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Certified Financial Planners in Vermont

Certified Financial Planners in Burlington, VT

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34 results found

Kaela Plant Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Assistant to the President • Clerk • Office Assistant • Administrative Associate • Administrative Clerk • Clerical Specialist • Office Clerk • Director • Chief Administrative Officer • Financial Manager • Operations Manager • Chief Executive • Marketing Manager • Publicity Writer • Author • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Executive Assistant to the President at Burlington College
Location:
South Burlington, Vermont
Industry:
Higher Education
Work history:
Burlington College - Burlington, VTExecutive Assistant to the Presidentsince Sep 2012Fleischer Jacobs Group - South Burlington, VTExecutive AssistantMar 2008 - Aug 2012
CFP,R,and Director of Financial Planning
Full Profile

Pat Sokolowski Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director of Operations • Operations Manager • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Operations Officer and CFP at WestView Investment Advisors
Title:
Chief Operations Officer at WestView Investment Advisors
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
WestView Investment Advisors - 95 College St.Chief Operations Officer and CFPsince Jan 2013NAPFA Group CFP2010 - 2013
Full Profile

Patricia Sokolowski Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Director of Operations • Operations Manager • Sales Representative

Experience & Education

Title:
Certified Financial Planner at Sokolowski Investment Advisors
Location:
Burlington, Vermont Area
Industry:
Investment Management
Full Profile

Derek Graddock Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Management Analyst • Analysts • Senior Vice President • Financial Manager • Vice President • Chief Executive • Technical Specialist • Technical Support Specialists • Operations Manager • Wellness and Fitness • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP® CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley Wealth Management
Title:
CFP® - Morgan Stanley Wealth Management
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management CFP® CERTIFIED FINANCIAL PLANNER™since Oct 2005Morgan Stanley Smith Barney Registered Wealth Management AnalystOct 2005 - Dec 2006
Full Profile

Michael Mathon Burlington, VT

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 • Vice President • Chief Executive Officer • Financial Manager • Chief Executive • Corporate Executive

Experience & Education

Position:
CFP®, ChFC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial...
Title:
CFP®, ChFC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. CFP®, ChFC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professionalsince Dec 1999Colonial Vending Service, Inc. Vice President, General Manager1989 - 1999
Full Profile

Ken Kowalewitz Burlington, VT

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 • Marketing Manager • Operations Manager • Marketing Administrator

Experience & Education

Position:
Financial Advisor - CERTIFIED FINANCIAL PLANNER (TM) at MorganStanley
Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER (TM) at Morgan Stanley Wealth Management
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
MorganStanley Financial Advisor - CERTIFIED FINANCIAL PLANNER (TM)since Jul 2000First Albany Corporation Financial AdvisorOct 1981 - Jul 2000
Full Profile

Ben Nostrand Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Senior Vice President • Chief Executive • Financial Manager • Vice President • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Owner at Nostrand Financial Planning, LLC
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Nostrand Financial Planning, LLC Ownersince Jan 2008Putnam Investments Senior Vice President of Risk and Portfolio AnalysisFeb 2000 - Jan 2008
Skills:
Asset allocation, mutual fund analysis, closed end funds, exchange traded funds, portfolio...
Full Profile

Roy Sokolowski Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
CFP at Sokolowski Investment Advisors
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Sokolowski Investment Advisors CFPsince Apr 1997Nordica Customer Service ManagerOct 1992 - Apr 1997
Skills:
Comprehensive independent financial planning for individuals
Full Profile

Donald Dempsey Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Advisor • Managers • Public Relations Professinal • Master of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sargeant at Arms at Toastmasters Of Greater Burlington, Vermont, Owner at Dempsey Investment...
Title:
Owner, Dempsey Investment Management
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
Toastmasters Of Greater Burlington, Vermont - Burlington, VermontSargeant at Armssince Jul 2011Dempsey Investment Management - Williston, VermontOwnersince Mar 2005
Skills:
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Planning, Retirement...
Full Profile

Pat Sokolowski Burlington, VT

Professions & Specialties

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

Experience & Education

Title:
CFP at Sokolowski Investment Advisors
Location:
Burlington, Vermont Area
Industry:
Financial Services
Full Profile

Howard Levine Burlington, VT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Tour Guide • Financial Manager

