Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Georgia

Certified Financial Planners in Alpharetta, GA

Find a professional & check records

Here is a complete directory of most experienced Certified Financial Planners in your town.

Be sure to look at other regions near here to locate the names of more people.

The Trustoria Professional Directory provides people with all the information needed to get the right Financial broker for any need.

25 results found

Richard Poore Atlanta, GA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Chairperson • Partner • Chief Executive • Financial Manager • Advisor • Security • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Service Operations Expert • Bachelor of Business Administration • Human Resources Specialist • Recruitment • Senior Customer Service Representative • Jurist • Legal Counsel

Experience & Education

Position:
Partner/Financial Advisor at Ashworth and Sullivan Wealth Management, President at RMP Wealth...
Title:
President at RMP Wealth Management, LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Ashworth and Sullivan Wealth Management - Alpharetta GAPartner/Financial Advisorsince Sep 2011RMP Wealth Management, LLC - Alpharetta GAPresidentsince Sep 2011
Full Profile

Grace Multani Atlanta, GA

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 • Controller • Chief Executive • Operations Manager • Agent • Sales Representative • Model • Bachelor of Business Administration • Advisor

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Alpharetta, GAFinancial Advisorsince Apr 2013Ameriprise Financial Services, Inc. - 3790 Holcomb Bridge Road, Suite 202, Norcross, GA - 30092Certified Financial PlannerJan 2011 - Mar 2013
Skills:
Management, Financial Modeling, Financial Analysis, Bonds, Portfolio Management, Equities,...
Languages:
English, Hindi, Punjabi
Full Profile

Marilyn Hedrick Atlanta, GA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Operations Manager • Marketing Administrator • Legislator

Experience & Education

Position:
Financial Consultant, VP, Investments, CFP® at Benjamin F. Edwards & Co.
Title:
VP of Investments at Benjamin F. Edwards & Co.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Benjamin F. Edwards & Co. Financial Consultant, VP, Investments, CFP®since Jul 2010St. David's Episcopal Church Vestry Member2011 - 2012
Full Profile

Mike Masters Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Partner at Praxis Financial Partners
Title:
Partner, CFP®, CIMA®, CRPC®
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Praxis Financial Partners - Alpharetta, GAPartnersince May 2013
Full Profile

Scott Christian Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Vice President • Chief Executive • Financial Manager • Advisor

Experience & Education

Position:
Partner at Praxis Financial Partners
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Praxis Financial Partners - 219 Roswell Street, Suite 150, Alpharetta, GA 30009Partnersince May 2013Merrill Lynch - Alpharetta, GAVice PresidentOct 1989 - May 2013
Full Profile

Gagandeep Singh Alpharetta, GA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Work

Company:
S&s financial planning - Chandigarh, Chandigarh
Financial planner

Skills

Analytical Skills, Critical Thinker, Creative mind, Human Resource Management
Full Profile

Nayoung Ahn Alpharetta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Work

Company:
Lg electronics usa, inc - Englewood Cliffs, NJ
Staff accountant
Company:
Sung n. pak - New York, NY
Cpa, cfp
Full Profile

Jennifer Decher Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Human Resources Specialist • Recruitment • Technical Support Specialist • Systems Support Specialist • Support Specialists • Financial Manager • Advisor • Counselor • Business Administrator • Bachelor of Science • Buyer and Seller

Experience & Education

Position:
Director of Operations at oXYGen Financial Inc
Title:
Director of Operations - oXYGen Financial
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
OXYGen Financial Inc - Alpharetta, GADirector of Operationssince Jun 2013LPL Financial - St. Louis, MissouriOperations ManagerMay 2006 - May 2013
Brokerage Jobs | CFP
Full Profile

Anna Reed Alpharetta, GA

Professions & Specialties

Puchasing and Estimating Manager • Chief Visibility Officer • Chief Executive • Model • Hospital Care Professional • Health Professional • Health Practitioner • Student Worker • Apprentice • Accounts Receivable • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CVO Specialist at LocumTenens.com
Title:
CVO Specialist
Location:
Alpharetta, Georgia
Industry:
Hospital & Health Care
Work history:
LocumTenens.com - Alpharetta, GACVO Specialistsince Nov 2011Georgia-Pacific LLC Accounting InternMay 2010 - Aug 2010
Skills:
Accounting, Tax Accounting, Income Tax, Tax Returns, Financial Accounting, Management, Training,...
Eligible for CFP and intend to attain all licenses for financia..
Full Profile

