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Certified Financial Planners in Idaho

Certified Financial Planners in Boise, ID

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Here is a complete directory of nearly every professional Certified Financial Planners in Boise, ID.

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47 results found

Jeffrey Hancock Boise, ID

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Board Member • Vice President • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Key Private Bank
Title:
Senior Financial Advisor at KeyBank
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Key Private Bank - Boise, IDSenior Vice Presidentsince 1995Idaho Shakespeare Festival Board Member2012 - 2013
Certifications:
Certified Financial Planner, Certified Financial Planer Board of Standards
Certified Wealth Strategist, Canon Financial Institute
Full Profile

Jim Yurashak Boise, ID

Professions & Specialties

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

Experience & Education

Position:
V.P. and Senior Wealth Management Specialist, CFP at Wells Fargo Bank
Title:
V.P. and Senior Wealth Management Specialist, CFP
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Wells Fargo Bank V.P. and Senior Wealth Management Specialist, CFPsince May 2004First Security Bank Private Client Services Sales ManagerJun 1993 - May 2000
Full Profile

Joe Piscione Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Captain • DB Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
CFP®, Certified Financial Planner™ at BCJ Capital Management
Title:
CFP®, CERTIFIED FINANCIAL PLANNER™
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
BCJ Capital Management CFP®, Certified Financial Planner™since 2005Premier Alliance Investment Advisor2004 - 2004
Full Profile

Chyrle Pinkerton Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner Professional at The H Group, Inc.
Title:
CFP at The H Group, Inc
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
The H Group, Inc. Certified Financial Planner Professionalsince Nov 2000
Skills:
Asset Management, Personal Financial Planning, Pre-Retirement Planning, Post Retirement Planning,...
Full Profile

Scott Downey Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Pilot • Air Transportation Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
A-10 Pilot, A-3 Idaho Air National Guard at Idaho Air National Guard, CFP® and President at Blue...
Title:
CFP®, President Blue Skies Capital Management, LLC
Location:
Boise, Idaho
Industry:
Financial Services
Work history:
Idaho Air National Guard - Boise, IDA-10 Pilot, A-3 Idaho Air National Guardsince Aug 2006Blue Skies Capital Management, LLC - Boise, IDCFP® and Presidentsince Oct 2004
Full Profile

Bob Long Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • School Principal • School Administrator • Educational Manager • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager

Experience & Education

Position:
Registered Investment Advisor Representative at Naarden Wealth Management, Principal at Jordan...
Title:
CPA/PFS, CFP
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
Naarden Wealth Management Registered Investment Advisor Representativesince Jan 2000Jordan & Co., Chartered CPAs Principalsince 1987
Skills:
Strategic Financial Planning
Full Profile

Bob Lachance Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Owner • Operations Manager • Chief Executive • Financial Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Brokerage Director at MassMutual Financial Group, General Agent - Great Lakes Agency at Genworth...
Title:
at
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Brokerage Directorsince Sep 2009Genworth Financial General Agent - Great Lakes Agencysince Feb 2009
BobRobert La Chance CFP
Full Profile

Julie Trounson Boise, ID

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • District Attorney • Fiduciary • Lawyers • Trust Law Attorney • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Consultant at D. A. Davidson & Co.
Title:
CFP®, Vice President, Financial Consultant @ D.A. Davidson & Co.
Location:
Boise, Idaho
Industry:
Financial Services
Work history:
D. A. Davidson & Co. - Boise, IDVice President, Financial Consultantsince 2009
Full Profile

Kathy Stearns Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER(TM) PRACTITIONER at
Location:
Boise, Idaho Area
Industry:
Financial Services
Full Profile

Jr Smith Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Financial Manager

Experience & Education

Position:
President at Provision Financial Advisors
Title:
Owner, Provision Financial Advisors
Location:
Boise, Idaho Area
Industry:
Insurance
Work history:
Provision Financial Advisors Presidentsince Dec 1979
Full Profile

