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Certified Financial Planners in Ohio

Certified Financial Planners in Columbus, OH

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188 results found

Bob Patterson Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Owner • Operations Manager • Chief Executive • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • DB Administrator • Database Administration Professional • Database Administrator • Counselor • Advisor • Project Managers • Technology Director • Technology Manager • Technical Managers • Software Developers • Systems Administrator • Computer Systems Administrator • Computer Scientists • Managers • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Title:
President-Executive IT Consulting - Transforming and Modernizing IT Organizations
Location:
Columbus, Ohio Area
Industry:
Information Services
Work history:
OhioHealth Director of Technology ServicesJan 2005 - Apr 2011Patterson Financial Services OwnerJan 2002 - Dec 2003
Skills:
Organizational Leadership, Team Building, Team Leadership, Budgeting, Technical Leadership,...
Certifications:
ITIL Version 3 Foundation, Loyalist Certification Services
Full Profile

Bob Stiles Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Inside Sales Representative • Sales Support • Services Professional • Sales and Service Specialist • Financial Manager • Produce Manager • Corporate Executive • Chief Executive • Production Manager • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Dean • Higher Education Professional • School Administrator • Educational Manager • Office Clerk • Clerical Specialist

Experience & Education

Position:
Field Sales Representative at Columbia Forest Products
Location:
Columbus, Ohio
Industry:
Paper & Forest Products
Work history:
Columbia Forest Products Field Sales Representativesince Mar 1992Columbia Forest Products Inside Sales RepresentativeMar 1992 - Apr 1994
Skills:
Building Materials, Timber, Manufacturing, Sales, Purchasing, Inventory Management, Sales...
..& new product development for all CFP Panel Products in a five and one half State te..
Full Profile

Louis Dissel Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Swim Instructor • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager • Master of Science

Experience & Education

Position:
Wealth Management Advisor, CFP® at TIAA-CREF, Assistant Swim Coach at Moeller High School,...
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
TIAA-CREF Wealth Management Advisor, CFP®since May 2009Moeller High School Assistant Swim Coachsince Oct 2008
Skills:
Investment Allocation and Management, Capital Planning, Credit Solutions, Financing, and Cash Flow, ...
Full Profile

Charles Dankworth Columbus, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Portfolio Manager • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Advisor • Management Analyst • Management Consultant • Analyst • Analysts • Senior Vice President • Financial Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Managers • Team Member • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Senior Vice President, Senior Portfolio Manager, Wealth Advisor at UBS Financial Services
Title:
Barron's Top 1000 Financial Advisor | Wealth Advisor | Senior Portfolio Manager | Certified Financial Planner (CFP)
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
UBS Financial Services Senior Vice President, Senior Portfolio Manager, Wealth Advisorsince Dec 2008Citigroup/Smith Barney Senior Vice President, Senior Portfolio Manager, Senior Investment Management ConsultantSep 2001 - Dec 2008
Full Profile

Geoffrey Biehn Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Senior Vice President • Financial Director • Financial Officer • Chief Information Officer • Chief Executive • Financial Manager • Vice President • Technology Director • Technology Manager • Technical Managers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Team Member

Experience & Education

Position:
President at Trinity Financial Advisors LLC
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Trinity Financial Advisors LLC Presidentsince 2005Chase Senior Vice President & CFO Technology & Operations Division2001 - 2004
Full Profile

Joe Galford Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Technician • Technical Specialist • Technical Support Specialists • Technical Support Specialist • Systems Support Specialist • Support Specialists • Financial Manager

Experience & Education

Position:
Sales & Design at Capital Fire Protection Co., Special Hazards Sales and Design at Capital Fire ...
Title:
Sales & Design at C.F.P. Co.
Location:
Columbus, Ohio Area
Industry:
Design
Work history:
Capital Fire Protection Co. Sales & Designsince Aug 2003Capital Fire Protection Special Hazards Sales and Designsince Aug 2003
Sales & Design at CFP
Full Profile

Tom Mccarthy Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • County Commissioner • Selectman • City Manager • Civil Servant • Managing Partner • Chairperson • Financial Manager • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Managing Partner and President at McCarthy & Cox Retirement and Estate Specialists
Title:
CERTIFIED FINANCIAL PLANNER (tm) & County Commissioner at Union County
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
McCarthy & Cox Retirement and Estate Specialists Managing Partner and Presidentsince 1996Union County County CommissionerJan 1997 - Dec 2010
Full Profile

