
Hire the Top 3% of Financial Planning Consultants in 48 Hours
Hire vetted financial planning consultants on demand. Leading companies choose financial planning freelancers from Toptal to solve their most critical management consulting challenges.
We’ve been blown away by the level of talent we've been able to hire through Toptal.
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Meet Financial Planning Consultants in our Exclusive Network
Featured Talent

Erik Stettler
Financial Planning Consultant
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 three languages and serves as Toptal's Chief Economist, leading analyses on the talent economy and future of work.

Pala Kuppusamy
Financial Planning Consultant
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.

David Berlin
Financial Planning Consultant
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.

Jerry Bellman
Financial Planning Consultant
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.

Ed Carse
Financial Planning Consultant
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.

Peter Jacobson
Financial Planning Consultant
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.

Carole Crawford, CFA
Financial Planning Consultant
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.

Mitchell Hymowitz
Financial Planning Consultant
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.

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Why Organizations Choose Toptal®

Toptal gave us access to the best designers out there, saving us a lot of time and allowing us to build the best possible product.
Thierry JakircevicGeneral Manager, Digital Solutions, Bridgestone

Toptal’s talent is really excellent. They are able to work through large business problems and code incredibly efficiently.
Emily LemonSenior Director, Cleveland Cavaliers

The kind of people we looked for were hard to find. Toptal helped us achieve our goals by bringing high quality resources to bear on very short notice.
Elmar PlatzerDigital Transformation Leader, CSR

If you’ve tried working with other vendors, Toptal is going to be a different type of company to work with; they’re going to meet you where your needs are.
Matthew SchumacherSenior Product Manager, Alpha - Precision Drilling
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