Katherine Stearns Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER(TM) PRACTITIONER at
Location:
Boise, Idaho Area
Industry:
Financial Services
Full Profile

Darin Buttars Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner at Custom Fluid Power
Title:
Owner of Custom Fluid Power - Distribution of Pneumatics, Hydraulics and Automation
Location:
Boise, Idaho Area
Industry:
Wholesale
Work history:
Custom Fluid Power Ownersince Oct 2010Warden Fluid Dynamics Mgr / Sales1998 - 2010
CFP Custom Fluid Power
Full Profile

Sue Quint Boise, ID

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 Quint Financial Group, LLC
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Quint Financial Group, LLC Certified Financial Planner
Full Profile

Jack Walborn Boise, ID

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 LPL Financial
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
LPL Financial Certified Financial Planner
Full Profile

Peggy Farnworth Boise, ID

Professions & Specialties

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

Experience & Education

Position:
CPA, CFP at Professional Financial Services
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Professional Financial Services CPA, CFP
Full Profile

Debbra Dillon Boise, ID

Professions & Specialties

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

Experience & Education

Position:
Principal at Dillon Financial Planning
Title:
Principal, Dillon Financial Planning
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Dillon Financial Planning Principalsince Jan 2005
Full Profile

Robert Hoover Boise, ID

Professions & Specialties

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

Experience & Education

Position:
CFP at Talent Investments
Title:
Independent Financial Services Professional
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Talent Investments CFPsince Jan 2000Talent Investments Certified Financial PlannerJan 2000 - Jan 2010
Full Profile

Julie Trounson Boise, ID

Professions & Specialties

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

Experience & Education

Position:
CFP, Financial Advisor at D.A. Davidson & Co.
Title:
CFP, Financial Consultant
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
D.A. Davidson & Co. CFP, Financial Advisorsince Oct 2009
Full Profile

Geraldine Croce Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Title:
Owner, Jerry L Croce EA ATA CFp
Location:
Boise, Idaho Area
Industry:
Accounting
Full Profile

Peggy Farnworth Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Peggy L. Farnworth, CPA, CFP
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Peggy L. Farnworth, CPA, CFP Owner
Full Profile

Gerald Croce Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Title:
Owner, Jerry L Croce EA ATA CFp
Location:
Boise, Idaho Area
Industry:
Accounting
Full Profile

Jerry Croce Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner at Jerry L Croce EA ATA CFp
Title:
Owner, Jerry L Croce EA ATA CFp
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
Jerry L Croce EA ATA CFp Owner
Full Profile

R Silva Boise, ID

Professions & Specialties

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

Experience & Education

Position:
Owner at R Scott Silva LLC
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
R Scott Silva LLC - Payette, IdahoOwnersince May 2011
Full Profile

Gary Daniel Boise, ID

Professions & Specialties

Public Affairs Officer • PR and Communications Professional • Public Relations Professinal • Associate Professor • Lecturer • Postsecondary Teacher • Judge

Experience & Education

Position:
124th Wing Public Affairs Officer at Idaho Air National Guard, Adjunct Professor at College of...
Title:
Public Affairs Officer
Location:
Boise, Idaho Area
Industry:
Public Relations and Communications
Work history:
Idaho Air National Guard 124th Wing Public Affairs Officersince Feb 2011College of Western Idaho Adjunct Professorsince Jan 2010
Certified Financial Planner Curriculum
Full Profile

Derek Roy Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Project Manager • Pilot • Air Transportation Worker • Managing Partner • Partner • Project Managers • Chief Executive • Software Engineer • Information Technology Specialist • Software Developers • IT Specialist • Musicians • Blackjack Dealer • Gaming Dealer • Gaming Manager • Financial Manager • Account Manager • Equipment Tools Purchasing Agent • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Bachelor of Business Administration