Penny Wasem Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Tax Accountant • Owner • Financial Manager • Chief Executive • Independent Contractor • Contractor

Experience & Education

Position:
Owner at Lifetime Financial Planning Solutions, LLC, CPA, CFP, PFS at Lifetime Financial Planning...
Title:
CPA, CFP, PFS at Lifetime Financial Planning Solutions, LLC
Location:
Columbus, Ohio Area
Industry:
Accounting
Work history:
Lifetime Financial Planning Solutions, LLC Ownersince Apr 2003Lifetime Financial Planning Solutions, LLC - Lancaster, OHCPA, CFP, PFSsince Apr 2003
Skills:
Tax Preparation, Certified Financial Planner, Peachtree, Trusts, Income Tax, Retirement Planning,...
Full Profile

Daniel Kurt Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Director of Business Development • Founding Member • Chief Executive • Business Development Manager • Operations Manager • Financial Manager • Counselor • Advisor • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Founder & Infusionsoft Certified Consultant at Revenue Creators
Location:
Columbus, Ohio Area
Industry:
Online Media
Work history:
Revenue Creators Founder & Infusionsoft Certified Consultantsince Mar 2012RIA Central Director of Business DevelopmentDec 2008 - Mar 2012
Skills:
Infusionsoft, Marketing Automation, E-commerce, Web Development
Certifications:
Infusionsoft Certified Consultant, Infusionsoft
..as Series 65 or a designation such as CFP
Full Profile

Patricia Pikor Westerville, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President of Sales • Vice President • Chief Executive • Financial Manager • Computer Programmer • Programmer • Analyst • Analysts • Bachelor of Business Administration • Notary Public • Notary • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
V.P. Sales & Marketing at Kenneth A. Pikor, Inc.
Title:
V.P. Sales & Marketing, Kenneth A. Pikor, CFP, EA
Location:
Westerville, Ohio
Industry:
Financial Services
Work history:
Kenneth A. Pikor, Inc. - 107 Commerce Park Drive #B Westerville, OH 43082V.P. Sales & Marketingsince Oct 2002Wendy's International Senior Systems Integrator - PeopleSoft HR/PayrollMar 2000 - Oct 2002
Full Profile

Pam Webber Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Bachelor of Science • Computational Scientist • Systems Administrator • Computer Systems Administrator • Computer Scientists • Technical Support Specialists • Managers • Analysts

Experience & Education

Position:
ParaPlanner at Partnership Financial LLC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Partnership Financial LLC ParaPlannersince Sep 2012College for Financial Planning StudentMar 2011 - Dec 2011
Full Profile

Matt Scheibeck Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager • Counselor • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at Merrill Lynch
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Merrill Lynch Certified Financial Plannersince Jun 2005UBS Wealth Management FA, Certified Financial PlannerSep 2002 - Jun 2005
Skills:
Matt assists clients by offering a full complement of wealth preservation and transfer strategies,...
Full Profile

Donald Rivers Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President - Investments at Wells Fargo Advisors, LLC
Title:
Senior Vice President at Wells Fargo Advisors, LLC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Columbus, Ohio AreaSenior Vice President - Investmentssince Aug 2008JPMorgan Senior Vice PresidentOct 1985 - Aug 2008
Certifications:
Certified Financial Planner ™, College for Financial Planning
Full Profile

Joshua Young Columbus, 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 Advisor at UBS
Title:
CFP®, Financial Advisor at UBS Financial Services
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
UBS Financial Advisorsince Nov 2012Wells Fargo Advisors LLC Financial AdvisorSep 2004 - Nov 2012
Skills:
Investments, Portfolio Management, Series 7, Retirement, Wealth Management, Management, Financial...
Full Profile

Brian Loe Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor at UBS Financial Services, Inc., Senior Vice President-Investments at UBS Financial...
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Wealth Advisorsince Jan 2001UBS Financial Services, Inc. Senior Vice President-Investmentssince 1999
Skills:
Comprehensive wealth management, financial planning, investment consulting services, retirement...
Full Profile

Douglas Feller Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Partner, CFP® at Investment Partners LTD
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Investment Partners LTD Partner, CFP®since Jun 2002
Full Profile

