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Certified Financial Planners in Arizona

Certified Financial Planners in Chandler, AZ

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10 results found

Ryan Murdock Scottsdale, AZ

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Certified Financial Planner • Account Manager • Supporting Member • Team Member • Financial Manager • Bookkeeper • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Lead Technician • Independent Contractor • Business Administrator • Managers • Technical Specialist • Technical Support Specialists • Lead Worker • Production Worker • Marketing Manager • Sales Manager • Operations Manager • Client Service Officer • Supplier • Sales Support • Sales Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Engineer • Market Analyst • Market Research Analyst • Wellness and Fitness • Customer Service

Experience & Education

Position:
Officer - Account Manager at Northern Trust, Officer - Associate Personal Investment Portfolio...
Title:
Officer - Account Manager at Northern Trust
Location:
Scottsdale, Arizona
Industry:
Investment Management
Work history:
Northern Trust - Greater Los Angeles AreaOfficer - Account Managersince Jun 2013Northern Trust - Scottsdale, AZOfficer - Associate Personal Investment Portfolio Managersince Dec 2012
Certifications:
FINRA Series 7
FINRA Series 63
CFP
Full Profile

Kurt Rohrs Chandler, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Counselor • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Southwestern Retirement Planning Advisors, Inc.
Title:
Southwestern Retirement Planning Advisors, Inc.
Location:
Chandler, Arizona
Industry:
Financial Services
Work history:
Southwestern Retirement Planning Advisors, Inc. - Chandler, ArizonaFinancial Advisorsince Jun 2001Chandler Horizon Rotary Club Past PresidentJul 2008 - Jun 2009
Certifications:
Chartered Financial Consultant (ChFC), The American College
Certified Financial Planner (CFP), Certified Financial Planner Board of Standards
Full Profile

Charles Pacek Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Concierge • Analyst • Advisor • Analysts • Supporting Member • Business Administrator • Team Member • Human Resources Specialist • Recruitment • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Investment Specialist-Premium Group at Merrill Lynch
Title:
Investment Specialist at Merrill Lynch
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
Merrill Lynch - Chandler, AZInvestment Specialist-Premium Groupsince Oct 2012SagePoint Financial - Phoenix, AZSales Supervision AnalystJul 2011 - Nov 2012
Skills:
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Asset Allocation,...
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

David Dick Phoenix, AZ

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Independent Business Owners • Independent Contractor • Advisor • Counselor • Investor • Contractor • Master of Business Administration • Bachelor of Science • Financial Manager

Experience & Education

Position:
Specialized Invstment Services at USAA
Title:
Financial Services
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
USAA Specialized Invstment Servicessince May 2013Liberty Mutual Insurance - Chandler, AZInsurance Sales RepresentativeMar 2010 - Dec 2012
Skills:
CRM, Business Development, Series 63, Retirement Planning, Mutual Funds, Insurance, Securities,...
Certified Financial Planner
Full Profile

Keith Dorson Phoenix, AZ

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Managing Member • Chairperson • Chief Executive • Manager • Operations Manager • Sports Trainer • Sports Trainers • Recruitment • Advertising Sales Agent

Experience & Education

Position:
Fellow at BNI, Managing Member at Win Win Fire Teams, LLC, Managing Member at Win Win Investment...
Title:
Owner, Win Win Fire Teams, LLC
Location:
Phoenix, Arizona Area
Industry:
Management Consulting
Work history:
BNI - Chandler, AZFellowsince 2011Win Win Fire Teams, LLC - 616 E Southern Ave, Suite 102, Mesa AZ 85204Managing Membersince Aug 2008
..and information technology and the CFP courses,all five,
Full Profile

Heather Guzman Phoenix, AZ

Professions & Specialties

Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Representative at COUNTRY® Financial
Title:
Financial Representative, LUTCF
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
COUNTRY® Financial - Valley Wide: Offices in Mesa & Scottsdale.Financial Representativesince Jul 1997WSRG-S - Scottsdale, AZActing President2010 - 2013
Working on ChFC & CFP designations now
Full Profile

Tyler Mehlhorn Phoenix, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service • Financial Manager • Operations Manager

Experience & Education

Position:
Account executive at Fidelity Investments
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Fidelity Investments - Chandler, azAccount executivesince Oct 2012Charles Schwab Portfolio ConsultantSep 2006 - Oct 2012
Certified Financial Planner
Full Profile

Shawn Dunham Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Bachelor of Science • Financial Manager

Experience & Education

Position:
Financial Solutions Consultant at Bank of America
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
Bank of America - Chandler, AZFinancial Solutions Consultantsince Jul 2013Vanguard - ScottsdaleInvestment AdministratorOct 2003 - Jul 2013
Languages:
French, Italian
CFP
Full Profile

Joseph Riedel Chandler, AZ

Professions & Specialties

Teller • Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Relationship Manager • Account Service Manager • Client Service Officer • Fiduciary • Trust Law Attorney • Lawyers • Representative • Manager in Training • Planner • Managers • Customer Service

Experience & Education

Work

Company:
Bmo financial group - Phoenix, AZ
Vice president and senior trust officer
Company:
U.s. bank - Scottsdale, AZ
Vice president and senior trust officer
Full Profile

Evan Greer Chandler, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Financial Manager

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Charles schwab & co - Phoenix, AZ
Registered representative

Skills

Financial Analysis, Portfolio Management, Trading, Fixed Income, Client Service, Asset Acquisition, ...
Full Profile

Certified Financial Planners near Chandler, AZ067134201268335PhoenixScottsdaleMesaGilbertTempe


Certified Financial Planners around Chandler, AZ

Gilbert  (5)
Mesa  (7)
Phoenix  (334)
Scottsdale  (54)
Tempe  (3)

Certified Financial Planners in Arizona