Top Financial Planning and Analysis Experts

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

Vignesh Coumarane is the founder of InvestEd (the-invested.com) and author of the Financial Decision Intelligence Framework — a simulation-native architecture that lets anyone model financial decisions before committing, without surrendering bank credentials or personal data. He serves as Manager of Data Analytics at Lincare (a Linde Company), with over a decade of experience across finance, healthcare, and AI-driven analytics. A 4x LinkedIn Top Voice and Times Square Top Data 100 honoree, he writes the Before You Invest newsletter on structured thinking for financial decisions in an AI world.

Julia Klimova, Ms. Elite Canada 2025 and 2025 Global Recognition Award recipient, is a finance professional, ESG researcher, and women’s leadership advocate. She holds an Executive MBA and is currently pursuing a Doctor of Business Administration (DBA) at Golden Gate University in San Francisco. Julia is also a board member of the Children’s Theater Sparrow House, reflecting her commitment to social impact and community leadership. She combines academic research with real-world experience, providing insights on sustainable finance, corporate governance, board diversity, and leadership development. Julia has been recognized internationally for her contributions to women’s leadership and social empowerment.

Derrick Schuler is a CERTIFIED FINANCIAL PLANNER® professional with Schuler Wealth Planning located in Columbus, OH. He brings more than 20 years of experience in the banking and financial services industry and has worked for several large financial firms throughout his career. He helps clients retire comfortably with confidence. As a fee-only, fiduciary CFP®, he offers traditional ongoing financial planning services for a flat fee, or one-time plans for those that don’t want to transfer assets or pay ongoing fees.

This information is intended for use only by residents of CA, CO, FL, IL, MA, NC, NJ, NV, NY, PA, RI, SC, TX, VA, and WV. CA Producer License Number 775088 Please contact me by e-mail (james.sahagian@wellsfargo.com) or by phone (201-684-2117).

https://www.commonwealthfinancialgroup.com/licenses

Jere Salmisto is the founder of CalcFi, a free personal-finance calculator platform where every formula traces to a primary public source — IRS publications, Federal Reserve series, Treasury tables, Bureau of Labor Statistics, CFPB, and HUD. He also runs Autonomatica, a studio building quantitative-automation systems, backtesting pipelines and rule-based decision tools. Before CalcFi he was CEO at Topair Nordic (industrial sales and operations) and led B2B commercial execution across multiple companies. That operator background shapes how he writes about finance: numbers must reproduce by hand, sources are cited on the page, and tools are free forever. Available for commentary on consumer finance, paycheck/tax/mortgage math, retirement planning, systematic trading logic, finance-tool usability, and anything business and motivation-related. Independent researcher (ORCID 0009-0000-0916-8684). Curator of CalcFi Open Data — 34 free CC-BY-4.0 financial and macro time series mirrored daily from FRED, BLS, BEA, US Treasury, FDIC, EIA, World Bank, and CoinGecko. Archived with permanent DOIs at Figshare (10.6084/m9.figshare.32332290), Zenodo (CERN-backed), OSF, Kaggle, and Mendeley Data. A methodology paper on k-anonymized calculator-run aggregates is currently under SSRN review. Finnish/Estonian founder commenting on published IRS, CFPB, Fed, and BLS primary sources. Not a licensed US CPA or tax attorney.

Kris Alban, AIF®, is a Financial Planner at BSG Advisers, a fiduciary-based financial planning firm headquartered in Apex, North Carolina. With a background in financial technology and a passion for simplifying complex financial topics, Kris brings a unique blend of innovation and personalized service to his clients. He specializes in long-term wealth planning, retirement strategies, and financial wellness education, helping individuals and families navigate their financial journeys with clarity and confidence. Kris is also a contributor to industry publication. where he shares insights on financial wellness and retirement planning. Prior to joining BSG Advisers, Kris co-founded iGrad, a San Diego-based financial technology company that provides AI-powered financial wellness solutions to employers, financial institutions, and educational institutions. As Executive Vice President, he played a pivotal role in developing the Enrich Financial Wellness platform, which serves over 20,000 employers and more than 300 financial institutions.

Robert is the Co-Founder of Capital Corner, a free Canadian personal finance education platform dedicated to helping everyday Canadians make smarter decisions around credit, investing, saving, and debt. As the platform's lead researcher and developer, Robert independently evaluates hundreds of Canadian financial products annually — including credit cards, investment accounts, and savings accounts — translating complex financial data into clear, unbiased, and actionable guidance for Canadians at every income level. With over 8 years of personal investing experience across stocks, real estate, and alternative assets, Robert brings a grounded, practical perspective to personal finance that resonates with everyday Canadians who are navigating their financial journey without a background in finance. Backed by Co-Founder and CPA Patti's 30+ years of professional expertise, Capital Corner delivers research and analysis that is both accessible and credible. Patti is the Co-Founder and Senior Financial Advisor at Capital Corner, a free Canadian personal finance education platform serving Canadians nationwide. As a fully certified Chartered Professional Accountant (CPA) with over 30 years of hands-on experience in the Canadian financial industry, Patti brings a rare combination of professional credentials, real-world investment experience, and deep institutional knowledge to every topic Capital Corner covers. Throughout her career, Patti has advised clients across a wide range of industries and income levels on investments, taxation, and long-term financial planning. She maintains an active day trading practice, giving her real-time market insight that goes well beyond textbook theory. Her comprehensive understanding of Canadian tax law, accounting standards, and investment regulations ensures that Capital Corner's guidance is not only practical but fully aligned with current Canadian financial legislation. Patti is available to provide expert commentary on topics including: Canadian personal and small business tax planning, filing, and optimization Investment strategies for Canadians — stocks, ETFs, day trading, and market analysis Capital Corner is able to provide content anything finance related although specializing in: Canadian tax law, CRA regulations, and accounting standards Long-term financial planning and retirement strategies for Canadians TFSA, RRSP, and FHSA tax implications and optimization Wealth management and portfolio diversification strategies Small business financial planning and tax compliance in Canada Best credit cards and savings accounts in Canada (2026) How to start investing in Canada — stocks, ETFs, and real estate Debt reduction strategies and budgeting for Canadians Financial literacy and money management for beginners TFSA, RRSP, and FHSA guidance for everyday Canadians Saving strategies for major life goals — home ownership, retirement, education

