Hire Financial Planning Consultants

Hire the Top 3% of Freelance Financial Planning Consultants

Hire vetted financial planning consultants on demand. Leading companies choose financial planning freelancers from Toptal to solve their most critical management consulting challenges.

Hire a Top Financial Planning Consultant Now

No-Risk Trial, Pay Only If Satisfied.

Trusted by leading brands and startups

Hire Freelance Financial Planning Consultants

Erik Stettler

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since November 21, 2017

A data scientist and Harvard MBA with distinction, Erik co-founded a global venture capital fund and has invested in 50 startups that have raised over $500 million, realizing six exits. He previously led analyses for cases including restructurings of $3 billion in global operations and M&A deals worth over $10 billion. Erik's work has been noted in Forbes, CNBC, and HBR. He speaks four languages and serves as Toptal's Chief Economist, leading analyses on the talent economy and future of work.

Show More

Pala Kuppusamy

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since March 20, 2018

Pala is an award-winning entrepreneur who founded three tech companies, growing one to 250+ people and leading another to an exit that generated a 16x return. He serves on the boards for startup and growth-stage eCommerce, market research, job pairing, and analytics companies. Pala has expertise in business strategy, financial models, marketing, customer, competition research and analytics, go-to-market and pricing strategies, and growth consulting.

Show More

David Berlin

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since November 19, 2019

David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.

Show More

Jerry Bellman

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since April 18, 2019

Jerry's completed over $10 billion in M&A transactions from early-stage companies to multinationals in Europe and the US, notably the exit of the healthcare innovator CareLinx to Generali. His experience also covers equity analyst, hedge funds, public accounting practice, and CFO roles and helping companies to develop KPIs, dashboards and financial strategy. Jerry joined Toptal to bring his analytic and modeling skills to a variety of companies.

Show More

Ed Carse

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since December 10, 2019

Ed is an experienced entrepreneur, growth-company CFO, and investment banker with a background in many industries, including technology, media, finance, and business services. He has launched several companies, raised over $70 million in growth capital, and helped a company expand internationally and scale 5x in three years. Ed enjoys helping fix businesses and operating and financial challenges that prevent clients from reaching their potential.

Show More

Peter Jacobson

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since July 25, 2017

A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.

Show More

Carole Crawford, CFA

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since August 14, 2017

At Morgan Stanley, Carole advised eight founders through exits totaling over $750 million and then founded her own practice to manage venture investments for family offices. A former tech CFO, she freelances to leverage her experience with capital raises, strategic pivots, and turnarounds. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.

Show More

Mitchell Hymowitz

Freelance Financial Planning Consultant
Verified Expert in Management Consulting
United States
Toptal Member Since March 23, 2017

Mitchell is an experienced Interim CFO who untangles thorny investment deals, closes stubborn financial deals, and builds complex financial models. As the Pacific Northwest's longest-tenured and most experienced consulting CFO, he has worked on over 90 financings and M&A deals valued at over $500 million. Mitchell has been freelancing full-time for over 25 years as it allows him to work with a wide variety of clients and their unique problems.

Show More

Discover More Financial Planning Consultants in the Toptal Network

Start Hiring
Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Creating an app for the game
Conor Kenney
Creating an app for the game
Leading a digital transformation
Elmar Platzer
Leading a digital transformation
Building a cross-platform app to be used worldwide
Building a cross-platform app to be used worldwide
Drilling into real-time data creates an industry game changer
Drilling into real-time data creates an industry game changer
Testimonials

How to Hire Financial Planning Consultants Through Toptal

1

Talk to One of Our Client Advisors

A Toptal client advisor will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-selected Talent

Within days, we'll introduce you to the right financial planning consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new financial planning consultant for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

EXCEPTIONAL TALENT

How We Source the Top 3% of Financial Planning Consultants

Our name “Toptal” comes from Top Talent—meaning we constantly strive to find and work with the best from around the world. Our rigorous screening process identifies experts in their domains who have passion and drive.

Of the thousands of applications Toptal sees each month, typically fewer than 3% are accepted.

Start Hiring Today

FAQs

  • How quickly can you hire with Toptal?

    Typically, you can hire financial planning consultants with Toptal in about 48 hours. For larger teams of talent or Managed Delivery, timelines may vary. Our talent matchers are highly skilled in the same fields they’re matching in—they’re not recruiters or HR reps. They’ll work with you to understand your goals, technical needs, and team dynamics, and match you with ideal candidates from our vetted global talent network.

    Once you select your financial planning consultant, you’ll have a no-risk trial period to ensure they’re the perfect fit. Our matching process has a 98% trial-to-hire rate, so you can rest assured that you’re getting the best fit every time.

  • To hire the right financial planning consultant, it’s important to evaluate a candidate’s experience, technical skills, and communication skills. You’ll also want to consider the fit with your particular industry, company, and project. Toptal’s rigorous screening process ensures that every member of our network has excellent experience and skills, and our team will match you with the perfect financial planning consultants for your project.

  • At Toptal, we thoroughly screen our financial planning consultants to ensure we only match you with the highest caliber of talent. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut.

    In addition to screening for industry-leading expertise, we also assess candidates’ language and interpersonal skills to ensure that you have a smooth working relationship.

    When you hire financial planning consultants with Toptal, you’ll always work with world-class, custom-matched financial planning consultants ready to help you achieve your goals.

  • You can hire financial planning consultants on an hourly, part-time, or full-time basis. Toptal can also manage the entire project from end-to-end with our Managed Delivery offering. Whether you hire a financial planning consultant for a full- or part-time position, you’ll have the control and flexibility to scale your team up or down as your needs evolve. Our financial planning consultants can fully integrate into your existing team for a seamless working experience.

  • We make sure that each engagement between you and your financial planning consultant begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you’re completely satisfied with the results, we’ll bill you for the time and continue the engagement for as long as you’d like. If you’re not completely satisfied, you won’t be billed. From there, we can either part ways, or we can provide you with another financial planning consultant who may be a better fit and with whom we will begin a second, no-risk trial.

Tap Into World-class Talent

  • Trusted Talent Only

    Trusted Talent Only

    Our talent are thoroughly vetted professionals who ramp up quickly, function as essential team members, and deliver results.

  • Precise Matching

    Precise Matching

    Our experienced talent matchers specialize in pairing you with the right fit. They work to understand exactly what you need and hand-select the best professionals for your project.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDAs, streamlining the hiring process so you can focus on innovation, not overhead.

  • No-risk Trial Period

    No-risk Trial Period

    We want to be sure your engagement is a total success, so we offer a no-risk trial period. Work with your new hire for up to two weeks and pay only if you’re satisfied.

  • Effortless Scaling

    Effortless Scaling

    Scale your team up or down as needed, with quick and efficient hiring in under 48 hours.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs—hourly, part-time, or full-time— and enjoy the flexibility to adjust as needed.

Top Financial Planning Consultants Are in High Demand.

Start Hiring