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Certified Financial Planners in California

Certified Financial Planners in Fresno, CA

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Here is a complete directory of most professional Certified Financial Planners in Fresno, CA.

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29 results found

Paul Sahota Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Representative • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner & Investment Consultant. at LPL Financial
Title:
Certified Financial Planner ™
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
LPL Financial - CaliforniaCertified Financial Planner & Investment Consultant.since Jul 2009Merrill Lynch Certified Financial PlannerJun 2005 - Jul 2009
Skills:
Estate Planning, Wealth Accumulation, Stocks, Investment Advisory Services, Bonds, Wealth...
Certifications:
Certified Financial Planner, CFP Board of standards
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Robert Kolbert Fresno, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Board Member • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Counselor • Advisor

Experience & Education

Position:
Principal at Robert L. Kolbert, ChFC, AEP
Title:
Robert L. Kolbert, ChFC, AEP
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
Robert L. Kolbert, ChFC, AEP Principalsince Oct 1984
Full Profile

Bruce Traub Fresno, CA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Psychologist • Psychology Specialist

Experience & Education

Position:
Financial Planner at G A Repple
Title:
Financial Planner with G A Repple
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
G A Repple - Fresno, California AreaFinancial Plannersince May 2012Cambridge Investment Research, Inc. - Fresno, California AreaFinancial Planner, CFPMay 2011 - May 2012
Full Profile

Denise Karle Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor with the practice of Donavan Brouwer, CFP at Ameriprise Financial
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor with the practice of Donavan Brouwer, CFPsince Feb 2007Ameriprise Financial Services, Inc. Financial Advisor1997 - 2012
Skills:
Financial Planning, Retirement Planning Strategies, Estate Planning Strategies, Tax Planning...
Full Profile

Shawna Petrushkin Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial Services, Inc.
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Certified Financial Plannersince Jan 1993
Skills:
Comprehensive Financial Planning, Retirement Planning, Investment Advice, Women's Financial...
Full Profile

Daniel Conniff Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
CFP® - First Vice President Financial Advisor at Morgan Stanley
Title:
CFP® - First Vice President Financial Advisor at Morgan Stanley Wealth Management
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Morgan Stanley - 5250 N. Palm Ave. Suite 321, Fresno, CACFP® - First Vice President Financial Advisorsince Nov 1996Cinamerica Theatres, L.P. - Martinez, CARegional DirectorMar 1977 - Sep 1996
Certifications:
Certified Financial Planner®, Certified Financial Planner Board of Standards
Full Profile

Monica Hensley Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Fresno, California Area
Industry:
Financial Services
Full Profile

Martin Mazorra Fresno, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Managing Member • Co-Founder • Financial Manager • Manager • Operations Manager • Founder • Founding Member • Chief Executive • Author • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at Private Wealth Advisors, LLC
Title:
Financial Advisor
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Private Wealth Advisors, LLC Certified Financial Plannersince Aug 1984
Full Profile

Darlene Moore Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Darlene S. Moore, CPA, CFP
Title:
Owner, Darlene S. Moore, CPA, CFP
Location:
Fresno, California Area
Industry:
Accounting
Work history:
Darlene S. Moore, CPA, CFP OwnerBenefit Administration Corporation Chief Financial OfficerApr 1990 - Jan 1998
Full Profile

Dennis Hoffman Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Financial Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Adviser \ Sales at OKLO financial, Vice President Private Client Services at Oklo Financial,...
Title:
Vice President Private Client Services at Oklo Financial
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
OKLO financial Adviser \ Salessince 2011Oklo Financial Vice President Private Client Servicessince Apr 2011
Skills:
Wealth, Coaching, Small Business, Roth IRA, Retirement Planning, Investment Advisory, Estate...
Business Owner at Dennis V Hoffman CFP
Full Profile

Shelly Cha Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Analyst • Analyst • Analysts • Information Technology Specialist • IT Specialist • Financial Manager

Experience & Education

Position:
Business Analyst at Fresno County Office of Education
Title:
Business Analyst
Location:
Fresno, California Area
Industry:
Information Technology and Services
Work history:
Fresno County Office of Education Business Analystsince Dec 2011Strategic Consulting Certified Financial Planner ProfessionalSep 2006 - Oct 2012
Full Profile

Elise Kausen Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP, CDFA, Vice President--Investments at UBS Financial Services, Inc.
Title:
Vice President--Investments at UBS Financial Services, Inc.
Location:
Fresno, California Area
Industry:
Investment Management
Work history:
UBS Financial Services, Inc. - Fresno, California AreaCFP, CDFA, Vice President--Investmentssince Feb 2005
Full Profile

John Banuelos Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Financial Alliance, Enrolled Agent at Financial Alliance
Title:
Enrolled Agent
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Financial Alliance - 2350 W Shaw #101 Fresno CA 93711Certified Financial Plannersince Feb 1987Financial Alliance Enrolled Agentsince 1975
Full Profile

Shelly Cha Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Analyst • Analyst • Analysts • Information Technology Specialist • IT Specialist • Financial Manager

