Hire the Best Financial Advisors

I'm a full time Professional Appointment Setter. My background is in financial services, insurance, law firms, and property management. In my current role as an Appointment Setter, I specialize in making follow up calls to webinar and seminar attendees to schedule meetings for financial advisors. I work well independently and thrive at problem-solving. I'm open to long-term and short term projects.

100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.

I'm a skilled chartered professional accountant CPA with 15+ years of progressive accounting and financial experience that includes Big 4 International Public Accounting experience. I provide a comprehensive range of accounting, tax, and consulting services to individuals and businesses in a variety of industries. I can help you prepare your financial statements in accordance with accounting standards. As an alternative to keeping up on your own bookkeeping, I can provide a cost-effective option that is tailored to your business need. I can help you minimize your tax liabilities, increase your tax compliance, and accurately file your taxes by applying the latest tax rules and regulations. I can help you determine practical strategies to address your business concerns, whatever they may be. I will work with other professionals (i.e. lawyers, financial advisors, specialists, etc.) to create a comprehensive solution for your business.

🎯 PhD researcher. Strategic thinker. AI-Native. IQ above 130. Academic Excellence in English. 🕰️ Available across EST, GMT, CET, GULF time zones regular working hours as needed. 🌍Numbers tell stories — and I've spent years learning to read them. I turn complex financial data into clear decisions. I help businesses and investors make smarter financial decisions with a 360° view of how businesses grow, struggle, and succeed. 💡My expertise includes: 📊 Financial Analysis and Company Valuation 💼 Investment Consulting — Startups & Stocks 🏦 Chief Accounting for SMEs 📈 Market Analysis & Business Consulting 🗂️ Project Management & Teaching ✍️ SEO Writing, Reporting & Presentations 🔍 Whether you need a seasoned eye on an investment, a clear-headed financial model, or a trusted advisor who delivers 🚀 I'm ready when you are. Let's talk.

I have been a professional financial industry, insurance, and real estate, fintech, medtech and healthcare industry journalist and marketing writer since 2000. I cut my teeth as a staff reporter for Mutual Funds Magazine, then one of the FORTUNE Group titles at Time, Inc., I also have MARCOM agency experience as a creative and as a director of business development. My strengths are in investing, insurance, HR, employee benefits, personal finance, and healthcare related content. Where possible, I leverage AI technology to help keep client costs down. I'm well ahead of most writers in this regard, who haven't caught up with best practices in using ChatGPT, Claude, and related technologies. I've been published by Time, Inc., the Journal of Financial Planning, as well as outlets like NerdWallet, SeekingAlpha.com, Bankrate, WealthManagement.com, Healthcare Business Review, CIO.com, ValuePenguin.com, Nasdaq.com, Life & Health Pro, ThinkAdvisor, and many others. I've ghostwritten multiple books on personal finance, estate planning, real estate, insurance/risk management, and HR topics. Additionally, I've written or ghostwritten countless white papers, newsletter articles, blog posts, custom publishing projects and e-books. I'm also a 23-year Army veteran with a combat deployment and multiple company command tours. Thank you for your time and attention, and I look forward to working with you! Jason Kailua, Hawaii

I held the position of CFO for companies in Malaysia and I was a Investment Banker in Singapore. My work experience had me serving in Singapore, Malaysia, Thailand and Vietnam. I have experience as a Practitioner Accountant and Tax Consultant and have taught at universities for short courses. As an Investment Advisor, I perform business valuations and financial due-diligence. I am looking for freelance and remote work which I can do in my semi-retirement state.