Top Personal Finance & Wealth Management freelancers

73 freelancers list Personal Finance & Wealth Management on Upwork.

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Showing 50 of 73Data updated Nov 8

# Freelancer		SinceMember since
Ubaid R. 🇵🇰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 Oct 7, 2026.🇵🇰 Financial Data Entry \| VA \| Document Processing \| Customer Support	≈$5k–	Feb 2026Feb 10, 2026
Gene L. 🇸🇬🇸🇬 Senior Finance Writer \| Wealth, Investment & Financial Products	$3k↑ 14%	Oct 2016Oct 19, 2016
Navya G. 🇮🇳🇮🇳 Consulting \| Personal Wealth\| ex Big 4	$3k↑ 2%	Apr 2025Apr 16, 2025
4 Yordanka P. 🇧🇬 NewNew🇧🇬 Financial Planning \| Personal Finance & Wealth Management, Finance	$3k↑ 186%	Sep 2026Sep 17, 2026
5 Narendar K. 🇮🇳 NewNew🇮🇳 Financial Planning \| Wealth Management, Management Skills, Neos Flow	$2k↑ 391%	Sep 2026Sep 19, 2026
6 CA Jay V. 🇮🇳🇮🇳 Equity & Options Trader \| Investment Strategist \| Chartered Accountant	$2k↑ 4%	May 2025May 16, 2025
7 Sandrine B. 🇵🇹🇵🇹 Certified Bookkeeper \| Virtual Assistant \| Fiction Editor & Ghostwrite	$2k↑ 20%	Apr 2018Apr 30, 2018
8 Gregory T. 🇺🇸 NewNew🇺🇸 Financial Planning \| Wealth Management, Financial Planning	$1k–	Sep 2026Sep 28, 2026
9 Camille M. 🇵🇭🇵🇭 Sales Development Rep \| BDR \| Appointment Setter	$938↑ 17%	Nov 2022Nov 22, 2022
10 Duana Myriah F. 🇵🇭🇵🇭 Virtual Assistant \| Creative Marketing \| Real Estate VA	$797↑ 36%	Jan 2023Jan 9, 2023

Freelancer	MRR	Member since
11 Natalie C. 🇺🇸🇺🇸 Executive/ Personal Assistant	$785↓ 5%	Mar 2023Mar 21, 2023
12 Samuel O. 🇺🇸🇺🇸 SEO Content Writer \| AI Content Editor \| Blog, Landing Page & Web Copy	$745↑ 1%	Sep 2018Sep 29, 2018
13 Justin O. 🇬🇧🇬🇧 SEO Finance Writer\| Fintech, Crypto, DeFi, Investment, and SaaS	$658↓ 14%	Feb 2022Feb 17, 2022
14 Hamza F. 🇦🇪🇦🇪 CPA\| Expert Bookkeeper \| QuickBooks \| Xero \| UAE VAT \| Corporate Tax	$625↑ 19%	Jun 2025Jun 12, 2025
15 Natasya A. 🇮🇩🇮🇩 Bookeeper \| Accountant \| Virtual Assistant \| Admin Support	$570↑ 26%	Sep 2022Sep 7, 2022
16 Thandi N. 🇵🇹 NewNew🇵🇹 Executive V. Assistant \| Finance & Accounting \| Admin Support \| Big 4	$527–	Sep 2026Sep 18, 2026
17 Niko C. 🇬🇪 NewNew🇬🇪 Language Tutoring & Proofreading \| Teaching Russian, Georgian, English	$438↓ 10%	Jul 2026Jul 6, 2026
18 Cynthia I. 🇰🇪🇰🇪 Accountant & Bookkeeper \| QuickBooks Online ProAdvisor \| Xero \|Cleanup	$310↓ 3%	Jun 2017Jun 27, 2017
19 Julia Y. 🇭🇰🇭🇰 Translation - English to Chinese	$292↓ 7%	Oct 2024Oct 21, 2024
20 Luis B. 🇲🇽🇲🇽 Financial Wellness Coach: Budgeting, Debt elimination, Money projects	$228–	Jul 2023Jul 12, 2023

