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Certified Financial Planners in US

Alaska Certified Financial Planners Directory

Trustoria includes a professional profile for nearly every Certified Financial Planner in Alaska.

Find more Certified Financial Planners and other Financial brokers near in Alaska by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

35 results found

Micah Shilanski Anchorage, AK

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Shilanski & Assoc., Inc., CFP at Shilanski & Assoc. Inc
Title:
Financial Planner
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Shilanski & Assoc., Inc. CERTIFIED FINANCIAL PLANNER™since Jan 2006Shilanski & Assoc. Inc CFPsince Jun 2000
Full Profile

Christopher Cadieux Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Financial Analyst

Experience & Education

Position:
Owner at Premier Portfolio Strategies, Chartered Financial Analyst at Christopher R. Cadieux, AIF®,...
Title:
Owner at Premier Portfolio Strategies
Location:
Anchorage, Alaska Area
Industry:
Investment Management
Work history:
Premier Portfolio Strategies Ownersince Aug 1989Christopher R. Cadieux, AIF®, CFA Chartered Financial Analystsince Aug 1989
Skills:
Investments
Full Profile

Karen Padgett Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • Financial Manager

Experience & Education

Position:
CFP(R) at Raymond James Financial Services
Title:
Certified Financial PlannerTM at Raymond James Financial Services, 240 E Tudor Rd #105, Anch., AK 99503, ph 907-561-4430
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Raymond James Financial Services - 240 E Tudor Rd, Suite 140, Anchorage, AK 99503 ph (907)561-4430CFP(R)since Aug 2002MWH Contractor2003 - 2006
Full Profile

Pat Haugh Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Certified Financial Plannersince May 2003USAF Chief of Weather Station OperationsAug 1981 - Oct 2003
Full Profile

Patrick Haugh Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Full Profile

Patricia Haugh Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Full Profile

Biss Al Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
FA at Edward Jones
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Edward Jones FAsince 1998
Skills:
I specialize in retirees and people within five years of retirement to organize their finances to...
I am a CFP
Full Profile

Micah Shilanski Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Shilanski & Assoc. Inc.
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Shilanski & Assoc. Inc. CFP
Full Profile

Ryan Callaway Anchorage, AK

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER(TM) practitioner at Ameriprise Financial Services, Inc.
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Full Profile

Patrick Davids Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Full Profile

Pat Davids Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Full Profile

Art Dinkin Alaska

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Adjunct Instructor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Certified Financial Planner (TM) Practitioner at DV Financial, Adjunct Faculty at Des Moines Area...
Location:
United States
Industry:
Financial Services
Work history:
DV Financial Certified Financial Planner (TM) Practitionersince Oct 2009Des Moines Area Community College Adjunct Facultysince Jan 2005
Skills:
My mission is to eliminate your financial stress and worry by:, * Providing a comfortable...
Full Profile

Sebi Messina Alaska

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Manager • Financial Manager • Operations Manager • Technician • Technical Specialist • Technical Support Specialists • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President-Investments, CFP®, CMT at Wells Fargo Advisors, LLC
Location:
United States
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Vice President-Investments, CFP®, CMTsince Sep 1984
Full Profile

Katherine Kessel Alaska

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Food Server • Team Member

Experience & Education

Position:
Assistant to Bascom Kurtz and Michael Macke, CFP at VALIC
Title:
Assistant to Bascom Kurtz and Michael Macke, CFP at VALIC Financial Advisors
Location:
United States
Industry:
Financial Services
Work history:
VALIC Assistant to Bascom Kurtz and Michael Macke, CFPsince Mar 2009Northwestern Mutual Advisors' AssistantNov 2007 - Apr 2009
Skills:
Assisting in Estate Planning cases and Long Term Care provisions, Full Financial Planning
Full Profile

Meredith Tabbone Alaska

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(tm) at Ameriprise Financial Services
Location:
United States
Industry:
Financial Services
Work history:
Ameriprise Financial Services CERTIFIED FINANCIAL PLANNER(tm)since 2004Illinois State University Graduate AssistantAug 2003 - May 2004
Full Profile

Zhizhi Ma Alaska

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Account Manager

Experience & Education

Position:
President - CFP at MIG-MA investment group
Location:
United States
Industry:
Investment Management
Work history:
MIG-MA investment group President - CFPAcacia Financial center Sr. Account ManagerAug 1997 - Jun 2005
Full Profile

Timothy Phd Alaska

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Operating Officer • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Financial Manager

Experience & Education

Position:
Vice President & COO at Corporate Finance Partners CFP & Founders Investments
Location:
United States
Industry:
Venture Capital & Private Equity
Work history:
Corporate Finance Partners CFP & Founders Investments Vice President & COO
Full Profile

