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Certified Financial Planners in North Carolina

Certified Financial Planners in Asheville, NC

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Here is a complete directory of nearly every professional Certified Financial Planners in Asheville, NC.

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26 results found

Reich Gardner Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Speaker • Spokesperson • Representative • Chairperson • Financial Manager • Chief Executive • Head Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Professional Development Teacher

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ | Financial, Wealth, & Investment Advisor | President & Head Co...
Title:
CERTIFIED FINANCIAL PLANNER™ | Financial, Wealth & Investment Advisor | President of The Financial Coaching Center, LLC
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
The Financial Coaching Center, LLC - Asheville, North Carolina AreaCERTIFIED FINANCIAL PLANNER™ | Financial, Wealth, & Investment Advisor | President & Head Coachsince Oct 2009The Financial Coaching Center, LLC - Asheville, North Carolina AreaInvestment & Financial Speaker | Wealth Management Expert | 401(k) Rollover Specialistsince Oct 2009
Full Profile

Jill Franklin Asheville, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Board Member • Management Team Executive • Operations Manager • Financial Manager • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Board member at American Red Cross
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones - North AshevilleFinancial Advisorsince May 2011American Red Cross Board member2013 - 2013
Full Profile

Dana Graves Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner, LPL Registered Principal at Paragon Financial, LLC
Title:
Partner and CFP of Paragon Financial, LLC
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Paragon Financial, LLC - Asheville, North Carolina AreaPartner, LPL Registered Principalsince Jan 1999
Skills:
Wealth Management
Full Profile

Robert Blanke Asheville, NC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER professional at Braeside Financial Planning
Title:
Financial Planner at Braeside Financial Planning
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Braeside Financial Planning CERTIFIED FINANCIAL PLANNER professionalsince Jan 2009
Full Profile

Margaret Baxter Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Associate Director - Investments at Financial Services Firm
Title:
Certified Financial Planner Practioner (TM)
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Financial Services Firm Associate Director - Investmentssince Aug 2009UBS Financial Services INC Vice President - InvestmentsApr 1996 - Jul 2009
Full Profile

Mike Collie Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Marketing Manager • Regional Sales Consultant • Sales Representative • Field Marketing Specialist • Marketing Administrator

Experience & Education

Title:
Certified Financial Planner(tm), Accredited Investment Fiduciary(tm) at Collie Financial Planning, Inc.
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Full Profile

Michael Collie Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Marketing Manager • Regional Sales Consultant • Sales Representative • Field Marketing Specialist • Marketing Administrator

Experience & Education

Title:
Certified Financial Planner(tm), Accredited Investment Fiduciary(tm) at Collie Financial Planning, Inc.
Location:
Asheville, North Carolina Area
Industry:
Investment Management
Full Profile

David Meyer Asheville, NC

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investments at Wells Fargo Advisors, LLC
Title:
Vice President -- Investments at Wells Fargo Advisors
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Vice President - Investmentssince Jan 2002
CFP
Full Profile

David Helgeson Asheville, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner / Financial Advisor at VALIC
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
VALIC Certified Financial Planner / Financial Advisor
Full Profile

Fam Phelan Asheville, NC

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 River Source Wealth Management, LLC
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
River Source Wealth Management, LLC Certified Financial Planner
Full Profile

Emily Ferguson Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal/Owner at Emily W. Ferguson, CPA, CFP(R), PA
Location:
Asheville, North Carolina Area
Industry:
Accounting
Work history:
Emily W. Ferguson, CPA, CFP(R), PA Principal/Owner
Full Profile

Emily Ferguson Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Emily W. Ferguson, CPA, CFP, PA
Location:
Asheville, North Carolina Area
Industry:
Accounting
Work history:
Emily W. Ferguson, CPA, CFP, PA Principal
Full Profile

Bruce Strum Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Speaker • Security • Contractor • Spokesperson • Representative • Financial Manager • Advisor • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Systems Support Specialist • Support Specialists • IT Specialist

Experience & Education

Position:
Investment Executive at Lumina Wealth
Title:
Owner at Lumina Wealth
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Lumina Wealth - Asheville, North Carolina AreaInvestment Executivesince Sep 2012Merrill Lynch - Asheville NCFinancial AdvisorJun 2008 - Sep 2012
CFP
Full Profile

Erick Robinson Hendersonville, NC

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Certified Public Accountant • Controller • Director • Financial Manager • Analyst • Analysts • Human Resources Specialist • Recruitment • Student Worker

Experience & Education

Position:
Colton Groome & Company at Colton Groome & Company
Title:
Financial Services Industry
Location:
Hendersonville, North Carolina
Industry:
Financial Services
Work history:
Colton Groome & Company - Asheville, NCColton Groome & Companysince Feb 2012Huddle House Restaurant ManagerMay 2003 - Feb 2012
Certified Financial Planner,CFP,
Full Profile

Tyler Johnson Asheville, NC

Professions & Specialties

Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Student Worker • Advisor

Experience & Education

Position:
Flagship Client Relationship Associate at Vanguard Group, Inc.
Title:
High Net Worth Client Service Specialist at Vanguard
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Vanguard Group, Inc. - Charlotte, North CarolinaFlagship Client Relationship Associatesince Jun 2012Mountain First Bank and Trust - Hendersonville, NCSummer InternMay 2011 - Jan 2012
Skills:
Series 7, Series 63, Mutual Funds, Stock Market, People Skills, Options, Microsoft Office,...
..and want to eventually pursue my CFP
Full Profile

