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Certified Financial Planners in Colorado

Certified Financial Planners in Colorado Springs, CO

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Here is a complete directory of most professional Certified Financial Planners in Colorado Springs, CO.

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58 results found

Randy Halfpop Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (TM) at Raymond James Financial Services, Inc., Member FINRA/SIPC, Air...
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc., Member FINRA/SIPC CERTIFIED FINANCIAL PLANNER (TM)since Jan 2004U.S. Air Force Reserves Air Force Officersince Nov 1991
Full Profile

David Haraway Colorado Springs, CO

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 • Supporting Member • Team Member • Advisor

Experience & Education

Position:
Principal at Substantial Financial
Title:
Certified Financial Planner TM
Location:
Colorado Springs, Colorado
Industry:
Financial Services
Work history:
Substantial Financial - Colorado Springs, ColoradoPrincipalsince Aug 2012Bremer Investment Services Financial AdvisorApr 2011 - Aug 2012
Skills:
Strategic Financial Planning, Investments, Asset Managment, 401k, Alternative Investments,...
Certifications:
Certified Financial Planner, College for Financial Planning
Chartered Retirement Planning Counsellor, College for Financial Planning
Full Profile

Bill Bartels Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Director • Vice President • Chief Executive • Operations Manager • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lieutenant Colonel

Experience & Education

Position:
Senior Vice President and Director Advisor Operations West, CFP® & ChFC® at First Command...
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
First Command Financial Services - Colorado Springs, Colorado AreaSenior Vice President and Director Advisor Operations West, CFP® & ChFC®since Oct 1999United States Marine Corps - World WideLieutenant ColonelMay 1980 - Sep 2000
Full Profile

Stephen Weatherby Colorado Springs, CO

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 at Sharkey, Howes & Javer, Certified Financial Planner at MHN Government...
Title:
Financial Advisor at Sharkey, Howes & Javer
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Sharkey, Howes & Javer Financial Advisorsince 2012MHN Government Services Certified Financial Plannersince Mar 2007
Skills:
Retirement Planning, Strategic Financial Planning, Wealth Management, Estate Planning, Financial...
Full Profile

Stephen Weatherby Colorado Springs, CO

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 at Sharkey, Howes & Javer, Certified Financial Planner at MHN Government...
Title:
Financial Advisor at Sharkey, Howes & Javer
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Sharkey, Howes & Javer Financial Advisorsince 2012MHN Government Services Certified Financial Plannersince Mar 2007
Full Profile

Brian Little Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
CFP at Peak Capital Management
Title:
CFP
Location:
Colorado Springs, Colorado
Industry:
Financial Services
Work history:
Peak Capital Management CFPsince Jan 2011
Full Profile

Brent Price Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Designers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Professional Handyman • Skilled Professional

Experience & Education

Position:
Owner / Industrial Designer / Inventor at Price Designs, LLC
Title:
Owner at Price Designs, LLC
Location:
Colorado Springs, Colorado Area
Industry:
Automotive
Work history:
Price Designs, LLC - 1211 Bonfoy Ave Colo. Springs, Co. 80909 719-634-2876Owner / Industrial Designer / Inventorsince 1999Ameriprise Financial Advisors Certified Financial PlannerMar 1976 - Dec 2007
Full Profile

Bradford Gann Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Private Wealth Advisor at Ameriprise Financial Services, Inc.
Title:
CFP®, CRPC® | Private Wealth Advisor | Certified Financial PlannerTM practitioner
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Private Wealth Advisorsince Oct 1992
Skills:
Small Business, Program Management, Financial Analysis, Leadership, IRAs, Long-term Care, Customer...
Full Profile

Chris Dorsett Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Territory Sales Manager • Financial Manager • Region Manager • Area Manager • Managers • Commodities Clerk

Experience & Education

Position:
Certified Financial Planner TM at Seamount Financial Group, Inc.
Title:
Certified Financial Planner at Seamount Financial Group, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Seamount Financial Group, Inc. Certified Financial Planner TMsince Sep 1997Coca-Cola Enterprises District Sales ManagerJan 1990 - Aug 1997
Full Profile

Richard Peace Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager

Experience & Education

Position:
Branch Manager at FSC Securities Corp, REGISTERED ADVISOR at RICHARD J. PEACE, Certified Financial...
Title:
at COLORADO SPRINGS, CO
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
FSC Securities Corp Branch Managersince 1980RICHARD J. PEACE REGISTERED ADVISORsince 1980
Full Profile

Chris Dorsett Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Territory Sales Manager • Financial Manager • Region Manager • Area Manager • Managers • Commodities Clerk

