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Certified Financial Planners in Oklahoma

Certified Financial Planners in Edmond, OK

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7 results found

Greg Womack Edmond, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Managing Partner • Owner • Chairperson • General Partner • Operations Manager • Partner • Chief Executive • Financial Manager • Counselor • Advisor • Marketing Manager • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Sales Representative • School Administrator • Educational Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Managing Partner / Owner at Trinity Capital Asset Management, LLC, President at Womack Investment...
Title:
Money Manager
Location:
Edmond, Oklahoma
Industry:
Investment Management
Work history:
Trinity Capital Asset Management, LLC - 1366 E. 15th Street, Edmond, OK 73013Managing Partner / Ownersince Jan 2010Womack Investment Advisers, Inc. Presidentsince Jan 2000
Full Profile

Steve Romano Edmond, OK

Professions & Specialties

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

Experience & Education

Position:
Certified Estate Planner® at Romano Wealth Management
Location:
Edmond, Oklahoma
Industry:
Financial Services
Work history:
Romano Wealth Management - Edmond, OklahomaCertified Estate Planner®since Jun 2006Redstone Investments Financial AdvisorMar 2006 - Jun 2007
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Kevin Wittrock Edmond, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Position:
Investment Adviser Representative at ING Financial Partners
Title:
ING Financial Partners, CFP
Location:
Edmond, Oklahoma
Industry:
Financial Services
Work history:
ING Financial Partners Investment Adviser Representativesince Jan 1998Healthcare Oklahoma Account Executive Large GroupJan 1997 - Sep 1998
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David Mercer Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Michigan Reef Oil Company, LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Oil & Energy
Work history:
Michigan Reef Oil Company, LLC - Oklahoma City, Oklahoma AreaPresidentsince Mar 2009Morgan Stanley - Edmond,OKCFP/VPApr 1999 - Dec 2008
Full Profile

Christi Powell Oklahoma City, OK

Professions & Specialties

Puchasing and Estimating Manager • Owner • Treasurer • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Dental Hygienist • Oral Health Therapist • Team Member • Student Worker

Experience & Education

Position:
Owner at Falcon Financial of Oklahoma, LLC
Title:
Owner, Falcon Financial of Oklahoma, LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Falcon Financial of Oklahoma, LLC - Edmond, OKOwnersince Jul 2007Financial Planning Association Treasurer Central Oklahoma2009 - 2013
Skills:
Financial Planning, Investments, Public Speaking, Financial Advisory, Small Business, Personal...
Certified Financial Planner Board of Standards
Full Profile

Greg Hester Edmond, OK

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Amerprise Financial Services
Location:
Edmond, Oklahoma
Industry:
Financial Services
Work history:
Amerprise Financial Services Financial Advisorsince Feb 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Chartered Retirement Planning Counselor, College For Financial Planning
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Blake Willcox Edmond, OK

Professions & Specialties

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

Experience & Education

Position:
Investment Advisor Representative at ING Financial Partners
Title:
Financial Adviser at ING Financial Partners
Location:
Edmond, Oklahoma
Industry:
Financial Services
Work history:
ING Financial Partners Investment Advisor Representativesince 2010
Skills:
Retirement Planning, Strategic Financial Planning, Series 7, Wealth Management, Investments, Mutual ...
Certified Financial Planner
Full Profile

Certified Financial Planners near Edmond, OK01122334455Oklahoma CityChoctawYukon


Certified Financial Planners around Edmond, OK

Choctaw  (1)
Oklahoma City  (52)
Yukon  (1)

Certified Financial Planners in Oklahoma

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