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Certified Financial Planners in North Carolina

Certified Financial Planners in Durham, NC

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Here is a complete directory of nearly all professional Certified Financial Planners in your town.

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17 results found

Malcolm Trevillian Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Investment Analyst • Owner • Founder • Chief Executive • Founding Member • Financial Manager • Advisor • Technician • Counselor • Technical Specialist • Technical Support Specialists • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Compliance Manager • Operations Manager • Analysts • Non-Profit • Lecturer • Postsecondary Teacher • School Administrator • Educational Manager • Government Administration Officer • Civil Servant

Experience & Education

Position:
Founder and Owner at Chatham Advisors, Senior Investment Advisor at Verity Investments
Title:
Owner of Chatham Advisors
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Chatham Advisors - Durham, NCFounder and Ownersince Mar 2008Verity Investments - Durham, NCSenior Investment Advisorsince Sep 2008
Full Profile

Jennifer Lazarus Durham, NC

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Planner • Team Member • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Lazarus Financial Planning
Title:
CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Advisor
Location:
Durham, North Carolina
Industry:
Financial Services
Work history:
Lazarus Financial Planning Financial Plannersince 2005Woodward Financial Advisors Associate Planner2003 - 2005
Full Profile

Pam Brinkley Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Board Member • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Position:
Shareholder at Thomas, Knight, Trent, King and Company
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Thomas, Knight, Trent, King and Company - Durham, NCShareholdersince Jan 1991
Full Profile

Joanna Yu Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Project Manager • Independent Contractor • Contractor • Law Specialist • Legal Aide • Lawyers • Paralegal • Financial Manager • Project Managers • Independent Business Owners

Experience & Education

Position:
Matching Grants CFP at IBM
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
IBM - Durham, NCMatching Grants CFPsince Jul 2011Motricity - Durham, NCLegal AssistantMay 2011 - Jun 2011
Languages:
Korean
Full Profile

Janene Tompkins Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • HR Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Wealth Management Advisor at TIAA-CREF
Title:
CFP(r) Wealth Managment Professional
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
TIAA-CREF - Durham, NCWealth Management Advisorsince Jul 2012Coastal Federal Credit Union - Raleigh-Durham, North Carolina AreaSr. Financial AdvisorAug 2005 - Aug 2012
Full Profile

Andrew Buergler Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Inventory Manager • Inventory Specialist • Logistician • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Relations • Operations Manager • Financial Manager • Golfer • Athletes • Independent Contractor • Apprentice • Business Administrator • Contractor • Master of Business Administration • Bachelor of Science • Student Worker

Experience & Education

Position:
Defined Benefit Rep III at Fidelity Investments, Workplace Benefits Rep II at Fidelity Investments
Title:
Defined Benefit Rep III at Fidelity Investments
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Fidelity Investments Defined Benefit Rep IIIsince Apr 2013Fidelity Investments - Durham, NCWorkplace Benefits Rep IIsince Aug 2010
Skills:
Customer Service, Real Estate, Inventory Management, Customer Relations, PowerPoint, Financial...
Certifications:
Series 7, FINRA
Completed all courses required for CFP exam
Full Profile

Susan Fitzenrider Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Developer • Software Developers • Analyst • Analysts • Software Engineer • Software Tester • Computational Scientist • Computer Software Professional • Information Technology Specialist • Computer Specialist • Computer Scientists • IT Specialist • Counselor • Advisor • Team Member • Bachelor of Science • Financial Manager

Experience & Education

Position:
AVP at Credit Suisse
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Credit Suisse - RTP, NCAVPsince Jul 2011FX Bridge Technologies Corporation Sr. Software Developer/AnalystAug 2009 - Jul 2011
Full Profile

Norris Cotton Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lieutenant Colonel • Analysts

Experience & Education

Position:
First Vice President - Financial Advisor at Morgan Stanley
Title:
First Vice President - Financial Advisor MorganStanley
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley - Durham, NCFirst Vice President - Financial Advisorsince Oct 2009United States Marine Corps Lieutenant ColonelJun 1971 - Nov 1992
Certifications:
Certified Financial Planner™, Board of Standards, Certified Financial Planner
Certified Investment Management Analyst®, Investment Management Consultants Association
Full Profile

Russell Smith Raleigh, NC

Professions & Specialties

Owner • Partner • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Mathematician

Experience & Education

Position:
Owner/Partner at Gordon Asset Management, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Gordon Asset Management, LLC - Research Triangle Park, NCOwner/Partnersince Aug 2001
Certifications:
Certified Financial Planner "CFP" designation, College for Financial Planning
Certified Employee Benefits Specialist ("CEBS"), International Foundation of Employee Benefit Plans and Wharton School of Business
Full Profile

Julia Drake Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Program Associate • Hospital Care Professional • Health Professional • Health Practitioner • Master of Business Administration • Project Managers • Advisor • Financial Manager • Marketing Professional • Advertising Sales Agent • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Commercial Rotation Development Program Associate at Genentech
Location:
Raleigh-Durham, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Genentech Commercial Rotation Development Program AssociateDuke University, The Fuqua School of Business - Durham, NCMaster of Business Administration Candidate, Class of 2013Jul 2011 - May 2013
Languages:
Spanish
Full Profile

Brett Vickey Raleigh, NC

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Certified Financial Planner • Data Analyst • Data Entry Specialist • Data Scientist • Financial Manager • Operations Manager • Accounting Analyst • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Business Administrator • Team Member • Analysts • Bachelor of Science

