Michael S.

Financial Planner

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!

🇺🇸Charleston, United States$250/hr100% JSS5.00 (44)Since Nov 2019

Earnings and projects

MRR

$206$206

Last 6 months ÷ 6

#112,265 / 412,022 / 412k

🇺🇸#15,717 / 62,087 / 62.1k

Revenue, last 30 days

$350$350

Last 6 months: $1.2k

#71,156 / 412,022 / 412k

🇺🇸#9,196 / 62,087 / 62.1k

Total earnings

$48,211$48k

Billed in all: $48,759$49k

#78,427 / 412,022 / 412k

🇺🇸#14,129 / 62,087 / 62.1k

Per project

$603$603

$413 in the last 6 months

#165,734 / 412,022 / 412k

🇺🇸#28,078 / 62,087 / 62.1k

Projects, last 6 months

Across 4 contracts

100% fixed0% hourly

#66,479 / 412,022 / 412k

🇺🇸#8,998 / 62,087 / 62.1k

Projects in all

Across 86 contracts

50% fixed50% hourly

#36,689 / 412,022 / 412k

🇺🇸#5,715 / 62,087 / 62.1k

$48.8k+$350 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch

Skill rankings: Top 22% in Investment Research

Ranked by MRR among everyone on Upwork with the skill.

#12Certified Financial Planner27 freelancers · 🇺🇸 #6Top 44%🇺🇸#6 of 11
#117Investment Research535 freelancers · 🇺🇸 #41Top 22%🇺🇸#41 of 155
#395Financial Planning1,216 freelancers · 🇺🇸 #92Top 32%🇺🇸#92 of 292
#1,009Financial Analysis3,527 freelancers · 🇺🇸 #241Top 29%🇺🇸#241 of 817

Michael S.

Earnings and projects

Earnings, last 30 days