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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Conshohocken, PA

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15 results found

Chris Bradley Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Senior Portfolio Manager, Wealth Advisor, CFP at UBS
Title:
Wealth Management Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UBS - Conshohocken, PASenior Portfolio Manager, Wealth Advisor, CFPsince Jan 2009
Full Profile

Joel Freedman Philadelphia, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Financial Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Operations Manager

Experience & Education

Position:
Financial Advisor | Senior Vice President | CFP(R) at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley | CFP(R)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley - West Conshohocken, PAFinancial Advisor | Senior Vice President | CFP(R)since Mar 2009Wachovia Securities LLC - Conshohocken, PAFinancial Advisor | Senior Vice PresidentDec 2002 - Mar 2009
Certifications:
Certified Financial Planner (TM), Certified Financial Planner Board of Standards, Inc.
Full Profile

Ben Gravina Blue Bell, PA

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 Morgan Stanley Wealth Management
Title:
Financial Advisor, CFP Morgan Stanley Wealth Management
Location:
Blue Bell, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Blue BellFinancial Advisor CFPsince Feb 2012Stifel Financial Corp. - Conshohocken, paFinancial AdvisorJul 2007 - Feb 2012
Full Profile

Jack Wu Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Director • Financial Manager • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Quality Assurance at eMone Advisor, LLC
Title:
Software Quality Assurance, Certified Financial Planner (CFP), Charted Financial Consultant (ChFC)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
EMone Advisor, LLC - 1001 E. Hector St. Conshohocken, PA 19428Director, Quality Assurancesince Feb 2001PDS software Senior QA Analyst1998 - 2001
Full Profile

Kevin Stolarski Conshohocken, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Account Associate • Sales Executive • Financial Manager • Sales Manager • Marketing Manager • Advertising Sales Agent

Experience & Education

Work

Company:
The certified financial planner board of standards
Communication specialist
Company:
The costar group - Washington, DC
Marketing solutions sales associate
Full Profile

Laurence Kagan Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Oncologist • Medical Practice Professional • Medical Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Advisor • Financial Manager

Experience & Education

Position:
Owner at Kagan Law Firm, LLC, Owner at Kagan Cocozza Asset Management
Title:
Kagan Cocozza Asset Managment; Kagan Law Firm, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Kagan Law Firm, LLC Ownersince Sep 2010Kagan Cocozza Asset Management - West Conshohocken, PAOwnersince Jul 2010
Skills:
Estate Planning, Trusts, Trustee, Estate Tax Planning, Estate Administration, Trust Services,...
Full Profile

Dan Brady Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Advisor • Customer Service • Client Service Officer • Software Engineer • Software Developers • Finance and Accounting Specialist • Financial Planning Analyst • Accounting Bookkeeper • Bookkeeper • Accounting Analyst • Financial Analyst

Experience & Education

Position:
Director, Professional Services at eMoney Advisor
Title:
Financial Advisor Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
EMoney Advisor - Conshohocken, PADirector, Professional Servicessince Sep 2012EMoney Advisor - Conshohocken, PAFinancial Planning AnalystMar 2010 - Sep 2012
Skills:
Strategic Financial Planning, Analysis, Investment Strategies, Estate Planning, Retirement...
Certified Financial Planner
Full Profile

Celeste Hernandez Philadelphia, PA

Professions & Specialties

Puchasing and Estimating Manager • Financial Planning Analyst • Finance and Accounting Specialist • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Advisor • Counselor • Model • Customer Service • Client Service Officer • Account Service Manager • Advertising Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advertising Sales Agent • Operations Manager • Financial Manager • Recruitment

Experience & Education

Position:
Financial Planning Analyst at eMoney Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
EMoney Advisor - Conshohocken, PAFinancial Planning Analystsince Sep 2012EMoney Advisor - Conshohocken, PAAccount ExecutiveNov 2011 - Sep 2012
Certifications:
Series 6: Investment Company Products & Variable Contracts, National Association of Securities Dealers
Series 63: Uniform Securities Agent State Law, National Association of Securities Dealers
CFP Program
Full Profile

