Strategic Advisor for Sustainable Business Growth
David Wright
Investment Analyst
Overview
As a investment analyst with 8 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Individual
Based In
Miami
, United States
Language Proficiency
Portuguese
Years of Experience
9
Education
Master's in Business Administration with Finance Concentration, Stern School of Business
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
State Licensed; License #470425
Experience
8+ years providing financial guidance to small businesses, with expertise in tax planning.
Certifications
Certified Professional
Awards
Top Service Provider (Community Choice)
Insurance
General liability insurance (coverage up to $1M)
Accepted Payment Methods
Cash, Credit Card
Insurances Accepted
Select PPO plans accepted
Financing Options
Installment options available upon request
All Services & Prices
Starting at USD
2100
Financial Strategy Consultation
Price: USD
2100
Business Plan Development
Price: USD
2870
Ongoing Financial Advisory
Media
6 photos
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Contact Info
david.wright959@example.com