Experience & Education

Position:
Certified Financial Planner TM at Seamount Financial Group, Inc.
Title:
Certified Financial Planner at Seamount Financial Group, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Seamount Financial Group, Inc. Certified Financial Planner TMsince Sep 1997Coca-Cola Enterprises District Sales ManagerJan 1990 - Aug 1997
Full Profile

Larry Wood Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Financial Director • Chief Executive • Financial Manager • Financial Officer • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/President at L M Wood CFP
Title:
Owner, L M Wood CFP
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
L M Wood CFP Owner/Presidentsince Jan 1993Hewlett-Packard Finance ManagerAug 1984 - Sep 1997
Full Profile

Scott Redfield Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Executive • Vice President • Financial Manager • Sales Manager • Chief Executive

Experience & Education

Position:
Vice President & Retirement Sales Executive at T Rowe Price
Title:
CFP® Retirement Sales Executive at T Rowe Price
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
T Rowe Price Vice President & Retirement Sales Executivesince Sep 2001
Full Profile

Russ Adelmann Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
President at Adelmann Financial
Title:
Russell B. Adelmann, CFP, President at Adelmann Financial, Fee-only financial planning
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Adelmann Financial Presidentsince Jun 1994
Full Profile

Dave Beadles Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Agent, Clu, CASL, ChFC, CFP at State Farm
Location:
Colorado Springs, Colorado Area
Industry:
Insurance
Work history:
State Farm Agent, Clu, CASL, ChFC, CFP
Full Profile

Christine Dorsett Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Seamount Financial Group, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Full Profile

Christopher Dorsett Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Seamount Financial Group, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Full Profile

Brad Gann Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Title:
CFP, CRPC | Private Wealth Advisor | Certified Financial PlannerTM practitioner
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Full Profile

Mary Brooks Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Brooks Financial Planning (Sole Proprietorship)
Title:
Independent Financial Services Professional
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Brooks Financial Planning Certified Financial Plannersince Feb 1988
Full Profile

David Beadles Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Title:
Agent, Clu, CASL, ChFC, CFP at State Farm
Location:
Colorado Springs, Colorado Area
Industry:
Insurance
Full Profile

Denisa Tova Colorado Springs, CO

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Editorial Writer • Reporter • Economic Expert • Economist • Managing Partner • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Board Member • Financial Manager • Founding Member • Operations Manager • Management Team Executive • Business Administrator • Supporting Member • Team Member • Psychologist • DB Administrator • Database Administration Professional • Database Administrator • Advertising Professional • Advertising Sales Agent • Psychology Specialist

Experience & Education

Position:
Financial Columnist at The Gazette, Financial Expert at KUSA/9 Channel NEWS, Managing Partner at...
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
The Gazette Financial ColumnistKUSA/9 Channel NEWS Financial Expert
Skills:
In the Divorce Resource Centre of Colorado: A full service, divorce financial planning and...
Denisa is a Certified Financial Planner
Full Profile

Johann Klaassen Colorado Springs, CO

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Chief Investment Officer • Vice President • Chief Executive • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Advisor • Investor • Team Member • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Executive Vice President and Chief Investment Officer at Horizons Sustainable Financial Services, Inc.
Title:
Executive Vice President, Chief Investment Officer, Horizons Sustainable Financial Services
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
Horizons Sustainable Financial Services, Inc. - Palmer Lake, ColoradoExecutive Vice President and Chief Investment Officersince Jan 2013First Affirmative Financial Network Vice PresidentJul 2001 - Dec 2012
Skills:
Socially Responsible Investing, Sustainability, Investment Advisory, Corporate Governance,...
Certifications:
CERTIFIED FINANCIAL PLANNER(TM), CFP Board of Standards
ACCREDITED INVESTMENT FIDUCIARY(TM), fi360
Full Profile

Brad Hallock Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Supervisor • Apprentice • Business Administrator • Managers • Retail Professional • Retail Salesperson • Educator • Education Professional • Instructor • Treasurer • Vice President • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Bachelor of Science • Student Worker

Experience & Education

Position:
Financial Advisor at McAlpin Foster Advisors
Title:
Financial Advisor
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
McAlpin Foster Advisors - Colorado Springs, Colorado AreaFinancial Advisorsince May 2013MetLife - Colorado Springs, COFinancial Services Representative/Financial AdvisorJun 2010 - May 2013
Skills:
Leadership, Insurance, Strategy, Life Insurance, Mutual Funds, Disability Insurance, Small...
Full Profile

