As a investment analyst with 25 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
Munich, Germany
Education
CPA with Master's in Accounting, University of Texas
Language Proficiency
Greek, Hebrew, English
Experience
25+ years providing financial guidance to individuals, with expertise in tax planning.
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Years of Experience
25
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
All Services & Prices
Starting at $2000
Financial Strategy Consultation
Price: $2000
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: $2444
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: $130 per hour
Regular consultation and advisory services for continued financial optimization.
Featured Work
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Frequently Asked Questions
What is your typical turnaround time?
Turnaround time varies based on project complexity. Simple projects typically take 1-2 weeks, while more comprehensive work may take 4-6 weeks. I always discuss timelines upfront and keep you updated on progress.
What is your process like?
My process begins with a thorough consultation to understand your specific needs. After gathering requirements, I develop a detailed proposal and timeline. Once approved, I execute the project with regular updates and checkpoints to ensure your satisfaction.
What information do you need to get started?
To get started, I'll need information about your goals, target audience, timeline, budget, and any existing materials or examples you admire. The more detailed information you provide, the better I can meet your expectations.