Kelly Sheaffer Anchorage, AK

Professions & Specialties

Loan Officer • Loan Officers • Puchasing and Estimating Manager • Supporting Member • Coordinator • Counselor • Team Member • Managers • Advisor • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Administrative Clerk • Clerical Specialist • Sales Representative • Bachelor of Science • Instructor • Financial Manager

Experience & Education

Position:
Private Banking Relationship Associate II at KeyBank
Title:
Relationship Associate II at Key Private Bank
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
KeyBank - Anchorage, Alaska AreaPrivate Banking Relationship Associate IIsince Jul 2010KeyBank - Anchorage, Alaska AreaTreasury Relationship AssociateAug 2009 - Jul 2010
Certified Financial Planner,CFP,
Full Profile

Sarah Mack Anchorage, AK

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Generalist • Master of Science • Account Service Manager • Client Service Officer • Customer Service • Chief Executive • Financial Manager

Experience & Education

Position:
Personal Banker at Wells Fargo Bank
Title:
Personal Banker, Wells Fargo Bank
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Wells Fargo Bank - Anchorage, Alaska AreaPersonal Bankersince Sep 2011Wealthcare Capital Management - Richmond, Virginia AreaWealthcare GeneralistOct 2010 - Apr 2011
Brokerage Jobs | CFP
Full Profile

Nancy Blunck Anchorage, AK

Professions & Specialties

Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Blunck Financial
Title:
29 years Financial Planning and Investment Management
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Blunck Financial - Anchorage, AlaskaOwnersince 1983
Certified Financial Planner
Full Profile

Mark Titzel Anchorage, AK

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer

Experience & Education

Position:
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Wealth Management Advisor at Merrill Lynch Wealth Management
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Vice Presidentsince Aug 1997
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Joel Webb Anchorage, AK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Doctor of Philosophy • Biologist • Biological Scientist • Master of Science • Bachelor of Science • Operations Manager • Financial Manager • Data Entry Specialist • Data Scientist

Experience & Education

Position:
PhD Candidate at University of Alaska Fairbanks, Fisheries Biologist at Alaska Department of Fish...
Title:
PhD Candidate at University of Alaska Fairbanks
Location:
Anchorage, Alaska Area
Industry:
Research
Work history:
University of Alaska Fairbanks PhD Candidatesince Jan 2008Alaska Department of Fish and Game Fisheries Biologistsince Jan 2006
CFP Reform
Full Profile

Al Biss Anchorage, AK

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Edward Jones - Anchorage, AlaskaFinancial Advisorsince 1998
Certified Financial Planner
Full Profile

Gerard Farkas Anchorage, AK

Professions & Specialties

Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Registered Representative thru KMS Financial Services, Inc. at Gerard Farkas & Associates
Title:
Financial Planning, Employee Benefits, Investment Advisor Representative
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Gerard Farkas & Associates - Anchorage, AlaskaRegistered Representative thru KMS Financial Services, Inc.since Oct 2006Gerard Farkas & Associates - Anchorage, AKOwnerDec 1997 - Oct 2006
CFP courses
Full Profile

Chuck Bongiovanni Alaska

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Chief Administrative Officer • Board Member • Financial Manager • Management Team Executive • Operations Manager • Senior Advisor • Advisor • Agent • Sales Representative • Master of Social Work • Psychologist • Caregiver • Psychology Specialist • Nursing Assistant • Recruitment

Experience & Education

Position:
CEO at CarePatrol Franchise Systems, LLC
Location:
United States
Industry:
Information Services
Work history:
CarePatrol Franchise Systems, LLC CEOsince Jan 2008Prefrerred Assistance CEOJan 1995 - Jun 2007
Skills:
Franchising, Geriatric ElderCare
Full Profile

Gerri Ea Alaska

Professions & Specialties

Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Chairperson • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor

Experience & Education

Position:
President at Gerri Harrison Financial Services
Location:
United States
Industry:
Financial Services
Work history:
Gerri Harrison Financial Services Presidentsince May 2005Taxworks Tax advisorJan 1988 - Apr 2005
Skills:
Financial education is my specialty, I believe in providing information to clients to allow them to ...
Gerri Harrison CFP EA has been preparing income taxes since 1983
Full Profile

