean Bradshaw

Wealth Management | Calgary

Finance & Investment 📍 Calgary, Canada
Wealth ManagementPortfolio DiversificationRetirement Planning
Shuai Yuan

Shuai Yuan

Beijing-based Equity Research specialist

Finance & Investment 📍 Beijing, China
Equity ResearchPortfolio ManagementRisk Analysis
Kazuhiro Mukaidono

Kazuhiro Mukaidono

Finance & Investment professional in Risk Trading

Finance & Investment 📍 Tokyo, Japan
Risk TradingDelta One StrategiesIndex Arbitrage
Austin Lewis, CFP

Austin Lewis, CFP

Financial Planning practitioner | Estate Planning

Finance & Investment 📍 Austin, United States
Financial PlanningEstate PlanningRetirement Planning
Gabriela De Oliveira

Gabriela De Oliveira

Wealth Management specialist in São Paulo

Finance & Investment 📍 São Paulo, Brazil
Wealth ManagementInvestment AdvisoryFinancial Planning
Siyun Min

Siyun Min

Research in Equity Research and Portfolio Management

Finance & Investment 📍 Seoul, South Korea
Equity ResearchPortfolio ManagementRisk Assessment
Ganapathi Subramanian

Ganapathi Subramanian

Finance & Investment | Investment Advisory

Finance & Investment 📍 Chennai, India
Investment AdvisoryRetirement PlanningTax Optimization
Patrícia Valente

Patrícia Valente

Research in Ai-Driven Investment Solutions and Financial Analytics

Finance & Investment 📍 Lisbon, Portugal
AI-Driven Investment SolutionsFinancial AnalyticsRisk Management Strategies
Tyler McAndrews, CFP

Tyler McAndrews, CFP

Finance & Investment | Retirement Planning

Finance & Investment 📍 Charlotte, United States
Retirement PlanningInvestment ManagementTax Optimization
Yaron Barak

Yaron Barak

Finance & Investment | Customer Success Management

Finance & Investment 📍 Tel Aviv, Israel
Customer Success ManagementSales Operations StrategyAccount Management Excellence
Nicole Pullen Ross

Nicole Pullen Ross

Private Wealth Management authority | Investment Strategy Development

Finance & Investment 📍 Washington DC, United States
Private Wealth ManagementInvestment Strategy DevelopmentClient Relationship Management
Nathan Warwick, CIMA®

Nathan Warwick, CIMA®

Investment Management | Retirement Planning

Finance & Investment 📍 Phoenix, United States
Investment ManagementRetirement PlanningTax Optimization
Poonam Dhaka

Poonam Dhaka

Personal Financial Planning: Investment Portfolio Management

Finance & Investment 📍 Mumbai, India
Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning
Karim Ismail

Karim Ismail

Expert Wealth Management Tailored for Diverse Investment Needs

Finance & Investment 📍 Cairo, Egypt
Portfolio ManagementInvestment Strategy DevelopmentClient Relationship Management
Muhammad Hanif

Muhammad Hanif

Life Insurance | Retirement Planning | Annuities

Finance & Investment 📍 Karachi, Pakistan
Life InsuranceRetirement PlanningAnnuities
Sonesh Dedhia

Sonesh Dedhia

Investment Advisory authority | Retirement Planning

Finance & Investment 📍 Mumbai, India
Investment AdvisoryRetirement PlanningWealth Management
Gregory Christians

Gregory Christians

Change Management practitioner | Project Management

Finance & Investment 📍 Brussels, Belgium
Change ManagementProject ManagementWealth Strategy Development
Sumit Pasricha

Sumit Pasricha

Finance & Investment specializing in Financial Transformations

Finance & Investment 📍 Dhaka, Bangladesh
Financial TransformationsMergers & AcquisitionsCrisis Management
Adam Hajer

Adam Hajer

Budapest-based Digital Marketplaces specialist

Finance & Investment 📍 Budapest, Hungary
Digital MarketplacesSaaS InvestmentsVenture Capital
Philippe Blondeel

Philippe Blondeel

Finance & Investment leader in Cfo Consulting and Financial Strategy Development

Finance & Investment 📍 Casablanca, Morocco
CFO consultingFinancial strategy developmentInvestment analysis
Didier Debroux

Didier Debroux

Crafting Tailored Wealth Strategies for a Prosperous Future

Finance & Investment 📍 Brussels, Belgium
Private Wealth ManagementInvestment Strategy DevelopmentClient Relationship Management
Amman Saeed, CFA

Amman Saeed, CFA

Wealth Management authority | Investment Strategy

Finance & Investment 📍 Toronto, Canada
Wealth ManagementInvestment StrategyRisk Assessment
Matias Cleland, AIF®

Matias Cleland, AIF®

Mutual Funds specialist in Denver

Finance & Investment 📍 Denver, United States
Mutual FundsTarget Date FundsInvestment Strategy Development
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