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Certified Financial Planners in New York

Certified Financial Planners in Buffalo, NY

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Here is a complete list of nearly every experienced Certified Financial Planners in Buffalo, NY.

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109 results found

Amy Lauber Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Nurse • Nurse Practitioner • Management Analyst • Analysts • Client Service Officer • Customer Service

Experience & Education

Position:
President at Lauber Financial Planning, Instructor at Bryant & Stratton College
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Lauber Financial Planning Presidentsince Jul 2010Bryant & Stratton College Instructorsince Jan 2010
Skills:
Comprehensive financial planning, values-based, Long-term care planning and policy design
CFP
Full Profile

David Kelchlin Buffalo, NY

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Advisor • Financial Manager

Experience & Education

Position:
CPA at ACCOUNTING SOLUTIONS PLUS, INC.
Title:
TAX AND FINANCIAL PLANNER at Accounting Solutions Plus, Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
ACCOUNTING SOLUTIONS PLUS, INC. - Depew, NYCPAsince Jun 2010GILMAN CIOCIA - WILLIAMSVILLE, NYTAX AND FINANCIAL PLANNERJan 2008 - May 2010
Skills:
Strategic Financial Planning, Accounting, Retirement Planning, QuickBooks, Tax, Payroll
Full Profile

Michael Shaver Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at M&T Bank
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
M&T Bank Certified Financial Plannersince Aug 1999
Full Profile

James Emmick Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Production Director • Production Manager • Instructor • Pedagogue • Training and Coaching Professional • Professional Development Teacher • Production Supervisor

Experience & Education

Position:
Owner at Firearms Training of Western New York (Sole Proprietorship)
Title:
Owner at Firearms Training of Western New York
Location:
Buffalo/Niagara, New York Area
Industry:
Professional Training & Coaching
Work history:
Firearms Training of Western New York Ownersince Jan 2008MOD-PAC Corp Production SupervisorSep 1995 - Apr 2011
..as well as a certified Utah State CFP and Florida CCW instructor
Full Profile

William Hoock Buffalo, NY

Professions & Specialties

Certified Financial Planner • Financial Consultant • Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Advisor at Anthony Baldi & Associates, a financial advisory practice of...
Title:
CLU, CFP, CRPC
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Anthony Baldi & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. Associate Financial Advisorsince 2004Harold Brown & Company Financial Planner2000 - 2003
Full Profile

Michael Conway Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Buffalo Princess by MAK Design
Title:
.
Location:
Buffalo/Niagara, New York Area
Industry:
Wine and Spirits
Work history:
Buffalo Princess by MAK Design CFP
Full Profile

Rosanne Braxton Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
President at Schroeder, Braxton & Vogt Inc., Owner at Schroeder, Braxton & Vogt Inc.
Title:
President at Schroeder, Braxton & Vogt Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Schroeder, Braxton & Vogt Inc. Presidentsince Jul 2008Schroeder, Braxton & Vogt Inc. Ownersince Apr 1992
Full Profile

Eric Kubiak Buffalo, NY

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 • Supporting Member • Team Member • Agent • Sales Representative • Army Lieutenant Colonel • Financial Manager

Experience & Education

Position:
Associate Financial Advisor with the practice of Theodore R. Kubiak, CFP, ChFC at Ameriprise...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Associate Financial Advisor with the practice of Theodore R. Kubiak, CFP, ChFCsince Aug 2007
Full Profile

Mark Barill Buffalo, NY

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 • Doctor of Medicine • Financial Manager

Experience & Education

Position:
Financial Advisor at Mark S. Barill, Sr. CFP(TM) A financial Advisory practice at Ameriprise...
Title:
Certified Financial Planning(TM) practitioner at Ameriprise Financial
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Mark S. Barill, Sr. CFP(TM) A financial Advisory practice at Ameriprise Financial Services, Inc. - Plaza Suites, 1207 Delaware Avenue, Ste #217, Buffalo, NY 14209Financial Advisorsince Sep 1982
Full Profile

