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Certified Financial Planners in New York

Certified Financial Planners in Elmira, NY

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7 results found

Todd Brost Elmira, NY

Professions & Specialties

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

Experience & Education

Position:
AE at JGUA, Account Executive at JGUA
Title:
CFP and Account Executive
Location:
Elmira, New York Area
Industry:
Financial Services
Work history:
JGUA AEsince Aug 2006JGUA Account Executivesince Aug 2006
Full Profile

Darren Wilcox Elmira, NY

Professions & Specialties

Account Service Manager • Client Service Officer • Company Secretary • Legal Aide • Lawyers • Paralegal • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Account Executive - Corporate Secretary at John G. Ullman & Associates, Inc.
Title:
Account Executive at John G. Ullman & Associates, Inc.
Location:
Elmira, New York Area
Industry:
Financial Services
Work history:
John G. Ullman & Associates, Inc. - Corning, NYAccount Executive - Corporate Secretarysince Aug 2006Amicus Financial Advisors LLP Legal AssistantJun 2004 - May 2006
Skills:
Strategic Financial Planning, Retirement Planning, Estate Planning, Brazilian Portuguese
Certified Financial Planner
Full Profile

Bryant Hozempa Elmira, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Software Engineer • Software Developers • Vice President • Director of Operations • Project Managers • Chief Executive • Financial Manager • Information Technology Specialist • Systems Analyst • IT Specialist • IT Analyst • Associate Engineer • Professional Engineer • Engineering Specialist • Technician • Contractor • Managers • Technical Specialist • Technical Support Specialists • Associate in Applied Science • Independent Business Owners

Experience & Education

Position:
Manager, Information Technology at Mirion Technologies, Inc.
Title:
Manager, Information Technology at Mirion Technologies
Location:
Elmira, New York Area
Industry:
Oil & Energy
Work history:
Mirion Technologies, Inc. Manager, Information Technologysince Jul 2007Imaging and Sensing Technology Corporation Manager, Information ServicesApr 1992 - Jun 2007
Vice President at CFP Communications
Full Profile

Gregory Stewart Elmira, NY

Professions & Specialties

Chairperson • Owner • Chief Executive • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Owner at Stewart Agency Inc, President at Stewart Agency Inc, Agent at Nationwide Insurance
Title:
President at Stewart Agency Inc
Location:
Elmira, New York Area
Industry:
Insurance
Work history:
Stewart Agency Inc Ownersince Nov 1985Stewart Agency Inc Presidentsince Nov 1985
Skills:
Insurance, Boat Insurance, Home, Annuities, Long Term Care, Retirement Planning, Term Life...
CFP
Full Profile

Shane Alsworth Elmira, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Manager • Chief Executive • Operations Manager • Financial Manager • Business Administrator • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Proto & Alsworth Wealth Management, LLC
Title:
Partner, Proto & Alsworth Wealth Management, LLC
Location:
Elmira, New York Area
Industry:
Investment Management
Work history:
Proto & Alsworth Wealth Management, LLC Partnersince Aug 2008Nancy Socha & Associates, LLC Investment Manager & Financial PlannerJun 2001 - Aug 2008
CERTIFIED FINANCIAL PLANNER
Full Profile

Shelly Orban Elmira, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Tax Consultant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Manager

Experience & Education

Position:
Senior Client Service Associate at Market Street Trust Company
Location:
Elmira, New York Area
Industry:
Financial Services
Work history:
Market Street Trust Company - Corning, New YorkSenior Client Service Associatesince Jun 2013Nancy A. Socha & Associates, LLC - Corning, New YorkSenior Financial Planner & Tax SpecialistJan 2000 - Jun 2009
Certifications:
Certified Financial Planner (r)
Full Profile

Jason Nickerson Elmira, NY

Professions & Specialties

Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Vice President at John G Ullman & Associates, Inc.
Location:
Elmira, New York Area
Industry:
Financial Services
Work history:
John G Ullman & Associates, Inc. - Corning, NYVice Presidentsince Jan 1998
Certified Financial Planner Board of Standards
Full Profile

Certified Financial Planners near Elmira, NY02468IthacaCorningRome


Certified Financial Planners around Elmira, NY

Corning  (2)
Ithaca  (8)
Rome  (1)

Certified Financial Planners in New York