Experience & Education

Position:
CDFA, CLTC at Hanover Financial Group
Title:
Hanover Financial Group
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Hanover Financial Group CDFA, CLTCsince Aug 1995
Full Profile

Howard Levine Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Principal at Hanover Financial Group
Title:
Seasoned Financial and Estate Planner
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Hanover Financial Group Principalsince 1995
Full Profile

Rene Pochop Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Owner/President at Pochop Financial Management, Inc., President at Pochop Financial Management, Inc.
Title:
President at Pochop Financial Management, Inc.
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
Pochop Financial Management, Inc. Owner/Presidentsince Jul 2006Pochop Financial Management, Inc. Presidentsince Jul 2006
Full Profile

Paul Briody Burlington, VT

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER Professional at Wells Fargo Advisors
Location:
Burlington, Vermont Area
Industry:
Financial Services
Full Profile

G Clute Burlington, VT

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER professional at Clute Wealth Management
Location:
Burlington, Vermont Area
Industry:
Financial Services
Full Profile

Heidi Clute Burlington, VT

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER professional at Clute Wealth Management
Location:
Burlington, Vermont Area
Industry:
Financial Services
Full Profile

Ian Degroot Burlington, VT

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

Title:
Financial Advisor, CFP at Morgan Stanley Smith Barney
Location:
Burlington, Vermont Area
Industry:
Financial Services
Full Profile

Ian Degroot Burlington, VT

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

Title:
CFP, Financial Advisor at Morgan Stanley
Location:
Burlington, Vermont Area
Industry:
Financial Services
Full Profile

Richard Stahl Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Manager at Swanton Lumber Co.
Location:
Burlington, Vermont Area
Industry:
Retail
Work history:
Swanton Lumber Co. Managersince Aug 2000TD Bank Retirement Benefits OfficerSep 1981 - Aug 2000
In the 1990's I earned a CFP after two years of hard study
Full Profile

Josh Patrick Burlington, VT

Professions & Specialties

Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Owner • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Chief Executive Officer • Financial Manager • Marketing Manager • Corporate Executive • Inbound Marketer • Web Marketer

Experience & Education

Position:
Principal at Stage 2 Business Solutions, Founding Principal at Stage 2 Planning Partners
Title:
Founding Principal and Owner, Stage 2 Planning Partners
Location:
Burlington, Vermont Area
Industry:
Management Consulting
Work history:
Stage 2 Business Solutions Principalsince 2006Stage 2 Planning Partners Founding Principalsince 1996
Skills:
Certified Financial Planner, creating enterprise value, Wealth Management, Strategic Thinking,...
Full Profile

Glenn Jarrett Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Partner • Chief Executive • Jurist • Legal Counsel • Attorney General • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Jarrett Law Office
Title:
Elder Law and Estate Planning Attorney at Jarrett Law Office
Location:
Burlington, Vermont Area
Industry:
Law Practice
Work history:
Jarrett Law Office - Burlington, Vermont AreaOwnersince Oct 2007Unsworth Barra & Jarrett, PLC Partner2004 - 2007
Certifications:
Certified Elder Law Attorney, National Elder Law Foundation
Certified Financial Planner (TM), Certified Financial Planner Board of Standards, Inc.
Full Profile

Joan Picard Burlington, VT

Professions & Specialties

Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager

Experience & Education

Title:
Independent Hospital & Health Care Professional
Location:
Burlington, Vermont Area
Industry:
Hospital & Health Care
Full Profile

Joan Picard Burlington, VT

Professions & Specialties

Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager

Experience & Education

Title:
Independent Hospital & Health Care Professional
Location:
Burlington, Vermont Area
Industry:
Hospital & Health Care
Full Profile

Steve Allen Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Chairperson • Project Managers • Financial Manager • Project Manager • Business Analyst • Analyst • Analysts • Master of Business Administration • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Owner at Sugar Hill Inn
Location:
Burlington, Vermont Area
Industry:
Hospitality
Work history:
Sugar Hill Inn - Sugar Hill, NHOwnersince May 2006Franconia Notch Chamber of Commerce Board Member2006 - 2010
Skills:
Hotels, Hospitality, Hospitality Industry, Resorts, Culinary Skills, Tourism, Customer Service
CFP
Full Profile

Derek Notman Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Chartered Financial Consultant at New York Life Insurance Company & NYLIFE Securities LLC
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
New York Life Insurance Company & NYLIFE Securities LLC Chartered Financial Consultantsince Feb 2006
Skills:
Retirement planning, estate planning, life insurance planning, college planning, asset management,...
Certified Financial Planner,CFP,designation with e..
Full Profile