Mark Hendrix Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Managing Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Partner at Both, Branch & Hendrix, Inc.
Title:
Partner at Both, Branch & Hendrix Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Investment Management
Work history:
Both, Branch & Hendrix, Inc. Partnersince Jul 1985Iroquois Life, Inc Managing PartnerSep 2009 - Sep 2012
Full Profile

Jennifer Jurek Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Certified Divorce Financial Analyst™ at Sgroi Financial, LLC, Certified Financial Planner® at Sgroi...
Title:
Certified Financial Planner® at Sgroi Financial, LLC
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Sgroi Financial, LLC Certified Divorce Financial Analyst™since May 2011Sgroi Financial, LLC Certified Financial Planner®since May 2004
Full Profile

Cynthia Vance Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
CFP at Jensen Marks Langer & Vance LLC
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Jensen Marks Langer & Vance LLC CFP
Full Profile

Bruno Lombardo Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investment Officer at Wells Fargo Advisors, LLC
Title:
CFP(R), Financial Advisor at Wells Fargo Advisors, LLC.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Vice President - Investment Officersince Aug 2005Morgan Stanley Financial AdvisorJul 2000 - Aug 2005
Full Profile

Jeffery Hahn Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Non-Profit • Chief Executive • Sports Trainers

Experience & Education

Position:
Certified Financial Planner™ at Sgroi Financial LLC. Certified Fanancial Planning
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Sgroi Financial LLC. Certified Fanancial Planning Certified Financial Planner™since 1996
Skills:
Certified Financial Planner, *Certified Financial Planner Board of Standards
Full Profile

Ryan Gill Buffalo, NY

Professions & Specialties

Certified Financial Planner • Mortgage Broker • Puchasing and Estimating Manager • Mortgage Specialist • Loan Officers • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Certified Financial Planner at AXA Advisors
Title:
Certified Financial Planner, Senior Partner @ Plaintiff Wealth Strategies
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
AXA Advisors - Williamsville, NYCertified Financial Plannersince Oct 2004MetAmerica Mortgage Bankers Mortgage BrokerMay 2003 - Aug 2004
Skills:
Insurance, Retirement Planning
Full Profile

Kameron Brooks Buffalo, NY

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Helicopter Pilot • Pilot • Air Transportation Worker • Commander

Experience & Education

Position:
Owner at Brooks & Brooks, LLP
Title:
Estate Planner - Sophisticated Level
Location:
Buffalo/Niagara, New York Area
Industry:
Legal Services
Work history:
Brooks & Brooks, LLP Ownersince Apr 2001US Army CW2 - Helicopter PilotJun 1968 - Apr 1971
Skills:
Asset Protection, Estate Planning, Public Speaking, Real Estate, Wills, Wealth, Estate Law, Special ...
Full Profile

Jenny Jurek Buffalo, NY

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Sgroi Financial, LLC
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Caleb Jennings Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Relationship Manager • Account Service Manager • Client Service Officer • Counselor • Management Analyst • Advisor • Analysts • Master of Business Administration • Customer Service

Experience & Education

Position:
Vice President at Sanderson Wealth Management
Title:
Vice President at Sanderson Wealth Manangement
Location:
Buffalo/Niagara, New York Area
Industry:
Investment Management
Work history:
Sanderson Wealth Management Vice Presidentsince Jun 2005School of Management at University at Buffalo GA for MBA Office2003 - 2005
Skills:
Market Research, Leadership Development, Coaching, Change Management, Microsoft Office, Financial...
Full Profile

Michael Sleasman Buffalo, NY

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at AXA Advisors
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Judy Sescil Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Chief Risk Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Risk Officer at Farm Credit East, ACA
Title:
CPA/PFS CFP
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Farm Credit East, ACA Risk Officersince May 1994
Full Profile

Jeffrey Goldfarb Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Owner and Certified Financial Planner at Jeffrey M Goldfarb & Associates
Title:
Jeffrey M Goldfarb & Associates
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Jeffrey M Goldfarb & Associates Owner and Certified Financial Plannersince Apr 1988
Full Profile

