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Certified Financial Planners in California

Certified Financial Planners in Beverly Hills, CA

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Here is a complete list of nearly all experienced Certified Financial Planners in Beverly Hills, CA.

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19 results found

Sean Shannon Beverly Hills, CA

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 at LourdMurray
Title:
Vice President, CFA, CFP®, at LourdMurray
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
LourdMurray Vice Presidentsince May 2010
Full Profile

Tamar Asken Beverly Hills, CA

Professions & Specialties

Certified Financial Planner • Buyers Agent • Puchasing and Estimating Manager • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Tamar Asken
202 N Canon Drive, Beverly Hills, CA 90210
Languages:
Hebrew
CFP
Full Profile

Melissa Huddleson Beverly Hills, CA

Professions & Specialties

Puchasing and Estimating Manager • Manager • Operations Manager • Marketing Manager • Marketing Administrator • Entertainment Professional • Entertainer • Financial Manager • Office Clerk • Clerical Specialist • Managers

Experience & Education

Position:
Manager, International Marketing at Relativity Media
Title:
Manager, Domestic and International Marketing at Relativity Media
Location:
Beverly Hills, California
Industry:
Motion Pictures and Film
Work history:
Relativity Media - Beverly Hills, CaManager, International Marketingsince Nov 2012Relativity Media, LLC Marketing CoordinatorJul 2011 - Nov 2012
Assistant to Producer at CFP Productions
Full Profile

Randall Goldring Beverly Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Advisor • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Beverly Hills, CaliforniaFinancial Advisorsince Apr 2012Western International Securities Vice President, Wealth AdvisorOct 2010 - Apr 2012
Certifications:
Certified Financial Planner (™)
Chartered Retirement Planning Counselor sm
Full Profile

Stephen Sherline Beverly Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Senior Vice President • Director • Corporate Executive • Chief Executive • Vice President • Operations Manager • Financial Manager • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Director Los Angeles Region at Union Bank
Title:
Regional Managing Director - Los Angeles Region at Union Bank
Location:
Beverly Hills, California
Industry:
Investment Banking
Work history:
Union Bank - Los Angeles CaliforniaSenior Vice President - Director Los Angeles Regionsince Aug 2011Fifth Third Bancorp Director - Investment Advisors DivisionDec 2007 - Aug 2011
Certified Financial Planner
Full Profile

Robert Levin Beverly Hills, CA

Professions & Specialties

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

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:
Beverly Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Senior Vice President-Wealth Managementsince Jun 2003
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Financial Manager, Merrill Lynch Internal
Full Profile

Jeff Felix Beverly Hills, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Board Member • Management Team Executive • Operations Manager • Organization Management • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Board Member at LA Junior Chamber of Commerce, Private Banking Relationship Associate at Union Bank
Title:
Private Banking Associate
Location:
Beverly Hills, California
Industry:
Banking
Work history:
LA Junior Chamber of Commerce Board Membersince Aug 2011Union Bank - Beverly Hills, CAPrivate Banking Relationship Associatesince Mar 2009
At that time I will sit for the CFP
Full Profile

Mary John Beverly Hills, CA

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Manager • Client Service Officer • Vice President • Chief Executive • Customer Service • Financial Manager

Experience & Education

Position:
SVP, Wealth Advisor at Wells Fargo Private Bank
Title:
SVP, Wealth Advisor at Wells Fargo Private Bank Ph 310 285 5852 mary.f.john@wellsfargo.com
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
Wells Fargo Private Bank - Beverly HillsSVP, Wealth Advisorsince Mar 2011US Trust - century cityPrivate Client Manager, VPJun 1996 - Mar 2011
Languages:
Hindi
Full Profile

Aric Zamel Beverly Hills, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Wealth Management at UBS Financial Services Inc.
Location:
Beverly Hills, California
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Beverly Hills, CASenior Vice President - Wealth Managementsince Feb 2009Citigroup/Smith Barney Vice President - Wealth ManagementSep 2001 - Feb 2009
Certified Financial Planner
Full Profile

Scott Shagrin Beverly Hills, CA

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • 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:
Beverly Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Senior Vice President-Wealth Managementsince Sep 2006
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Full Profile

Sanae Garcia Los Angeles, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Financial Advisor at UBS Financial Services Inc.
Title:
Senior Vice President at UBS Financial Services Inc
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - 2029 Century Park East, suite 3000, Century City, CA 90067Senior Vice President, Financial Advisorsince Mar 2011Morgan Stanley Smith Barney - 9665 Wilshire Blvd, 3rd Floor, Beverly Hills, CA 90212Senior Vice PresidentAug 2000 - Mar 2011
Full Profile

Sara Qazi Los Angeles, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Financial Director • Financial Manager • Chief Executive • Financial Officer • Psychology Specialist • Operations Manager • Sales Manager • Founding Member • Entertainer • Sales Executive