Brett Sizemore Alaska

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Financial Consultant • Puchasing and Estimating Manager • Investment Analyst • Financial Services Professional • Financial Services Sales Agent • Adjunct Instructor • Lecturer • Postsecondary Teacher • Counselor • Advisor • Management Analyst • Analysts • Master of Business Administration • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Location:
United States
Industry:
Investment Management
Work history:
University of Phoenix Adjunct Faculty Member2004 - 2010Najafi Companies Consultant2006 - 2009
Skills:
- Investment Management, - Relationship Management, - Business Development, - Research and...
Full Profile

Sheiresa Mcrae Alaska

Professions & Specialties

Puchasing and Estimating Manager • Editor • Copy Editor • Research Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Technical Editor • Technical Communicator • Author • Psychologist • Non-Profit • Organization Management • Financial Manager • Operations Manager • Psychology Specialist

Experience & Education

Position:
Consumer Affairs Editor at Black Enterprise Magazine
Location:
United States
Industry:
Publishing
Work history:
Black Enterprise Magazine Consumer Affairs Editorsince 2007Black Enterprise Magazine Copy Editor/Research Editor2003 - 2007
Skills:
Sheiresa's specialties are consumer affairs, providing advice about basic budgeting, copy editing,...
..planning in a program approved by the Certified Financial Planner Board of Standards
Full Profile

Bob Tie Alaska

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Editorial Writer • Reporter • School Principal • School Administrator • Educational Manager • Training and Coaching Professional • Professional Development Teacher • Auditor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Recruitment • Security • Non-Profit • Computer Software Professional • Software Developers • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Chief Executive • Corporate Executive • Financial Manager

Experience & Education

Position:
Columnist, Fraud Magazine Online at ACFE, Principal at Ways and Means Communications
Location:
United States
Industry:
Writing and Editing
Work history:
ACFE Columnist, Fraud Magazine Onlinesince Mar 2010Ways and Means Communications Principalsince Jul 2007
Full Profile

Tina Tenret Alaska

Professions & Specialties

Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • News Anchor • Commercial Announcer • Presenter • Manufacturing Laborer • Laborer • Financial Manager

Experience & Education

Position:
Financial Planning Associate at Financial Planning Company
Location:
United States
Industry:
Financial Services
Work history:
Financial Planning Company Financial Planning Associatesince Jan 2006NBC TV News Reporter2003 - 2005
CFP
Full Profile

Roger Cfp Alaska

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Advisor • Chairperson • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Position:
SVP at CBIZ
Title:
Benefit Consultant
Location:
United States
Industry:
Insurance
Work history:
CBIZ SVPResourceOne Benefit Corp PresidentMar 1993 - Jan 2003
Certified Financial Planner Board of Standards
Full Profile

Chad Bruening Alaska

Professions & Specialties

Portfolio Manager • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Analysts

Experience & Education

Position:
Portfolio Manager at Stoker Ostler Wealth Advisors
Location:
United States
Industry:
Financial Services
Work history:
Stoker Ostler Wealth Advisors Portfolio Managersince Sep 2008Stoker Ostler Wealth Advisors Financial PlannerAug 2006 - Sep 2008
Skills:
portfolio management, financial planning
CERTIFIED FINANCIAL PLANNER
Full Profile

Len Weyeneth Alaska

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Richard & Laurine Kimmel Charitable Foundation, 2nd Vice President /...
Location:
United States
Industry:
Financial Services
Work history:
Richard & Laurine Kimmel Charitable Foundation Vice Presidentsince Jun 1997Morgan Stanley Smith Barney 2nd Vice President / Portfolio Managersince Jun 1992
Skills:
Portfolio Management, Retirement Planning, Estate Planning, Education Planning
Certified Financial Planner
Full Profile

Eugene Bielak Alaska

Professions & Specialties

Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Bachelor of Business Administration • Mathematics • Mathematician • Computer Software Professional • Software Developers

Experience & Education

Position:
Principal at Aegis Ventures Ltd
Location:
United States
Industry:
Investment Management
Work history:
Aegis Ventures Ltd Principalsince Jul 2005Bridon Caribbean Inc General Manager2004 - 2005
Certified Financial Planner
Full Profile

Elizabeth Gray Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Volunteer • Organization Management • Philanthrope • Non-Profit • Board Member • Development Director • Chief Executive • Management Team Executive • HR Manager • Financial Manager • Representative • Advisor • Managers • Client Service Officer • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Director of Resource Development and Marketing at InterIm CDA, Volunteer at Association of...
Title:
Fundraising, Marketing & Nonprofit Management Professional
Location:
Seattle, Washington
Industry:
Nonprofit Organization Management
Work history:
InterIm CDA - 310 Maynard Ave S, Seattle, WADirector of Resource Development and Marketingsince May 2011Association of Fundraising Professionals WA - Washington StateVolunteersince May 2011
Full Profile