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Certified Financial Planners in California

Certified Financial Planners in Carlsbad, CA

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18 results found

Peggy Lombardo San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Founder Partner • Certified Financial Planner ™ • Risk Management • Asset Protection at The Financia...
Title:
Certified Financial Planner ™ • Calm Your Financial Concerns
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
The Financial Team, Inc. - Carlsbad, CAFounder Partner • Certified Financial Planner ™ • Risk Management • Asset Protectionsince Feb 1996
Full Profile

Jean Vincent Carlsbad, CA

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 • Instructor • Pedagogue • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CFP®, CRPC® at Morgan Stanley Smith Barney
Title:
Morgan Stanley Smith Barney
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor, CFP®, CRPC®since Jul 2004The Pilates Studio of the Midwest Instructor/ ManagerMay 1999 - Jun 2004
Full Profile

Donna Sanfilippo Carlsbad, CA

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 • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor Professional
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Sep 2011A.G. Edwards & Sons, Inc. Financial Advisor, CFPSep 1990 - Nov 2009
Full Profile

Barbara Williams San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at NPC, Partner at Financial Focus, Certified Financial Planner at...
Title:
Partner at Financial Focus
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
NPC Certified Financial Plannersince 1999Financial Focus - Carlsbad CAPartnersince Aug 1986
Full Profile

Gloria Foote Carlsbad, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at Financial Focus
Title:
Partner, Financial Focus
Location:
Carlsbad, California
Industry:
Investment Management
Work history:
Financial Focus - Carlsbad, CACertified Financial Plannersince Jan 1983Financial Focus - 1903 Wright Place, Ste. 150, Carlsbad, CA 92008PartnerSep 1984 - 2011
Full Profile

Carla Campbell San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Carla Campbell CPA CFP
Title:
Carla Campbell CPA CFP
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Carla Campbell CPA CFP - Carlsbad, CAOwnersince May 1991
Full Profile

Dana Green San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Conservator • Articled Clerk • Lawyers • Health Coach • Sports Trainer • Sports Trainers • Independent Contractor • Guide • Counselor • Contractor • Tour Guide • Advisor • Chairperson • Chief Executive • Surgeon • Surgical Specialist • Educator • Education Professional • Instructor • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners • Jurist • Legal Counsel • Vice President • Financial Manager • Advertising Sales Agent

Experience & Education

Position:
Attorney at The Law Office of Dana L. Green, APC, Health Coach at Take Shape For Life - The...
Title:
An estate plan is as important as a credit card, so don't leave home without one!
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
The Law Office of Dana L. Green, APC - Carlsbad, CAAttorneysince Jun 2010Take Shape For Life - The Medifast 5 & 1 Plan - CarlsbaHealth Coachsince Nov 2008
Skills:
Negotiation, Estate Planning, Mediation, Excel, Word, Spanish, French, Medical Billing, Microsoft...
Languages:
Spanish, French
Full Profile

Amanda Alger San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Physiotherapy Assistant • Physical Therapist • Wellness and Fitness • Physical Therapist Assistant • Physical Therapists • Production Supervisor • Supporting Member • Team Member • Technical Support Specialist • Systems Support Specialist • Support Specialists • Production Director • Production Manager • Ultrasonographer • Student Worker • Sonographer • Medical Sonographers • Shift Manager • Managers • Bartender • Office Clerk • Clerical Specialist • Financial Officer • Financial Manager • Customer Service • Client Service Officer • Bachelor of Science • Biotechnology Professional • Assayer • Laboratory Chemist • Chemical Professional • Chemist • Biologist • Biological Scientist

Experience & Education

Position:
Physical Therapy Aide at PRN Physical Therapy
Location:
Greater San Diego Area
Industry:
Health, Wellness and Fitness
Work history:
PRN Physical Therapy - Encinitas, CAPhysical Therapy Aidesince Aug 2012ScienCell Research Laboratories - Carlsbad, CAAssociate Cell Biologist: Cell Production SupervisorNov 2010 - Aug 2012
Skills:
Cell Culture, Technical Documentation, Technical Support, Cpr Certified, Aseptic Technique,...
Full Profile

Hunter Lysaught San Diego, CA

Professions & Specialties

Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Surfer • Athletes • Hunter • Marketing Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Customer Service

Experience & Education

Position:
Marketing Coordinator at United Capital Financial Partners, Inc, World Professional Surfer at...
Title:
Marketing Coordinator at United Capital Financial Partners, Inc
Location:
San Diego, California
Industry:
Marketing and Advertising
Work history:
United Capital Financial Partners, Inc - San DiegoMarketing Coordinatorsince Mar 2013Hunter Lysaught - San DiegoWorld Professional Surfersince Mar 2011
Certified Financial Planner
Full Profile

Megan Hausmann San Diego, CA

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Partner • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Professional • Advertising Sales Agent • Non-Profit • Financial Manager • Bachelor of Business Administration • High School Diploma • Psychologist • Sales Representative • Recruitment • Psychology Specialist

Experience & Education

Position:
Associate Partner at Armstrong Financial Group
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Armstrong Financial Group - Carlsbad, CAAssociate Partnersince Jun 2006University of Michigan Sports Marketing Marketing InternAug 2005 - May 2006
Skills:
Executive Search, Wealth Management, Financial Advisory, Financial Planning, Investments,...
Certified Financial Planner,CFP,
Full Profile

Armand D'alo Carlsbad, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Mediator • Founder • Partner • Founding Member • Chief Executive • Psychologist • Psychology Specialist