Lisa Mcgrath Alpharetta, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Financial Manager • Operations Manager

Experience & Education

Title:
President at Islands Consulting
Location:
Alpharetta, Georgia
Industry:
Financial Services
Work history:
New York Life Insurance Company External WholesalerJun 2003 - Dec 2012Jackson National Life External WholesalerSep 2001 - Nov 2002
CFP
Full Profile

Jeremy Echuck Alpharetta, GA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Alpharetta, Georgia
Industry:
Financial Services
Certifications:
AIF, Accredited Investment Fiduciary
CFP, Certified Financial Planning Board
Full Profile

Lee Frush Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Advisor • Counselor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel • Chief Executive • Financial Manager • Independent Contractor • Team Member • Contractor • Independent Business Owners • Bachelor of Business Administration • School Administrator • Educational Manager • Sales Representative • Recruitment

Experience & Education

Position:
Independent Private Wealth Manager at Cornerstone Financial Management, LLC
Title:
Private Wealth Manager
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Cornerstone Financial Management, LLC - Greater Atlanta AreaIndependent Private Wealth Managersince Jan 2013Metropolitan Life Insurance Company - Alpharetta, GAManager - US Business - Retirement & Benefit Funding - Insurance Separate Accounts for Pensions2005 - 2012
..Board of Certified Financial Planners,CFP Board,
Full Profile

Thom Mcdermott Atlanta, GA

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Partner • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Analyst • Analysts • Computer Software Professional • Computer Specialist • Software Developers

Experience & Education

Position:
VP - Equipment Finance at Semi-Trailer Big Box
Location:
Greater Atlanta Area
Industry:
Transportation/Trucking/Railroad
Work history:
Semi-Trailer Big Box - Lawrenceville, GAVP - Equipment Financesince Sep 2012Allstate Financial - Roswell, GA, Conyers, GA and Toccoa, GAPersonal Financial RepresentativeJan 2012 - Sep 2012
Languages:
French
Certified Financial Planner Board of Standards
Full Profile

John Engquist Alpharetta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, RJFS / Assoc Vice President IPM at IDEAS Portfolio Management, an independent firm
Title:
Financial Advisor
Location:
Alpharetta, Georgia
Industry:
Financial Services
Work history:
IDEAS Portfolio Management, an independent firm - Alpharetta, GAFinancial Advisor, RJFS / Assoc Vice President IPMsince Aug 2012Merrill Lynch - Cumming, GAFinancial AdvisorAug 2007 - Dec 2008
Greene Consulting Online CFP Certification Education Program Students and A..
Full Profile

Jamie Wiley Alpharetta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Instructor • Pedagogue • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial
Location:
Alpharetta, Georgia
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Alpharetta, GAFinancial Advisorsince Jun 2012H&R Block - Johns Creek, GASenior Tax Advisor and InstructorNov 2005 - Apr 2013
Certified Financial Planner
Full Profile

Darrin Cohen Atlanta, GA

Professions & Specialties

Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO & Founder at Wealth Enhancement & Preservation of GA
Title:
Helping people know how much they need to save for retirement.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wealth Enhancement & Preservation of GA - Alpharetta, GACEO & Foundersince Nov 2002
Skills:
Wealth Management, Retirement Planning, Investment Advisory, Securities, Asset Management, Small...
Certified Financial Planner
Full Profile

Mike Verroi Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Vice President of Sales • Chief Executive • Sales Manager • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President / Senior Account Executive at Financial Services; 10,000+ employees; HQ: Boston, MA
Title:
Financial Planner
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Financial Services; 10,000+ employees; HQ: Boston, MA - Alpharetta, GAVice President / Senior Account Executivesince 2010Futurity First Insurance Group VP Sales2008 - 2009
Skills:
Retirement Planning
Certified Financial Planner
Full Profile

