Best professionals offering financial planning services in Derby
Get free quotes from professionals.
Daniel Indoccia
Financial Analyst
Accounting / Finance
If you got funded currently and do not know how to handle the funds and would like to put a portfolio together for your business, then I am the person ...
Eric Baumgardner
CFO / Vice President of Finance
Accounting / Finance
Financial planning and analysis, corporate development, M&A, and pricing strategy.
Benjamin Heitner
Director of Finance
Accounting / Finance
I am a proactive and forward-thinking senior Finance professional with 15+ years of experience in financial planning & analysis, financial modeling, a ...
Veronica Kelly
Financial Planning Specialist
Accounting / Finance
I am a licensed freelance financial professional with licenses in multiple states, dedicated to helping individuals, families, and businesses effectiv ...
Marcella Brescia
Customer Service, HR, Data Entry
Administrative
I have 25+ years in customer service, to include HR for a major department store, payroll, benefits, client centric focus and finance.
Charles Weschke
Finance Leader
Accounting / Finance
Strategic minded Finance Professional with broad experience managing financial planning, analysis and reporting, forecasts and budgets, accounting fun ...
Ed Jones
Small Biz/Creative Manager
Upper Management / Consulting
Help with the business side of being in business, so you don't have to.
Val Luks
Vendor Manager
Upper Management / Consulting
Contract Lifecycle Management (CLM) Manager with over 15 years of global project management experience. With a strong background in vendor management, ...
Sandra Casey
Finance and Operations Executive
Accounting / Finance
Visionary business executive with a 25+ year track record of driving enterprise-wide transformations, operational excellence, and financial turnaround ...
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 ...
Financial Planning in Derby, Town of Derby, New Haven
To become a financial planner in the United States, you typically need a bachelor's degree in finance or a related field and obtain professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
Recommended Certifications:
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
Tips for Choosing a Financial Planner:
- Look for experience working with clients with similar needs and goals.
- Check if the planner has relevant certifications and licenses.
Fees for Financial Planning freelancers
The average daily fee for experienced Financial Planning freelancers is $$200-$500 USD per day .
The fee varies depending on the city in which they are located. For instance, the average daily fee for a Financial Planning-freelancer in New York City , USA is $$300-$600 USD per day , while in San Francisco , USA it is $$400-$700 USD per day , or in Detroit , USA it is $$250-$450 USD per day .
financial planning jobs near Derby
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A law firm seeks a Director of Financial Planning & Analysis who can oversee the budget process annually and manage accounts. · ...
Stamford1 month ago
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We're hiring a Lead Financial Planner on behalf of a fast-growing, planning-first wealth management firm in Southern Connecticut.This isn't a back-seat support role. This is a true lead advisor seat in a firm that is scaling intentionally—and looking for someone who wants to grow ...
Fairfield2 weeks ago
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HTG Investment Advisors Inc. is an independent fee-only wealth management firm seeking a professional to join their team of thirteen to work with clients and colleagues in providing outstanding advice and service. · ...
New Canaan1 month ago