Tim Sobolewski Buffalo, NY

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 Financial Planning Center
Title:
The Financial Planning Center
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
The Financial Planning Center Certified Financial Planner™ professionalsince Nov 2008
Skills:
Financial Planning, Asset Management, Retirement Planning, Estate Planning, Investment Advisory,...
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Laura Ferrino Buffalo, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Financial Manager • Chief Executive • Operations Manager • Planner

Experience & Education

Position:
Vice President - Financial/Wealth Planner at M&T Bank
Title:
CFP®, CLU, CCPS, VP Financial & Wealth Planning, M&T Bank, Wilmington Trust, N.A.
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
M&T Bank - Western and Central New YorkVice President - Financial/Wealth Plannersince Jul 2003M&T Bank - Buffalo, New YorkVice President - Manager, FinanceSep 1991 - Jul 2003
Full Profile

Kristin Riemer Buffalo, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Advisor with the practice of Timothy A. Riemer, CFP(R), MBA at Ameriprise...
Title:
Associate Financial Advisor with the practice of Timothy A. Riemer, CFP(R), MBA
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Ameriprise Financial Associate Financial Advisor with the practice of Timothy A. Riemer, CFP(R), MBAsince 2009Ameriprise Financial Paraplanner with the practice of Timothy A. Riemer, CFP(R), MBA2007 - 2009
Full Profile

Ryan Gill Buffalo, NY

Professions & Specialties

Certified Financial Planner • Mortgage Broker • Puchasing and Estimating Manager • Mortgage Specialist • Loan Officers • Founder • Financial Manager • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at AXA Advisors
Title:
Certified Financial Planner, Founder @ Buffalo Wealth Strategies
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
AXA Advisors - Williamsville, NYCertified Financial Plannersince Oct 2004MetAmerica Mortgage Bankers Mortgage BrokerMay 2003 - Aug 2004
Full Profile

Stephen Zielinski Buffalo, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Analyst • Financial Manager • Chief Executive • Project Engineer • Engineering Specialist • Master of Business Administration • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advisor

Experience & Education

Work

Company:
First niagara - Buffalo, NY
Financial analyst ii
Company:
Merrill lynch
Financial advisor, cfp

Skills

Analytical Thinking Trend Analysis Innovation Complex Problem Solving ...
Full Profile

Peter Spira Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Engineer • Engineering Specialist

Experience & Education

Position:
Vice President - Investments, CFP(R) at UBS Financial Services Inc.
Title:
Vice President - Investments at UBS Financial Services Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - 1 HSBC Center, Floor 37, Buffalo, NYVice President - Investments, CFP(R)since May 1998CRA, Inc Project EngineerMar 1997 - May 1998
Full Profile

Kenneth Weinstein Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Internal Auditor • Accounting Bookkeeper • Bookkeeper • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Owner at kenneth m. weinstein cpa, cfp
Title:
Owner, kenneth m. weinstein cpa, cfp
Location:
Buffalo/Niagara, New York Area
Industry:
Accounting
Work history:
Kenneth m. weinstein cpa, cfp OwnerScm corporation Internal auditorNov 1982 - Mar 1984
Full Profile

Jeffrey Hahn Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner TM at S. C. Parker & Co. Inc.
Title:
Certified Financial Planner TM
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
S. C. Parker & Co. Inc. - 5892 Main Street Williamsville, NY 14221Certified Financial Planner TMsince Jan 2013Sgroi Financial LLC Vice President CFPJan 1996 - Jan 2013
Full Profile

Hilbert William Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Concierge • Team Member • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Associate at Onyx Advisors LLC
Title:
Associate at Onyx Advisors LLC, CPA, CFP(R)
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Onyx Advisors LLC Associatesince Jul 1999Davie Kaplan Staff, Audit Department1994 - 1999
Full Profile

Kristen Riemer Buffalo, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Associate Financial Advisor with the practice of Timothy A. Riemer, CFP(R), MBA at Ameriprise Financial
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

