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Certified Financial Planners in Ohio

Certified Financial Planners in Cleveland, OH

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250 results found

Susan Vicha Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chemist • Financial Manager • Research Assistant • Researcher • Survey Researcher • Project Managers • Counselor • Project Manager • Leader • Technical Specialist • Technical Support Specialists • Advisor • Managers • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Clinical Laboratory Technician • Medical Laboratory Professional • Medical Laboratory Technologist • Psychology Specialist • Model • Master of Business Administration • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Chemist at OM Group
Location:
Cleveland/Akron, Ohio Area
Industry:
Chemicals
Work history:
OM Group - WestlakeChemistsince Jul 2011No Company - Cleveland, Ohio and Peachtree City, GAStudentDec 2008 - Jun 2011
Skills:
Research, Coatings, Product Development, Microsoft Office, Portfolio Management, Asset Management,...
CFP curriculum
Full Profile

Pamela Sandy Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chief Executive Officer • Chairperson • Founding Member • Chief Executive • Corporate Executive • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Owner • Management Team Executive • Operations Manager • Jurist • Legal Counsel • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Founder at PublicFiduciary.org, CEO, President at CONFIANCE, LLC
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
PublicFiduciary.org Foundersince Dec 2009CONFIANCE, LLC CEO, Presidentsince Jun 2008
Skills:
Certified Financial Planner Professional ~, Fee-based Investment Advice and Financial Planning...
Full Profile

Marc Thomas Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Master of Business Administration

Experience & Education

Position:
Certified Financial Planner at Lesjak Planning Corporation
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Work history:
Lesjak Planning Corporation - Westlake, OHCertified Financial Plannersince Jul 1999
Skills:
Strategic Financial Planning, Investments, Mutual Funds
Full Profile

Nan Cohen Cleveland, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Financial Manager • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Recruitment

Experience & Education

Position:
Founder, Certified Financial Planner at Creekside Financial Advisors, LLC
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Creekside Financial Advisors, LLC Founder, Certified Financial Plannersince May 2011Securities America Advisors, Inc. Financial Advisor, Certified Financial Planner2005 - May 2011
Full Profile

Kristopher Kuty Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Systems Architect • Technical Support Specialist • Information Technology Specialist • Software Developers • Systems Support Specialist • Support Specialists • IT Specialist • Senior Systems Engineer • IT Engineer • Certified Nurse Aide • Nurse • Nurse Practitioner • Security • Sales Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Senior Systems Engineer at Status Solutions, CERTIFIED FINANCIAL PLANNER (TM) at CFP (R)
Title:
Sr. Systems Engineer - Status Solutions
Location:
Cleveland/Akron, Ohio Area
Industry:
Information Technology and Services
Work history:
Status Solutions Senior Systems Engineersince Oct 2008CFP (R) CERTIFIED FINANCIAL PLANNER (TM)since Nov 2007
Skills:
Certified Financial Planner, VSP Certified, Specialist in Customer Issue/Complaint Resolution,...
Full Profile

Kelly Smith Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Financial Manager • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Advisor • Advisor • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recruitment

Experience & Education

Position:
Associate Director at Cedar Brook Financial Partners
Title:
CFP®
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Cedar Brook Financial Partners Associate Directorsince Mar 2013Beacon Financial Partners - Cleveland, OhioSenior AdvisorMar 2007 - Feb 2012
Skills:
Retirement Planning, Financial Planning, Investments, Tax, Securities, Estate Planning, Wealth...
Full Profile

Kathy Muldoon Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP, EA at Payne, Nickles & Company
Location:
Cleveland/Akron, Ohio Area
Industry:
Accounting
Work history:
Payne, Nickles & Company - Norwalk, OHCFP, EAsince Jan 2001
Full Profile

Jesse Hurst Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chairperson • Board Member • Treasurer • Co-Founder • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Partner, President at Millennial Group, Board Member, Treasurer of Board, Finance Chair at OPEN M...
Title:
CFP, Partner, President Millennial Group
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Millennial Group - Akron, OhioPartner, Presidentsince Oct 1997OPEN M Ministries - Akron, OhioBoard Member, Treasurer of Board, Finance Chairsince May 2012
Full Profile

Dee Siegferth Cleveland, OH

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & CEO at The Milestone Center For Retirement and Estate Planning LLC
Title:
President & CEO at The Milestone Center
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
The Milestone Center For Retirement and Estate Planning LLC President & CEOsince Apr 2004
Skills:
Insurance, Retirement Planning, Financial Education, Annuities, Long Term Care, Financial Advisory, ...
Full Profile

Thomas Pitrone Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Representative • Financial Manager

