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Certified Financial Planners in Texas

Certified Financial Planners in El Paso, TX

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Here is a complete list of nearly all experienced Certified Financial Planners in El Paso, TX.

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10 results found

Steven Hourigan El Paso, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner(r) at Securities America, Inc.
Location:
El Paso, Texas Area
Industry:
Investment Management
Full Profile

Rebecca Setliff El Paso, TX

Professions & Specialties

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

Experience & Education

Position:
Associate Vice President at Morgan Stanley Wealth Managerment
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
El Paso, Texas Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Managerment - El Paso, Texas Area, United StatesAssociate Vice Presidentsince Jan 1996
Skills:
Series 7, Retirement Planning, Wealth Management, Separately Managed Accounts, Investment Advisory, ...
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
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Marshall Barclay El Paso, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Master of Business Administration • Certified Nurse Practitioner • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Engineer • Engineering Specialist • Financial Manager

Experience & Education

Position:
Investment Advisor Representative, CFP(r), CPRC, MBA at Lincoln Financial Group
Title:
Investment Advisor Representative, Lincoln Financial Advisors
Location:
El Paso, Texas Area
Industry:
Financial Services
Work history:
Lincoln Financial Group - 4130 Rio Bravo, Suite A-100, El Paso, TX 79902Investment Advisor Representative, CFP(r), CPRC, MBAsince Sep 2006Delphi Project Engineer1995 - 2006
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Michael Duchouquette El Paso, TX

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 Duchouquette & Associates, Inc
Title:
Certified Financial Planner
Location:
El Paso, Texas Area
Industry:
Financial Services
Work history:
Duchouquette & Associates, Inc Certified Financial Plannersince Oct 2003
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Carolyn Mora El Paso, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA/CFP at Carolyn L. Mora, CPA, PC
Location:
El Paso, Texas Area
Industry:
Accounting
Work history:
Carolyn L. Mora, CPA, PC CPA/CFP
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Thomas Herbert El Paso, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Managing Partner • Financial Director • Partner • Chief Executive • Financial Officer • Financial Manager • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Region Manager • Area Manager • Managers • Contractor • Independent Business Owners • Photography Professional • Photographer

Experience & Education

Position:
Managing Partner at Retirement Resources Wealth Mgmt., LP, Chief Financial Officer at Argal...
Title:
Managing Partner at Retirement Resources Wealth Mgmt, LP. Also CFO for Argal Corp.
Location:
El Paso, Texas Area
Industry:
Financial Services
Work history:
Retirement Resources Wealth Mgmt., LP Managing Partnersince Feb 2004Argal Corporation Chief Financial Officersince 2008
Skills:
Financial Planning, Investments, Financial Advisory, Wealth Management, Estate Planning, Certified...
Languages:
Korean, Spanish
Certifications:
NRA Firearms Instructor: Pistol, Rifle, Shotgun, Personal Protection In/Out of Home, Chief Range Safety Officer, National Rifle Association
Texas DPS Certified Concealed Handgun Instructor, Texas Department of Public Safety
CFP prep
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Josh Plasencio El Paso, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Counselor • Business Administrator • Advisor • Vice President • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Service Rep at First Savings Bank
Location:
El Paso, Texas Area
Industry:
Financial Services
Work history:
First Savings Bank - El Paso, Texas AreaFinancial Service Repsince Oct 2009Wells Fargo Bank Licensed BankerSep 2008 - Oct 2009
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Jesus Longoria El Paso, TX

Professions & Specialties

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

Experience & Education

Position:
Owner at Amicus Financial Advisors, LLP
Title:
Owner, Amicus Financial Advisors, LLP
Location:
El Paso, Texas Area
Industry:
Financial Services
Work history:
Amicus Financial Advisors, LLP OwnerArmy Community Service SOS Financial Counselor2009 - 2011
Certified Financial Planner
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Eric Wilson Seattle, WA

Professions & Specialties

Mortgage Broker • Mortgage Specialist • Loan Officers • Agent • Sales Representative • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model

Experience & Education

Position:
Designated Mortgage Broker at Wilson Financial Group, Inc., Insurance Broker at Farmers Insurance...
Title:
Mortgage & Insurance Broker
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Wilson Financial Group, Inc. - Seattle, WA.Designated Mortgage Brokersince Feb 2004Farmers Insurance Group of Companies - 1900 S Puget Drive. Renton, WA. 98055Insurance Brokersince Jan 2010
CFP Designation
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Crystal Rau Odessa, TX

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Analyst • Supporting Member • Analysts • Team Member • Market Analyst • Market Research Analyst • Customer Service • Client Service Officer • Chief Administrative Officer • Chief Executive • Financial Manager • Financial Analyst • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Position:
Tax Staff at Armstrong Backus & Co. LLP
Location:
Odessa/Midland, Texas Area
Industry:
Accounting
Work history:
Armstrong Backus & Co. LLP - Midland, TXTax Staffsince Feb 2013Lauterbach Financial Advisors LLC - El Paso, TXClient Relationship Specialist/Associate AnalystApr 2010 - Jan 2013
Skills:
Series 65, Tax Preparation, Financial Analysis, Financial Markets, Financial Advisory, Financial...
Languages:
English, Japanese
Full Profile