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Certified Financial Planners in Altoona, PA

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Here is a complete directory of nearly every experienced Certified Financial Planners in Altoona, PA.

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9 results found

Eric Irwin Altoona, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Irwin Financial Raymond James, Certified Financial Planner™ at Irwin Financial Raymond...
Title:
Owner at Irwin Financial Raymond James
Location:
Altoona, Pennsylvania Area
Industry:
Financial Services
Work history:
Irwin Financial Raymond James Ownersince Aug 2000Irwin Financial Raymond James Certified Financial Plannersince Aug 2000

Thomas Monahan Altoona, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSupporting MemberSupervisorTeam MemberManagersCertified Public AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Associate at Guy J. Landolfi, CPA, CFP
Location:
Altoona, Pennsylvania Area
Industry:
Accounting
Work history:
Guy J. Landolfi, CPA, CFP Associatesince Oct 2007Samet & Company PC Tax Supervisor2003 - 2007

Lyn Burk Altoona, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Accountant at Guy J. Landolfi, CPA, CFP
Location:
Altoona, Pennsylvania Area
Industry:
Accounting

Kimberly Gildea Altoona, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at Wells Fargo Advisors, LLC
Location:
Altoona, Pennsylvania Area
Industry:
Financial Services

Kim Gildea Altoona, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at Wells Fargo Advisors, LLC
Location:
Altoona, Pennsylvania Area
Industry:
Financial Services

Marty Kooman Altoona, PA

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManagerOwnerOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerFinancial ManagerBachelor of ScienceBusiness AdministratorAdvisorSports Trainers

Experience & Education

Position:
Wealth Manager / Owner at Kooman & Associates, LLC, Registered Principal at Raymond James...
Title:
Wealth Manager
Location:
Altoona, Pennsylvania Area
Industry:
Financial Services
Work history:
Kooman & Associates, LLC - United StatesWealth Manager / Ownersince May 1994Raymond James Financial Services, Inc., Member FINRA/SIP Registered Principalsince May 1991
Marty is a Certified Financial Planner

Aaron Rupert Altoona, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLaborerApprenticeConstruction WorkerConstruction SpecialistConstruction LaborerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Laborer/Farmhand at Bruce B. Gamble Feed, Supply & Custom Farming
Title:
Student at Pennsylvania State University
Location:
Altoona, Pennsylvania Area
Industry:
Financial Services
Work history:
Bruce B. Gamble Feed, Supply & Custom Farming Laborer/Farmhandsince Mar 2005Merrill Lynch Financial Advisor InternMay 2008 - Aug 2008
I would like to obtain my CFP certification

A Gildea Altoona, PA

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AnalystNews AnchorCommercial AnnouncerPresenterFinancial Manager

Experience & Education

Title:
First Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Altoona, Pennsylvania Area
Industry:
Financial Services
Certified Financial Planner at Salomon Smith Barne..

Jay Guyer Altoona, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Planner at M&T Bank
Location:
Altoona, Pennsylvania Area
Industry:
Banking
Work history:
M&T Bank Financial Plannersince Feb 2008
Certified Financial Planner


Certified Financial Planners near Altoona, PA01Philipsburg



Certified Financial Planners around Altoona, PA

Philipsburg  (1)

Certified Financial Planners in Pennsylvania