Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Colorado

Certified Financial Planners in Englewood, CO

Find a professional & check records

Here is a complete directory of nearly every experienced Certified Financial Planners near you.

The Trustoria Directory gives people all the resources needed to know the right service provider for every need.

Be sure to review other towns around Englewood, CO to get the records of more service providers.

16 results found

Josh Johnson Englewood, CO

Professions & Specialties

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

Experience & Education

Title:
Experienced Financial Advisor
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
Merrill Lynch - Jacksonville, Florida AreaFinancial Solutions Advisor2008 - Nov 2010
Currently working towards the CFP
Full Profile

Dave Evans Englewood, CO

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President Financial Advisor at RBC Wealth Managemnet, senior Vice President Financial...
Title:
Senior Vice President Financial Advisor
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
RBC Wealth Managemnet Senior Vice President Financial Advisorsince Sep 2012RBC Wealth Management - 5251 DTC PKWY # 1200;Greenwood Village,Co. 800111Senior Vice President Financial Advisorsince Sep 2012
Skills:
Portfolio Management, Income Planning and Risk Management
CFP certificat #120 since 1979
Full Profile

Marcus Flinders Denver, CO

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Law Specialist • Lawyers • Representative • Vice President • Director • Project Managers • Operations Manager • Financial Manager • Chief Judge • Defense Attorney • Of Counsel • Jurist • Legal Counsel • Judicial Law Clerk • Judge • Counselor • Project Manager • Mechanic • Speaker • Contractor • Advisor • Spokesperson • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Bachelor of Science • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Customer Service

Experience & Education

Position:
Founding and Managing Partner at Flinders | Bandy | McDaniel Attorneys at Law ("FBaM")
Title:
Founding and Managing Partner at Flinders | Bandy | McDaniel Attorneys at Law
Location:
Greater Denver Area
Industry:
Law Practice
Work history:
Flinders | Bandy | McDaniel Attorneys at Law ("FBaM") - Greenwood Village, COFounding and Managing Partnersince 2010Valparaiso University School of Law Student Representative2009 - 2009
Skills:
Civil Litigation, Bankruptcy, Estate Planning, International Law, Trusts, Marketing, Sales,...
Languages:
French
Full Profile

Derrick Sanderson Denver, CO

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Leader • Subject Matter Expert • Managers • Skilled Professional • SalesForce Administrator • Database Administration Professional • Database Administrator • Client Service Officer • Customer Service • Logistician • Supplier • Buyer and Seller • Services Professional • Sales and Service Specialist • Automotive Specialist • Automotive Professional • Corporate Executive • Chief Executive • Operations Manager • Financial Manager

Experience & Education

Position:
Senior Retirement Plan Specialist at Great West Financial
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Great West Financial - Greenwood Village, COSenior Retirement Plan Specialistsince Aug 2010Great West Financial - Greenwood Village, CORetirement Plan SpecialistAug 2010 - Jul 2012
Skills:
Salesforce.com, Qualified Retirement Plans, Sales, Microsoft Excel, Outlook, Series 63, Series 6,...
Full Profile

Everton Sequeira Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Engineering Manager • Soil Engineer • Environmental Engineer • Master of Business Administration • Master of Science • Business Administrator • Service Operations Expert • Higher Education Professional • School Administrator • Educational Manager • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Supervisors

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Edward Jones - Aurora, ColoradoFinancial Advisorsince Jul 1998Chatfield Dean - Greenwood Village, COAccount ExecutiveJan 1998 - May 1998
Languages:
Hindi, Marathi, French
Certifications:
Certified Financial Planner®, CFP® Board
Accredited Asset Management Specialist®, College for Financial Planning
Full Profile

Paul Bury Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Bachelor of Science • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Financial Consultant at Xcel Energy
Location:
Greater Denver Area
Industry:
Utilities
Work history:
Xcel Energy Financial Consultantsince Apr 2002Cost Management Solutions - Highlands Ranch, COPresidentJan 2000 - Apr 2002
Languages:
French
Full Profile

Mckenzie Ray Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at M.J. Smith and Associates
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
M.J. Smith and Associates - Greenwood Village, COFinancial Consultantsince Sep 2012Janus Capital Group - Denver, ColoradoINTERNAL SALES CONSULTANTOct 2011 - Sep 2012
..7 & 63 licenses and am enrolled in a CFP program to sit for the CFP exam in November 20..
Full Profile

Jim Dobbs Denver, CO

Professions & Specialties

Director • Program Director • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Education at Investment Management Consultants Association, Program Director, CPWA...
Title:
Director of Education at Investment Management Consultants Association
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Investment Management Consultants Association - Greenwood Village, CODirector of Educationsince 2012The University of Chicago, Booth School of Business Program Director, CPWA designationsince 2007
Certified Financial Planner
Full Profile

