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Certified Financial Planners in Ohio

Certified Financial Planners in Akron, OH

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9 results found

Johnathon Taylor Akron, OH

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Lawyers • Owner • Chief Executive • Advertising Professional • Advertising Sales Agent • Legal Counsel • Judicial Law Clerk • Financial Manager • Juris Doctor • Bachelor of Science • Wellness and Fitness • Student Worker • Human Resources Specialist • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney at Law at Taylor Law Office, Media Planning Specialist at Life Line Screening, Owner at...
Title:
Media Planning Specialist at Life Line Screening
Location:
Akron, Ohio
Industry:
Marketing and Advertising
Work history:
Taylor Law Office - Akron, OHAttorney at Lawsince May 2012Life Line Screening - Independence, OhioMedia Planning Specialistsince Aug 2007
Skills:
Microsoft Office, Adobe Creative Suite, SQL, Tax, Commercial Paper, Securities Law, Estate...
Full Profile

Courtney Taylor Akron, OH

Professions & Specialties

Puchasing and Estimating Manager • Financial Analyst • Project Manager • Service Manager • Service Operations Expert • Project Managers • Operations Manager • Managers • Financial Manager

Experience & Education

Work

Company:
Pnc bank
Finance project manager
Company:
Advance payroll service - Beachwood, OH
Client service manager
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George Oschman Akron, OH

Professions & Specialties

Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Senior Account Executive at Fidelity Investments
Location:
Akron, Ohio
Industry:
Financial Services
Work history:
Fidelity Investments Senior Account Executivesince 2003
Certifications:
Certified Financial Planner
Full Profile

David Woodburn Akron, OH

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Philanthrope • Speaker • Team Member • Non-Profit • Spokesperson • Representative • Entertainment Professional • Entertainer • Treasurer • Chief Executive • Financial Officer • Financial Manager • Secretary • Community Health • Recruitment • Editor • Author • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Doctor of Medicine • Underwriter • Cocktail Server • Banquet Server • Restaurant Server • Food Server • Fiduciary • Trust Law Attorney • Lawyers • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Office:
Buckingham, Doolittle & Burroughs, LLC
3800 Embassy Parkway, Suite 300, Akron, OH 44333
Phone:
(330) 258-6506 (Phone)
Specialties:
Trusts & Estates, Oil & Gas
ISLN:
912057864
Admitted:
1997, Ohio
Biography:
Practice Area & Professional Experience

· Joined the Firm in 1997.
Full Profile

David Stokley Cleveland, OH

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Probate Lawyer • Lawyers • Entrepreneur • Managers • Law Clerk • Public Defender • Fiduciary • Judicial Law Clerk • Attorney At Law • Trust Law Attorney • Counselor • Apprentice • Advisor • Human Resources Specialist • Recruitment • Chief Administrative Officer • Marketing Manager • Chief Executive • Financial Manager • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Web Marketer • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Student Worker

Experience & Education

Position:
Trust Administrator 2 at PNC Wealth Management
Title:
Trust & Estate Planning Attorney || Entrepreneur || Cleveland lover
Location:
Cleveland/Akron, Ohio Area
Industry:
Law Practice
Work history:
PNC Wealth Management - cleveland, ohioTrust Administrator 2since Aug 2013Stark & Knoll Co., L.P.A. - akron, ohEstate Planning & Probate AttorneyOct 2012 - Jul 2013
Skills:
Relationship Development, Client Communication, Strategic Planning, Small Group Management,...
Full Profile

John Costello Fort Myers, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Associate Attorney • Lawyers • Law Clerk • Paralegal • Judicial Law Clerk • Software Engineer • Technical Support Specialist • Computational Scientist • Software Developers • Systems Support Specialist • Support Specialists • Computer Scientists • Security • Financial Manager

Experience & Education

Position:
Attorney at Kelley, Kronenberg, Gilmartin, Fichtel, Wander, Bamdas, Eskalyo & Dunbrack, P.A.
Location:
Fort Myers, Florida Area
Industry:
Law Practice
Work history:
Kelley, Kronenberg, Gilmartin, Fichtel, Wander, Bamdas, Eskalyo & Dunbrack, P.A. - Fort Myers, FloridaAttorneysince Jan 2012Costello, Royston & Wicker LLP - Fort Myers, FloridaAssociate AttorneySep 2009 - Jan 2012
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William Hyde Cleveland, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Chairman of the Board • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Account Service Manager • Client Service Officer • Customer Service • Trust Law Attorney • Lawyers

Experience & Education

Position:
Board Chair at The Summit County Historical Society of Akron, Ohio, Client Advisor at FirstMerit...
Title:
Experienced Wealth Advisor
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
The Summit County Historical Society of Akron, Ohio - Akron, OHBoard Chairsince Mar 2013FirstMerit Bank, N.A. , Akron, Ohio Client Advisorsince Feb 2009
CFP
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Bruce Jentner Cleveland, OH

Professions & Specialties

Chairperson • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Planner

Experience & Education

Position:
President at Jentner Wealth Management
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Work history:
Jentner Wealth Management - Akron, OHPresidentsince Sep 1984Financial Analysts of Ohio PlannerJan 1980 - Sep 1984
Certified Financial Planner
Full Profile

Richard Wunderlich Youngstown, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • School Principal • School Administrator • Educational Manager • Owner • Chief Executive Officer • Partner • Director of Quality Control • Financial Director • Chief Executive • Corporate Executive • Compliance Manager • Financial Officer • Financial Manager • Contractor • Agent • Sales Agent • Sales Representative • General and Operations Manager • Director of Operations • Operations Manager • Advisor • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Business Administration • Presenter • Field Marketing Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Principal / Managing Director at Evergreen Financial Services, LLC
Title:
Senior Principal at Evergreen Financial Services, LLC and Owner, Evergreen Financial Services, LLC
Location:
Youngstown, Ohio Area
Industry:
Financial Services
Work history:
Evergreen Financial Services, LLC - Cleveland/Akron, Ohio AreaSenior Principal / Managing Directorsince Jan 2006NEBS Financial Services, Inc. & affiliates - Cleveland/Akron, Ohio AreaChief Compliance Officer / CFOApr 2004 - Dec 2006
Skills:
Securities, SEC reporting, Wealth Management, Tax, Asset Protection, Compliance, Forensic...
Full Profile

Certified Financial Planners near Akron, OH048121620CantonCuyahoga FallsMassillonTwinsburgAuroraRichfieldUniontown


Certified Financial Planners around Akron, OH

Aurora  (1)
Canton  (17)
Massillon  (2)
Richfield  (1)
Twinsburg  (1)
Uniontown  (1)

Certified Financial Planners in Ohio

Sub-specializations