Richard Nadler Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Chief Executive

Experience & Education

Position:
Partner, CFP, CPA at Keeler & Nadler Financial Planning
Title:
Principal and CFP, CPA, at Keeler & Nadler Financial Planning
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Keeler & Nadler Financial Planning Partner, CFP, CPAsince 2009Everhart Financial Group CFP, CPASep 2005 - 2009
Skills:
Retirement Planning, Financial Planning, Strategic Financial Planning, High Net Worth Individuals,...
Full Profile

Michael Hyzdu Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Senior Manager • Financial Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Bachelor of Science • Field Marketing Specialist • Marketing Administrator • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President - Investments at UBS Financial Services
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
UBS Financial Services Vice President - Investmentssince 2002Andersen, LLP Senior Manager, Advanced Technology Group2000 - 2001
Full Profile

Bill Leuby Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Director of Quality Control • Vice President • Chief Executive • Compliance Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Senior Vice President at Hamilton Capital Management, Chief Compliance Officer at Hamilton Capital...
Title:
Senior Vice President at Hamilton Capital Management
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Hamilton Capital Management - Columbus, Ohio AreaSenior Vice Presidentsince 1997Hamilton Capital Management - Columbus, Ohio AreaChief Compliance Officersince 1997
Full Profile

Randy Hansell Columbus, 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 • Buyer • Buyer and Seller • Sales Representative • Chairperson • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Advisor/Certified Financial Planner at Ameriprise Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor/Certified Financial Plannersince 1988Hansell's Inc. Buyer/Vice President1983 - 1988
Skills:
Retirement Planning, Estate Planning, Insurance, Saving for Education, Strategic Financial...
Full Profile

Bill Cseplo Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Director • Managing Partner • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Sr Vice President-Investments at UBS Wealth Management
Title:
Sr VP-Investments
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
UBS Wealth Management Sr Vice President-Investmentssince Aug 2004Muirfield Village Office Suites Managing Partner2004 - Jan 2011
Edward Snyder,CFP,
Full Profile

Matthew Brandeburg Columbus, OH

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Author • Editor • Guide • Investor • Tour Guide • Doctor of Philosophy • Lead Teacher • Instructor • Pedagogue • Educator • Education Professional • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Author at Financial Planning For Your First Job, Author at Your Guide to the CFP® Certification...
Title:
Author and Certified Financial Planner
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Financial Planning For Your First Job Authorsince Nov 2009Your Guide to the CFP® Certification Exam Authorsince Oct 2009
Full Profile

Robert Eyen Columbus, 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 • Underwriter • Advisor • Doctor of Medicine • Financial Manager

Experience & Education

Position:
Financial Advisor at The Chaddock Group, A private wealth advisory practice of Ameriprise Financial ...
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
The Chaddock Group, A private wealth advisory practice of Ameriprise Financial Services, Inc. Financial Advisorsince Jan 2013Montgomery and Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc. Financial AdvisorOct 2006 - Dec 2012
Full Profile

David Richardson Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
CFP, Prospera Financial Services at The Bishoff Financial Group, Inc.
Title:
CFP at The Bishoff Financial Group, Inc.
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
The Bishoff Financial Group, Inc. - Worthington,OHCFP, Prospera Financial Servicessince Jun 2001Bishoff Financial Group, Inc. CFP, LPL Financial ServicesJun 2010 - Jun 2013
Skills:
Investment Advisory, Retirement Planning, Strategic Financial Planning, Portfolio Management,...
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Joe Reilly Columbus, 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 • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Title:
Certified Financial Planner, Thrivent Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Thrivent Financial Financial Consultantsince Mar 1991CMJ Management Co. Property managerAug 1984 - Oct 1990
Full Profile

Maura Holowchak Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at The Mahler Group of Wells Fargo Advisors, LLC
Title:
CERTIFIED FINANCIAL PLANNER (TM)
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
The Mahler Group of Wells Fargo Advisors, LLC - Columbus, Ohio AreaFinancial Advisorsince Sep 2009
Certifications:
CERTIFIED FINANCIAL PLANNER (TM), Certified Financial Planner Board of Standards, Inc.
Full Profile

Jeff Loehnis Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Advisor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Hamilton Capital Management
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Hamilton Capital Management - Columbus, Ohio AreaPresidentsince 2001BalletMet Columbus Trustee2004 - 2011
Full Profile