Experience & Education

Position:
Managing Partner at Core Temp Technologies, LLC
Title:
Freelance Project Manager and Managing Partner at Core Temp Technologies, LLC. Certified PMP.
Location:
Boise, Idaho
Industry:
Information Technology and Services
Work history:
Core Temp Technologies, LLC - Boise, IdahoManaging Partnersince Apr 2011Pilot Error, LLC Musician, PartnerJan 2005 - Jul 2012
Skills:
Project Management, Software Project Management, IT Project Management, Web Project Management,...
..Air Force Communications Focal Point,CFP,concept provides a critical single point of en..
Full Profile

Kim Mayberry Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Board Member • Founding Member • Partner • Chief Executive • Management Team Executive • Operations Manager • Librarian • Computer Software Professional • Software Developers • Financial Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Founder at My Personal Librarian, Board Member/Founding Member at Practical Planning System, LLC,...
Title:
Founder at My Personal Librarian
Location:
Boise, Idaho Area
Industry:
Computer Software
Work history:
My Personal Librarian - Boise, Idaho AreaFoundersince Feb 2013Practical Planning System, LLC - Greater Salt Lake City AreaBoard Member/Founding Membersince Apr 2008
Skills:
Integration, SaaS, Consulting, Training, Entrepreneurship, CRM, Process Consulting
Full Profile

Ben Lattin Boise, ID

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Client Manager • Client Service Officer • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Computer Network Professional • Network Administrator • Customer Service • Account Service Manager • Sales Representative • Accounts Receivable • Certified Public Accountant • Independent Business Owners • Computer Software Professional • Software Developers • Bachelor of Business Administration • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Financial Manager • Contractor

Experience & Education

Position:
Client Services Manager at Clearwater Analytics
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Clearwater Analytics - Boise, Idaho AreaClient Services Managersince May 2012Clearwater Analytics - Boise, Idaho AreaAccount ManagerDec 2010 - May 2012
Skills:
Account Management, Excel, Accounting, Financial Analysis, Financial Reporting, Banking, SQL,...
Full Profile

Paul Hakes Boise, ID

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Planning Analyst • Certified Public Accountant • Finance and Accounting Specialist • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Planner at Berkeley, Inc., Real Estate Finance Analyst at Cherry Creek Mortgage Company,...
Title:
Financial Planning & Mortgage Advisor
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Berkeley, Inc. - Boise, IdahoFinancial Plannersince 2008Cherry Creek Mortgage Company, Inc. Real Estate Finance Analystsince Feb 2001
Manager of International Affairs at Certified Financial Planner Board of Starndards
Full Profile

Katie Swajkoski Boise, ID

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Accounts Receivable • Chief Accountant • Account Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Financial Officer • Financial Manager • Management Team Executive • Master of Science • Non-Profit

Experience & Education

Position:
Accounts Receivable Senior Accountant - Negative Vendor Balances/Rx Vendor Funds/Rx Returns at...
Title:
Accounts Receivable Senior Accountant at SUPERVALU
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
SUPERVALU Accounts Receivable Senior Accountant - Negative Vendor Balances/Rx Vendor Funds/Rx Returnssince Feb 2012Junior League of Boise Fund Development Committee Co-Chair2012 - 2012
Finance w/ CFP Option
Full Profile

John Frazier Boise, ID

Professions & Specialties

Chief Executive Officer • Managing Member • Corporate Executive • Chief Executive • Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Real Estate Manager

Experience & Education

Position:
CEO at RED ROOF Donations, Managing Member, at Fractional Equities, llc
Title:
CEO Fractional Equities
Location:
Boise, Idaho
Industry:
Financial Services
Work history:
RED ROOF Donations - Boise, IdahoCEOsince Sep 2010Fractional Equities, llc Managing Member,since Nov 2007
Languages:
Latin, Greek, Hebrew, German, English, Old (ca.450-1100)
Certified Financial Planner,CFP,
Full Profile

Elizabeth Otander Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Accounts Payable • Accounts Payable Specialist • Operations Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Java Developer • Software Developer • Software Developers • Advisor

