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Certified Financial Planners in Virginia

Certified Financial Planners in Charlottesville, VA

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28 results found

Kimberlee Barrett-johnson Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP, Private Wealth Advisor, President at Barrett-Johnson & Associates, a private wealth...
Title:
Private Wealth Advisor - President, Barrett-Johnson & Associates
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Barrett-Johnson & Associates, a private wealth advisory practice of Ameriprise Financial Services CFP, Private Wealth Advisor, Presidentsince Jan 1992Barrett-Johnson and Associates, Ameriprise Financial CFP and Senior Financial Adivor2005 - 2010
Full Profile

Becky Kelly Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Member at Fiduciary Education Center, LLC, Executive Director at Trust Education Foundation
Title:
at Trust Education Foundation
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Fiduciary Education Center, LLC Membersince Jan 2004Trust Education Foundation Executive Directorsince 2003
Skills:
Wealth Management, Public Speaking, Banking, Financial Analysis, Retirement, Training, Trust...
ATFA and CFP,
Full Profile

Steven Ball Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Analyst • Analysts • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Aug 1991US Army Intelligence Analyst1982 - 1992
Full Profile

Steven Overstreet Charlottesville, VA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Geospatial Analyst • Geographic Information Systems Analyst • Information Systems Analyst • IT Analyst • Analyst • Counselor • Analysts • Advisor • Mapper • Cartographer • Financial Manager

Experience & Education

Position:
Analyst at CACI
Title:
Geospatial Analyst
Location:
Charlottesville, Virginia
Industry:
Defense & Space
Work history:
CACI - Charlottesville, Virginia AreaAnalystsince Jul 2007Merrill Lynch Financial AdvisorJan 2006 - Jul 2007
Full Profile

Stephan Cfp Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
CFP at Raymond James
Title:
Certified Financial Planner (TM)
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Raymond James CFPsince Jan 2010
Full Profile

David Bihl Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Development Director • HR Manager • Financial Manager • Director of Quality Control • Partner • Chief Executive • Compliance Manager • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Director of Development, Major Gifts at University of Virginia Engineering Foundation
Location:
Charlottesville, Virginia Area
Industry:
Fund-Raising
Work history:
University of Virginia Engineering Foundation - Charlottesville, Virginia AreaDirector of Development, Major Giftssince 2011Commonwealth Financial Network Certified Financial Planner®2004 - 2010
Skills:
Project Management, Strategic Planning
Full Profile

Stephan Hess Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner (TM)
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Glenn Catalano Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner practitioner
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Thomas Grierson Charlottesville, VA

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:
CFP® Vice President at Morgan Stanley Smith Barney
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Vice Presidentsince Oct 2005
Full Profile

Edward Morrison Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
CFP at MetLife
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
MetLife CFP
Full Profile

Tom Grierson Charlottesville, VA

Professions & Specialties

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

Experience & Education

Title:
CFP Vice President at Morgan Stanley Smith Barney
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Full Profile

Scott Waskey Charlottesville, VA

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Property Manager • Real Estate Manager • Leader • Contractor • Managers • Licensed Real Estate Broker • Real Estate Sales Agent • Counselor • Security • Business Administrator • Spokesperson • Representative • Advisor • Vice President • Operations Manager • Director of Operations • Partner • Chief Administrative Officer • Chairperson • Financial Manager • Chief Executive • Receivership • Legal Counsel • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Market Analyst • Market Research Analyst • Master of Business Administration

Experience & Education

Position:
Private Banking Officer at Virginia National Bank
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Virginia National Bank Private Banking Officersince Oct 2010Quantum/G & A Joint Venture Asset ManagerJun 2010 - Oct 2010
Skills:
Development and delivery of highly effective marketing presentations Strategic planning and...
CERTIFIED FINANCIAL PLANNER
Full Profile

Kimberlee Barrett Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Financial Advisor
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
CFP and Senior Financial Adivor at Barrett-Johnson..
Full Profile

C. Hoffman Charlottesville, VA

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive • Sports Trainer • Sports Trainers • Agent • Sales Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Manager • Financial Officer • Sports Game Coach • Managers • Economist • Racer • Nurse • Nurse Practitioner

