Job Title

Freelance CFP or CFA or CA | Tech-Savvy Wealth Strategist | RemoteOur private family office is seeking a Freelance CFP or CA who is deeply experienced in cash flow planning and wealth management.You must be: • Proficient with tools like MProfit, Ngen, and other leading financial software • Fluent in using AI tools to drive smarter, faster advisory decisions • Passionate about staying ahead of the curve in fintech innovations and recommending the best-in-class tech solutions as they evolveRole: Flexible, remote, and impact-driven. Open to hiring on per project basis or retainer.