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Certified Financial Planners in New York

Certified Financial Planners in Brooklyn, NY

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Here is a complete list of most available Certified Financial Planners in Brooklyn, NY.

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16 results found

Stephen Bianchi New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Analysts • Market Research Analyst

Experience & Education

Position:
Graduate Student at Adelphi University, Proprietor at Divine Photo and Video Studios
Title:
Graduate Student at Adelphi University
Location:
Greater New York City Area
Industry:
Photography
Work history:
Adelphi University - Garden City, NYGraduate Studentsince Aug 2013Divine Photo and Video Studios - 6917 8th Ave Brooklyn, NY 11228Proprietorsince Jan 2005
Languages:
Italian
Preparing for CFP exam in July 2014
Full Profile

Nick Lovemark Brooklyn, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Designers • Apprentice • Student Worker • Financial Manager

Experience & Education

Position:
Intern architect at Roger Hirsch Architect, Designer at nl.do
Title:
Designer
Location:
Brooklyn, New York
Industry:
Design
Work history:
Roger Hirsch Architect - New York, NYIntern architectsince 2012Nl.do - Brooklyn, NYDesignersince 2011
Sedevra CFP
Full Profile

Nadine Juste-beckles New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Chief Administrative Officer • Program Director • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Community Health • Organization Management

Experience & Education

Position:
EXECUTIVE DIRECTOR at Housing Works
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
Housing Works - Brooklyn, NYEXECUTIVE DIRECTORsince Jul 2007Family Services Network of NY, Inc. PROGRAM DIRECTORJul 2004 - Jun 2007
..of the Community Follow-up Program,CFP,
Full Profile

Ashley Walker Brooklyn, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Service Manager • Office Clerk • Clerical Specialist • Service Operations Expert • Operations Manager • Financial Manager • Administrative Clerk • Team Member

Experience & Education

Work

Company:
Larry a. esparza, cfp & esm & associates
Office manager
Company:
Ameriprise financial
Client service manager, larry a. esparza, cfp

Skills

Client Service, Sales, Financial Industry & Cosmetics Retail
Full Profile

Mardi Silver Brooklyn, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Schwartz accounting inc. / royal alliance associates inc - Brooklyn, NY
Executive assistant to certified financial planner, investment advisors, cpa, ea, corporate...
Full Profile

Jordan Sucher Brooklyn, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Financial Manager • Operations Manager • Account Service Manager • Client Service Officer • Organization Management • Customer Service

Experience & Education

Position:
Account Executive at WBKI/CW Louisville
Title:
Founder & Cultural Liason of CFP
Location:
Brooklyn, New York
Industry:
Nonprofit Organization Management
Work history:
WBKI/CW Louisville Account Executive
Full Profile

Peter Gorham New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Pediatrician • Psychologist • Family Practitioner • General Practitioner • Guide • Organization Management • Tour Guide • Special Education Professional • Special Education Professors • Physician • Psychology Specialist • Supervising Planner • Financial Manager • Psychiatric Specialist • Team Member • Managers • Postsecondary Teacher • Social Workers

Experience & Education

Position:
Executive Director at The Circle of Life Children's Center
Title:
Executive Director
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
The Circle of Life Children's Center - Elizabeth, New JerseyExecutive Directorsince Jan 2013Kennedy Child Study Center - New York, New YorkExecutive DirectorAug 2004 - Jul 2012
Certifications:
Licensed Master Social Worker, State of New York
Licensed Social Worker, State of New Jersey
Certified Financial Planner Program
Full Profile

Philip Subhan New York, NY

Professions & Specialties

Senior Project Manager • Owner • Senior Manager • Operations Manager • Project Managers • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Analyst • Project Manager • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Special Education Professional • Special Education Professors

Experience & Education

Title:
SESIS Senior Project Manager Development and Operations
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
NYC Department of Education - Brooklyn, NYSenior Project Manager - Development and OperationsSep 2009 - Jul 2013Standard and Poor's - Brooklyn, NYSenior Business Analyst - Project Manager - Product OwnerJul 2007 - Sep 2009
Certified Financial Planner at American Express Fi..
Full Profile