M Riemer Buffalo, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Associate Financial Advisor with the practice of Timothy A. Riemer, CFP(R), MBA at Ameriprise Financial
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Heidi Hartnett Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Outside Sales Representative • Sales Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at M&T Securities
Location:
Buffalo/Niagara, New York Area
Industry:
Investment Management
Work history:
M&T Securities Certified Financial PlannerATTO Technology, Inc. Outside Sales Representative1998 - 2000
Full Profile

William Hilbert Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Concierge • Team Member • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Associate at Onyx Advisors LLC
Title:
Associate at Onyx Advisors LLC, CPA, CFP(R)
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Onyx Advisors LLC Associatesince Jul 1999Davie Kaplan Staff, Audit Department1994 - 1999
Full Profile

Peter Hafner Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Founder, Hafner Financial Group, CFP, CWS
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Franc Marmion Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Mortgage,Family Income, Retirement Income,Elder Care & Estate Planner at Mainstream Funding...
Title:
Mortgage,Family Income, Retirement Income ,Elder Care & Estate Planner
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Mainstream Funding Network,Inc. Mortgage,Family Income, Retirement Income,Elder Care & Estate Plannersince Jan 1976
Full Profile

Dale Belz Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Vice President at Merrill Lynch
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice Presidentsince Aug 1991
Full Profile

Rober Constantine Buffalo, NY

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive

Experience & Education

Title:
Relationship developer, Estate Planner
Location:
Buffalo/Niagara, New York Area
Industry:
Banking
Work history:
HSBC Private Bank First Vice PresidentJun 2002 - May 2009
Full Profile

Jeff Hansgen Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Certified Financial Planner
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Jan 1987
Full Profile

Mimi Otminski Buffalo, NY

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 Hornor Townsend & Kent, Certified Financial Planner at Hornor,...
Title:
Certified Financial Planner at Hornor, Towsend & Kent, Inc.
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Hornor Townsend & Kent Certified Financial PlannerHornor, Towsend & Kent, Inc. Certified Financial Plannersince Jan 1985
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Jacqueline White Buffalo, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Secretary • Human Resources Specialist • Recruitment • Commissioner • Mediator • Financial Manager

Experience & Education

Work

Company:
Buffalo city hall - Buffalo, NY
Confidential secretary - commissioner of human resources
Company:
Metlife insurance co - Williamsville, NY
Personal assistant-ruby williams cfp
Full Profile

Franc Marmion Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Mortgage,Family Income, Retirement Income,Elder Care & Estate Planner at Mainstream Funding...
Title:
Mortgage,Family Income, Retirement Income ,Elder Care & Estate Planner
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Mainstream Funding Network,Inc. Mortgage,Family Income, Retirement Income,Elder Care & Estate Plannersince Jan 1976
Full Profile

Therese Vita Buffalo, NY

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:
CFP & Financial Advisor at Merrill Lynch
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch CFP & Financial Advisorsince Jan 2003
Full Profile

Christopher Scott Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor, CFP(R) at Merrill Lynch
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Advisor, CFP(R)
Full Profile

Stephen Tripodi Buffalo, NY

Professions & Specialties

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

Experience & Education

Title:
Owner, Stephen F. Tripodi, CFP
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Patricia Sargent Buffalo, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Professional
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
FPA CFP(r)2010 - 2012
Full Profile

Annette Komroy Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Vice President/CERTIFIED FINANCIAL PLANNER at M&T Securities
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
M&T Securities Vice President/CERTIFIED FINANCIAL PLANNER
Full Profile

Steven Tripodi Buffalo, NY

Professions & Specialties

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

Experience & Education

Title:
Owner, Stephen F. Tripodi, CFP
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile

Christopher Scott Buffalo, NY

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner™ Practitioner at Merrill Lynch
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Certified Financial Planner™ Practitioner
Full Profile

Victor Tomasulo Buffalo, NY

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at MassMutual Financial Group
Location:
Buffalo/Niagara, New York Area
Industry:
Financial Services
Full Profile


Certified Financial Planners near Buffalo, NY012Orchard ParkClarence