Rebecca Walsh Burlington, VT

Professions & Specialties

Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lawyers

Experience & Education

Position:
Wealth Manager at Pathway Financial Advisors, LLC
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Pathway Financial Advisors, LLC Wealth Managersince Sep 2009
Skills:
Financial Advice, Asset Allocation, Consultation, Investment Strategies, Estate Planning, Financial ...
Languages:
Italian
Certifications:
Certified Financial Planner (tm), CFP Board of Standards
Full Profile

Eric Hanson Burlington, VT

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive • Psychologist • Psychology Specialist • Financial Manager • Sales Representative

Experience & Education

Position:
President at Hanson & Doremus Investment Management
Title:
President, Hanson & Doremus Investment Management
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
Hanson & Doremus Investment Management Presidentsince 1995
Certifications:
Chartered Financial Analyst (1978)
Certified Financial Planner (1985)
Full Profile

Xan Rousselle Burlington, VT

Professions & Specialties

Account Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Key Account Representative at National Life Group
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
National Life Group Key Account Representativesince Jan 2013National Life Group Field Leadership Development ProgramJun 2011 - Dec 2012
Skills:
Strategic Financial Planning, Insurance
CFP Curriculum
Full Profile

Betty Poulin Burlington, VT

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Independent Contractor • Advisor • Contractor • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Independent Business Owners • Business Administrator • Managers • Bachelor of Science • Financial Manager • Operations Manager

Experience & Education

Position:
Business Development, Sales and Marketing Consultant at Self Employed
Title:
Business Development Consultant
Location:
Burlington, Vermont Area
Industry:
Marketing and Advertising
Work history:
Self Employed Business Development, Sales and Marketing Consultantsince 2003SendOutCards Independent DistributorDec 2006 - Mar 2012
Skills:
Small Business, Skin Care, Customer Service, Telephone Skills, Fundraising
CFP Professional Certification
Full Profile

Ellen Lehmert Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Member • Manager • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Advanced Planning at National Life Group
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
National Life Group Advanced Planningsince Jan 2011National Advanced Planning Group, LLC Managing Member2004 - Dec 2010
Full Profile

Jim Miller Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Senior Trust Officer at Merchants Trust Company
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Merchants Trust Company Senior Trust Officersince Feb 1998
CFP
Full Profile

Laurie Larkin Burlington, VT

Professions & Specialties

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

Experience & Education

Title:
VP, Private Banking at People's United Bank
Location:
Burlington, Vermont Area
Industry:
Financial Services
CFP
Full Profile

Glenn Jarrett Burlington, VT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Clerk • Assistant Attorney General • General Counsel • Judicial Law Clerk • Attorney General • Lawyers • Of Counsel • Jurist • Legal Counsel • Editor • Chairperson • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Financial Manager

Experience & Education

Office:
Jarrett Law Office PLC
1795 Williston Road, Suite 125, South Burlington, VT 05403
Phone:
(802) 316-4554 (Phone), (802) 864-5953 (Fax)
ISLN:
906191307
Admitted:
1973, Vermont and U.S. District Court, District of Vermont, 1975, U.S. Court of Appeals, Second Circuit
Biography:
Certified as an Elder Law Attorney by the National Elder Law Foundation, an organization accredited ...
Full Profile

Darcie Guerin Marco Island, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Independent Contractor • Advisor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Editorial Writer • Reporter • Author

Experience & Education

Position:
Certified Financial Planner (TM), Associate Vice President, Investments at Raymond James &...
Title:
CERTIFIED FINANCIAL PLANNER, Associate Vice President Investments, Branch Manager at Raymond James & Associates, Inc.
Location:
Marco Island, Florida
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc. - Marco Island, FLCertified Financial Planner (TM), Associate Vice President, Investmentssince Mar 2005Coastal Breeze Newspaper Columnist2013 - 2013
Skills:
Retirement Planning, Wealth Management, Retirement, Asset Allocation, Mutual Funds, Investment...
Certifications:
CFP, College of Financial Planning
Full Profile

Certified Financial Planners near Burlington, VT01PlattsburghWinooski


Certified Financial Planners around Burlington, VT

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Certified Financial Planners in Vermont

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