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Certified Financial Planners in Alaska

Certified Financial Planners in Anchorage, AK

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Here is a complete directory of most professional Certified Financial Planners in Anchorage, AK.

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19 results found

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

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

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

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

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