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Certified Financial Planners in California

Certified Financial Planners in Campbell, CA

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Here is a complete directory of nearly every experienced Certified Financial Planners in Campbell, CA.

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8 results found

Skip Frenzel Campbell, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Volunteer • Senior Advisor • Non-Profit • Advisor • Training and Coaching Professional • Instructor • Pedagogue • Professional Development Teacher • Agent • Sales Representative • Financial Manager • Security • Air Transportation Worker • Education Professional • Army Lieutenant Colonel • Psychologist • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Jurist • Legal Counsel • Psychology Specialist

Experience & Education

Position:
Senior Specialist at Agape Long Term Care, REALTOR® at Agape Real Estate, Advisory Council Member...
Title:
Senior Specialist at Agape Long Term Care
Location:
Campbell, California
Industry:
Professional Training & Coaching
Work history:
Agape Long Term Care - Silicon ValleySenior Specialistsince Sep 2007Agape Real Estate - Silicon ValleyREALTOR®since Sep 2007
Skills:
Recruiting, Strategic Planning, Public Speaking, Real Estate, Team Building, Management,...
Full Profile

Kai Toh Campbell, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Campbell, California
Industry:
Financial Services
Work history:
Ameriprise Financial - Campbell, CA 95008Financial Advisorsince Apr 2009UBS Financial Services, Inc - San Jose, CA 95113.Financial AdvisorFeb 2005 - Mar 2009
CFP
Full Profile

James Evertts Campbell, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyers • Juris Doctor • Financial Manager

Experience & Education

Position:
Attorney at Law Office of James L. Evertts
Title:
Attorney at Law
Location:
Campbell, California
Industry:
Law Practice
Work history:
Law Office of James L. Evertts - 1500 East Hamilton Avenue, Suite, 213, Campbell, California 95008Attorneysince 1979
Full Profile

Gus Liu San Jose, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager • Industrial Engineer • Workforce Development Specialist • Training and Development

Experience & Education

Position:
Financial Planning Intern at Wellspring Financial Group
Title:
Considering career options in Financial Planning.
Location:
San Jose, California
Industry:
Financial Services
Work history:
Wellspring Financial Group - N First Street and Trimble, San Jose, CAFinancial Planning Internsince Jan 2013Waddell & Reed - Campbell, CAPara-planner InternJun 2012 - Nov 2012
Languages:
English, Dutch, German, French, Chinese, Indonesian
Certifications:
Personal Financial Planning Certificate, UCSC Extension, Santa Clara
Full Profile

Leilani Borer San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Speaker • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Marketing Administrator

Experience & Education

Position:
Registered Principal Delegate at Ameriprise Financial Services, Inc.
Title:
Registered Principal Delegate with the practice of James M. Bizzack, CFP®; CA Insurance License #0C46890
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Registered Principal Delegatesince Jan 2009Ameriprise Financial Services, Inc. Marketing Manager with the practices of Brett Macauley and Craig UffelmanApr 2010 - Jan 2011
Full Profile

Barry Lemay San Francisco, CA

Professions & Specialties

Owner • Chief Executive • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative at Concorde Investment Services, LLC, Owner at AMBAR Financial Group
Title:
Owner, AMBAR Financial Group
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Concorde Investment Services, LLC - Campbell, CARegistered Representativesince 2012AMBAR Financial Group - 2542 S. Bascom Ave., Ste. 110, Campbell, CAOwnersince Sep 1976
Skills:
Start-ups, Strategic Planning, Alternative Investments, Investments, New Business Development,...
CFP
Full Profile

Matthew Houston San Francisco, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Financial Director • Financial Manager • Financial Officer • Operations Manager • Business Administrator • Advisor • Bachelor of Arts • Trust Law Attorney • Lawyers

Experience & Education

Position:
Vice President at Personal Capital at Personal Capital
Title:
Vice President at Personal Capital
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Personal Capital - San Francisco Bay AreaVice President at Personal Capitalsince Apr 2013Houston Enterprises Inc - Silicon ValleyChief Executive OfficerJan 2004 - Apr 2013
Skills:
Sales Management, Financial Planning, Portfolio Management, Estate Planning, Insurance Planning,...
Brokerage Jobs | CFP
Full Profile

Lawrence Awma Capitola, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Bachelor of Arts • Associate of Arts • Financial Manager

Experience & Education

Work

Company:
U.s. bancorp investments, inc.
Financial advisor
Company:
Bancwest investment services - Capitola, CA
Senior financial advisor assistant

Skills

Bilingual, fluent in both English & Spanish
Full Profile

Certified Financial Planners near Campbell, CA0816243240San JosePalo AltoSanta ClaraFremontLos GatosSunnyvaleMountain ViewMilpitasLos AltosCupertino


Certified Financial Planners around Campbell, CA

Cupertino  (3)
Fremont  (8)
Los Altos  (4)
Los Gatos  (8)
Milpitas  (5)
Palo Alto  (15)
San Jose  (37)
Santa Clara  (11)
Saratoga  (1)
Sunnyvale  (6)

Certified Financial Planners in California

Sub-specializations