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Certified Financial Planners in Ohio

Certified Financial Planners in Canton, OH

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17 results found

Randy Kreinbrink Canton, OH

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:
An Ameriprise Financial Franchise at Kreinbrink & Associates, a financial advisory practice of...
Title:
CFP®, ChFC®, CLU®, Business Financial Advisor, Financial Advisor
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
Kreinbrink & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. An Ameriprise Financial Franchisesince Jan 1994Sandia National Laboratories - Albuquerque, New Mexico AreaEngineer, Technical Staff1981 - 1993
Full Profile

Timothy Manion Canton, OH

Professions & Specialties

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

Experience & Education

Position:
Sr. Wealth Strategy Associate, Certified Financial Planner ™ at UBS Financial Services Inc.
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Canton, OhioSr. Wealth Strategy Associate, Certified Financial Planner ™since Feb 2001Prudential Securities Financial AdvisorOct 1997 - Jan 2001
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards Inc.
Full Profile

Nathan Bopp Canton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Fiduciary • Trust Law Attorney • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Lead Advisor at Cornerstone Capital Advisors
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
Cornerstone Capital Advisors Lead Advisorsince Oct 2007JP Morgan Chase VP of InvestmentsSep 2004 - Oct 2007
Certifications:
Certified Financial Planner™ (CFP®)
Accredited Investment Fiduciary® (AIF®)
Full Profile

Brad Huffman Canton, OH

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President, Investment Associate, CFP®, CRPC® at Merrill Lynch
Title:
Assistant VP, Investment Associate, CFP®, CRPC® at Merrill Lynch
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch Assistant Vice President, Investment Associate, CFP®, CRPC®since Sep 1994
Skills:
Retirement Planning, Series 7, Finance
Full Profile

David Johnson Canton, OH

Professions & Specialties

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

Experience & Education

Position:
CFP at Cetera Advisors Network LLC, Member FINRA/SIPC, Tax Preparation & EA at Christian...
Title:
Financial
Location:
North Canton, Ohio
Industry:
Financial Services
Work history:
Cetera Advisors Network LLC, Member FINRA/SIPC CFPsince Jan 1997Christian Financial Designs Tax Preparation & EAsince Jan 1992
Full Profile

Jerry Roden Canton, OH

Professions & Specialties

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

Experience & Education

Position:
Retired at Western-Southern and Fidelity Investments
Title:
Certified Financial Planner
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
Western-Southern and Fidelity Investments Retiredsince Aug 1964
Full Profile

Tara Spidell Canton, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Non-Profit • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President-Investments at JPMorgan Chase
Title:
CERTIFIED FINANCIAL PLANNER (tm)
Location:
Canton, Ohio Area
Industry:
Investment Banking
Work history:
JPMorgan Chase Vice President-Investmentssince Apr 2005American Express Financial Advisors Financial AdvisorSep 2002 - Apr 2005
Full Profile

Scott Sieverts Canton, OH

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:
SENIOR FINANCIAL ADVISOR at Ameriprise Financial
Title:
CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial SENIOR FINANCIAL ADVISORsince Nov 1994
Full Profile

Chris Gnandt Canton, OH

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:
Financial Advisor, CFP at Morgan Stanley
Title:
Financial Advisor, CFP Morgan Stanley Smith Barney
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor, CFPsince May 2004
Full Profile

Christopher Gnandt Canton, OH

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
Location:
Canton, Ohio Area
Industry:
Financial Services
Full Profile

Brenda Winslow Uniontown, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • HR Manager • Operations Manager • Director of Operations • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Human Resources Specialist • Recruitment • Advisor • Business Administrator • Personal Care Aide • Sales Representative

Experience & Education

Position:
Operations & HR Manager at Cornerstone Capital Advisors
Title:
Operations & HR Manager
Location:
Uniontown, Ohio
Industry:
Financial Services
Work history:
Cornerstone Capital Advisors - Uniontown, OHOperations & HR Managersince Feb 2012Storey & Associates - North Canton, OHOperations ManagerOct 2009 - Feb 2012
Skills:
Account Reconciliation, Customer Service, Customer Relations, Operations Management,...
Full Profile

Jeffrey Halm Canton, OH

Professions & Specialties

Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Of Counsel • Jurist • Legal Counsel • Organization Management • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Executive Director at Timken Foundation of Canton, Of Counsel at Buckingham, Doolittle &...
Title:
Executive Director at Timken Foundation of Canton
Location:
Canton, Ohio Area
Industry:
Nonprofit Organization Management
Work history:
Timken Foundation of Canton Executive Directorsince 2012Buckingham, Doolittle & Burroughs, LLP Of Counselsince Jan 1976
Full Profile

Raymond Latiano Canton, OH

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Chief Executive Officer • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual, Managing Director at Northwestern Mutual
Title:
Wealth Management Advisor at Northwestern Mutual
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Advisorsince Jan 1996Northwestern Mutual Managing Directorsince 1994
Certifications:
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU), The American College
Full Profile

James Reinhard Canton, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Trainer • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Coach at iThink Financial Consulting
Title:
at iThink Financial Consulting
Location:
Canton, Ohio Area
Industry:
Financial Services
Work history:
iThink Financial Consulting Financial Coachsince 2011JA Reinhard FPS Financial PlannerAug 2009 - Jan 2011
Certified Financial Planner Board of Standards
Full Profile

Kelly Bah Canton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Project Manager • Organization Management • Non-Profit • Project Managers • Operations Manager • Advisor • Financial Manager

Experience & Education

Position:
Project Manager at Canton Development Partnership
Location:
Canton, Ohio Area
Industry:
Non-Profit Organization Management
Skills:
Non-profit, project planning, small business development, logistics, private and public sector...
CFP
Full Profile

Mike Mcgervey Canton, OH

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Founder • Chief Executive • Founding Member • Financial Manager • Bachelor of Science • Advisor

Experience & Education

Title:
President and Founder of McGervey Wealth Management
Location:
Canton, Ohio Area
Industry:
Investment Management
Certifications:
Certified Financial Planner
Chartered Retirement Planning Counselor
Full Profile

Kelly Blandford Canton, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Organization Management • Operations Manager • Representative • Non-Profit • Office Administrator • Project Managers • Financial Manager

Experience & Education

Location:
Canton, Ohio Area
Industry:
Nonprofit Organization Management
CFP
Full Profile

Certified Financial Planners near Canton, OH0246810AkronCuyahoga FallsMassillonUniontown


Certified Financial Planners around Canton, OH

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Uniontown  (1)

Certified Financial Planners in Ohio

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