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Certified Financial Planner
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Finance & Management > Financial Planning

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  • Posted: Tue, Feb 09, 2010
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

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    a different location.

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  • Start: Immediately
  • Hourly Rate: Not Sure
  • Hrs/wk: Not Sure | Duration: 1-2 weeks
  • Work View™ Not Requested
  • U.S. freelancers must have W9
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I am trying to build my personal team of advisors consisting of:
- Accountants
- Attorneys
- Financial planners
- Stock brokers
- etc.

The first one I want to get is the financial advisor.

The first task I want completed is a written/typed plan for lifetime financial security and comfort for myself.

The second task is a written/typed investment plan.

You MUST be have Certified Financial Planner status (CFP)

If you are familiar with the teachings and works of Robert Kiyosaki of Rich Dad (i.e. Rich Dad Poor Dad, Conspiracies of the Rich, Cashflow 101, etc.)...that would be a big bonus.

Thank you.

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Desired Skills
Financial Planning, Investing
Job ID: 19095670
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