• Provide comprehensive financial planning services to a diverse client base, including high-net-worth individuals, families, and institutional clients.• Develop and implement tailored investment strategies aligned with client goals, risk tolerance, and time horizon.• Conduct extensive investment research and analysis to identify optimal investment opportunities across various asset classes.• Perform sophisticated financial modeling and analysis to evaluate investment performance, assess risk, and optimize portfolio allocation.• Monitor client portfolios, review investment performance, and proactively adjust strategies based on market conditions and client objectives.• Build and maintain strong client relationships through regular communication, proactive updates, and personalized service.• Stay abreast of industry trends, economic developments, and regulatory changes to provide clients with up-to-date advice.• Engaged in financial accounting, bookkeeping, and payroll consulting work- Intuit QuickBooks Online (QBOA) QB Payroll software.• New business forming/ start-up & management work.• Income tax preparers/ consulting work.

Financial consulting

SAP consultant services in SAP Business ByDesign, Data Migration and Reporting.