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.
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S
Sudhir Mohan
Retirement Planning | Wealth Management
Finance & Investment
📍 Delhi, India
Retirement PlanningWealth ManagementTax Optimization
J
Joo Runge
Wealth Management | Investment Strategy | Risk Assessment
Finance & Investment
📍 Copenhagen, Denmark
Wealth ManagementInvestment StrategyRisk Assessment
M
Manivannan Murthy
Expert BPO Professional Driving Client Success at Morgan Stanley
Finance & Investment
📍 Chennai, India
Client Relationship ManagementFinancial Data AnalysisInvestment Support Services
N
Nicole Tong
Expert Financial Advisor Guiding Malaysians & Expats in Offshore Investments
Finance & Investment
📍 Kuala Lumpur, Malaysia
Offshore Investment StrategiesWealth Management for ExpatsRetirement Planning
M
Michal Pieczonka
Wealth Management and Investment Strategy expert
Finance & Investment
📍 Warsaw, Poland
Wealth ManagementInvestment StrategyClient Relationship Management
A
Alexandra Panich
Wealth Management and Retirement Planning Finance
Finance & Investment
📍 Calgary, Canada
Wealth ManagementRetirement PlanningPortfolio Diversification
H
Hammad Mustafa
Esg Investment Strategies authority | Carbon Credit Consulting
Finance & Investment
📍 Karachi, Pakistan
ESG Investment StrategiesCarbon Credit ConsultingHealthcare Public-Private Partnerships
D
Dean Bradshaw
Wealth Management | Calgary
Finance & Investment
📍 Calgary, Canada
Wealth ManagementPortfolio DiversificationRetirement Planning
S
Shuai Yuan
Beijing-based Equity Research specialist
Finance & Investment
📍 Beijing, China
Equity ResearchPortfolio ManagementRisk Analysis
K
Kazuhiro Mukaidono
Finance & Investment professional in Risk Trading
Finance & Investment
📍 Tokyo, Japan
Risk TradingDelta One StrategiesIndex Arbitrage
A
Austin Lewis, CFP
Financial Planning practitioner | Estate Planning
Finance & Investment
📍 Austin, United States
Financial PlanningEstate PlanningRetirement Planning
G
Gabriela De Oliveira
Wealth Management specialist in São Paulo
Finance & Investment
📍 São Paulo, Brazil
Wealth ManagementInvestment AdvisoryFinancial Planning
S
Siyun Min
Research in Equity Research and Portfolio Management
Finance & Investment
📍 Seoul, South Korea
Equity ResearchPortfolio ManagementRisk Assessment
G
Ganapathi Subramanian
Finance & Investment | Investment Advisory
Finance & Investment
📍 Chennai, India
Investment AdvisoryRetirement PlanningTax Optimization
P
Patrícia Valente
Research in Ai-Driven Investment Solutions and Financial Analytics
Finance & Investment
📍 Lisbon, Portugal
AI-Driven Investment SolutionsFinancial AnalyticsRisk Management Strategies
T
Tyler McAndrews, CFP
Finance & Investment | Retirement Planning
Finance & Investment
📍 Charlotte, United States
Retirement PlanningInvestment ManagementTax Optimization
Y
Yaron Barak
Finance & Investment | Customer Success Management
Finance & Investment
📍 Tel Aviv, Israel
Customer Success ManagementSales Operations StrategyAccount Management Excellence
N
Nicole Pullen Ross
Private Wealth Management authority | Investment Strategy Development
Finance & Investment
📍 Washington DC, United States
Private Wealth ManagementInvestment Strategy DevelopmentClient Relationship Management
N
Nathan Warwick, CIMA®
Investment Management | Retirement Planning
Finance & Investment
📍 Phoenix, United States
Investment ManagementRetirement PlanningTax Optimization
P
Poonam Dhaka
Personal Financial Planning: Investment Portfolio Management
Finance & Investment
📍 Mumbai, India
Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning
K
Karim Ismail
Expert Wealth Management Tailored for Diverse Investment Needs
Finance & Investment
📍 Cairo, Egypt
Portfolio ManagementInvestment Strategy DevelopmentClient Relationship Management
M
Muhammad Hanif
Life Insurance | Retirement Planning | Annuities
Finance & Investment
📍 Karachi, Pakistan
Life InsuranceRetirement PlanningAnnuities
S
Sonesh Dedhia
Investment Advisory authority | Retirement Planning
Finance & Investment
📍 Mumbai, India
Investment AdvisoryRetirement PlanningWealth Management
G
Gregory Christians
Change Management practitioner | Project Management
Finance & Investment
📍 Brussels, Belgium
Change ManagementProject ManagementWealth Strategy Development
S
Sumit Pasricha
Finance & Investment specializing in Financial Transformations
Finance & Investment
📍 Dhaka, Bangladesh
Financial TransformationsMergers & AcquisitionsCrisis Management
A
Adam Hajer
Budapest-based Digital Marketplaces specialist
Finance & Investment
📍 Budapest, Hungary
Digital MarketplacesSaaS InvestmentsVenture Capital
P
Philippe Blondeel
Finance & Investment leader in Cfo Consulting and Financial Strategy Development
Finance & Investment
📍 Casablanca, Morocco
CFO consultingFinancial strategy developmentInvestment analysis
D
Didier Debroux
Crafting Tailored Wealth Strategies for a Prosperous Future
Finance & Investment
📍 Brussels, Belgium
Private Wealth ManagementInvestment Strategy DevelopmentClient Relationship Management
A
Amman Saeed, CFA
Wealth Management authority | Investment Strategy
Finance & Investment
📍 Toronto, Canada
Wealth ManagementInvestment StrategyRisk Assessment
M
Matias Cleland, AIF®
Mutual Funds specialist in Denver
Finance & Investment
📍 Denver, United States
Mutual FundsTarget Date FundsInvestment Strategy Development