Experience & Education

Position:
Founder and Co-Partner at Oak Tree Mediation, Founding Partner at Oak Tree Advisory Services, Inc.
Title:
Tax Planning, Tax Preparation, Divorce Mediator, Financial Consultant, Financial Counselor
Location:
Carlsbad, California
Industry:
Financial Services
Work history:
Oak Tree Mediation - Carlsbad, CAFounder and Co-Partnersince Mar 1986Oak Tree Advisory Services, Inc. - Carlsbad, CAFounding Partnersince Jan 1985
Skills:
Personal Tax Planning, Business Tax Planning, Certified Divorce Financial Analyst, Family...
Certified Financial Planner
Full Profile

Murray Johnson San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Advisor • Managers • Chairperson • Chief Executive Officer • Managing Member • Chief Executive • Corporate Executive • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Commissioner • Mediator • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Agent • Sales Representative • DB Administrator • Database Administration Professional • Database Administrator

Experience & Education

Position:
President/CEO at Luminate Financial Services, Managing Member at Johnson Valley Management, LLC,...
Title:
Financial Advisor, Entrepreneur
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
Luminate Financial Services - 300 Carlsbad Village Drive, Suite 216, Carlsbad, CA 92008President/CEOsince May 2004Johnson Valley Management, LLC Managing Membersince Dec 2005
Skills:
Registered Investment Advisor, Personal Financial Planning, Investment Management, Financial...
Certifications:
General Securities Representative Examination, FINRA
General Securities Sales Supervisor – Options Module Examination, FINRA
Executive CFP Certificate Program
Full Profile

Steven Schmidt Carlsbad, CA

Professions & Specialties

Agent • Sales Representative • Chief Executive Officer • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Work

Company:
New york life
Licensed agent
Company:
Blue room post/fovea video productions - Manhattan Beach, CA
Ceo/cfo
Full Profile

Daniel Petrov San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Contract Attorney • Document Reviewer • Lawyers • Financial Manager • Judicial Law Clerk • Juris Doctor • Bachelor of Science

Experience & Education

Position:
Partner at Crouse Petrov Law Firm
Location:
Greater San Diego Area
Industry:
Legal Services
Work history:
Crouse Petrov Law Firm - Carlsbad, CAPartnersince Jan 2012Levinson Law Group Contract AttorneyFeb 2008 - Jan 2012
Skills:
Wills, Civil Litigation, Trusts, Personal Injury, Estate Planning, Litigation, Legal Research,...
Languages:
Russian
Full Profile

Brian Ledder San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Analysts • Researcher • Survey Researcher • Real Estate Sales Agent • Investor • Master of Business Administration • Recruitment • Market Research Analyst • Financial Manager

Experience & Education

Position:
Acquisitions Analyst at PGI LLC
Title:
Real Estate Acquisitions
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
PGI LLC - Carlsbad, CaAcquisitions Analystsince Mar 2012Collins Commercial Corporation - Newport Beach, CaMarket ResearcherMar 2006 - Nov 2011
Skills:
Real Estate, Negotiation, Due Diligence, CoStar, Budgets, Strategic Planning, Microsoft Excel,...
Brokerage Jobs | CFP
Full Profile

Kyle Yaege San Diego, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyers • Clerical Specialist • Judicial Law Clerk • Paralegal • Defense Attorney • Minor in Business Administration • Student Worker • Chief Executive • Financial Manager

Experience & Education

Position:
Sr. Litigation Associate at Galuppo & Blake, APLC
Location:
Greater San Diego Area
Industry:
Law Practice
Work history:
Galuppo & Blake, APLC - Carlsbad, CASr. Litigation Associatesince Apr 2012Law Offices Of Kyle Yaege, A.P.C. ShareholderDec 2006 - Apr 2012
Personal Financial Planning,CFP Certified Program,
Full Profile

Rebecca Cataldo Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Private Banker, VP at Morgan Stanley Smith Barney
Title:
Private Banker, CFP
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Morgan Stanley Smith Barney Private Banker, VPsince Aug 2010Merrill Lynch - Greater Philadelphia AreaWealth Management Banker, VPApr 2008 - Jul 2010
Full Profile

Beverly Noble Colorado Springs, CO

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Cooks • Author • Construction • Agent • Sales Representative • Field Representative • Organization Management • Non-Profit • Compliance Officer • Marketing Administrator • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Wellness and Fitness • Marketing Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Author at A Lifetime of Recipes
Title:
Cook, Recipe Creator, and Author at A Lifetime of Recipes
Location:
Colorado Springs, Colorado
Industry:
Food & Beverages
Work history:
A Lifetime of Recipes - Carlsbad, CAAuthorsince Jan 2011Guardian Life Insurance Agent, The Guardian Life Insurance Company of America (Guardian), New York, N.Y.2009 - Sep 2011
Skills:
Teaching, Public Speaking, Writing, Cooking, Small Business, Tutoring, Marketing, Event Planning,...
Full Profile

Certified Financial Planners near Carlsbad, CA073146219292365San DiegoLa JollaSan ClementeEncinitasEscondidoFallbrookTemeculaMurrietaOceansideSan Marcos


Certified Financial Planners around Carlsbad, CA

Bonsall  (1)
Del Mar  (1)
Encinitas  (3)
Escondido  (3)
Fallbrook  (3)
La Jolla  (14)
Murrieta  (3)
Oceanside  (2)
San Clemente  (5)
San Diego  (365)
San Marcos  (2)
Solana Beach  (2)
Temecula  (3)

Certified Financial Planners in California

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