Experience & Education

Position:
President at Positive Alpha, Inc., Coach at Peaks Coaching Group, United States Cycling Association ...
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Positive Alpha, Inc. Presidentsince Jul 2010Peaks Coaching Group Coachsince 2008
Skills:
Certified College Planning Specialist, Portfolio Management, Retirement and Estate Planning...
CERTIFIED FINANCIAL PLANNER
Full Profile

Elissa May Charlottesville, VA

Professions & Specialties

Puchasing and Estimating Manager • Program Coordinator • Counselor • Organization Management • Apprentice • Managers • Advisor • Recruitment • Operations Manager • Student Worker • Recognition • Philanthrope • Office Clerk • Clerical Specialist • Non-Profit • Financial Manager • Bachelor of Science • Jurist • Legal Counsel

Experience & Education

Position:
AmeriCorps VISTA Mentor Program Coordinator at Big Brother Big Sister of the Central Blue Ridge
Location:
Charlottesville, Virginia
Industry:
Nonprofit Organization Management
Work history:
Big Brother Big Sister of the Central Blue Ridge - Charlottesville, Virginia AreaAmeriCorps VISTA Mentor Program Coordinatorsince Jun 2013Rosie's Place - Greater Boston AreaInternJan 2013 - May 2013
,to advocate for CFP within the community
Full Profile

Stacey Mcdonough Charlottesville, VA

Professions & Specialties

Puchasing and Estimating Manager • Partner • Founder • Chief Executive • Founding Member • Law Specialist • Lawyers • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Royer, Caramanis & McDonough, PLC
Title:
Partner at Royer, Caramanis & McDonough, PLC
Location:
Charlottesville, Virginia
Industry:
Law Practice
Work history:
Royer, Caramanis & McDonough, PLC - Charlottesville, Virginia AreaAttorneysince Mar 2013McDonough Law, PLLC - Charlottesville, Virginia AreaAttorneyOct 2011 - Feb 2013
Skills:
Wills, Estate Administration, Trusts, Conservatorships, Powers of Attorney, Corporate Law, Estate...
Full Profile

Gregory Johnson Charlottesville, VA

Professions & Specialties

Law Specialist • Lawyers • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive

Experience & Education

Position:
Corporate, Tax and Trusts and Estates Attorney and CPA at MartinWren, P.C.
Location:
Charlottesville, Virginia
Industry:
Law Practice
Work history:
MartinWren, P.C. - Charlottesville, VirginiaCorporate, Tax and Trusts and Estates Attorney and CPAsince Jun 2009Martin & Raynor, P.C. Vice PresidentOct 2000 - May 2009
Full Profile

Ann Burke Charlottesville, VA

Professions & Specialties

Puchasing and Estimating Manager • Practice Manager • Health Services Manager • Dermatologist • Medical Practice Professional • Medical Practitioner • Chairperson • Chief Executive • Educator • Education Professional • Instructor • Skin Care Technician • Cosmetologist • Beautician • Financial Manager

Experience & Education

Position:
Practice Manager at Albemarle Dermatology Associates, LLC
Location:
Charlottesville, Virginia
Industry:
Medical Practice
Work history:
Albemarle Dermatology Associates, LLC - Charlottesville, VAPractice Managersince Jul 2011Madison County Public Schools Department Chair/EducatorAug 2004 - Jun 2011
Skills:
Management, Public Speaking, Financial Analysis, Leadership, QuickBooks
Certified Financial Planner
Full Profile

Eric Parker Charlottesville, VA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Certifications:
Certified Financial Planner™*, CFP® Board of Standards Inc.
Full Profile

Bryce Fletcher Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Construction • Project Managers • Financial Manager • Sports Trainer • Assistant Coach • Sports Trainers • Sports Game Coach • Research Assistant • Researcher • Survey Researcher • General Contractor • Carpentry Worker • Construction Manager • Customer Service • Client Service Officer • Bachelor of Arts • Hospital Care Professional • Health Professional • Health Practitioner • Personnel Manager • Personnel Specialist • Recruitment