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

I take the complex and break it down into easy to understand, actionable clear communication. I am a Certified Financial Planner Professional CFP, I am a Forbes Best in State Wealth Advisor for 2023, 2024, & 2025. I have been named a Five Star Wealth Manager since 2012. Many financial planning concepts can be complex, involve many areas from investing, tax efficiency, family dynamics and more. There are many experts out there, our clients appreciate our efforts to help them understand by eliminating jargon and breaking the complex down into easy to understand and actionable steps.

Hello. I am CFO with 20+ years of turning finance into a growth engine. Ranked among the TOP 3 CFOs in Ukraine (2022, 2023) and Member of the Expert Council at the CFO Forum. I’ve worked across multiple industries – from global tech companies to large industrial groups – helping leaders make better decisions through clear, actionable financial insight. I make complex financial topics understandable, translating numbers, forecasts, and strategies into insights that resonate with a broad audience. My experience allows me to offer an inside view of how business decisions are actually made – from managing risk and investment to leading organizations through uncertainty and transformation. My perspective connects finance with leadership, ethics, and real-world impact. For me, finance stoped being only reporting the right numbers and cutting costs. It is about shaping what comes next – responsibly, transparently, and with long-term value in mind.

As an Independent Finance Researcher and Financial Writer, I analyze financial trends, consumer behavior, and investment strategies relevant to US readers. I focus on delivering transparent, data-driven insights that help individuals make informed financial decisions. My content emphasizes clarity, accuracy, and real-world application. I am not a certified financial professional, and the information provided is for educational purposes only.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

Solay Rad is a retired millionaire celebrity financial advisor from Beverly Hills and the founder of Men of Means, a cutting-edge, science-backed training academy for financial advisor men who are ready to supercharge their sales, scale their firms, and expand their impact by becoming more conscious leaders through healthy masculinity and personal development. Think James Bond meets Buddha. Through Men of Means, Solay teaches men how to supercharge their influence, deepen client trust, and lead with emotional intelligence at home and at work. His work blends human psychology, emotional mastery, and business performance to help financial advisor men become the kind of leaders clients trust, teams follow, and firms are built around. Solay has held multiple financial licenses and designations, including previously holding the CFP® designation. He has written for The Wall Street Journal, taught at UCLA, and mentored hundreds of men in leadership, performance, and personal transformation.

I am a 2020 Graduate from Penn State Behrend, with a BS in Finance, a BS in Economics, and a Certificate in Financial Planning. I passed the CFP exam in September 2020. I served as the secretary of the Financial Planning Association on campus. I am passionate about becoming a Financial Planner and using my knowledge of financial planning to help secure a healthy financial life for my future clients. It is my goal to help change individuals' lives for the better.

My name is Marcel Santos and I am a CERTIFIED FINANCIAL PLANNER professional and Wealth Advisor at Cetera Investors in the Metro DC area. My team and I work with individuals and businesses developing financial plans, for a planning fee, that include: -Asset Management-Investment Strategies -Retirement Accumulation-Retirement Distribution plans -Tax-efficient strategies-Legacy Planning and Wealth Transfer strategies 240-485-1505 ext. 221Marcel.Santos@ceterainvestors.comwww.marcelsantoswealth.comCetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

I am the Founder of Bountisphere, a personal money management platform designed to help Americans regain control of their money. My background is unique in Fintech: I hold a PhD in Classical Studies and have years of experience in AI and Behavioral Science. I realized that traditional budgeting apps fail because they ignore human psychology. That is why I built Bountisphere to turn the tangle of everyday money management into a simple Money Calendar. We combine behavioral insights with AI-powered coaching to help users stop looking backward at their expenses and start forecasting their future daily balances. Prior to Bountisphere: I was the inaugural COO at Memre.ai, bringing advanced learning algorithms to market. I served as Founding Editor of Westbrae Literary Group. I am available to comment on: The psychological shift from "Tracking" to "Forecasting." Why "Financial Peace of Mind" requires visualizing the future, not just budgeting the present. How AI is changing personal finance for Americans.

Corporate Strategy Consultant focused on building market expansion strategies, M&A target identification, new product introduction, new investment opportunities and board communication. Worked on varied business sectors including Automotive, Sensors, Appliances and Industrial.Top Writer on Quora for 2017 and 2018. Interests in business and strategy topics.

My leadership philosophy is hinged on accountability, transparency, and foresight. I believe the very best leaders create systems that let others move with confidence. Whether it be modernizing FP&A platforms, optimizing treasury and controllership functions, or leading M&A integrations, my approach to any business challenge will combine analytical precision with human understanding. A certified CPA and CFE, trained in PMP and Six Sigma, I bring both rigor and empathy into leadership. For me, true financial leadership is about the design of operating models that allow others to perform at their best In every engagement, I try to redefine what finance can mean for a business, operating with a strategic compass guiding every decision, measuring progress toward goals, and driving growth. When finance serves as a source of direction and stability, organizations move more quickly, teams align more effectively, and transformation becomes both achievable and sustainable.