Top Wealth Management freelancers

34 freelancers list Wealth Management on Upwork.

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Showing 34 of 34Data updated Nov 7

# Freelancer		SinceMember since
Brad S. 🇦🇺 NewNew🇦🇺 Financial Planning \| Financial Coach - Over 20 years of trusted advice	$3k↑ 416%	Sep 2026Sep 13, 2026
Gene L. 🇸🇬🇸🇬 Senior Finance Writer \| Wealth, Investment & Financial Products	$3k↑ 15%	Oct 2016Oct 19, 2016
Narendar K. 🇮🇳 NewNew🇮🇳 Financial Planning \| Wealth Management, Management Skills, Neos Flow	$2k↑ 394%	Sep 2026Sep 19, 2026
4 Karl M. 🇺🇸 NewNew🇺🇸 Turnaround & Interim CFO \| Distressed Finance & Due Diligence	$2k↓ 12%	Jul 2026Jul 27, 2026
5 Gregory T. 🇺🇸 NewNew🇺🇸 Financial Planning \| Wealth Management, Financial Planning	$1k–	Sep 2026Sep 28, 2026
6 Dawn B. 🇵🇭 NewNew🇵🇭 Relationship Manager\| Customer Experience Professional \| Sales	$742↑ 48%	Aug 2020Aug 10, 2020
7 Sergio T. 🇲🇽🇲🇽 Wealth Management \| Market Research \| Financial Services	$638↓ 21%	Nov 2023Nov 22, 2023
8 Julia Y. 🇭🇰🇭🇰 Translation - English to Chinese	$293↓ 6%	Oct 2024Oct 21, 2024
9 Donald W. 🇺🇸🇺🇸 Freelance Writer \| Great Content Your Readers Will Love	$198↓ 1%	Jul 2013Jul 19, 2013
10 Yann P. 🇫🇷🇫🇷 Accounting, wealth manager	$43↓ 23%	Dec 2022Dec 20, 2022

Freelancer	MRR	Member since
11 Yann P. 🇫🇷🇫🇷 Accounting, wealth manager	$43↓ 23%	Dec 2022Dec 20, 2022
12 Daniel H. 🇺🇸🇺🇸 Investment Advisor \| USD 5M+ Equity Portfolios \| Ex-Goldman Sachs	$41–	Feb 2022Feb 14, 2022
13 Natalia I. 🇺🇸🇺🇸 Financial Planning Specialist \| Portfolio Management & Analytics	$27↓ 1%	Jun 2023Jun 15, 2023
14 Curie S. 🇮🇳🇮🇳 Market Research Analyst \| Business Operations and Administration	$19↓ 1%	Jul 2012Jul 10, 2012
15 Megan M. 🇺🇸🇺🇸 Financial Modeling, M&A Due Diligence, Competitive Intelligence, MBA	$12↓ 1%	Apr 2023Apr 6, 2023
16 Beatriz G. 🇪🇸🇪🇸 Fractional CFO \| Business Plans, Financial Modeling & Strategic Foreca	$0–	Aug 2025Aug 26, 2025
17 Ada E. 🇺🇸🇺🇸 Financial service professional with over 15 years of experience.	$0–	Mar 2025Mar 6, 2025
18 Borja L. 🇺🇸🇺🇸 Private Equity \| Real Estate \| Decks \| Financial Modeling \| Excel	$0–	Sep 2024Sep 10, 2024
19 Matt R. 🇬🇧🇬🇧 Financial Planner	$0–	Apr 2019Apr 11, 2019
20 Leslie M. 🇺🇸🇺🇸 Content \| Copy \| Social Media \| Web Copy \| SEO	$0–	Oct 2019Oct 11, 2019

Freelancer	MRR	Member since
21 Slobodan D. 🇷🇸🇷🇸 Financial Modeler	$0–	Jun 2015Jun 28, 2015
22 Misaki O. 🇯🇵🇯🇵 Web content development	$0–	Apr 2020Apr 24, 2020
23 Jean T. 🇺🇸🇺🇸 Writer, editor, author, translator (Fr-En), speaker	$0–	Jun 2024Jun 6, 2024
24 Haider K. 🇵🇰🇵🇰 Expert sales, marketing, customer support and business development	$0–	May 2025May 12, 2025
25 Jeremy Y. 🇺🇸🇺🇸 Strategic Consultant - Finance, Editing, Writing & Development	$0–	Dec 2021Dec 23, 2021
26 Jorge O. 🇨🇴🇨🇴 U.S. Law Paralegal - (Immigration and Estate planning)	$0–	Aug 2024Aug 2, 2024
27 Ted B. 🇺🇸🇺🇸 Investment and Financial Writer	$0–	Aug 2012Aug 9, 2012
28 Nazmul H. 🇨🇦🇨🇦 MBA Finance, Sales Master, Financial Planning & Business Analysis	$0–	May 2024May 14, 2024
29 Cameron B. 🇺🇸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.🇺🇸 Fintech & Digital Asset Consultant \| Blockchain, AI Automation,	≈$0–	Feb 2013Feb 8, 2013
30 Tahir M. 🇵🇰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.🇵🇰 Process Improvement, Financial Advisory Management Consulting	≈$0–	Nov 2023Nov 18, 2023

Freelancer	MRR	Member since
31 Brandon L. 🇺🇸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.🇺🇸 Other - Accounting & Consulting \| Microsoft Excel, Microsoft Word	≈$0–	May 2023May 4, 2023
32 Kevin P. 🇨🇦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.🇨🇦 Jack of all trades, specialized in finances and writing	≈$0–	Jan 2024Jan 2, 2024
33 Bradley B. 🇺🇸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.🇺🇸 Coaching, Business Development, Relationship Management, Funding	≈$0–	Mar 2023Mar 6, 2023
34 Christopher M. 🇺🇸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.🇺🇸 Wealth Management Investment Advisor Compliance and Regulatory Law	≈$0–	May 2024May 22, 2024

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