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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Blue Bell, PA

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Here is a complete directory of nearly all professional Certified Financial Planners in Blue Bell, PA.

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8 results found

John Cionci Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Agent • Sales Representative • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sales Agent • Client Service Officer • Independent Business Owners • Compensations and Benefits • Vice President • Chief Executive • Advisor • Representative • Contractor • Insurance Professional • Underwriter • Customer Service

Experience & Education

Position:
Group Sales Consultant at Mutual of America
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Mutual of America - Blue Bell, PAGroup Sales Consultantsince Apr 2011JC Consulting LLC - PA and NJIndependent Third Party DistributorOct 2009 - Apr 2011
Skills:
Annuities, Mutual Funds, Wealth Transfer, Retirement Solutions, Strategy Development, Building...
Certifications:
Series 7 and 63, FINRA
PA Life and Health, FINRA
CFP and CPA credits
Full Profile

Stephen Kelbick Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Treasurer • Chief Executive • Financial Manager • Financial Officer • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Certified Financial Planner / Chartered Retirement Plan Specialist at A major investment firm
Title:
Vice President - Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
A major investment firm - Blue Bell, PACertified Financial Planner / Chartered Retirement Plan Specialistsince Jan 1992Carson Valley Children's Aid Assistant Treasurer1989 - 2013
Skills:
Strategic Financial Planning, Series 7, Small Business, Asset Allocation, Wealth Management,...
Full Profile

Bud Mauger Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
VP CFP® at Schiavi + Dattani
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Schiavi + Dattani - 2710 Centerville Rd, Suite 201 Wilmington DE 19808VP CFP®since Jan 2012Fidelity Investments VP CFP®Sep 2002 - Jan 2012
Full Profile

Ben Gravina Blue Bell, PA

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 • Financial Manager

Experience & Education

Position:
Financial Advisor CFP at Morgan Stanley Wealth Management
Title:
Financial Advisor, CFP Morgan Stanley Wealth Management
Location:
Blue Bell, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Blue BellFinancial Advisor CFPsince Feb 2012Stifel Financial Corp. - Conshohocken, paFinancial AdvisorJul 2007 - Feb 2012
Full Profile

Matthew Read Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director of Business Development • Director • Business Development Manager • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Volunteer • Non-Profit • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Business Development at Loving Arms Elder Care
Title:
Loving Arms Elder Care
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
Loving Arms Elder Care Director of Business Developmentsince Jan 2011Angel Flight East - Blue Bell, PADirector, VolunteerDec 2009 - Apr 2013
Members of the FPA-PTSA include CERTIFIED FINANCIAL PLANNER
Full Profile

Rita Mayhew Souderton, PA

Professions & Specialties

Owner • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Adjunct Instructor • Lecturer • Postsecondary Teacher • Operations Manager

Experience & Education

Position:
Adjunct Instructor at Montgomery County Community College, Owner at Rita Mayhew, CPA
Title:
Owner - Rita Mayhew CPA
Location:
Souderton, Pennsylvania
Industry:
Accounting
Work history:
Montgomery County Community College - Blue Bell, PAAdjunct Instructorsince Sep 2010Rita Mayhew, CPA - 9 N. Main Street, Souderton PA 18964Ownersince Oct 2003
Certifications:
Certified Public Accountant
Certified Financial Planner
Full Profile

Nick Von Dohlen Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Bachelor of Science • Payroll Administrator • Finance and Accounting Specialist • Payroll Supervisor • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Project Analyst • Analysts • Accounting Analyst • Financial Analyst • Student Worker • Financial Manager

Experience & Education

Title:
Bachelor of Science - Finance
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UniTek Global Services - Blue Bell, PAPayroll AdministratorApr 2011 - Feb 2013Bloomberg LP - Skillman, NJProject Analyst (Temporary)Aug 2009 - Jul 2010
Skills:
Account Reconciliation, Finance, Auditing, Telecommunications, Microsoft Excel, Microsoft Office,...
Full Profile

David Bartholomew Center Valley, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Fisher • Associate Professor • Lecturer • Postsecondary Teacher • Master of Business Administration • Department Manager • Chief Executive • Department Supervisor • Manager • Project Managers • Financial Manager • Oncologist • Neurological Specialist • Neurologist • Medical Practice Professional • Medical Practitioner • Project Manager • Investigator • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Biologist • Biological Scientist • Computer Specialist

Experience & Education

Position:
Adjunct Professor - MBA Program at Delaware Valley College, Global Relationship Director -...
Title:
•Global Relationship Director - Strategic Alliances at Thermo Fisher Scientific
Location:
Center Valley, Pennsylvania
Industry:
Pharmaceuticals
Work history:
Delaware Valley College - Doylestown, PAAdjunct Professor - MBA Programsince Jan 2011Thermo Fisher Scientific - Center Valley, PAGlobal Relationship Director - Strategic Alliancessince Jun 2010
Skills:
Vendor Management, Pharmaceutical Industry, Clinical Trials, Outsourcing, Clinical Development,...
Full Profile

Certified Financial Planners near Blue Bell, PA0125250375500625PhiladelphiaConshohockenWayneNorth WalesValley ForgePlymouth MeetingSoudertonOaksNorristownHorsham


Certified Financial Planners around Blue Bell, PA

Chalfont  (2)
Collegeville  (2)
Conshohocken  (15)
Devon  (1)
Dresher  (2)
Harleysville  (1)
Hatfield  (1)
Horsham  (3)
Lansdale  (2)
Norristown  (3)
North Wales  (6)
Oaks  (3)
Philadelphia  (623)
Souderton  (5)
Valley Forge  (5)
Wayne  (14)

Certified Financial Planners in Pennsylvania