Mariana C.
Financial Planning | Investment Banking, Investment Strategy
I provide expert financial planning and investment banking services with 18 years of experience in the industry. As an Independent Wealth Planner, I specialize in creating tailored investment strategies that align with clients' goals, offering insights in private equity, capital markets, and real estate investments. My experience as a General Manager in a banking environment has equipped me with the skills to effectively manage investment portfolios and conduct in-depth investment research. I focus on delivering comprehensive financial consulting to help clients navigate complex financial landscapes. If you're looking for a seasoned professional who can help you optimize your investment strategy and achieve your financial objectives, let's connect and explore how I can add value to your financial journey.
Earnings and projects
Last 6 months ÷ 2.6 months active (since Aug 2026)
Last 6 months: $3.9k
Billed in all: $4,207$4.2k
$2k in the last 6 months
Across 3 contracts
Across 3 contracts
Earnings, last 30 days
Skill rankings: Top 8% in Investment Research
Ranked by MRR among everyone on Upwork with the skill.
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- #26Private Equity254 freelancers · 🇧🇷 #1Top 10%🇧🇷#1 of 3
- #33Investment Strategy326 freelancers · 🇧🇷 #1Top 10%🇧🇷#1 of 6
- #35Financial Consulting343 freelancers · 🇧🇷 #3Top 10%🇧🇷#3 of 4