Experience & Education

Position:
Project Cost Manager at Building Goodness Foundation, Staff Accountant at McCallum and Kudravetz, P.C.
Title:
Staff Accountant at McCallum and Kudravetz, P.C.
Location:
Charlottesville, Virginia
Industry:
Construction
Work history:
Building Goodness Foundation - Charlottesville, Virginia AreaProject Cost Managersince Oct 2012McCallum and Kudravetz, P.C. - Charlottesville, Virginia AreaStaff Accountantsince Sep 2012
Languages:
Italian, Spanish
Full Profile

Eric Smith Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Bachelor of Arts • Financial Manager

Experience & Education

Position:
Attorney at McCallum & Kudravetz, P.C.
Location:
Charlottesville, Virginia
Industry:
Law Practice
Work history:
McCallum & Kudravetz, P.C. Attorneysince Aug 2011
Full Profile

Lynn Diveley Charlottesville, VA

Professions & Specialties

School Principal • School Administrator • Educational Manager • Planner • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Principal at Diveley Lind & Associates, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Diveley Lind & Associates, LLC Principalsince Jul 1997Sovran Bank (then NationsBank now Bank of America) - Charlottesville, Virginia AreaVice PresidentOct 1986 - Jun 1997
CFP/Certified Financial Planner
Full Profile

Todd Saunders Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor at TIAA-CREF
Location:
Charlottesville, Virginia Area
Industry:
Investment Management
Work history:
TIAA-CREF Wealth Management Advisorsince Jun 2007Charles Schwab Senior Financial Consultant, Branch Manager - Vice PresidentNov 1995 - Jun 2007
CFP since 2001
Full Profile

Brad Meyer Charlottesville, VA

Professions & Specialties

Financial Center Manager • Certified Financial Planner • Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Shop Manager • Operations Manager • Sales Manager • Director of Operations • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager at Virginia National Bank
Location:
Charlottesville, Virginia Area
Industry:
Banking
Work history:
Virginia National Bank Managersince Nov 2011Wells Fargo/ Wachovia - Washington D.C. Metro AreaStore Manager IIIOct 2007 - Aug 2011
Skills:
Strategic Planning, Sales Management, Credit, Financial Analysis, Banking, Business Development,...
Full Profile

Sandy Jordan Charlottesville, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Vice President • Chief Executive • Instructor • Pedagogue • Speaker • Spokesperson • Representative • Financial Manager

Experience & Education

Work

Company:
Forethought financial
Regional vice president
Company:
Edelman financial services, llc
Financial education instructor, public speaker

Skills

External Wholesaler, Sales & Marketing
Full Profile

Beth Nedelisky Charlottesville, VA

Professions & Specialties

Puchasing and Estimating Manager • Manager • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Marotta Wealth Management
Title:
Wealth Manager at Marotta Wealth Management, Inc.
Location:
Charlottesville, Virginia Area
Industry:
Investment Management
Work history:
Marotta Wealth Management Wealth Managersince Sep 2005Covenant College - Lookout Mountain, GADirector of Admissions2004 - 2005
Skills:
Investments, Certified Financial Planner
Full Profile

Beth Croushorn Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 1999
Certified Financial Planner
Full Profile

Cathleen Dooley Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Lobbyist • Public Relations Professinal • Biotechnology Professional • Biologist • Biological Scientist • Oncologist • Medical Practice Professional • Medical Practitioner • Operations Manager • Senior Manager • Project Managers • Financial Manager • Research Specialist • Research Scientist • Researcher • Survey Researcher • Master of Public Administration • Master of Arts • Bachelor of Science • Hospital Care Professional • Nurse Practitioner • Health Professional • Health Practitioner

Experience & Education

Position:
Executive Director, Federal Affairs & Alliance Development at Johnson and Johnson
Location:
Washington D.C. Metro Area
Industry:
Pharmaceuticals
Work history:
Johnson and Johnson - Washington, DCExecutive Director, Federal Affairs & Alliance Developmentsince Jul 2009Johnson & Johnson - Washington, DCExecutive Director, Federal AffairsJun 2002 - Jul 2009
Certificate in Financial Planning,CFP,
Full Profile

Certified Financial Planners near Charlottesville, VA012KeswickRuckersvilleGoochland


Certified Financial Planners around Charlottesville, VA

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Certified Financial Planners in Virginia

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