Reid Benson Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Purchasing Agent • Buyer • Supplier • Sales and Service Specialist • Sales Account Associate • Buyer and Seller • Sales Representative • Services Professional • Sales Agent • Sales Executive • Representative • Bachelor of Science • Sales Manager • Financial Manager

Experience & Education

Position:
Accounting at And Action LLC/ TPS
Title:
Purchasing and Accounting
Location:
Greater Atlanta Area
Industry:
Computer Hardware
Work history:
And Action LLC/ TPS Accountingsince Jan 2013HPI Direct - Alpharetta, GAInside Sales Purchasing AgentJul 2012 - Dec 2012
Full Profile

Mona Fahmy Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Counselor • Advisor

Experience & Education

Position:
Sr. Financial Advisor at TandemGrowth Financial Advisors, LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
TandemGrowth Financial Advisors, LLC - Alpharetta, GASr. Financial Advisorsince 2003Coopers & Lybrand Consulting Market Research Consultant1995 - 1998
s Certified Financial Planner program
Full Profile

Josh Cothran Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Assistant Vice President • Marketing Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • School Administrator • Educational Manager

Experience & Education

Position:
Branch Manager at Ameriprise Financial Services, Inc., Financial Advisor at American...
Title:
Branch Manager, Associate Vice President
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Duluth, GABranch Managersince Nov 2009American Express/Ameriprise Financial Advisors - Alpharetta, GA; Duluth, GAFinancial Advisorsince Mar 2001
Certifications:
Registered Representative, Series 7, FINRA
Registered Investment Advisor, Series 66, FINRA
Ogelthorpe Univ CFP program
Full Profile

James Mcgarvey Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Assistant Vice President • Vice President of Sales • Vice President • Chief Executive • Sales Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Position:
Assistant Vice President- Sales at Wells Real Estate Funds
Title:
Assistant Vice President - Sales
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Real Estate Funds - Norcross GAAssistant Vice President- Salessince Sep 2012E*TRADE Financial ConsultantSep 2011 - Sep 2012
Brokerage Jobs | CFP
Full Profile

Edward Mitchell Alpharetta, GA

Professions & Specialties

Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Appraiser • Estimator • Financial Analyst • Managing Partner • Partner • Chief Executive • Operations Manager • Financial Manager • Advisor

Experience & Education

Work

Company:
Valbridge property advisors
Senior appraiser
Company:
Consolidated equity, inc - Atlanta, GA
Managing partner

Skills

Valuation, Strategic Analysis, Real Estate Acquisition, Market Analysis, Disposition Strategy,...
Full Profile

Jeffrey Davis Atlanta, GA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial representative at Fidelity Investments
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Fidelity Investments - Alpharetta, GAFinancial representativesince Oct 2012
CFP
Full Profile

Lisa Mcgrath Alpharetta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Representative • Sales Agent • Business Administrator • Bachelor of Science • Financial Manager • Operations Manager

Experience & Education

Work

Company:
New york life insurance company - New York, NY
External wholesaler
Company:
Jackson national life insurance company - Lansing, MI
External wholesaler
Full Profile

John Schwab Charlotte, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Management Consultant • Independent Contractor • Management Analyst • Analysts • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager

Experience & Education

Position:
Financial Advisor and OSJ / Branch Manager at Resource Horizons Group, L.L.C., Management...
Title:
CFP ® Certificant | Financial Planning & Investment Services | OSJ and Branch Mgr for Resource Horizons Group, L.L.C.
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Resource Horizons Group, L.L.C. - Concord, NCFinancial Advisor and OSJ / Branch Managersince Apr 2011Self-Employed - Charlotte, North Carolina AreaManagement Consultantsince Aug 2010
Full Profile

Certified Financial Planners near Alpharetta, GA0123246369492615AtlantaRoswellMariettaNorcrossDuluthLawrencevilleHolly SpringsCummingKennesawStone Mountain


Certified Financial Planners around Alpharetta, GA

Atlanta  (614)
Ball Ground  (1)
Buford  (1)
Cumming  (3)
Decatur  (2)
Duluth  (7)
Kennesaw  (3)
Marietta  (10)
Norcross  (8)
Roswell  (11)
Smyrna  (2)
Suwanee  (2)
Tucker  (1)

Certified Financial Planners in Georgia