Beth Sparks Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Vice President, Investments at Raymond James & Associates
Title:
Vice President, Investments at Raymond James
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Raymond James & Associates Vice President, Investmentssince Aug 2003McDonald Investments Vice PresidentAug 1998 - Aug 2003
CFP
Full Profile

Isao Shoji Columbus, 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®, CLTC at Ameriprise Financial Services, Inc.
Title:
Financial Advisor / CFP® CLTC at Ameriprise Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Dublin, OHFinancial Advisor, CFP®, CLTCsince 2006
Languages:
English, Japanese, Mandarin Chinese
Full Profile

Antonio Emanuel Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Associate Professor • Dean • Lecturer • Postsecondary Teacher • Higher Education Professional • School Administrator • Educational Manager • Director • Chairperson • Operations Manager • Chief Executive • Financial Manager • Recruitment

Experience & Education

Position:
Assistant Professor of Accounting and Finance at Ohio Dominican University
Title:
Assistant Professor of Accounting and Finance
Location:
Columbus, Ohio Area
Industry:
Accounting
Work history:
Ohio Dominican University - Columbus, Ohio AreaAssistant Professor of Accounting and Financesince Jan 2006Franklin University - Columbus, OhioProfessor/Program Chair/Assistant DeanSep 1994 - Dec 2005
Skills:
Leadership Development, Research, Accounting, Adult Education, Public Speaking, Higher Education,...
Responsibile for starting the CFP concentration and getting that set of courses..
Full Profile

Kimberly Penzone Columbus, 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®, CRPC® at UBS
Title:
Financial Advisor, CFP®, CRPC® at UBS Financial Services Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
UBS - Upper Arlington OfficeFinancial Advisor, CFP®, CRPC®since Jan 2012Merrill Lynch - Dublin OfficeFinancial Advisor, CFP®, CRPC®Apr 1999 - Jan 2012
Full Profile

Doug Feller Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Partner, CFP® at Investment Partners LTD
Title:
CERTIFIED FINANCIAL PLANNER™, Partner - Investment Partners LTD
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Investment Partners LTD Partner, CFP®since Jun 2002
Certifications:
2011 Level III CFA Candidate, CFA Institute
CERTIFIED FINANCIAL PLANNER™ Certificant, CFP Board of Standards
Full Profile

Richie Schuster Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Juris Doctor • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Vice President • Chief Executive • Financial Analyst • Recruitment

Experience & Education

Title:
Managing Principal, J.D., CFP, CDFA at All Seasons Financial
Location:
Columbus, Ohio Area
Industry:
Investment Management
Full Profile

Jefferson Cronau Columbus, 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 at Ameriprise Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Feb 1983
Full Profile

David Richardson Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
CFP, LPL Financial Services at Bishoff Financial Group, Inc., CFP, LPL Financial Services at...
Title:
Certified Financial Planner
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Bishoff Financial Group, Inc. CFP, LPL Financial Servicessince Jun 2010Richardson Financial Strategies CFP, LPL Financial Servicessince Sep 2002
Skills:
Investment Advisory, Retirement Planning
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Bob Mauk Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
CFP® Practitioner at Chornyak & Associates, Ltd.
Title:
Certified Financial Planner ™ at Chornyak & Associates, Ltd.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Chornyak & Associates, Ltd. CFP® Practitionersince Apr 1987
Full Profile

Christopher Ciehanski Columbus, OH

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Partner, CFP®, CRPC®, CPA at Centricity Wealth Management
Title:
Partner at Centricity Wealth Management
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Centricity Wealth Management - Westerville, OHPartner, CFP®, CRPC®, CPAsince Jan 2013Merrill Lynch Financial Advisor, CFP®, CRPC®2002 - Jan 2013
Skills:
Cash Management, Risk Management, Wealth Management, Retirement Planning, Financial Analysis,...
Full Profile

Thomas Bates Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Chairperson • Bachelor of Science • Sales Representative

Experience & Education

Position:
Owner at Thomas R Bates CFP, CFP at Thomas R Bates CFP, LLc
Title:
CFP at Thomas R Bates CFP, LLc
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Thomas R Bates CFP OwnerThomas R Bates CFP, LLc CFPsince Jul 2008
Full Profile