Experience & Education

Position:
Accountant at Thompsons, Inc., Owner at Better Bookkeeping, PLLC (Sole Proprietorship)
Title:
Owner of Better Bookkeeping, PLLC
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
Thompsons, Inc. Accountantsince Feb 2006Better Bookkeeping, PLLC Ownersince Jan 1982
Skills:
Bookkeeping, Accounting, Payroll, Clean-up work, Records Management, Temporary Staffing, Accounts...
Full Profile

Greg Antonini Boise, ID

Professions & Specialties

Puchasing and Estimating Manager • Oil and Energy Professional • Skilled Professional • Bachelor of Science • Financial Manager

Experience & Education

Title:
Independent Oil & Energy Professional
Location:
Boise, Idaho Area
Industry:
Oil & Energy
Financial Planning CFP
Full Profile

Kenley Grover Boise, ID

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Conservator • Law Specialist • Paralegal • Litigation Support Specialist • Lawyers • Juris Doctor • Bachelor of Science • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Lerma Law Office, P.A.
Title:
Attorney at Lerma Law Office
Location:
Boise, Idaho Area
Industry:
Law Practice
Work history:
Lerma Law Office, P.A. Attorneysince Aug 2009Law Office of Maureen Curran ParalegalJul 2006 - May 2009
Full Profile

Kevin Sorensen Boise, ID

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assessor • Public Records Assessor • Managing Partner • Partner • Chief Executive • Government Administration Professional • Financial Manager • Community Service Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Information Provider • Information Technology Specialist • Information Specialist • IT Specialist • Bachelor of Arts • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Contractor

Experience & Education

Position:
Deputy Assessor - Commercial Division at Canyon County
Location:
Boise, Idaho Area
Industry:
Oil & Energy
Work history:
Canyon County Deputy Assessor - Commercial Divisionsince Jun 2012Capital Sun Group Business DevelopmentJan 2009 - Aug 2011
Languages:
Spanish
Full Profile

Kathy Young Boise, ID

Professions & Specialties

Representative • Army Private • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative at PFC
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
PFC Registered Representative
Certified Financial Planner
Full Profile

Melinda Sander Boise, ID

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor at Morgan Stanley
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Morgan Stanley - 101 S Capitol Blvd Suite 401 Boise,ID 83702Wealth Advisorsince 1986
Certifications:
Certified Financial Planner™, College for Financial Planning
Chartered Retirement Planning Counselor℠, College for Financial Planning
Full Profile

John Shaw Boise, ID

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Operations Manager • Production Manager • Financial Manager • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Warehousing Professional • Stocker • Stock Clerk • Mathematician

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor, Edward Jones
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jan 2006Gem State Kiwanis President2010 - 2012
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards Inc.
Accredited Asset Management Specialist (AAMS), College for Financial Planning
Full Profile

Calvin Barrett Boise, ID

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Sep 2005United States Gypsum Co Board ManagerJan 2003 - Mar 2005
Skills:
CFP, AAMS
Full Profile

Brent Hill Boise, ID

Professions & Specialties

Puchasing and Estimating Manager • Senator • Government Administration Professional • Legislator • Community Service Manager • Chief Executive Officer • Board Member • Financial Manager • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Idaho State Senator District 34 at Idaho State
Location:
Boise, Idaho Area
Industry:
Government Administration
Work history:
Idaho State Idaho State Senator District 34
..is a Certified Public Accountant and Certified Financial Planner with over 30 years exp..
Full Profile

Rebekah Levy Boise, ID

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Project Managers • Software Developers

Experience & Education

Position:
Account Manager at Clearwater Analytics
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Clearwater Analytics Account Managersince Apr 2008Kathy Young, CFP Financial PlannerSep 2007 - Apr 2008
Skills:
SaaS
Full Profile

