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Certified Financial Planners in Maryland

Certified Financial Planners in Annapolis, MD

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14 results found

John Schneider Annapolis, MD

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Financial Planning Firm
Title:
Certified Financial Planner
Location:
Annapolis, Maryland
Industry:
Financial Services
Work history:
Financial Planning Firm - Annapolis, MDCertified Financial Plannersince Feb 2008Vertisol, Inc. Sr. Vice PresidentMay 2000 - Sep 2002
Certifications:
CERTIFIED FINANCIAL PLANNER, CFP Board of Standards, Inc.
Full Profile

Matthew Sobocinski Annapolis, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Managing Partner and Co-Founder • Partner • Chief Executive • Financial Manager • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Private Wealth Partners
Title:
Managing Partner, Private Wealth Partners, LLC; Certified Financial Planner
Location:
Annapolis, Maryland
Industry:
Financial Services
Work history:
Private Wealth Partners Managing Partnersince Dec 2005
Full Profile

Pete Schanck Annapolis, MD

Professions & Specialties

Portfolio Manager • Estate Planner • Investment Analyst • Puchasing and Estimating Manager • Certified Financial Planner • Chairperson • Manager • Chief Executive • Financial Manager • Operations Manager • News Anchor • Commercial Announcer • Presenter • Advisor • Planner • Investor • Guide • Tour Guide • Sports Trainer • Sports Trainers • Educator • Education Professional • Instructor • Host • Author • Financial Analyst

Experience & Education

Position:
Investment Advisor & Coach | Financial & Retirement Planner | President of Anchor Capital...
Title:
President of Anchor Capital Management, President of Safe Harbor Tax Services. Investment Advisor & Financial Coach
Location:
Annapolis, Maryland
Industry:
Investment Management
Work history:
Anchor Capital Management, LLC - Annapolis, MDInvestment Advisor & Coach | Financial & Retirement Planner | President of Anchor Capital Managementsince Aug 2003Anchor Capital Management, LLC - Annapolis, MDRegistered Investment Advisor, Educator & Coach serving the Annapolis & Greater Baltimore areasince 2003
Full Profile

Edward Jackson Annapolis, MD

Professions & Specialties

Estate Planner • Loan Officer • Mortgage Specialist • Certified Financial Planner • Puchasing and Estimating Manager • Loan Officers • Sales Person • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Chief Administrative Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Estate Planner and Living Trust Specialist at Maryland Estate Planning
Title:
Sales Consultant
Location:
Annapolis, Maryland
Industry:
Automotive
Work history:
Maryland Estate Planning Estate Planner and Living Trust Specialistsince Nov 2011PNC BANK MORTGAGE Loan OfficerApr 2010 - Oct 2011
Full Profile

Kenneth Callow Annapolis, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Associate Professor • Lecturer • Postsecondary Teacher • Director • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Advisory financial services / kenneth e. callow consulting
Consultant and cpa
Company:
Bay path college - Longmeadow, MA
Assistant professor and director of certified financial planner program

Skills

Audit, budgets, fraud examination and prevention, taxes, research, writing, management, finance
Full Profile

Linda Mcbee Annapolis, MD

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Chairperson • Operations Manager • Chief Executive • Financial Manager • Sports Trainer • Sports Trainers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Volunteer • Team Member • Non-Profit • Bachelor of Science

Experience & Education

Position:
Area Director at N2 Publishing
Title:
Area Director
Location:
Annapolis, Maryland
Industry:
Publishing
Work history:
N2 Publishing - Anne Arundel CountyArea Directorsince Oct 2011L & M Consultation Services LLC PresidentJun 1994 - Jan 2012
Skills:
Troubleshooting, Innovation, New Business Development, Small Business, Business Strategy, Team...
Full Profile

Harry Privette Annapolis, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Counselor • Contractor • Advisor • Captain • Instructor • Pedagogue • Independent Business Owners • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Water Transportation Worker • Human Resources Specialist • Recruitment • Financial Manager

