As a financial advisor with 6 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
Madrid, Spain
Language Proficiency
Korean
Years of Experience
6
Education
CPA with Master's in Accounting, University of Texas
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
City/State Licensed and Insured
Experience
6+ years providing financial guidance to small businesses, with expertise in tax planning.
Certifications
Professional Association Member
Awards
Excellence in Customer Service Recognition
Insurance
Bonded and insured
Accepted Payment Methods
Cash, Credit Card, Bank Transfer
Insurances Accepted
Select PPO plans accepted
Financing Options
Flexible payment plans available for qualifying projects
Service Areas
All Services & Prices
EUR
108
per hour
Financial Strategy Consultation
Price: EUR
2100
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: EUR
2784
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: EUR
170 per
hour
Regular consultation and advisory services for continued financial optimization.
Media
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Frequently Asked Questions
Can you provide references?
Absolutely! I can provide references from past clients with similar projects upon request. You can also check my reviews right here on my profile.
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 makes your services unique?
My unique combination of 6 years of experience, specialized expertise in Business & Finance, and client-centered approach sets my services apart. I focus on delivering not just quality results, but also an exceptional client experience.