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Certified Financial Planners in Washington

Certified Financial Planners in Bothell, WA

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8 results found

Crystal Anderson Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chairperson • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers

Experience & Education

Position:
President at Crystal Clear College Planning
Title:
Founder of Crystal Clear College Planning
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Crystal Clear College Planning - Bothell WaPresidentsince May 2011Harsin Wealth Management Wealth Management Client Coordinator2009 - 2011
Skills:
Public Speaking, College Education Planning, College Financial Planning, Higher Education, Personal ...
Full Profile

Peter Oh Bothell, WA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Lpl financial
Financial advisor (certification of cfp)
Company:
Merrill lynch - Everett, WA
Full Profile

Ed Mccahill Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Software Engineer • Software Developers • Leader • Analyst • Managers • Analysts • Market Analyst • Market Research Analyst • Partner • Chief Executive • IT Specialist • Operations Manager • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Ronald Blue & Co.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. - Bothell, WAFinancial Advisorsince 2010Microsoft Corporation - Redmond, WAMarketing Management2007 - 2010
Skills:
Investments, Portfolio Management, Wealth Management, Estate Planning, Public Speaking, Nonprofits, ...
Certified Financial Planner Program
Full Profile

Scott Spilker Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Analyst • Supporting Member • Analyst • Analysts • Team Member • Information Technology Specialist • IT Specialist • Business Administrator • SharePoint Administrator • Computer Software Professional • Software Developer • Software Developers • Network Systems Administrator • Computer Network Professional • Network Administrator • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Financial Manager • Operations Manager

Experience & Education

Position:
Junior Business Analyst at Winshuttle
Title:
Technology inclined business analyst
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Winshuttle - Bothell, WAJunior Business Analystsince Jun 2012Asset Planning & Management, Inc. - Spokane, Washington AreaFinancial Planning AssociateSep 2011 - Jun 2012
Skills:
Strategic Financial Planning, Analysis, Data Analysis, Microsoft Dynamics CRM, HTML 5, CSS,...
CFP
Full Profile

Mark Jaeger Seattle, WA

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Director of Quality Control • Founder • General and Operations Manager • Director of Operations • Operations Manager • Compliance Manager • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leadership Think Tank • Analysts • Management Analysts • Financial Manager • Advisor • Underwriter • Trust Law Attorney • Lawyers

Experience & Education

Position:
Chief Operating Officer / Chief Compliance Officer at Appropriate Balance Financial Services, Inc., ...
Title:
Chief Operating Officer / Chief Compliance Officer at Appropriate Balance Financial Services, Inc
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Appropriate Balance Financial Services, Inc. - Bellevue, WAChief Operating Officer / Chief Compliance Officersince Mar 2011Investment Think Tank LLC - Mill Creek, WAFoundersince Sep 2009
Skills:
Asset Allocation, Portfolio Management, Operations Management, Mutual Funds, Liquid Alternatives
Certifications:
Certified Financial Planner (CFP)
Accredited Investment Fiduciary (AIF)
Full Profile

Kevin Rybak Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Pilot • Air Transportation Worker • Head Engineer • Engineering Manager • Engineering Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Financial Manager

Experience & Education

Position:
Sr. Engineer at Kenworth Truck Company
Location:
Greater Seattle Area
Industry:
Transportation/Trucking/Railroad
Work history:
Kenworth Truck Company - Kirkland, WASr. Engineersince Oct 2010Edward Jones - Mill Creek, WAFinancial AdvisorJan 2010 - Oct 2010
Full Profile

Chris Scotchler Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Ronald Blue & Co.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. - Bothell, WAFinancial Advisorsince Sep 2005Charles Schwab - San Francisco Bay AreaVice President, Institutional Research SalesApr 1997 - Oct 2004
Skills:
Financial Planning, Investments, Asset Management, Finance, Retirement Planning, Wealth Management, ...
Certified Financial Planner
Full Profile

Denise Heimel Bellevue, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Analysts • Managers • Production Director • Financial Manager • Bachelor of Science

Experience & Education

Work

Company:
Ameriprise financial - Bellevue, WA
Associate financial advisor
Company:
Ameriprise financial - Bellevue, WA
Financial advisor

Skills

Series 7 & 66 licensed financial professional , Certified Financial Planner certification...
Full Profile

Certified Financial Planners near Bothell, WA083166249332415SeattleBellevueRedmondKirklandEdmondsLynnwoodEverettMukilteo


Certified Financial Planners around Bothell, WA

Bellevue  (28)
Edmonds  (3)
Everett  (3)
Kirkland  (8)
Lynnwood  (3)
Mukilteo  (3)
Redmond  (13)
Seattle  (412)

Certified Financial Planners in Washington