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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Camp Hill, PA

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10 results found

Julia Foley Camp Hill, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Planner • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Senior Wealth Planner, Certified Finanical Planner at PNC Wealth Management
Location:
Camp Hill, Pennsylvania
Industry:
Financial Services
Work history:
PNC Wealth Management - 4242 Carlisle Pike, POBox 308, Camp Hill, PA 17001-0308Senior Wealth Planner, Certified Finanical Plannersince Sep 2011The Valley Forge Companies - Carlisle, PA and King of Prussia, PA (Corporate)Senior Investment Consultant, Certified Financial PlannerJul 2007 - Aug 2011
Full Profile

Chad Zeaser Harrisburg, PA

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:
Certified Financial Planner at Ameriprise Financial, Financial Advisor at Ameriprise Financial...
Title:
Certified Financial Planner at Ameriprise Financial Services, Inc
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Jun 2003Ameriprise Financial Advisors - Camp Hill, PAFinancial Advisorsince Jun 2000
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Paul Macnamara Harrisburg, PA

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Army Lieutenant Colonel • Financial Analyst

Experience & Education

Position:
CEO at Strategic Investment Partners LLC
Title:
CEO Strategic Investment Partners, LLC
Location:
Harrisburg, Pennsylvania Area
Industry:
Investment Management
Work history:
Strategic Investment Partners LLC - Camp Hill, PACEOsince Dec 2004US Army Special Forces LTCDec 1984 - Dec 2004
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Rick Lybargar Camp Hill, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President at Morgan Stanley Smith Barney
Title:
CERTIFIED FINANCIAL PLANNER at Morgan Stanley Smith Barney
Location:
Camp Hill, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Camp Hill, PaVice Presidentsince Mar 1997
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Catherine Brackin Harrisburg, PA

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Supporting Member • Advisor • Coordinator • Team Member • Managers • Model • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Associate Relationship Manager at PNC Wealth Management
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
PNC Wealth Management - Camp HillAssociate Relationship Managersince Sep 2011Massachusetts Mutual - Camp Hill, PANew Business Coordinator2008 - Sep 2011
Certified Financial Planner
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Mike Chwastyk Harrisburg, PA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager

Experience & Education

Position:
Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC, Portfolio Manager at...
Title:
Portfolio Manager at Raymond James Financial Inc.
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - 3920 Market Street; Camp Hill, Pennsylvania 17011Branch Managersince 1994Raymond James Financial Inc. - Camp Hil, PaPortfolio Managersince 1994
CFP
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Phyllis Harmon Camp Hill, PA

Professions & Specialties

Chief Operating Officer • Director • General and Operations Manager • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
COO & Director of Wealth Management at LeTort Trust
Title:
COO & Director of Wealth Management
Location:
Camp Hill, Pennsylvania
Industry:
Financial Services
Work history:
LeTort Trust COO & Director of Wealth Managementsince May 2002
CFP
Full Profile

Paul Piergallini Harrisburg, PA

Professions & Specialties

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

Experience & Education

Position:
V.P. - Trust & Investment Services at Wilmington Trust / M&T Bank
Title:
Vice Pres.- Trust & Investments at M&T Bank
Location:
Harrisburg, Pennsylvania Area
Industry:
Financial Services
Work history:
Wilmington Trust / M&T Bank - Harrisburg, PAV.P. - Trust & Investment Servicessince Mar 2009Brown Schultz Sheridan & Fritz - Camp Hill, PACPA - Tax & Compliance ServicesDec 2008 - Apr 2009
Certifications:
Certified Trust & Financial Advisor (CTFA), American Bankers Association
Certified Public Accountant (CPA), PA Dept of State, Bureau of Professional Affairs
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Carrie Vogelsong Camp Hill, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Trust Advisor at PNC Wealth Management
Location:
Camp Hill, Pennsylvania
Industry:
Financial Services
Work history:
PNC Wealth Management Trust Advisorsince Jan 1992D & H Distributors - Harrisburg PAAccounts ReceivableJan 1991 - Jan 1992
Certified Financial Planner Board of Standards
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David Reager Camp Hill, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Assistant Attorney General • Legal Counsel • Attorney General • Lawyers • Director • Board Member • Financial Manager • Operations Manager • Management Team Executive • Secretary

Experience & Education

Office:
Reager & Adler, P.C.
2331 Market Street, Camp Hill, PA 17011
Phone:
(717) 763-1383 (Phone), (717) 730-7366 (Fax)
Specialties:
Commercial and Residential Real Estate, Commercial Law
ISLN:
902250404
Admitted:
1975, Pennsylvania, 1978, U.S. Supreme Court
Biography:
Certified Mediator. Accredited Estate Planner. Assistant Counsel, The General State Authority,...
Full Profile

Certified Financial Planners near Camp Hill, PA01122334455HarrisburgYorkHummelstown


Certified Financial Planners around Camp Hill, PA

Harrisburg  (51)
Hummelstown  (1)
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Certified Financial Planners in Pennsylvania

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