Experience & Education

Position:
Investment Analyst at DUMAC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
DUMAC - Durham, NCInvestment Analystsince Aug 2012TIAA-CREF - Charlotte, North Carolina AreaInvestment Data AnalystMay 2012 - Aug 2012
CFP study group 2010 and 2011
Full Profile

Dave Walters Durham, NC

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Owner/Member at C. Davis Walters, CPA PLLC
Title:
Owner, C. Davis Walters, CPA PLLC
Location:
Durham, North Carolina
Industry:
Accounting
Work history:
C. Davis Walters, CPA PLLC - 1920 Front Street, Suite 830 Durham NC 27705Owner/Membersince Jul 2001
Skills:
Tax Preparation, Accounting, Tax, Financial Reporting, General Ledger, Income Tax, CPA, Tax...
Certifications:
Certified Public Accountant
Certified Financial Planner
Full Profile

David Wise Durham, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Apprentice • Office Clerk • Clerical Specialist • Student Worker

Experience & Education

Work

Company:
Hilltop wealth advisors
Junior financial advisor
Company:
Finance matters llc - Boise, ID
Office assistant/intern

Skills

CFP CERTIFIED FINANCIAL PLANNERTM practitioner CRPC Chartered Retirement Planning CounselorSM ...
Full Profile

Joseph Vaughan Clayton, NC

Professions & Specialties

Puchasing and Estimating Manager • Staff Engineer • Professional Engineer • Engineering Specialist • Representative • Subject Matter Expert • Coordinator • Skilled Professional • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Technical Support Specialist • Systems Support Specialist • Support Specialists • Instructor • Pedagogue • Financial Manager

Experience & Education

Position:
Staff Engineer, Process Control Systems at Grifols
Location:
Clayton, North Carolina
Industry:
Pharmaceuticals
Work history:
Grifols - Clayton, NCStaff Engineer, Process Control Systemssince Jan 2012Grifols Maximo CMMS Support CoordinatorJan 2009 - Jan 2012
Passed the July 2009 CFP,R,Certification Examination
Full Profile

Win Lippincott Charleston, SC

Professions & Specialties

Investment Analyst • Portfolio Manager • Puchasing and Estimating Manager • Advisor • Supporting Member • Analyst • Investor • Team Member • Analysts • Marketing Professional • Advertising Sales Agent • Marketing Director • Partner • Founder • Managing Partner • Chief Executive • Financial Manager • Founding Member • Animal Doctor • Animal Care Giver • Animal Caretaker • Customer Service • Client Service Officer • Author • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Marketing at Veterinary Practice Partners
Title:
Experienced Strategic Advisor, Successful Entrepreneurial Marketer, Cross-Functional Project Specialist
Location:
Charleston, South Carolina Area
Industry:
Veterinary
Work history:
Veterinary Practice Partners Director of Marketingsince Jul 2012Centerwood Partners, LLC - Durham, NCSr. Associate/Investment AnalystJan 2010 - Jul 2012
Skills:
Marketing Strategy, Strategy Development, Competitive Analysis, Strategic Analysis, Small Business...
Languages:
English
..offerings specifically catering to the Certified Financial Planner vertical
Full Profile

Kelly Ennis Ann Arbor, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Government Administration Professional • Contract Recruiter • Human Resources Specialist • Recruitment • Security • Community Service Manager • Financial Manager • Legislator • Office Clerk • Clerical Specialist • Writing and Editing Professional • Writer and Editor • Student Worker • Sports Trainers

Experience & Education

Position:
Contracting Officer at Department of Veterans Affairs
Location:
Ann Arbor, Michigan
Industry:
Government Administration
Work history:
Department of Veterans Affairs - Ann Arbor, MichiganContracting Officersince Jan 2013US Department of Homeland Security - Washington, DCContract SpecialistSep 2008 - Oct 2012
..Research & Development solicitations,CFP
Full Profile

Chris Deangelis Wilmington, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service • Client Service Officer • Team Leader • Financial Manager • Health Information Manager • Community Health • Wellness and Fitness • Social Workers • Health Services Administrator • Medical Services Manager • Health Services Manager • Psychology Specialist • Sales Representative • Sales Agent • Social Worker • Child Protective Services Specialist • Coordinator • Representative • Philanthrope • Managers • Doctor of Medicine • Bachelor of Arts • Human Resources Specialist • Recruitment • Psychologist • Industrial-Organizational Psychologist • Industrial Psychologist • Computer Specialist

Experience & Education

Position:
Director of Community Relations/Administrator In Training at Meridian Senior Living-Hermitage House
Title:
Director of Community Relations/Administrator In Training at Meridian Senior Living
Location:
Wilmington, North Carolina
Industry:
Hospital & Health Care
Work history:
Meridian Senior Living-Hermitage House - Castle Hayne, NCDirector of Community Relations/Administrator In Trainingsince Jun 2012Kindred Healthcare - Wilmington, North CarolinaDirector of Patient ExperienceAug 2011 - Jun 2012
Skills:
Management, Marketing, Risk Management, Performance Improvement, Medical Case Management, Medical...
Languages:
Spanish
Full Profile

Certified Financial Planners near Durham, NC04692138184230RaleighChapel HillCaryHillsboroughMebane


Certified Financial Planners around Durham, NC

Cary  (9)
Chapel Hill  (12)
Hillsborough  (1)
Mebane  (1)
Raleigh  (227)

Certified Financial Planners in North Carolina

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