Experience & Education

Position:
Yacht Captain at Self Employed, Yacht Captain at Self Employed Privete Yacht Captain/Instructor/Mentor
Title:
Yacht Captain at Self Employed Private Yacht Captain/Instructor/Mentor
Location:
Annapolis, Maryland
Industry:
Maritime
Work history:
Self Employed Yacht Captainsince 1980Self Employed Privete Yacht Captain/Instructor/Mentor - WorldwideYacht Captainsince Jun 1965
Languages:
Basic Spanish
CFP at NYSE
Full Profile

John Blamphin Baltimore, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Doctor of Medicine • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Chief Operating Officer at Retirement Management Systems Inc.
Title:
Chief Operating Officer
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Retirement Management Systems Inc. - Annapolis, MDChief Operating Officersince Jul 2009VALIC - Eastern Shore Maryland and DelawareRetirement AdvisorMay 2008 - Jul 2009
Certifications:
Certified Financial Planner, CFP Board of Standards
Full Profile

Ken Callow Annapolis, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Chief Executive Officer • Corporate Executive • Chief Executive • Business Administrator • Examiner • Inspector • Director • Financial Manager • Operations Manager • Master of Business Administration • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Consultant at Kenneth E. Callow Consulting
Location:
Annapolis, Maryland
Industry:
Accounting
Work history:
Kenneth E. Callow Consulting - Annapolis , MDConsultantsince Feb 2013Advisory Accounting & Business Services, Inc. - Greenbelt, MDChief Executive OfficerNov 2011 - Apr 2013
Full Profile

Jonathan Steele Annapolis, MD

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Annapolis, Maryland
Industry:
Financial Services
Certifications:
Certified Financial Planner®(*), Certified Financial Planner Board of Standards
Full Profile

Bryan Karsner Annapolis, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Investment Advisor Representative* at Brokers International Financial Services, LLC
Title:
Owner/President- BRK Financial, LLC
Location:
Annapolis, Maryland
Industry:
Financial Services
Work history:
Brokers International Financial Services, LLC - Annapolis, MDInvestment Advisor Representative*since May 2008LPL Financial Branch ManagerJul 2006 - Apr 2008
Certifications:
CFP®, Certified Financial Planner, Certified Financial Planner Board of Standars, Inc.
ChFC®, Chartered Financial Consultant, The American College
Full Profile

Scott Mcroy Annapolis, MD

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelors Degree • Financial Manager

Experience & Education

Position:
Wealth Management Advisor, Senior Vice President-Wealth Management at Merrill Lynch Wealth...
Title:
Wealth Management Advisor at Merrill Lynch Wealth Management
Location:
Annapolis, Maryland
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Senior Vice President-Wealth Managementsince Apr 1986
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Lauren Boyd Annapolis, MD

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management, Bank of...
Title:
Wealth Management Advisor at Merrill Lynch Wealth Management
Location:
Annapolis, Maryland
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Assistant Vice Presidentsince Sep 2003
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Financial Manager, Merrill Lynch Internal
Full Profile

Jim Kantowski Arnold, MD

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Director • Chief Executive • Operations Manager • Doctor of Medicine

Experience & Education

Position:
Owner at JSK Financial Services, LLC
Title:
JSK Financial Services, LLC
Location:
Arnold, Maryland
Industry:
Financial Services
Work history:
JSK Financial Services, LLC - Annapolis, MDOwnersince 2012McGladrey - Baltimore, Maryland AreaDirector1997 - 2012
Certified Financial Planner
Full Profile

Certified Financial Planners near Annapolis, MD058116174232290BaltimoreSeverna ParkOwingsSevernCroftonOdentonMillersvilleArnoldUpper MarlboroStevensville


Certified Financial Planners around Annapolis, MD

Arnold  (1)
Baltimore  (288)
Crofton  (1)
Millersville  (1)
Odenton  (1)
Owings  (1)
Severn  (1)
Severna Park  (2)
Stevensville  (1)

Certified Financial Planners in Maryland

Sub-specializations