Patrick Newton Asheville, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Juris Doctor • Bachelor of Science • Business Administrator • Supporting Member • Team Member • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Law at Strauss & Associates, P.A.
Title:
NC Board Certified Specialist in Estate Planning & Probate Law
Location:
Asheville, North Carolina Area
Industry:
Law Practice
Work history:
Strauss & Associates, P.A. Attorney at Lawsince Aug 2005Webb and Graves, PLLC - Hendersonville, NCAttorney at LawJul 2000 - Jul 2005
Skills:
Estate Planning, Estate Tax Planning, S Corporations, LLC, Gift Tax, Buy-sell Agreements, Trusts,...
Certifications:
Board Certified Specialist in Estate Planning & Probate Law, North Carolina State Bar
Full Profile

Jean Dillon Asheville, NC

Professions & Specialties

Vice President • Chief Executive • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
American society for clinical pathology - Chicago, IL
Vice president, human resources & development (relocated due to marriage)
Company:
Northwest hospital - Seattle, WA
Hr supervisor-benefits
Full Profile

Laura Webb Asheville, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Operations Manager • Financial Manager • Bachelor of Science • Business Administrator • Team Member

Experience & Education

Position:
President at Webb Investment Services, Inc., Independent Financial Advisor at Raymond James...
Title:
President of Webb Investment Services, Inc.
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Webb Investment Services, Inc. - Asheville, NCPresidentsince May 1995Raymond James Financial Services, Inc. - Asheville, North Carolina AreaIndependent Financial Advisorsince 1995
Certifications:
Certified Financial Planner ™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Joanne Dykes Asheville, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Supporting Member • Team Member • Tax Consultant • Tax Accountant • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor • Bachelor of Science • Childcare Workers • Financial Manager

Experience & Education

Position:
Attorney at The Hart Law Group, P.C.
Location:
Asheville, North Carolina Area
Industry:
Law Practice
Work history:
The Hart Law Group, P.C. - Asheville, North CarolinaAttorneysince 2012Carol L King & Associates PA Tax AssociateJan 2002 - Apr 2012
Full Profile

Dave Werle Asheville, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Organization Management • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Manager • Operations Manager • Financial Manager • Community Service Manager • Government Administration Professional • Psychology Specialist • Market Research Analyst

Experience & Education

Position:
Financial Planner at Starks Financial Group
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Starks Financial Group Financial Plannersince Aug 2012OnTrack Financial Education and Counseling Financial CounselorJan 2006 - Aug 2012
Full Profile

David Meyer Asheville, NC

Professions & Specialties

Puchasing and Estimating Manager • Senior Vice President • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Analysts

Experience & Education

Position:
Senior Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors, LLC
Title:
Senior Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Vice President - Investments at Wells Fargo Advisorssince Jan 2001The Asheville Tourists Assistant General ManagerNov 1997 - Dec 2001
Skills:
Retirement Planning, Investments, Customer Service, Financial Analysis, Small Business
Certifications:
Certified Financial Planner®, CFP Board
Certified Investment Management Analyst™, IMCA
Full Profile

David Greiner Asheville, NC

Professions & Specialties

Director • Senior Vice President • Operations Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Resident Dir - Wealth Mgmt, Senior Vice President at Merrill Lynch Wealth Management, Bank of...
Title:
Resident Dir - Wealth Mgmt at Merrill Lynch Wealth Management
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Resident Dir - Wealth Mgmt, Senior Vice Presidentsince Mar 1996
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Bruce Runyan Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Doctor of Philosophy • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Controller • Financial Manager

Experience & Education

Position:
Assistant Professor of Accounting at Western Carolina University
Location:
Asheville, North Carolina Area
Industry:
Higher Education
Work history:
Western Carolina University - Cullowhee, NCAssistant Professor of Accountingsince Aug 2009
Certifications:
Certified Public Accountant, Texas State Board of Public Accountancy
Certified Management Accountant, Institute of Managment Accountants
Full Profile

Anne Mcfarland Asheville, NC

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Planning Associate at Davis Financial LLC
Location:
Asheville, North Carolina Area
Industry:
Financial Services
Work history:
Davis Financial LLC - Asheville, North Carolina AreaFinancial Planning AssociateSUNY Oneonta Head of Bibliographic and Digital Services2007 - 2013
Certified Financial Planner,CFP,
Full Profile

Chris Stoner Asheville, NC

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President & Senior Fiduciary Officer at First Citizens Bank
Location:
Asheville, North Carolina Area
Industry:
Banking
Work history:
First Citizens Bank Vice President & Senior Fiduciary Officersince Nov 2004
Skills:
Wealth Management, Wealth Management Services, Private Banking
Certifications:
CFP, Certified Financial Planner Board of Standards, Inc.
Full Profile

Joshua Evans Asheville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Sales Manager • Sales Account Associate • Sales Executive • Bachelor of Arts

Experience & Education

Work

Company:
Pure country, inc
Head of retail operations
Company:
Sliders sports bar and grill - Plainville, CT
Manager of foh and boh

Skills

ServSafe Food Protection Manager Certification with current certificate through 2014. Conforms to...
Full Profile

Certified Financial Planners near Asheville, NC0918273645GreenvilleHendersonvilleWeavervilleFletcherMarionWaynesvilleLake ToxawayLittle Switzerland


Certified Financial Planners around Asheville, NC

Fletcher  (1)
Greenville  (45)
Lake Toxaway  (1)
Marion  (1)
Waynesville  (1)
Weaverville  (2)

Certified Financial Planners in North Carolina

Sub-specializations