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Certified Financial Planners in Georgia

Certified Financial Planners in Athens, GA

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13 results found

Glenn Cook Athens, GA

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 • Advisor • Financial Manager

Experience & Education

Position:
Finanancial Advisor at Ameriprise Financial Services, Inc.
Title:
CFP Financial Advisor, Certified Financial Planner professional
Location:
Athens, Georgia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Finanancial Advisorsince 1992
Certifications:
Certified Financial Planner, College of Financial Planning
Series 7, College of Financial Planning
Full Profile

Kevin Frutiger Athens, GA

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER® practitioner at Ameriprise Financial Services, Inc.
Location:
Athens, Georgia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. CERTIFIED FINANCIAL PLANNER® practitionersince 1997
Full Profile

Wanda Neislar Athens, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Proprietor at Wanda Neislar, CPA, CFP LLC
Location:
Athens, Georgia Area
Industry:
Accounting
Full Profile

Wanda Neislar Athens, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CPA at Wanda Neislar CPA, CFP LLC
Location:
Athens, Georgia Area
Industry:
Accounting
Full Profile

Clarke Holt Athens, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Vickery Financial Services, Inc.
Title:
Wealth Manager
Location:
Athens, Georgia
Industry:
Investment Management
Work history:
Vickery Financial Services, Inc. - Athens, GAWealth Managersince Jun 2003Smith Barney - Atlanta, GAFinancial AdvisorMar 1999 - Jun 2003
Skills:
Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Fixed Income,...
CFP
Full Profile

Susan Little Athens, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Market Analyst • Market Research Analyst • Athletes • Tutor • Apprentice • Independent Contractor • Contractor • Marketing Intern • Advertising Professional • Marketing Professional • Advertising Sales Agent • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Student Worker • Financial Manager

Experience & Education

Position:
Sr. Associate at dunnhumby
Location:
Athens, Georgia Area
Industry:
Market Research
Work history:
Dunnhumby Sr. Associatesince Jun 2010University of Georgia Student Athlete TutorSep 2009 - Jan 2010
Full Profile

Raegan Yeomans Athens, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Agent • Client Service Officer • Sales Representative • Customer Service • Marketing Administrator • Marketing Manager • Financial Manager

Experience & Education

Position:
Insurance and Financial Services representative at State Farm Insurance, Property & Casualty...
Title:
State Farm Insurance
Location:
Athens, Georgia Area
Industry:
Insurance
Work history:
State Farm Insurance Insurance and Financial Services representativesince May 2005State Farm Insurance Property & Casualty Specialistsince May 2005
Certified Financial Planner * Candidate
Full Profile

Jake O'connell Athens, GA

Professions & Specialties

Puchasing and Estimating Manager • Apprentice • Bartender • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager • Recruitment

Experience & Education

Position:
Bartender at Center Stage Catering
Title:
Intern at Commonwealth Financial Group
Location:
Athens, Georgia Area
Industry:
Financial Services
Work history:
Center Stage Catering Bartendersince Jan 2006Commonwealth Financial Group InternJun 2009 - Aug 2009
Skills:
cash flow, customer relations, database administration, file management, financial, financial...
with ultimate goal of obtaining Certified Financial Planner designation
Full Profile

Ellis Liddell Athens, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Counselor • Advisor • Construction Specialist • Construction Laborer • Student Worker

Experience & Education

Location:
Athens, Georgia Area
Industry:
Financial Services
*Eligible to sit for CFP post graduation
Full Profile

Laurel Alberty Athens, GA

Professions & Specialties

Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
President at Alberty Financial Planning Services, Inc.
Location:
Athens, Georgia Area
Industry:
Financial Services
Financial Advisor/Certified Financial Planner at Smith Barney Financ..
Full Profile

Miranda Richards Athens, GA

Professions & Specialties

Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Investment Counselor at BB&T Investment Services, Inc
Location:
Athens, Georgia Area
Industry:
Investment Management
Work history:
BB&T Investment Services, Inc Investment CounselorJimmy Boyett, State Farm Insurance Financial Services Rep, Licensed Agent StaffMay 2004 - Aug 2007
..on Family Financial Management (a CFP program)
Full Profile

Christine Eldredge Athens, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Doctoral Student/Graduate Assistant
Location:
Athens, Georgia Area
Industry:
Higher Education
Full Profile

Chris Eldredge Dallas, TX

Professions & Specialties

Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Vice President • Operations Manager • Chief Executive • Project Managers • Project Manager • Director of Operations • Financial Manager • Counselor • Apprentice • Business Administrator • Contractor • Advisor • Master of Business Administration • Data Analyst • Data Entry Specialist • Data Scientist • Instructor • Pedagogue • Teaching Assistant • Educational Assistant Teacher • Training and Coaching Professional • Professional Development Teacher • Recruitment • Independent Business Owners • Design Professional • Design Expert • Student Worker

Experience & Education

Position:
Director, Academic Services Consulting at Academic Partnerships
Location:
Dallas/Fort Worth Area
Industry:
E-Learning
Work history:
Academic Partnerships - Dallas/Fort Worth AreaDirector, Academic Services Consultingsince Apr 2013Academic Partnerships - Dallas/Fort Worth AreaProject Manager, Academic ServicesDec 2012 - Mar 2013
Skills:
Leadership Development, Organizational Development, Personal Development, Training &...
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
MBTI (Meyers Briggs Type Indicator) Professional, CPP
Full Profile

Certified Financial Planners near Athens, GA012345LawrencevilleGraysonLoganvilleGainesvilleBufordElbertonMadison


Certified Financial Planners around Athens, GA

Buford  (1)
Elberton  (1)
Gainesville  (1)
Grayson  (1)
Loganville  (1)
Madison  (1)

Certified Financial Planners in Georgia