Jan Payne Denver, CO

Professions & Specialties

Puchasing and Estimating Manager • Moderator • Advisor • Adjunct Instructor • Lecturer • Postsecondary Teacher • General Education • Business Administrator • Operations Manager • Financial Manager • Psychology Specialist

Experience & Education

Position:
Faculty Development at College for Financial Planning, Adjunct Faculty at University of Phoenix
Title:
Faculty Development Facilitator at College for Financial Planning
Location:
Greater Denver Area
Industry:
Education Management
Work history:
College for Financial Planning - Greenwood Village, COFaculty Developmentsince Feb 2006University of Phoenix - ColoradoAdjunct Facultysince Nov 2005
Certified Financial Planner,CFP,
Full Profile

Joan Erickson Denver, CO

Professions & Specialties

Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Senior Network Engineer • Network Architect • Technician • Security • Technical Specialist • Technical Support Specialists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Information Officer at AMG National Trust Bank
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
AMG National Trust Bank - Englewood, COChief Information Officersince Sep 1986
Certified Financial Planner Board of Standards
Full Profile

Ronald Elia Denver, CO

Professions & Specialties

Certified Financial Planner • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Customer Service • Financial Manager

Experience & Education

Position:
Advisor Services -Relationship Specialist at Charles Schwab
Title:
Charles Schwab
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Charles Schwab - Englewood, COAdvisor Services -Relationship Specialistsince Sep 2012Fidelity Investments - Portland, Oregon AreaPrivate Client SpecialistMay 2011 - Sep 2012
CFP,R,Course
Full Profile

Kyle Black Denver, CO

Professions & Specialties

Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Broker at Charles Schwab, Clearing Specialist at Charles Schwab
Title:
Broker
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Charles Schwab Brokersince Jun 2013Charles Schwab - Englewood, COClearing Specialistsince Mar 2011
Certified Financial Planner
Full Profile

Ilona Slavkin Denver, CO

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Counselor • Team Member • Advisor • Financial Manager • Mathematician

Experience & Education

Position:
Product Manger at Charles Schwab
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Charles Schwab - Englewood, COProduct Mangersince Jul 2011Charles Schwab Associate Portfolio ConsultantJan 2008 - Jun 2011
Certified Financial Planner
Full Profile

Glenn Malloy Denver, CO

Professions & Specialties

Advisor • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Portfoloi Manager at UBS Financial, Senior Vice President-Investments at UBS Wealth...
Title:
Wealth Advisor at UBS Wealth Management
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
UBS Financial Senior Portfoloi ManagerUBS Wealth Management - Greenwood Village, COSenior Vice President-Investmentssince 2003
Certifications:
Certified Financial Planner, Certified Financial Plannersw Board of Standards
Full Profile

Griffin Winkowski Chicago, IL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Master of Science • Student Worker • Nurse • Nurse Practitioner • Survey Researcher • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Investment Associate at J.P. Morgan Securities, LLC, Stock & Options Trader at Griffin Winkowski
Title:
Investment Associate
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
J.P. Morgan Securities, LLC - Chicago, ILInvestment Associatesince 2012Griffin Winkowski Stock & Options Tradersince 2006
Certifications:
Series 7, FINRA
Series 66, FINRA
..acquiring my Series 7 for a regional CFP after college
Full Profile

Dan Sweet Westminster, CO

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Senior Advisor • Advisor • County Attorney • District Attorney • Pilot • Air Transportation Worker • Teaching Assistant • Educational Assistant Teacher • Instructor • Pedagogue • Data Analyst • Data Entry Specialist • Data Scientist • Customs Officer • Operations Manager • Director of Operations • Financial Officer • Financial Manager • Juris Doctor • Master of Science • Student Worker

Experience & Education

Position:
Attorney at Dolce Law, Principal Consultant at Dolce Business Consulting, LLC
Title:
Business, Tax, Estate Planning, Water
Location:
Louisville, Colorado
Industry:
Law Practice
Work history:
Dolce Law - denver, coloradoAttorneysince May 2013Dolce Business Consulting, LLC - Denver, ColoradoPrincipal Consultantsince May 2013
Skills:
Legal Research, Research, Public Speaking, Legal Writing, Strategic Planning, Financial Analysis,...
Full Profile

Certified Financial Planners near Englewood, CO091182273364455DenverLittletonArvada


Certified Financial Planners around Englewood, CO

Arvada  (8)
Denver  (451)
Littleton  (12)

Certified Financial Planners in Colorado

Sub-specializations