Ben Kyler Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Representative • Counselor • Team Member • Advisor • Bachelors Degree • Financial Manager

Experience & Education

Position:
Associate at Frank Wealth Management
Title:
Associate at Frank Wealth Management Group Ltd
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Frank Wealth Management Associatesince Oct 1999
Full Profile

Steve Bomar Columbus, OH

Professions & Specialties

Financial Services Professional • Estate Planner • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Representative • Contractor • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Estate Planner at Self-Employed (Self-employed)
Title:
Independent Financial Services Professional
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Self-Employed Estate Plannersince Jul 2006United Financial Systems, Co. Financial RepresentativeMay 2004 - Jul 2006
Full Profile

Del Duffy Columbus, OH

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Center Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Banker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor at Cuso Financial Services, LP
Title:
Financial Advisor at United Investment Planning
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Cuso Financial Services, LP Financial Advisorsince Jan 2008Fifth Third Bank Assistant Vice President, Financial Center ManagerMay 2004 - Dec 2008
Skills:
Certified Financial Planner
Full Profile

Kimberly Pearse Columbus, OH

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:
Vice President, CFP at UBS Financial Services
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Charmaine Turner Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Vice President Investments, Certified Financial Planner at Merrill Lynch
Title:
Vice President Investments, Certified Financial Planner at Merrill Lynch and Financial Services Consultant
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President Investments, Certified Financial Plannersince Oct 2004McDonald Financial Group Vice PresidentOct 1992 - Sep 2004
Full Profile

Robert Mauk Columbus, OH

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 Chornyak & Associates, Ltd.
Location:
Columbus, Ohio Area
Industry:
Financial Services
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Colin Parks Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Vice President, CFP at UBS Wealth Management
Title:
CFP, Vice President ~ Grové Wealth Management Partners at UBS Financial Services
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
UBS Wealth Management Vice President, CFPsince Feb 2007McDonald Investments Vice President, CFPJun 1996 - Feb 2007
Skills:
Certified Financial Planner, Portfolio Management, Wealth Management, Asset Managment, Asset...
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Bradley Huffman Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Owner at Future Finances, Inc., Owner/Certified Financial Planner at Future Finances, Inc.
Title:
Owner/Certified Financial Planner at Future Finances, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Future Finances, Inc. Ownersince May 1997Future Finances, Inc. Owner/Certified Financial Plannersince May 1997
Skills:
Strategic Financial Planning, Retirement Planning, Asset Management, Financial Advisory
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Dennis Ku Columbus, OH

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Networking Officer • Customer Relations • Master of Science

Experience & Education

Position:
Estate Planner and Field Trainer at Bankers Life and Casualty, Investment Specialist at Independent ...
Title:
Estate Planner and Investment Specialist
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Bankers Life and Casualty Estate Planner and Field Trainersince May 2007Independent Investment Brokerage Investment Specialistsince May 2007
Skills:
Estate Planning, Retirement Planning, Succession Planning, Financial Advisory, Portfolio...
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Nick Kontras Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Tax Preparer • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Owner • Chairperson • Financial Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner and President at Kontras Financial Services
Title:
Certified Financial Planner at
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Kontras Financial Services Owner and Presidentsince Jan 1989
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Sharon Rager Columbus, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Cooks • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager

Experience & Education

Position:
C.D.M.-C.F.P.P. at Crestview Rehabilitation & Skilled Nursing Services, Cook at...
Title:
C.D.M.-C.F.P.P. at Crestview Rehabilitation & Skilled Nursing Services
Location:
Columbus, Ohio Area
Industry:
Hospital & Health Care
Work history:
Crestview Rehabilitation & Skilled Nursing Services C.D.M.-C.F.P.P.since Oct 1999Crestviewrehabilitation & Skilled Nursing Services Cooksince Feb 1995
CFP
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John Bauers Columbus, 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 BAUERS FINANCIAL GROUP / An Independent Firm
Title:
CFP / BAUERS FINANCIAL GROUP
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
BAUERS FINANCIAL GROUP / An Independent Firm - 11 N. High St. Canal Winchester, Ohio 43110Certified Financial Plannersince 1997
Skills:
Financial Advisory, Securities, Financial Analysis, Finance, FINRA, Retirement Planning, Strategic...
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