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Matthew L.
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Matthew L.

Financial Copywriter, Financial Planner, CFA Charterholder

100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.

🇨🇦Vancouver, Canada$55/hr100% JSS4.98 (83)Since Aug 2017

Earnings and projects

MRR
$285

Last 6 months ÷ 6

World#100,374 / 412k
🇨🇦Country#1,482 / 7,133
Revenue, last 30 days
$200

Last 6 months: $1.7k

Total earnings
$376k

Billed in all: $381k

World#5,024 / 412k
🇨🇦Country#153 / 7,133
Per project
$2.1k

$190 in the last 6 months

World#74,241 / 412k
🇨🇦Country#1,307 / 7,133
Projects, last 6 months
9
67% fixed33% hourly
World#21,105 / 412k
🇨🇦Country#325 / 7,133
Projects in all
179

Across 192 contracts

57% fixed43% hourly
World#11,917 / 412k
🇨🇦Country#232 / 7,133

Earnings, last 30 days

$381k+$211 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$380.4k$380.6k$380.8k$381.0kOct 8Oct 23Nov 7

Dotted: longer than usual between two readings. Hatched: over two weeks without one.

Skill rankings: Top 15% in Blog Writing

Ranked by MRR among everyone on Upwork with the skill.

  1. #24Network Planning104 freelancers · 🇨🇦 #2Top 23%
  2. #103Investment Research535 freelancers · 🇨🇦 #5Top 19%
  3. #121Financial Writing671 freelancers · 🇨🇦 #8Top 18%
  4. #406Finance & Accounting1,535 freelancers · 🇨🇦 #14Top 26%
  5. #1,014Copy Editing5,372 freelancers · 🇨🇦 #28Top 19%
  6. #2,033Blog Writing13,251 freelancers · 🇨🇦 #61Top 15%
  7. #2,795Writing16,517 freelancers · 🇨🇦 #81Top 17%