Ryan Gosline Brooklyn, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Fidelity investments
Financial advisor
Company:
Fidelity investments
High opportunity sales
Full Profile

Hillel Feuerman New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Organization Management • Nursing Assistant • Financial Manager • Operations Manager

Experience & Education

Position:
Business Development Coordinator at Stay At Home Solutions, Inc. (Sole Proprietorship)
Title:
Business Development Coordinator at Stay At Home Solutions, Inc.
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Stay At Home Solutions, Inc. - Brooklyn, NYBusiness Development Coordinatorsince Mar 2013OHEL Children's Home and Family Services Direct Care WorkerMar 2010 - Jul 2011
Full Profile

Francisco Guevara Brooklyn, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Analyst • Master of Science • Product Specialist • Marketing Manager • Financial Manager

Experience & Education

Work

Company:
Rai insurance group
Financial analyst
Company:
Indigo capital management - New York, NY
Financial analyst

Skills

SKILLS: Financial Analyst with a strong experience in life insurance, annuities, mutual funds, and...
Full Profile

Danielle Phillip Brooklyn, NY

Professions & Specialties

Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Civil Servant • Financial Manager • Operations Manager • Trust Law Attorney • Lawyers

Experience & Education

Work

Company:
Oppenheimerfunds dist. inc - New York, NY
Research analyst
Company:
Oppenheimerfunds dist. inc - New York, NY
Client relationship manager

Skills

Client Relationship Management, Qualified Plans, Retirement Plans, DCIO, Investment Analytics,...
Full Profile

Deborah Ehrenberg New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative • Financial Manager

Experience & Education

Position:
SVP at Dalazar, Managing Officer at Montyson NYC Inc
Title:
Managing Officer at Montyson NYC Inc
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Dalazar - NY, NYSVPsince 2010Montyson NYC Inc - Brooklyn, NYManaging Officersince Jan 2010
CFP
Full Profile

Diana Kilby Brooklyn, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Chairman of the Board • Chairperson • Chief Executive • Front Office Manager • Interpreter • Managers • Operations Manager • Marketing Manager • Financial Manager • Master of Arts • Department Store Salesperson • Retail Professional • Retail Salesperson • Secretary • Language Specialist

Experience & Education

Work

Company:
Wow trend - New York, NY
Executive assistant
Company:
"azbuka vkusa"
Executive assistant to chairman of the board

Skills

COMPUTER SKILLS & TECHNOLOGY: Windows; Word, Excel, Lotus Notes, Outlook, Power Point,...
Full Profile

Nick Macechko Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officers • Vice President • Chief Executive • Financial Manager • Account Representative • Client Service Officer • Customer Service • Advocate • Jurist • Legal Counsel • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President, Private Banking at M&T Bank / Wilmington Trust Wealth Advisory
Title:
Vice President, Private Banking Wilmington Trust Wealth Advisory Services
Location:
Baltimore, Maryland
Industry:
Banking
Work history:
M&T Bank / Wilmington Trust Wealth Advisory Vice President, Private Bankingsince Nov 1997Chesapeake Securites Research Corporation - Towson, MDAccount RepresentativeFeb 1992 - Nov 1997
Languages:
English
CFP
Full Profile

Stephen Weisenfeld Miami, FL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Supervisor • Manager • Operations Manager • Financial Manager • Bachelor of Science

Experience & Education

Position:
Owner at Allstate Insurance-Weston Financial Services
Title:
Owner, Allstate Insurance-Weston Financial Services
Location:
Miami/Fort Lauderdale Area
Industry:
Insurance
Work history:
Allstate Insurance-Weston Financial Services - Weston, FlOwnersince Jun 1985Stephen L Weisenfeld Real Estate Broker - Miami/Fort Lauderdale AreaReal Estate Broker1978 - 1985
Certifications:
Certified Financial Planner
Full Profile

Certified Financial Planners near Brooklyn, NY04258501,2751,7002,125New YorkStaten IslandFar Rockaway


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Certified Financial Planners in New York

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