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Finance

Financial planning, investment guidance, and tax strategy from licensed professionals.

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2 professionals in Finance

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Finance
Meredith Okafor

Meredith Okafor

Certified Financial Planner

Financial Planning

Fee-only financial planner helping households build a plan they'll actually stick to

4.67(3)Chicago, IL
$60starting
Finance
Daniel Bregman

Daniel Bregman

Chartered Financial Analyst

Investment Advice

Portfolio strategy and investment reviews for people who manage their own brokerage accounts

4.5(2)New York, NY
$220starting
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