Experience & Education

Position:
Proprietor at The Integrity Group
Title:
CFP®
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
The Integrity Group - 34920 Ridge Road Willoughby OHProprietorsince Nov 1983The Capital Creation Company RepresentativeApr 1988 - Sep 2003
Full Profile

Tim Papp Cleveland, OH

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chairperson • Chief Executive • Financial Manager • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisor, Vice Presidentsince Oct 2009MTC Board President2010 - 2013
Skills:
Wealth Management, Retirement Planning, Asset Managment
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Full Profile

Brian Toma Cleveland, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Recruitment

Experience & Education

Position:
Principal at Freeman Heyne, CERTIFIED FINANCIAL PLANNER™ at Freeman Heyne, Financial Advisor at...
Title:
at Freeman Heyne
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Freeman Heyne Principalsince Jan 2009Freeman Heyne CERTIFIED FINANCIAL PLANNER™since Jan 2008
Full Profile

Jerry Koler Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Vice-President at Koler Financial Group
Title:
Vice-President of Koler Financial Group
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Koler Financial Group Vice-Presidentsince Sep 1992
Full Profile

Joe Kovach Cleveland, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Board Member • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Rockport Wealth Advisors
Title:
Partner & CFP ®, Rockport Wealth Advisors
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Rockport Wealth Advisors - Lakewood, OhioFinancial Advisorsince Jun 2012New England Financial, A MetLife Company - Cleveland/Akron, Ohio AreaInvestment Specialist & CFP®1994 - Jun 2012
Full Profile

Jennifer Bachouros Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Cornerstone Wealth Management
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Work history:
Cornerstone Wealth Management Certified Financial Planner
Full Profile

Jen Chess Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Cornerstone Wealth Management
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Full Profile

Austin Iii Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Advisor • Counselor • Agent • Sales Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Registered Representative at Walnut Street Securities, Inc., Investment Advisor, CFP®, ChFC,...
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Work history:
Walnut Street Securities, Inc. Registered Representativesince Aug 1996Financial Management Strategies, Inc Investment Advisor, CFP®, ChFC, CLUsince Jul 1996
Skills:
Financial Planning, Investment Management, Retirement Plans
Full Profile

Wendy Shick Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Counselor • Advisor • Tax Consultant • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Rea & Associates, Inc.
Location:
Cleveland/Akron, Ohio Area
Industry:
Accounting
Work history:
Rea & Associates, Inc. Principalsince Oct 2006Lynch, Anselmo, Ott, Bryan + Co. ShareholderSep 1997 - Sep 2006
Skills:
Tax
Full Profile

Brent Steiner Cleveland, OH

Professions & Specialties

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

Experience & Education

Position:
Investment Advisor Representative at Ramsier Financial Services, Certified Financial Planner at...
Title:
Investment Advisor Representative at Ramsier Financial Services
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Ramsier Financial Services Investment Advisor Representativesince 2001Ramsier Financial Services Certified Financial Plannersince Mar 2000
Skills:
Strategic Financial Planning, Insurance, Retirement Planning, Public Speaking, Retirement,...
Full Profile

Jennifer Chess Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Cornerstone Wealth Management
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Full Profile

Jim Henyey Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Vantage Financial Group, Inc.
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Work history:
Vantage Financial Group, Inc. Certified Financial Planner
Full Profile

Jim Lechko Cleveland, OH

Professions & Specialties

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

Experience & Education

Position:
AVP-Investment Services Manager/Certified Financial Planner at First Federal of Lakewood
Title:
AVP/Certified Financial Planner at First Federal of Lakewood
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
First Federal of Lakewood AVP-Investment Services Manager/Certified Financial Plannersince Oct 2001First Federal of Lakewood Branch Sales ManagerJan 1997 - Oct 2001
Full Profile

Todd Resnick Cleveland, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Partner | Financial Advisor | GMG Group at Morgan Stanley Smith Barney
Title:
Financial Professional, CERTIFIED FINANCIAL PLANNER
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Partner | Financial Advisor | GMG Groupsince Mar 2007Plum TV Account ExecutiveApr 2006 - Jan 2007
Full Profile

Daniel Jd Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chairperson • Vice President • Assistant Vice President • Independent Business Owners • Arbitrator • Lawyers • Referee • Judge • Guide • Contractor • Tour Guide • Bachelor of Science

Experience & Education

Position:
Owner at Beacon Financial Partners
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Beacon Financial Partners OwnerCleveland Financial Group (Self-employed) Certified Financial PlannerAug 1994 - Dec 2006
Skills:
Dans highly successful practice focuses on creating and preserving wealth, estate planning,...
Full Profile

