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Certified Financial Planners in Connecticut

Certified Financial Planners in Bridgeport, CT

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6 results found

Walter Romero Bridgeport, CT

Professions & Specialties

Financial Adviser • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assistant Branch Manager • Financial Manager • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Work

Company:
Fairfield county bank
Senior financial adviser or cfp
Company:
Fairfield county bank
Assistant branch manager
Full Profile

Marc Cfp Bridgeport, CT

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Wells fargo bank
Private banker
Company:
American skandia life assurance, corp - Shelton, CT
Regional sales specialist

Skills

CFP, Series 7, 63, 65, CT Insurance Licensed
Full Profile

Anthony Marra New York, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Computer Scientists • Mathematician

Experience & Education

Position:
CFP®, CFS® Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 2 Enterprise Dr, Suite 303, Shelton, CTCFP®, CFS® Financial Advisorsince Jul 1993The Investment Advisory Group - Trumbull, CTFinancial PlannerJan 1990 - Jun 1993
Full Profile

Harry Moran Saratoga Springs, NY

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Director • Financial Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Sustainable Wealth Advisors, Network Advisor at First Affirmative Financial...
Title:
Certified Financial Planner at Sustainable Wealth Advisors
Location:
Saratoga Springs, New York
Industry:
Financial Services
Work history:
Sustainable Wealth Advisors - Saratoga Springs, NYFinancial Advisorsince Sep 2011First Affirmative Financial Network Network Advisorsince Sep 2001
Full Profile

Chris Perrett New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Capital Markets Professional • Owner • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Vice President • Operations Officer • Bachelor of Science

Experience & Education

Title:
Financial Services Professional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
CFP Ventures LLC - Bridgeport, CTOwner / Operator2004 - 2010CIBC World Markets - Greater New York City AreaDirector2002 - 2004
Skills:
Finance, Financial Markets, Sales Management, Operations Management, Customer Service, P&L...
Full Profile

Carlos Mello Augusta, ME

Professions & Specialties

Puchasing and Estimating Manager • Financial Director • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Chief Executive • Corporate Executive • Vice President • Organization Management

Experience & Education

Position:
Director of Finance & Lending at Finance Authority of Maine, Board of Directors at United Way...
Title:
Director of Finance & Lending at Finance Authority of Maine
Location:
Augusta, Maine
Industry:
Financial Services
Work history:
Finance Authority of Maine - Augusta, MaineDirector of Finance & Lendingsince Jan 2013United Way of Coastal Fairfield County - Fairfield County, CTBoard of Directorssince Jul 1985
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Certified Financial Planners near Bridgeport, CT03691215WestportNew HavenFairfieldNorwalkWiltonNew CanaanSouthburySouthportRidgefieldMilford


Certified Financial Planners around Bridgeport, CT

Fairfield  (7)
Georgetown  (1)
Milford  (1)
Mount Sinai  (1)
New Canaan  (2)
New Haven  (9)
Newtown  (1)
Norwalk  (5)
Ridgefield  (1)
Sandy Hook  (1)
Southbury  (2)
Southport  (1)
Westport  (15)
Wilton  (4)

Certified Financial Planners in Connecticut