Experience & Education

Position:
Guided Portfolio Manager at Morgan Stanley Smith Barney
Title:
Guided Portfolio Manager | Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Beverly Hills, CAGuided Portfolio Managersince 2009UBS Financial Services Corporate Executive ServicesDec 2005 - Sep 2009
Skills:
Investments, Finance, Series 7, Asset Allocation, Securities, Equities, Asset Managment, Strategic...
Certifications:
Certified Financial Planner TM certificate
Series 7 Securities License
Full Profile

Gregory Laks Los Angeles, CA

Professions & Specialties

Puchasing and Estimating Manager • Area Sales Manager • Retail Sales Manager • Regional Sales Consultant • Sales Representative • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Sales Manager • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Area Sales Manager (Home Equity Conversion Mortgage) at Security One Lending
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Security One Lending - Greater Los Angeles Area & Orange CountyArea Sales Manager (Home Equity Conversion Mortgage)since May 2012MetLife Home Loans - Los Angeles, CARetail Sales Manager, Reverse Mortgage at MetLife Bank, NADec 2009 - Jun 2012
Certified Financial Planner,CFP,
Full Profile

David Zimmerman Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Region Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • District Manager • Co-Founder • Territory Sales Manager • Sales Manager • Business Development Manager • Corporate Executive • Chief Executive • Marketing Manager • Founder • Founding Member • Financial Manager • Assistant Manager • Supporting Member • Counselor • Team Member • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Master of Science • Bachelor of Business Administration

Experience & Education

Position:
SVP, Senior Regional Brokerage Manager at Wells Fargo Advisors, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Beverly Hills, CASVP, Senior Regional Brokerage Managersince Jul 2009Wells Fargo Bank SVP, Regional Director - The Private BankMar 2007 - Jul 2009
Skills:
Wealth Management, Brokerage, Portfolio Management, Investments, Business Coaching, Financial...
Certifications:
Series 3, 5, 7, 8, 24, 63, 35 Registrations, FINRA
Full Profile

Laurel Rigsbee Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Advisor • Counselor • Advisor • Data Entry Specialist • Data Scientist • Non-Profit • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Teaching Assistant • Financial Manager

Experience & Education

Position:
Senior Consultant at Resolution Economics
Location:
Los Angeles, California
Industry:
Legal Services
Work history:
Resolution Economics - Beverly Hills, CASenior Consultantsince Apr 2013Resolution Economics - Beverly Hills, CAConsultantApr 2012 - Apr 2013
..reading the first set of books for the CFP
Full Profile

Jamal Gallow Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Entertainment Professional • Entertainer • Sports Trainer • Sports Trainers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher • Analysts • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Entertainment
Work history:
Merrill Lynch Financial Advisorsince Dec 2012Merrill Lynch PMD2012 - 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Brokerage Jobs | CFP
Full Profile

Paul Kennedy Seattle, WA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Insurance agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Advisor • Sales Representative

Experience & Education

Position:
Insurance Agent at AAA Insurance
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
AAA Insurance - Greater Seattle AreaInsurance Agentsince May 2010Netvest - Greater Seattle AreaVice President - InvestmentsJul 2008 - Jan 2009
CFP
Full Profile

Larry Da Silva Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Operations Manager • Financial Manager • Entertainer

Experience & Education

Position:
Retired SVP & Wealth Advisor, Wells Fargo Private Bank at Wells Fargo Bank
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Bank - Beverly Hills, CARetired SVP & Wealth Advisor, Wells Fargo Private Banksince May 2011Wells Fargo Private Bank SVP, Wealth Advisor2000 - Jul 2011
Languages:
French, Portuguese, Spanish, Italian
CFP
Full Profile

Pilar Leon Los Angeles, CA

Professions & Specialties

Puchasing and Estimating Manager • Office Assistant • Assistant to the President • Office Clerk • Clerical Specialist • Administrative Associate • Administrative Clerk • Office Administrator • Chief Operating Officer • Chief Executive Officer • Operations Manager • General and Operations Manager • Director of Operations • Corporate Executive • Chief Executive • Advertising Professional • Advertising Sales Agent • General Counsel • Of Counsel • Jurist • Legal Counsel • Managers • Publishing Professional • Financial Manager • Recruitment • Network Administrator • Health Professional • Health Practitioner

Experience & Education

Position:
Interim Executive Assistant to the President/COO of Sales North America (Temporary Contract) at...
Title:
Executive Assistant and Office Administrator
Location:
Greater Los Angeles Area
Industry:
Marketing and Advertising
Work history:
Karl Storz Endoscopy - El Segundo, CAInterim Executive Assistant to the President/COO of Sales North America (Temporary Contract)since Feb 2013Imaging Advantage - Santa MonicaOffice Manager and Executive Assistant to the CEO and General Counsel (Temporary Contract)May 2012 - Sep 2012
Assistant to CFP,Estate Planning,and Life Ins
Full Profile

Certified Financial Planners near Beverly Hills, CA0160320480640800Los AngelesVan NuysSanta MonicaNorth HollywoodBurbank


Certified Financial Planners around Beverly Hills, CA

Burbank  (3)
Los Angeles  (796)
Santa Monica  (7)
Van Nuys  (9)

Certified Financial Planners in California

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