Mark Scott Colorado Springs, CO

Professions & Specialties

Puchasing and Estimating Manager • Systems Administrator • Information Technology Specialist • Computer Systems Administrator • IT Specialist • Bachelor of Art Education • Representative • Inspector • Security Officer • Security • Network Administrator • Contractor • Technical Specialist • Technical Support Specialists • Operations Manager • Financial Manager • Independent Business Owners

Experience & Education

Position:
Systems Administrator II at BAE Systems Information Technology
Location:
Colorado Springs, Colorado
Industry:
Information Technology and Services
Work history:
BAE Systems Information Technology - Colorado Springs, Colorado AreaSystems Administrator IIsince Oct 2010HQ Air Force Material Command Office of the Inspector General Command Communications InspectorJan 2010 - Sep 2010
..Control Center and COMM Focal Point,CFP,to resolve Information System risks/vulnerabil..
Full Profile

Deborah Jd Colorado Springs, CO

Professions & Specialties

Puchasing and Estimating Manager • Host • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Blogger • Authoress • Author • Financial Manager • Operations Manager • Secretary • Governor • Government Administration Officer • Civil Servant • Instructor • Pedagogue • Radio Host • Commercial Announcer • Presenter • Entertainment Professional • Entertainer • Law Specialist • Lawyers

Experience & Education

Position:
Internet talk radio show host at VoiceAmerica Talk Radio - WTR, LLC, "Trusted Expert" contributor...
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
VoiceAmerica Talk Radio - WTR, LLC Internet talk radio show hostsince Jul 2010Silver Planet LLC "Trusted Expert" contributorsince Mar 2009
Skills:
estate planning, disability planning, special needs planning, elder law, business formation,...
a Certified Financial Planner
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

Joshua Waymire Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Management Team Executive • Operations Manager • Financial Manager • Organization Management • Master of Science

Experience & Education

Position:
Certified Divorce Financial Analyst at Colorado Wealth Management of Raymond James, Vice President, ...
Title:
Certified Divorce Financial Analyst at Colorado Wealth Management of Raymond James
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Colorado Wealth Management of Raymond James Certified Divorce Financial Analystsince Jan 2011Colorado Wealth Management of Raymond James Vice President, Investmentssince Nov 2008
Skills:
Mutual Funds, Asset Allocation, Strategic Financial Planning, Wealth Management
Certified Financial Planner Board of Standards
Full Profile

Ed Reedholm Colorado Springs, CO

Professions & Specialties

Personal Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • School Principal • Training and Coaching Professional • School Administrator • Educational Manager • Professional Development Teacher • Adjunct Instructor • Higher Education Professional • Lecturer • Postsecondary Teacher • Director • Chief Executive • Financial Manager • Operations Manager • Master of Science • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Edwin Reedholm Associates, LLC
Title:
Principal, Edwin Reedholm Associates, LLC
Location:
Colorado Springs, Colorado Area
Industry:
Professional Training & Coaching
Work history:
Edwin Reedholm Associates, LLC Principalsince Jan 2005Center for Creative Leadership Business Development ExecutiveJan 2005 - Apr 2009
Skills:
Strategic Planning, Public Speaking, Start-ups, Entrepreneurship, New Business Development,...
Certified Financial Planner/Stockbroker at Morgan..
Full Profile

Maria Gurule Colorado Springs, CO

Professions & Specialties

Author • Entrepreneur • Life Coach • Business Consultant • Counselor • Visionary • Moderator • Managers • Advisor • Planner • Sports Trainer • Sports Trainers • Clairvoyant • Lecturer • Postsecondary Teacher • Psychologist • Psychology Specialist

Experience & Education

Position:
Maria Gurule, Shaman, Author, Astrologer, Spiritual/Life Coach, Psychic and Business Consultant at...
Title:
Shaman, Author, Astrologer, Channel, Psychic & Entrepreneur
Location:
Colorado Springs, Colorado
Industry:
Consumer Services
Work history:
Gurule Enterprises Maria Gurule, Shaman, Author, Astrologer, Spiritual/Life Coach, Psychic and Business Consultantsince Jan 1970
Skills:
Healing, Readings, Health, Counseling, Public Speaking, Writing, Consciousness, Energy Healing,...
Full Profile

Fred Cespedes Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Controller • Financial Manager

Experience & Education

Work

Company:
Rrr, inc
Controller
Company:
Freelance accountant-controller - La Verne, CA
Full Profile

Pete Koerner Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Operations Manager • Financial Manager • Non-Profit • Sports Trainers