Todd Lloyd Cleveland, OH

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager • IT Manager • Non-Profit

Experience & Education

Position:
Financial Advisor and Certified Financial Planner at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Cleveland/Akron, Ohio AreaFinancial Advisor and Certified Financial Plannersince Jan 2012Prudential Insurance Company of America Financial PlannerMar 2010 - Jan 2012
Full Profile

Matthew Glovna Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Waypoint Partners
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Full Profile

Kevin Kroskey Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Certified Financial Planner at True Wealth Design
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
True Wealth Design Certified Financial Plannersince Jan 2004
Full Profile

Amy Saban Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue

Experience & Education

Position:
Managing Director at MAI Wealth Advisors, LLC
Title:
Director at MAI Wealth Advisors, LLC
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
MAI Wealth Advisors, LLC Managing Directorsince 2008Kaplan Financial InstructorAug 2004 - Jan 2009
Full Profile

Matt Glovna Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Waypoint Partners
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Full Profile

Kris Kuty Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Produce Manager • Production Manager • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Security

Experience & Education

Position:
Product Manager at Ernst & Young, CERTIFIED FINANCIAL PLANNER (TM) at CFP (R)
Title:
Product Manager at Ernst & Young
Location:
Cleveland/Akron, Ohio Area
Industry:
Accounting
Work history:
Ernst & Young - Cleveland/Akron, Ohio AreaProduct Managersince Mar 2013CFP (R) CERTIFIED FINANCIAL PLANNER (TM)since Nov 2007
Skills:
Troubleshooting, Product Management, Public Speaking, Project Management, Strategic Financial...
Certifications:
CERTIFIED FINANCIAL PLANNER (TM), Certified Financial Planner Board of Standards, Inc.
Full Profile

Dave Bucholtz Cleveland, OH

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner™ at Bucholtz Consulting, Advisor at Commonwealth Financial Network
Title:
President & Certified Financial Planner at Bucholtz Consulting
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Bucholtz Consulting - Willoughby Hills, OHCertified Financial Planner™since 2004Commonwealth Financial Network Advisorsince 2003
Skills:
Highly skilled at explaining complex financial concepts, Public Speaking, Educational workshops
Certifications:
Certified Financial Planner® - CFP
FINRA Series 7 License
Full Profile

Ralph Lunt Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Col at United States Air Force, CFP, ChFC, MBA at TheRetirementPeople.com, United States Air Force...
Title:
CFP, ChFC, MBA at TheRetirementPeople.com
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
United States Air Force Colsince 2001TheRetirementPeople.com - Avon, OhioCFP, ChFC, MBAsince Feb 2001
Full Profile

Rick Potts Cleveland, 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 • Chief Executive

Experience & Education

Position:
CFP at Ameriprise Financial Services, Inc.
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - northeast ohioCFPsince Feb 2009Salomon Smith Barney CFP // FPSOct 2004 - Mar 2009
Skills:
Retirement Planning, Saving for Education, Series 7, Retirement, Estate Planning, Wealth...
Full Profile

Steven Offill Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Certified Financial Planner at Offill Financial Group, Certified Financial Planner at Princeton...
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Offill Financial Group Certified Financial Plannersince Jun 1988Princeton Center Planning and Investments Certified Financial Plannersince Jun 1988
Skills:
Tax advisory services, investment advisory, fee based financial planning, estate planning
Full Profile

Phil Steele Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Editor • Publisher • Publishing Professional

Experience & Education

Position:
Creator at PhilSteele.com, Owner, Editor, Publisher at Phil Steele Publications
Title:
Owner Phil Steele Publications
Location:
Cleveland/Akron, Ohio Area
Industry:
Publishing
Work history:
PhilSteele.com Creatorsince 2006Phil Steele Publications Owner, Editor, Publishersince 1982
In the first issue of my CFP
Full Profile

Steven Young Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Advisor • Planner • Representative • Agent • Sales Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Manager • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Wealth Advisor at Lincoln Financial Advisors, Planner at Lincoln Financial Advisors
Title:
CFP, CRPC, CLU, ChFC, MBA
Location:
Beachwood, Ohio
Industry:
Financial Services
Work history:
Lincoln Financial Advisors - 28601 Chagrin Blvd., Suite 300, Cleveland, OH 44122Private Wealth Advisorsince Nov 2000Lincoln Financial Advisors - Cleveland, OhioPlannersince 2000
Full Profile

