Welcome to the Authors page of Investment Guide, where you can learn more about the talented writers and contributors who create our high-quality financial content.
Our authors are a diverse group of experts with a wealth of experience in the financial industry. They are passionate about sharing their knowledge and insights with our readers and are committed to providing accurate, reliable, and timely information that can help readers make informed financial decisions.
Our authors come from a wide range of backgrounds, including university professors, certified financial planners, certified public accountants, entrepreneurs, analysts, economists, investors, and tax experts. They are united by their dedication to financial literacy and their belief in the power of education to empower individuals to take control of their financial futures.
At Investment Guide, we are proud to have such a talented and dedicated team of authors who are committed to providing our readers with the most informative and insightful financial content available. We hope that you enjoy reading their articles as much as they enjoy writing them.
Matt Jones has over 15 years of experience in financial analysis and planning, with a focus on helping individuals and small businesses manage their finances. He has worked in various industries, including healthcare, technology, and finance, and has held positions such as financial statement auditor, finance manager, and financial analyst.
Matt is passionate about financial literacy and has been a speaker at various community events and seminars on the topic. He has also published his research in several financial planning publications, including the Journal of Financial Planning and the Financial Services Review.
Currently, Matt is a financial analyst at a top investment firm, where he provides analysis and recommendations on a wide range of financial products and services.
His expertise and experience make him an invaluable member of the Investment Guide team, and we are proud to have him as one of our contributors.
Harper Cole is an experienced financial professional with more than 9 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Highlights from his career in the securities industry include implementing firm-wide technology migrations, conducting education for financial planners, becoming a subject matter expert on regulatory changes, and trading a variety of derivatives. Chartered Leadership Fellow at the American College of Financial Services, he coached and supervised financial planners on making suitable recommendations of complex financial products.
James Martinez has been a licensed real estate agent and investor for over 10 years. He has a diverse background in corporate finance and project management, and has worked for Fortune 500 companies as well as small businesses.
James is a seasoned expert in real estate wealth building and provides advisory services on topics such as retirement planning, home buying, consumer debt management, credit repair, and mortgage funding programs, including HUD/FHA, VA, and USDA with down payment assistance and tax savings. He has a passion for helping people achieve their financial goals through smart real estate investment strategies.
James is also a Certified Financial Planner and has taught courses on accounting and finance at several universities, including the University of California, Los Angeles, and the University of Southern California. He is a highly respected member of the Investment Guide team, and we are proud to have him as one of our contributors.
Benjamin Lee is an experienced independent insurance broker, licensed in Life, Health, Property & Casualty insurance. He has been serving clients for over 15 years, providing comprehensive insurance solutions that help them prepare for the unexpected.
Benjamin has a background in accounting and finance, which has helped him to develop a deep understanding of the financial needs of his clients. He is passionate about financial education and is committed to helping his clients achieve their financial goals through smart insurance planning.
Although Benjamin primarily services the New York area, he is licensed in several other states and has clients all over the country. He specializes in life insurance, business insurance, and home insurance, and is dedicated to providing his clients with the information they need to make informed decisions about their insurance coverage. Benjamin is a valuable member of the Investment Guide team, and we are proud to have him as one of our contributors.
Sofia Chavez is a FinTech and blockchain entrepreneur with over a decade of experience launching companies. She has taught courses in FinTech, blockchain, cryptocurrency, entrepreneurship, and innovation at major universities like Harvard, MIT, and Stanford. Sofia has also held management roles at JPMorgan and Blackstone. As the founder and CEO of FinTech Solutions, Sofia provides consulting services to governments, financial institutions, regulators, and startups. Sofia has trained over 30,000 students in her academic career and is a regular speaker at conferences around the world.