Karyn Scott Boise, ID

Professions & Specialties

Master of Business Administration • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Manager at The Nichols Accounting Group
Title:
MBA, CPA, CEP®
Location:
Boise, Idaho Area
Industry:
Accounting
Work history:
The Nichols Accounting Group Managersince Sep 2002
Certifications:
Certified Estate Planner™, NICEP
Full Profile

Brian Slattery Boise, ID

Professions & Specialties

Puchasing and Estimating Manager • Director • Chairperson • Operations Manager • Chief Executive • Computer Network Professional • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technology Director • Marketing Director • Financial Manager • Corporate Executive • General and Operations Manager • Director of Operations • Financial Officer • Technology Manager • Technical Managers • Computer Software Professional • Software Developers • Chief Accountant • Account Manager • Doctor of Medicine • Sales Agent • Sales Representative

Experience & Education

Position:
Enterprise Sales at Clearwater Analytics, Director at United States Merchant Marine Academy Alumni...
Title:
Enterprise Sales
Location:
Boise, Idaho
Industry:
Financial Services
Work history:
Clearwater Analytics - Boise, IDEnterprise Salessince 2011United States Merchant Marine Academy Alumni Association and Foundation, Inc. Directorsince Jan 2011
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
Series 7, 66, 31, FINRA
Full Profile

Rick Polenske Boise, ID

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Treasurer • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Board Treasurer at Learning Lab Idaho, Treasurer at Harley Owners Group Intermountain Chapter,...
Title:
Senior Financial Consultant at Wells Fargo
Location:
Boise, Idaho Area
Industry:
Financial Services
Work history:
Learning Lab Idaho Board Treasurersince 2008Harley Owners Group Intermountain Chapter Treasurersince 2008
CERTIFIED FINANCIAL PLANNER
Full Profile

Vivian Nimmo Boise, ID

Professions & Specialties

Manager • Operations Manager • Team Member • Construction • Office Assistant • Office Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Manager at Farwest, LLC
Location:
Boise, Idaho Area
Industry:
Construction
Work history:
Farwest, LLC Managersince Mar 2005Peggy Farnworth, CPA, CFP Office ManagerApr 2001 - Mar 2005
Full Profile

Jim Nguyen Boise, ID

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Title:
CEO Dreamworks, LLC
Location:
Boise, Idaho Area
Industry:
Capital Markets
Work history:
Dreamvision CEO2007 - 2013Silvercreek Realty Group Realtor2006 - 2013
Certified Financial Planner Board of Standards
Full Profile

David Cooper Boise, ID

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Law Clerk • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Lawyers • Juris Doctor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Trust Officer at Washington Trust Bank, Wealth Management & Advisory Services
Title:
Senior Trust Officer at Washington Trust Bank
Location:
Boise, Idaho Area
Industry:
Banking
Work history:
Washington Trust Bank, Wealth Management & Advisory Services Senior Trust Officersince 2003Wells Fargo Private Client Services Senior Trust Administrator2001 - 2003
Skills:
Strategic Financial Planning, Investment Management, Personal Trust Administration, Wealth...
Full Profile

Alan Johnston Las Vegas, NV

Professions & Specialties

Puchasing and Estimating Manager • Project Manager • Security • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Partner • Project Managers • Chief Executive • Leader • Analysts • Analyst • Managers • Financial Manager • Bachelor of Science • Recruitment • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
IT Project Manager at Collaboration Solutions Inc.
Title:
IT Project Manager
Location:
Las Vegas, Nevada Area
Industry:
Information Technology and Services
Work history:
Collaboration Solutions Inc. - Las Vegas, NVIT Project Managersince Feb 2011AIRS/PRC IT Project Manager2002 - 2012
Skills:
• Strategic Project Planning and Project Management, • IT PMP Candidate (Project Management...
Certifications:
Microsoft O365, Exchange, Sharepoint, Lync Deployment, Microsoft Corp.
CFP
Full Profile

Certified Financial Planners near Boise, ID01Emmett


Certified Financial Planners around Boise, ID

Emmett  (1)

Certified Financial Planners in Idaho

Sub-specializations