Jacqueline Miller Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Development Director • Financial Manager • HR Manager • Employee Placement Specialist • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant to Paul Miller at Raymond James & Associates
Title:
Career Change
Location:
Cleveland/Akron, Ohio Area
Industry:
Hospitality
Work history:
Raymond James & Associates - Westlake, OHAssistant to Paul Millersince Jun 2013Marriott International Performance Development ManagerSep 2007 - May 2013
CFP
Full Profile

David Archer Cleveland, 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 Merrill Lynch
Title:
Financial Advisor
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor CFPsince 2005
Skills:
Wealth Management, Retirement Planning, Managed Futures, Series 7, Certified Financial Planner
Full Profile

Tom Genco Cleveland, OH

Professions & Specialties

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

Experience & Education

Position:
CPA, CFP at Beacon Financial Partners
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Beacon Financial Partners CPA, CFPsince Jun 2010Cleveland Financial Group CFP, CPAJan 1997 - Jun 2010
Skills:
Strategic Financial Planning
Full Profile

James Carps Cleveland, OH

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Wells Fargo Advisors, Certified Financial Planner at Wells Fargo...
Title:
Certified Financial Planner at Wells Fargo Advisors
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Certified Financial PlannerWells Fargo Advisors Certified Financial Plannersince 1994
Full Profile

Ray Erker Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • School Principal • School Administrator • Educational Manager • Advisor • Representative

Experience & Education

Position:
Certified Financial Planner(TM) at LPL Financial Services
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
LPL Financial Services Certified Financial Planner(TM)
Skills:
Board Certified Financial Planner, Currently holds Series 6, 7, 63, 65 and 24 licenses, Licensed...
Full Profile

Thomas Cet Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Independent Contractor • Managers • Contractor • Designers • Financial Manager • Independent Business Owners • Construction • Advisor • Owner • Chief Executive • Client Service Officer • Sales Representative • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Maintenance and Repair Worker • Nurse • Nurse Practitioner • Technicians • Customer Service

Experience & Education

Position:
Fire Alarm Systems' Design Coordinator at CFP, Designer at A Squared Design
Location:
Cleveland/Akron, Ohio Area
Industry:
Design
Work history:
CFP Fire Alarm Systems' Design Coordinatorsince Oct 2010A Squared Design Designersince 2008
Skills:
NICET Level III Fire Alarm Systems (#109513), Can cross-qualify as a NICET Level I Sprinklers, Ohio ...
Full Profile

Jonathan Herbruck Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Marketing Manager • Brand Planner • Brand Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Sp Annotated, CFP at Sp Annotated Network Ltd
Title:
at Concord Advisors
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Sp Annotated Ownersince Jun 2000Sp Annotated Network Ltd CFPsince Jan 2000
Full Profile

Dawn Dempsey Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Assistant Vice President • Financial Manager • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Advisor • Representative • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Certified Financial Planner, Business Owner at Dempsey Financial Services, LLC
Title:
Certified Financial Planner, Owner - Dempsey Financial Services, LLC
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Dempsey Financial Services, LLC - Northfield Center, OhioCertified Financial Planner, Business Ownersince 1996
Certifications:
Certified Financial Planner
Full Profile

Dean Leonakis Cleveland, OH

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Lincoln Financial Advisors
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Certified Financial Plannersince Sep 1981
Skills:
Retirement Planning
Full Profile

David Lesjak Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
President at Lesjak Planning Corp
Title:
Certified Financial Planner
Location:
Cleveland/Akron, Ohio Area
Industry:
Investment Management
Work history:
Lesjak Planning Corp Presidentsince Jan 1980
Skills:
Investments, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds,...
Full Profile

Nathan Gist Cleveland, OH

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Lesjak Planning Corporation
Title:
Certified Financial Planner at Lesjak Planning Corp.
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Lesjak Planning Corporation Certified Financial Plannersince Jul 2002
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Stephanie Mccarty Cleveland, 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:
Financial Consultant at Thrivent Financial for Lutherans, Financial Consultant at Thrivent...
Title:
Certified Financial Planner
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultantsince Jan 1998
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Gregory Berlin Cleveland, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner™ at The Oasis Asset Management Group Inc., Volunteer at Society for...
Title:
Certified Financial Planner™, Wealth Management, Insurance Services
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
The Oasis Asset Management Group Inc. Certified Financial Planner™since Nov 2005Society for Financial Awareness.org Volunteersince Oct 2009
Skills:
Estate Planning, 401k, Financial Planning, Asset Management, Investment Advisory, Investment...
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E Stratton Cleveland, OH

Professions & Specialties

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

Experience & Education

Title:
CFP, CIMA, Senior Vice President-Brokerage and Advisory Services at UBS Financial Services, Inc.
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
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