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336 results for Financial Planning in San Francisco, CA
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Adolfo A.
Providing services: Financial Planning, Life Insurance, Retirement Planning, Financial Consulting
San Francisco, CA
Summary: I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 425 Market St #1600, San Francisco, CA 94105 My California Insurance license number is: 4367216
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Vikas Mehta
Providing services: Accounting, Leadership Development, Change Management, Budgeting, Financial Planning, Financial Reporting
San Francisco, CA
Summary: With over 20 years of experience in leading digital transformation in Fortune 50 companies, I am currently the CFO at Komodo Health, a SaaS platform that leverages real-world data and AI to improve healthcare outcomes. I am responsible for scaling the revenue to $1B+, improving margins, and delivering profitability, as well as evaluating long-term strategic options and inorganic growth opportunities. My core competencies include strategic planning, new business development, growth strategy, M&A, partnerships, business transformation and investor relations. I have a lean, frugal, and entrepreneurial approach that drives out-of-the-box thinking and creativity in problem-solving. I also have a 10x growth mindset that fosters curiosity, big dreams, and confidence. I believe that teams matter, and I strive to build a higher purpose, hire the right person for the right role, and create an environment of trust and respect. I am passionate about using technology to transform the healthcare industry and make a positive impact on society.
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Stephanie Simontacchi
Providing services: Financial Consulting, Project Management, Tax Advisory, Budgeting, Financial Accounting, Financial Advisory, Financial Planning, Invoice Processing, Payroll Services, Research Skills
San Francisco, CA
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Vera Hart
Providing services: Financial Consulting, Financial Analysis, Financial Planning, Financial Advisory, Strategic Planning, Budgeting, Career Development Coaching, Leadership Development
San Francisco Bay Area
Summary: I use my experience as an operator and investor to address important challenges through a strategic and results-oriented approach. My background includes investment banking and in-house positions at high-growth startups (Series A to IPO filing/acquisition) and Fortune 500 companies in the USA and Europe, providing me with a deep understanding of the CFO org and the key factors that contribute to a company's success. My expertise lies in helping companies build, scale, and optimize their finance teams to support their strategic goals. With 15+ years of experience at the intersection of finance, strategy, and operations, I serve as a strategic advisor to founders and C-suite executives in driving growth, fostering innovation, and navigating business complexities. Functional expertise: FP&A, Corporate Development, Strategic Finance, IR / Fundraising, Accounting, Treasury, Audit, Procurement, Investment Banking / Capital Markets, Commercial / Sales, GTM Industries: ◆ Healthcare: life sciences, clinical trials, medical devices, biotechnology, healthcare ecosystem ◆ Technology: SaaS, PaaS, cloud computing, software development, edge computing, data centers ◆ Finance: investment banking, financial markets, capital markets, corporate finance, cash management, liquidity, risk management ◆ Energy: upstream, midstream, downstream Geographies: North America and Europe with a global perspective, having lived and worked in various countries across 4 continents I’m always open to connecting with people and organizations working on problems worth solving. Feel free to reach out if you want to bounce off business ideas or need advice. I am open to advisory and board opportunities.
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Hannah Tran
Providing services: Accounting, Event Coordination, Budgeting, Financial Planning, Insurance
San Francisco Bay Area
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Joshua Craig
Providing services: Bookkeeping, Financial Accounting, Budgeting, Financial Planning, Financial Reporting, Financial Analysis, Financial Advisory, Accounting
San Francisco, CA
Summary: I have worked on bringing two companies Public and an International Merger & Acquisition. I am highly experienced in assisting with Audits to clean up Revenue, Payables & Financial reports. Many of my responsibilities require integrating accounting software and looking for efficiencies in automation and process improvements. I enjoy being a part of a team and always help my coworkers. My best asset is creating complex Excel & GSheets. I will efficiently and accurately automate accounting processes centered around importing & exporting data on mass scale. I enjoy the time and commitment it takes to bring everything together in an organized and efficient process. With all that being said I do enjoy the day to day operations of accounting. I am very experienced in Revenue, Invoicing, Collections, General Ledger, Account Payables, Account Receivables, Financial Reporting & Bank Reconciliations. Software Experience: Quickbooks(8 years), NetSuite(3 years), Oracle(1 year), Microsoft Dynamics, Salesforce, Yardi, Bill.com, Expensify, Concur, Tipalti, Excel & Google Sheets(Advanced), G Suite
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Shannon D.
Providing services: Financial Accounting, Bookkeeping, Financial Analysis, Web Development, Web Design, Software Testing, Accounting, Financial Planning, Budgeting, Financial Consulting
San Francisco, CA
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Juan Jose Parra
Providing services: Accounting, Financial Planning, Brand Design, Real Estate, Commercial Real Estate, Brand Marketing, Lead Generation, Product Marketing
San Francisco, CA
Summary: I have been in the United States since 2017 until now. I run an ocean clothing trading company. I mainly serve general distribution targets and customized services. I also opened a number of beauty salons. I hope to meet and make more friends here and work together. Explore future trends.
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Karena Zhu, CFP®
Providing services: Life Insurance, Financial Planning, Wealth Management, Retirement Planning
United States
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Scott Clark
Providing services: Bookkeeping, Tax Preparation, Executive Coaching, Financial Planning, Financial Reporting
San Francisco, CA