Experience & Education

Position:
Financial Advisor at Merrill Lynch Financial Services
Location:
Colorado Springs, Colorado Area
Industry:
Management Consulting
Work history:
Merrill Lynch Financial Services - Colorado Springs, Colorado AreaFinancial Advisorsince 2012American Family Insurance - Colorado Springs COInsurance Agent, Financial Planning Practitioner2011 - 2012
Skills:
Training, Leadership, Entrepreneurship, Coaching, CRM, Strategy, Management
Certifications:
Miller/Heiman Strategic and Conceptual Selling as well as Large Account Management
Certificate in Financial Planning, kaplan University Of Continuing Education
Certified Financial Planner
Full Profile

Susan Strasbaugh Colorado Springs, CO

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Sales Manager • Financial Manager • Sales Executive • Sports Trainers • Trust Law Attorney • Lawyers

Experience & Education

Position:
Owner & President at Strasbaugh Financial Advisory Inc
Title:
President, Strasbaugh Financial Advisory, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Strasbaugh Financial Advisory Inc Owner & Presidentsince Sep 1998Willard, Carnick and Rainsberger Financial Planning AssociateJul 1997 - Aug 1998
Skills:
Retirement planning, Investment management, tax planning, Setting and reaching financial and life...
CERTIFIED FINANCIAL PLANNER
Full Profile

Mary Brooks Colorado Springs, CO

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 • Psychologist • Financial Manager • Psychology Specialist

Experience & Education

Position:
Principal, at Brooks Financial Planning
Title:
Principal, Brooks Financial Planning
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
Brooks Financial Planning Principal,since 1992
Full Profile

Patrick Rudy Colorado Springs, CO

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Financial Manager • Management Team Executive • Operations Manager • Financial Officer

Experience & Education

Position:
Senior Investment Consultant at Cascade Investment Group
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Certified Financial Planner
Full Profile

Carmelle Nemechek Colorado Springs, CO

Professions & Specialties

Director of Operations • Operations Manager • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Registered Operations Supervisor at Summit Wealth Group, Chapter Executive at Southern Colorado FPA
Title:
Registered Operations Supervisor
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Summit Wealth Group - 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Registered Operations Supervisorsince Oct 2009Southern Colorado FPA - Colorado Springs, Colorado AreaChapter Executivesince Feb 2005
CFP
Full Profile

Ted Schwartz Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Psychologist • Bachelor of Arts • Psychology Specialist

Experience & Education

Position:
Owner at Capstone Investment
Title:
Owner, Capstone Investment
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
Capstone Investment Ownersince Jan 1994
Skills:
Asset Management, Financial Planning, Investments, Portfolio Management, Columnist-ABC News Money Page
CFP Program
Full Profile

Gregor Huesgen Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Vice President • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Philanthrope • Non-Profit

Experience & Education

Position:
Owner at downtown fine spirits and wines, Owner at H&H Energy effciency and renewable...
Title:
owner at owntown fine spirits and wines
Location:
Colorado Springs, Colorado Area
Industry:
Real Estate
Work history:
Downtown fine spirits and wines - Colorado Springs, Colorado AreaOwnersince Jan 2013H&H Energy effciency and renewable soloutions - Colorado Springs, Colorado AreaOwnersince Jan 2012
Languages:
German, Japanese, English
2009,exam July 2010,CFP course with Kaplan Schweser
Full Profile

David Wismer Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
President at Wismer Wealth Management Group
Title:
Wismer Wealth Management Group, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Wismer Wealth Management Group Presidentsince Apr 2003American Express Financial Advisors Financial Advisor1991 - 2003
Certified Financial Planner
Full Profile

Shane Squibb Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Manager • Chairperson • Operations Manager • Financial Manager • Representative • Security • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Financial Action, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
Financial Action, Inc. Owner
Skills:
Financial Planning Services, - Financial Coaching and Life Planning, Investment Advisory Services,...
Full Profile

Dennis Anderson Colorado Springs, CO

Professions & Specialties

Marketing Director • Chief Executive • Construction Specialist • Homebuilder • Construction Laborer • Builder • School Principal • School Administrator • Educational Manager • Construction

Experience & Education

Position:
Principal at Five Oaks Homes, Principal at ProSource Building Products
Title:
Financial Management, Marketing Director, Construction Specialist
Location:
Colorado Springs, Colorado Area
Industry:
Construction
Work history:
Five Oaks Homes Principalsince 1999ProSource Building Products Principalsince 1994
Skills:
Finance, Banking, Corporate Finance, Start-ups, Accounting, Leadership, Investments, Account...
..for the certification tests for the Certified Financial Planner designation
Full Profile

