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Certified Financial Planners in Texas

Certified Financial Planners in Arlington, TX

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5 results found

Karen Martin Arlington, TX

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 • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Advisor, CFP® at OmniAmerican Financial Services
Title:
Financial Advisor, CFP at OmniAmerican Financial Services
Location:
Arlington, Texas
Industry:
Financial Services
Work history:
OmniAmerican Financial Services - Arlington, TexasFinancial Advisor, CFP®since Oct 2011Chase Investments Services Corp - Midlothian and DuncanvilleFinancial Advisor, VP Investments, Certified Financial Planner®May 2009 - Oct 2011
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Brian Cfp Dallas, TX

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Advisor • Financial Manager • Customer Service

Experience & Education

Work

Company:
Financial strategies group, llc - Dallas, TX
Wealth advisor | portfolio, relationship manager cfp
Company:
Rosenthal retirement planning, lp - Fort Worth, TX
Financial advisor | relationship manager | cfp series 7 63

Skills

CERTIFIED FINANCIAL PLANNER , Series 7 & 63, 65 Exempt, TX Group 1 Insurance licensed.
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Richard Fennema Arlington, TX

Professions & Specialties

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

Experience & Education

Position:
Branch Manager, First Vice President, Certified Financial Planner(R) Morgan Stanley at Morgan Stanley
Title:
Branch Manager / First Vice President / CFP(R) at Morgan Stanley
Location:
Arlington, Texas
Industry:
Financial Services
Work history:
Morgan Stanley - Ballpark at ArlingtonBranch Manager, First Vice President, Certified Financial Planner(R) Morgan Stanleysince Jul 2007UBS Financial Services - Grapevine, TXBranch Manager, Vice PresidentMar 1999 - Jul 2007
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Eric Sawyer Dallas, TX

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Financial Manager • Operations Manager • Senator • Legislator • Team Member

Experience & Education

Position:
Owner at Peacefield WealthSolutions (Sole Proprietorship)
Title:
Certified Financial PlannerTM
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Peacefield WealthSolutions Ownersince Sep 2010Southern Methodist University - Dallas, TXInvestments InstructorSep 2012 - Dec 2012
Skills:
Financial Planning, Retirement Planning, Investments, Wealth Management, Asset Management, Estate...
Certifications:
CFP, Certified Financial Planner Board of Standards, Inc.
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Bryan Keever Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Buyer and Seller • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Financial Manager

Experience & Education

Position:
Financial Advisor at The Keever Group, A Financial Advisory Practice of Ameriprise Financial, Inc.
Title:
Financial Advisor
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
The Keever Group, A Financial Advisory Practice of Ameriprise Financial, Inc. - Arlington, TxFinancial Advisorsince Jan 1999Ameriprise Financial Services, Inc. Financial Advisor1999 - 2009
Certified Financial Planner
Full Profile

Certified Financial Planners near Arlington, TX0113226339452565DallasFort WorthIrvingGrapevineBedfordColleyvilleEuless


Certified Financial Planners around Arlington, TX

Bedford  (1)
Colleyville  (1)
Dallas  (563)
Euless  (1)
Fort Worth  (14)
Grapevine  (6)
Irving  (9)

Certified Financial Planners in Texas