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Certified Financial Planners in Delaware

Certified Financial Planners in Dover, DE

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11 results found

I. Katz Dover, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Financial Manager • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Tax representation & estate planner, p.a
Attorney
Company:
The william o. douglas tax factor
Lead article
Full Profile

Mark Engberg Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marine Engineer • Head Engineer • Engineering Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner™ at CFS / Retirement & Tax Solutions
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
CFS / Retirement & Tax Solutions Certified Financial Planner™since Mar 2001Marine Engineers Beneficial Association Marine EngineerJan 1981 - Feb 2001
Skills:
CFS / Retirement & Tax Solutions has been in their currentl location for more than 20 years, The...
Full Profile

Stan Robins Dover, DE

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor, CIMA, CFP, CLU, ChFC at Morgan Stanley
Location:
Dover, Delaware Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Advisor, CIMA, CFP, CLU, ChFC
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Stanley Robins Dover, DE

Professions & Specialties

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

Experience & Education

Title:
Wealth Advisor, CIMA, CFP, CLU, ChFC at Morgan Stanley
Location:
Dover, Delaware Area
Industry:
Investment Management
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Jeffrey Puglia Dover, DE

Professions & Specialties

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

Experience & Education

Title:
CFP, AIF, President, Black Diamond Financial Solutions, Inc.
Location:
Dover, Delaware Area
Industry:
Financial Services
Full Profile

Anita Kiger Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Administrative Assistant at Peter Oldziey CFP & Associates
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
Peter Oldziey CFP & Associates Administrative Assistant
Full Profile

James Respess Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Attorney At Law • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager • Community Service Manager • Of Counsel • Jurist • Legal Counsel • Juris Doctor • Government Administration Professional • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Respess Financial Services, Owner at James W. Respess, Attorney At Law
Title:
Owner at James W. Respess, Attorney At Law
Location:
Dover, Delaware Area
Industry:
Insurance
Work history:
Respess Financial Services - 212 W. Main Street Suite 308, Salisbury, Md. 21801Ownersince Aug 2011James W. Respess, Attorney At Law Ownersince Oct 1966
Full Profile

Beth Miller Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Supporting Member • Team Member • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Attorney at Morris James
Title:
Attorney at Morris James LLP
Location:
Dover, Delaware Area
Industry:
Law Practice
Work history:
Morris James Attorneysince 2008Schmittinger & Rodriguez, P.A. PartnerSep 1998 - Jan 2008
Skills:
Real Property, Estate Administration, Estate Planning, LLC, Tax, Trusts, Estate Law
Full Profile

Sam Slabaugh Dover, DE

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Financial Planner at EST Financial
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
EST Financial Financial Plannersince Oct 1997Evergreen farm Owner1999 - 2010
CFP
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Christopher Hayes Dover, DE

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Dec 2008
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

David Bocchino Rehoboth, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Chairperson • Manager • Chief Executive • Operations Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Project Managers • Founding Member • Financial Manager • Doctor of Philosophy • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sports Trainer • Sports Trainers • Advisor • Information Technology Specialist • IT Specialist • Sales Representative • Regional Sales Consultant

Experience & Education

Position:
Adjunct Professor at Wilmington University, Faculty Instructor at Osher Lifelong Learning Institute ...
Title:
Financial Consultant/ Top 1% Most Viewed LinkedIn Profiles
Location:
Rehoboth Beach, Delaware
Industry:
Financial Services
Work history:
Wilmington University - Georgetown, DEAdjunct Professorsince Jul 2013Osher Lifelong Learning Institute at the University of Delaware - Lewes and Dover, DEFaculty Instructorsince Jan 2013
Skills:
Retirement Planning, Non-profits, Asset Allocation, Insurance, Wealth Management, Financial...
Languages:
French
Full Profile

Certified Financial Planners near Dover, DE012345NewarkMiddletownBearClaytonGeorgetownElkton


Certified Financial Planners around Dover, DE

Bear  (1)
Clayton  (1)
Elkton  (1)
Georgetown  (1)
Middletown  (2)
Newark  (5)

Certified Financial Planners in Delaware

Sub-specializations