Best professionals offering financial planning services in Atlanta

Get free quotes from professionals.

Varsha Patel
USD$ 125 per hour

Varsha Patel

Freelance Workday Adaptive Planning Consultant

Accounting / Finance

I’m a freelance Workday Adaptive Planning consultant who helps organizations design, implement, and optimize financial planning and reporting solution ...

Atlanta, Fulton
Financial planning + 7
Services
>
Financial planning
>
Financial planning in Atlanta

Financial Planning Services in Atlanta, Fulton

To become a financial planner, one must have a bachelor's degree in finance or a related field and obtain certifications such as the Certified Financial Planner (CFP) designation. Industry professionals should also stay up-to-date with industry developments by attending conferences and workshops.

Recommended Accreditations and Certifications

  • Certified Financial Planner (CFP)

Beyond formal education and certifications, it is essential to research the professional's experience working with clients in similar situations. Here are some questions to ask:

  • What experience do you have working with clients like me?

Fees for Financial Planning freelancers


The average daily fee for experienced freelancers is $250 USD.


The fee varies depending on the city in which they are located. For instance, the average daily fee for a financial planning freelancer in New York City is $300 USD while in San Francisco is $350 USD or in Chicago is $280 USD .

financial planning jobs near Atlanta

  • Work in company

    Financial Planning Manager

    Markem-Imaje

    We are seeking a Financial Planning Manager - Americas to join our team. The successful candidate will be responsible for driving finance planning processes by effectively using predictive analytics and statistical models.The ideal candidate will have 5+ years of proven success i ...

    Kennesaw, GA

    1 month ago

  • Work in company

    Financial Advisor

    PrismHR

    empowering financial futures are you a strategic thinker with a passion for helping others navigate their financial journey our client is looking for a dedicated and knowledgeable financial advisor to join their growing team in this role you aren't just managing accounts; you are ...

    Atlanta

    1 month ago

  • Work in company

    Director of Financial Planning

    Atlanta Hawks

    + Job Summary: · The Director of FP&A is a key role in budgeting and forecasting across the organization as well as a variety of ad hoc projects in areas related to data analysis, margin enhancements, cash flow, and ROI.+ Bachelor's degree in finance, accounting or related field; ...

    Atlanta

    1 month ago