Kerri Schmitt Colorado Springs, CO

Professions & Specialties

Associate Professor • Lecturer • Postsecondary Teacher • Mediator • Designers • Sports Trainer • Sports Trainers • Moderator • Independent Contractor • Advisor • Contractor • Independent Business Owners

Experience & Education

Position:
Adjunct Professor at Creighton University School of Law - Werner Center, Adjunct Professor at...
Title:
Adjunct Professor at Creighton University School of Law - Werner Center
Location:
Colorado Springs, Colorado Area
Industry:
Think Tanks
Work history:
Creighton University School of Law - Werner Center Adjunct Professorsince Jul 2013University of Colorado Colorado Springs - Colorado Springs, Colorado AreaAdjunct Professorsince Jul 2013
Certifications:
Certified Financial Planner
Advanced Online International Facilitator, Soliya International
Full Profile

John Jr. Colorado Springs, CO

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Basketball Coach • Sports Game Coach • Operations Manager • Technical Specialist • Technical Support Specialists • IT Specialist

Experience & Education

Work

Company:
Atmel corp - Colorado Springs, CO
Production operator
Company:
Widefield school district #3 - Colorado Springs, CO
Assistant varsity boys basketball coach

Skills

Most medical related skills, Proficient in Microsoft Office; Proficient in most all duties related...
Full Profile

Dane Emmel Colorado Springs, CO

Professions & Specialties

Puchasing and Estimating Manager • Financial Director • Financial Officer • Financial Manager • Controller • Operations Manager • Master of Business Administration • Business Administrator • Organization Management • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
CFO at Pueblo Diviersified Industries
Title:
CFO - Pueblo Diversified Industries
Location:
Colorado Springs, Colorado Area
Industry:
Accounting
Work history:
Pueblo Diviersified Industries CFOsince Apr 2005RE/MAX Advantage Realty ControllerFeb 2003 - Apr 2005
Brokerage Jobs | CFP
Full Profile

Brandon Akers Colorado Springs, CO

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelors Degree • Financial Manager

Experience & Education

Position:
Retirement Counselor at T. Rowe Price
Location:
Colorado Springs, Colorado
Industry:
Financial Services
Work history:
T. Rowe Price Retirement Counselorsince Aug 2010
Skills:
Accounting, Accounts Payable, Microsoft Excel, QuickBooks, Financial Accounting, Microsoft Office,...
Certifications:
Series 6, FINRA
Series 63, FINRA
..taking classes to prepare for CFP exam
Full Profile

Actual Allah Colorado Springs, CO

Professions & Specialties

Puchasing and Estimating Manager • Business Administrator • Technician • Technical Specialist • Technical Support Specialists • Operations Manager • Financial Manager • Information Specialist • IT Specialist • Bachelor of Science • Sports Game Coach • Student Worker

Experience & Education

Work

Company:
St. mary corwin medical center
Eeg technician
Company:
Atmel corp - Colorado Springs, CO
Production operator

Skills

Most medical related skills, Proficient in Microsoft Office; Proficient in most all duties related...
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Tom Helgeson Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Edward Jones - 2790 N. Academy Blvd, Suite 326, Colorado Springs, CO 80917Financial Advisorsince Jan 1999
Certifications:
Certified Financial Planner, CFP Board
Accredited Asset Management Specialist, College for Financial Planning
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Sandi Johnson Colorado Springs, CO

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Financial Planner at Investment Security Group
Title:
Financial Planner at Investment Security Group
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Investment Security Group Senior Financial Plannersince Mar 2005Advanced Financial Strategies Senior Financial Planner1995 - 2005
CFP
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Adam Ingram Colorado Springs, CO

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investments Representative at Fidelity Investments
Location:
Colorado Springs, Colorado
Industry:
Financial Services
Work history:
Fidelity Investments Investments Representativesince Jul 2007US Bank Personal BankerJan 2005 - Jun 2007
Certifications:
CFP®, Certified Financial Planner Board of Standards, Inc.
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John Uhlinger Colorado Springs, CO

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Director of Operations • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Serco
Financial planner
Company:
Rainsberger wealth advisors - Colorado Springs, CO
Chief operations officer and financial planner

Skills

Personal Financial Planning, Investment Performance Measurement and Reporting, Employee Benefits,...
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Jennifer Hansen Colorado Springs, CO

Professions & Specialties

Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
--
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
KPMG US ManagerJan 1990 - Jul 2002
CERTIFIED FINANCIAL PLANNER
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Certified Financial Planners near Colorado Springs, CO0481216EnglewoodLittletonPuebloParkerCastle Rock