Freelancer	MRR	Member since
21 Susan A. 🇳🇬🇳🇬 SEO Writer \| Technical Writer \| Content Writer \| Blog Writer \| Finance	$197↑ 2%	Mar 2024Mar 13, 2024
22 Donald W. 🇺🇸🇺🇸 Freelance Writer \| Great Content Your Readers Will Love	$197↓ 2%	Jul 2013Jul 19, 2013
23 Mallika B. 🇮🇳🇮🇳 Financial Analyst \| Financial Modeling \| SaaS - Ecomm - Real estate	$186↑ 5%	Apr 2025Apr 30, 2025
24 Pankhuri S. 🇮🇳🇮🇳 Analyst	$153↓ 11%	Aug 2024Aug 5, 2024
25 Yoanita P. 🇮🇩🇮🇩 Virtual Assistant: Personal Assistant, Bookkeeping, & Administrative	$126↑ 7%	Jan 2025Jan 9, 2025
26 Sara H. 🇺🇸🇺🇸 Personal CFO \| Get Organized. Save Time. Make Better Financial Choices	$121↓ 16%	Aug 2022Aug 16, 2022
27 Paul M. 🇰🇪🇰🇪 Financial Analyst, Day Trader, Financial Writer & Data Analyst	$115↓ 14%	May 2021May 13, 2021
28 Derrick C. 🇺🇸🇺🇸 Financial Wellness Coach	$87↓ 10%	Jul 2024Jul 27, 2024
29 Arpan D. 🇮🇳🇮🇳 FinTech Developer, Expert in Plaid Integration, Lending and Payments	$74↓ 88%	Mar 2017Mar 28, 2017
30 Felipe M. 🇧🇷🇧🇷 Copywriter \| Content Reviewer \| Business & Finance \| Brazilian Market	$59↓ 19%	Apr 2023Apr 12, 2023

Freelancer	MRR	Member since
31 Asad 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 Aug 29, 2026.🇬🇬 Accounting \| Taxation \| Financial Modelling Expert, ACA	≈$51–	Jul 2024Jul 5, 2024
32 Abolade A. 🇳🇬🇳🇬 Finance Writer \| Capital Markets & Macro Analyst \| Ghostwriter	$42↓ 51%	Apr 2020Apr 17, 2020
33 Daniel H. 🇺🇸🇺🇸 Investment Advisor \| USD 5M+ Equity Portfolios \| Ex-Goldman Sachs	$41–	Feb 2022Feb 14, 2022
34 Greg M. 🇺🇸🇺🇸 PE Associate/Startup Chief of Staff \| Financial Planning and Analysis	$36↑ 2%	Jan 2023Jan 10, 2023
35 Natalia I. 🇺🇸🇺🇸 Financial Planning Specialist \| Portfolio Management & Analytics	$27↓ 2%	Jun 2023Jun 15, 2023
36 Josh H. 🇺🇸🇺🇸 Private Equity and Investment Banking Professional \| M&A Expert \| CFO	$0–	Jan 2024Jan 17, 2024
37 Victor O. 🇳🇬🇳🇬 Expert B2B & B2C Content Writer for AI & SaaS Brands	$0–	Aug 2021Aug 22, 2021
38 Farhan A. 🇵🇰🇵🇰 Financial and Data Analyst \| Excel \| Power BI \| Dashboards \| VBA	$0–	Feb 2021Feb 4, 2021
39 George I. 🇯🇵🇯🇵 Biz & Finance Expert \| Wharton MBA \| Financial Models, FP&A, Strategy	$0–	Aug 2025Aug 5, 2025
40 Perus K. 🇰🇪🇰🇪 Mental Health Writer \| High Ranking Psychology, Self-Help Articles	$0–	Feb 2019Feb 28, 2019

Freelancer	MRR	Member since
41 Amol G. 🇮🇳🇮🇳 QBO, XERO Advisor & Zoho Books Certified \| CA (Equ. CPA) +15 (ICAI)	$0–	Apr 2019Apr 15, 2019
42 Nazmul H. 🇨🇦🇨🇦 MBA Finance, Sales Master, Financial Planning & Business Analysis	$0–	May 2024May 14, 2024
43 Adam D. 🇺🇸🇺🇸 Tax preparer to "Side Hustlers"	$0–	Nov 2022Nov 26, 2022
44 Ayoub E. 🇲🇦🇲🇦 Corporate Financial Analyst \| FMVA Certified	$0–	Nov 2022Nov 7, 2022
45 Ishan P. 🇳🇵🇳🇵 Financial copywriter\| Personal Finance\| FinTech	$0–	Dec 2022Dec 17, 2022
46 Haider K. 🇵🇰🇵🇰 Expert sales, marketing, customer support and business development	$0–	May 2025May 12, 2025
47 Gerard R. 🇺🇸🇺🇸 EXPERT US TAX SERVICES (Individuals & Business Tax Returns)	$0–	May 2022May 20, 2022
48 Jonathan M. 🇺🇸🇺🇸 Financial Modeling \| Data Analysis \| Pro Excel \| Advanced Python	$0–	Dec 2022Dec 4, 2022
49 Mohammed Aimane Z. 🇫🇷🇫🇷 Investment & Risk Analyst \| Wealth Strategy & Risk Assessment \| MBA	$0–	Dec 2018Dec 3, 2018
50 Joshua T. 🇺🇸🇺🇸 Certified Public Accountant	$0–	Apr 2023Apr 20, 2023

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