Top Certified Financial Planner freelancers

27 freelancers list Certified Financial Planner on Upwork.

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Showing 27 of 27Data updated Nov 7

# Freelancer		SinceMember since
Andrew B. 🇺🇸🇺🇸 eMoney Specialist. CFP(r).	$8k↑ 8%	Sep 2018Sep 20, 2018
Yordanka P. 🇧🇬 NewNew🇧🇬 Financial Planning \| Personal Finance & Wealth Management, Finance	$3k↑ 188%	Sep 2026Sep 17, 2026
Abhishek J. 🇮🇳 NewNew🇮🇳 Financial Planning \| Financial Audit, Business, Elearning, Education	$2k–	Sep 2026Sep 26, 2026
4 Fitz Gerard V. 🇵🇭🇵🇭 Registered Financial Planner	$2k↓ 7%	Jul 2024Jul 5, 2024
5 Gregory T. 🇺🇸 NewNew🇺🇸 Financial Planning \| Wealth Management, Financial Planning	$1k–	Sep 2026Sep 28, 2026
6 Meri-Li F. 🇨🇦🇨🇦 Financial Planner & Money Coach	$1k↑ 11%	Oct 2022Oct 18, 2022
7 Tracy W. 🇺🇸🇺🇸 CFP and Tax Strategist for Individuals and Small Businesses	$1k↑ 68%	Mar 2024Mar 31, 2024
8 Adeoye R. 🇺🇸🇺🇸 US CPA \| Financial Statements Review, Audit \| CPA Letter \| Bookkeeping	$392↑ 15%	Mar 2026Mar 26, 2026
9 Yash S. 🇮🇳🇮🇳 Accounting, Bookkeeping and underwriting expert	$338↓ 6%	Apr 2020Apr 25, 2020
10 Likhendra D. 🇫🇷🇫🇷 Founder's Associate/ CEO Right Hand/Chief of Staff/ Startup Operations	$262↑ 189%	Nov 2018Nov 2, 2018

Freelancer	MRR	Member since
11 Cayden M. 🇺🇸🇺🇸 Tax-Smart Financial Planning for Business Owners \| CFP / EA	$251↓ 1%	Nov 2022Nov 11, 2022
12 Michael S. 🇺🇸🇺🇸 Financial Planner	$206↓ 13%	Nov 2019Nov 5, 2019
13 Amar P. 🇺🇸🇺🇸 California CPA & CFP \| Strategic Tax Planning	$101↓ 25%	Aug 2021Aug 11, 2021
14 Nathan B. 🇺🇸🇺🇸 Certified Financial Planner	$15↓ 1%	Nov 2018Nov 12, 2018
15 Mary Grace B. 🇵🇭🇵🇭 Certified QuickBooks ProAdviser & Xero Advisor, Accountant/Bookkeeper	$0–	Jul 2008Jul 11, 2008
16 James H. 🇺🇸🇺🇸 Fractional CFO \| CFO, Financial Advisor, Financial Analyst, Accountant	$0↓ 100%	Sep 2015Sep 24, 2015
17 Ross L. 🇺🇸🇺🇸 Travel and Miles Blogger, MBA, Certified Financial Planner, 529 Expert	$0–	Jan 2020Jan 23, 2020
18 Kiran S. 🇵🇰🇵🇰 Financial Modeling \| FP&A \| Excel & Power BI Expert	$0–	Jul 2020Jul 7, 2020
19 Francesco P. 🇮🇹🇮🇹 Expert Tax Consultant & Accountant \| Italy and International taxation	$0–	May 2024May 20, 2024
20 Stephen M. 🇺🇸🇺🇸 Tax & Financial Planning	$0–	Apr 2025Apr 17, 2025

Freelancer	MRR	Member since
21 Usama K. 🇵🇰🇵🇰 Chartered Accountant \| Bookkeeping, Forecasting & CFO Support	$0–	Nov 2020Nov 27, 2020
22 Shiela Marie C. 🇵🇭🇵🇭 Licensed Financial Paraplanner / Licensed Civil Engr. / VA	$0–	Aug 2022Aug 10, 2022
23 Nazmul H. 🇨🇦🇨🇦 MBA Finance, Sales Master, Financial Planning & Business Analysis	$0–	May 2024May 14, 2024
24 Sal S. 🇬🇧Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇬🇧 British Sales, Cold Email Expert & Linkedin Profile Optimizer	≈$0–	Feb 2022Feb 2, 2022
25 Rachael U. 🇮🇪Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇮🇪 The Renovation Strategist	≈$0–	Jul 2024Jul 15, 2024
26 Ianpol C. 🇵🇭Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇵🇭 Teacher	≈$0–	Jun 2023Jun 15, 2023
27 Sevinj H. 🇳🇱Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇳🇱 Anaplan Level 3 Certified Model Developer	≈$0–	Aug 2019Aug 20, 2019

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