Financial Advisor Needed - Investment Portfolio Review & Planning
Project Scope Review my current stocks/investments and create a strategic financial plan. Requirements Review investment portfolio and financial position Assess goals and risk tolerance Provide portfolio optimization recommendations Develop actionable financial plan Qualifications Active financial certification (CFP, CFA, ChFC) 3+ years experience Investment strategy expertise Tax planning knowledge Deliverables Portfolio analysis Written financial plan with recommendations Follow-up consultation Timeline 1-2 weeks from initial consultation To Apply Share your certifications, approach, relevant experience, and availability.
Keyword: Project Consultant
Investment Strategy Financial Analysis
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