Gregory Malcolm Philadelphia, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Compliance Officer • School Administrator • Educational Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Specialist at PNC Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PNC Investments - Montgomeryville, PAFinancial Specialistsince Jul 2012PNC - North Wales, PALicensed Financial Sales ConsultantFeb 2008 - Jul 2012
Brokerage Jobs | CFP
Full Profile

John Mcgee Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
President - Retail Operations - US Northeast at FromTheWarehouse.Biz, President - Retail Operations ...
Title:
President - Retail Operations - US Northeast at FromTheWarehouse.Biz
Location:
Greater Philadelphia Area
Industry:
Retail
Work history:
FromTheWarehouse.Biz - West Conshohocken, Pa.President - Retail Operations - US Northeastsince Jun 2013FromTheWarehouse.Biz - West Conshohocken, Pa.President - Retail Operations - Eastern Pa.since May 2013
Full Profile

Jon Ferris Conshohocken, PA

Professions & Specialties

Analyst • Counselor • Analysts • Advisor • Produce Manager • Production Manager • Operations Manager

Experience & Education

Work

Company:
Susquehanna international group
Etf research and trading analyst, etf trading desk
Company:
Vanguard
Product manager and portfolio analytics consultant

Skills

Level 3 Chartered Financial Analyst (CFA) candidate CERTIFIED FINANCIAL PLANNER (CFP) ...
Full Profile

Brian Carlin Conshohocken, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Science • Bachelor of Arts • Financial Manager • Team Member

Experience & Education

Work

Company:
Vanguard
Service administrator
Company:
Vanguard
Financial associate

Skills

Certified Financial Planner (tm), Series 6, 7, and 63 Licenses
Full Profile

Kathleen Haig Conshohocken, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Crewman • Office Assistant • Team Member • Office Clerk • Clerical Specialist • Bookseller • Sales Agent • Sales Representative • Manager • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Wissahickon school district
Elementary guidance counselor- shady grove elementary school
Company:
Wissahickon school district - Ambler, PA
Elementary guidance counselor- mattison avenue elementary school

Skills

outgoing, team player, self-motivated, reliable, sense of humor, organized, problem-solver
Full Profile

Charles Wilfong Phoenixville, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Income Tax Preparer • Tax Preparer • Tax Accountant • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Operations Manager • Master of Business Administration • Master of Science

Experience & Education

Position:
Income Tax Preparation and Advice at Wilfong Tax Services
Title:
Income Tax Preparation and Advice
Location:
Phoenixville, Pennsylvania
Industry:
Accounting
Work history:
Wilfong Tax Services - Phoenixville, PAIncome Tax Preparation and Advicesince Jan 2007Ryan Beck & Co. - Conshohocken, PAVice President, Financial ConsultantAug 2005 - Jan 2007
Certified Financial Planner
Full Profile

Greg Kupiec West Chester, PA

Professions & Specialties

Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Financial Manager • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Kupiec Investment Group
Title:
President, Kupiec Investment Group
Location:
West Chester, Pennsylvania
Industry:
Investment Management
Work history:
Kupiec Investment Group - West Chester, PAPresidentsince Jan 2003Morgan Stanley - Conshohocken, PAVice President of InvestmentsJan 2001 - Dec 2002
Full Profile

Certified Financial Planners near Conshohocken, PA0125250375500625PhiladelphiaWayneBlue BellNorth WalesPlymouth MeetingValley ForgeNorristownFort WashingtonOaksLansdale


Certified Financial Planners around Conshohocken, PA

Berwyn  (1)
Blue Bell  (8)
Devon  (1)
Dresher  (2)
Lansdale  (2)
Norristown  (3)
North Wales  (6)
Oaks  (3)
Philadelphia  (623)
Valley Forge  (5)
Wayne  (14)

Certified Financial Planners in Pennsylvania

Sub-specializations