Hire Vetted Financial Planners

The ideal candidate should have strong analytical, problem-solving, and communication skills, as well as a solid understanding of financial planning and investment principles. A bachelor's degree in finance, economics, or a related field is usually required, and certifications, such as the Certified Financial Planner (CFP) designation, are a plus. Additionally, the ideal candidate should have experience working in a fast-paced, high-pressure environment and have excellent interpersonal skills.

On average, a financial planner in the United States earns between $50,000 and $150,000 per year.  The salary range can vary depending on several factors, including location, industry, and years of experience. At 1840, we help to reduce these costs and can save your organization up to 70% of what you might typically pay. Please schedule a call with us to learn more and see how we can provide a customized quote.  

We offer a comprehensive range of financial planning services, including strategic financial planning, investment optimization, cash flow management, risk mitigation, tax planning, retirement and succession planning, and data-driven decision-making support. Our financial planners are equipped to address your business's unique financial needs and objectives.

Yes, we provide financial planning services for businesses of all sizes, from small and medium-sized enterprises (SMEs) to large corporations. Our financial planners have diverse expertise and can tailor their services to accommodate the financial needs of businesses across various industries and scales.

Yes, we serve both domestic and international businesses, including those with cross-border operations. Our global network of financial planners includes professionals with expertise in international finance, taxation, and regulations, enabling us to support businesses with global financial needs.