Experience & Education

Position:
Business Analyst at Fresno County Office of Education
Title:
Business Analyst
Location:
Fresno, California Area
Industry:
Information Technology and Services
Work history:
Fresno County Office of Education Business Analystsince Dec 2011Strategic Consulting Certified Financial Planner ProfessionalSep 2006 - Oct 2012
Full Profile

Jane Bragg Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Jane Bragg, CFP
Title:
Owner, Jane Bragg, CFP
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Jane Bragg, CFP Owner
Full Profile

John Engvall Fresno, CA

Professions & Specialties

Certified Financial Planner • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Division Manager • Operations Manager • Department Supervisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Master of Business Administration • Bachelor of Science • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Division Manager at Primary Residential Mortgage
Title:
Divison Manager at Primary Residential Mortgage
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Primary Residential Mortgage - Califronia/Nevada (#2 Division of PRMI)Division Managersince 2008First Mortgage Corporation - Central/Northern CARegional Manager2007 - 2008
Full Profile

David Miller Fresno, CA

Professions & Specialties

Owner • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Miller Asset Mgmt
Title:
Owner, Miller Asset Mgmt
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Miller Asset Mgmt Ownersince Jan 2001Three Los Angeles area large insurance defense firms Pharmaceutical Litigation MgmtJan 1985 - Sep 1996
CFP
Full Profile

Mark Edwards Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Attorney At Law • Law Specialist • Associate Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Owner at Law Office of Mark D. Edwards
Title:
Owner,Mark D. Edwards, Attorney at Law
Location:
Fresno, California Area
Industry:
Law Practice
Work history:
Law Office of Mark D. Edwards Ownersince May 2008Law Office of Randy M. Long Associate AttorneySep 2004 - May 2008
Skills:
Trusts, Elder Law, Wills, Probate, Business Law, Realty Transactions, Legal Research, Legal...
Full Profile

Marion Montgomery Fresno, CA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Bachelor of Science • Master of Science • Analysts • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Owner at Central Valley Certified Financial Planners
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Central Valley Certified Financial Planners Ownersince Feb 2010UBS Wealth Management Vice PresidentSep 2005 - Jan 2010
Skills:
Fee-only, goal oriented financial planning: investment analysis, estate planning and retirement...
Certified Financial Planner and Certified Investme..
Full Profile

Bruce Koch Fresno, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Title:
Independent Financial Services Professional
Location:
Fresno, California Area
Certified Financial Planner Board of Standards
Full Profile

Jared Callister Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Associate Attorney • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Associate Attorney at Fishman, Larsen, Goldring & Zeitler
Title:
Tax Attorney (Fishman, Larsen, Goldring & Zeitler)
Location:
Fresno, California Area
Industry:
Law Practice
Work history:
Fishman, Larsen, Goldring & Zeitler Associate Attorneysince Jul 2008United States Tax Court Attorney-AdviserJun 2007 - Jun 2008
Skills:
Tax Planning, Business Transactions, Estate Planning, Probate, Tax Law, Tax, Litigation, Trusts
Full Profile

Scott Zalaha Fresno, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Network Professional • Network Administrator

Experience & Education

Position:
Financial Advisor at OneAmerica Financial Partners, Inc.
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
OneAmerica Financial Partners, Inc. Financial Advisorsince Oct 2002Avaya TCEOct 1987 - Jul 2001
Skills:
Retirement Planning, Qualified Retirement Plan Rollovers, Investment Risk Tolerance Assessment and...
..prerequisite to qualification for the CFP exam
Full Profile

Craig Brueckner Fresno, CA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Secretary

Experience & Education

Position:
Owner at Brueckner Insurance & Financial Services, Secretary of the Board at Associated...
Title:
Owner at Brueckner Insurance & Financial Services
Location:
Fresno, California Area
Industry:
Insurance
Work history:
Brueckner Insurance & Financial Services Ownersince Jun 1998Associated Builders & Contractors Northern California Secretary of the Boardsince 2001
Skills:
Health Insurance, Employee Benefits, Benefits Administration, Insurance, Brokers, 401k, Term Life...
I am a Certified Financial Planner,R
Full Profile

Connie Helbling Fresno, CA

Professions & Specialties

Business Consultant • Supporting Member • Advisor • Team Member • Financial Manager • Vice President • Chief Executive

Experience & Education

Title:
Small Business Consultant/Independent Associate at goSmallbiz.com/Pre Paid Legal Services, Inc
Location:
Fresno, California Area
Industry:
Management Consulting
Certified Financial Planner at Guardian Life Insur..
Full Profile

Lashun Smith Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Caregiver • Nursing Assistant • Owner • Chief Executive • Nurse • Nurse Practitioner • Financial Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Administrative Associate • Administrative Clerk • Clerical Specialist • High School Diploma • Data Scientist

Experience & Education

Work

Company:
Ihss
Caregiver
Company:
Smith family childcare center - Fresno, CA
Business owner

Skills

Great leadership skills customer service general experience software QuickBooks pro,35w data entry...
Full Profile

Braden Mckeighan Fresno, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Vice President, Financial Advisor at Morgan Stanley
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Feb 2012
Certifications:
Certified Financial Planner™
Chartered Retirement Plans Specialist
Full Profile

Gerry Hirata Fresno, CA

Professions & Specialties

Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Title:
Accounting Professional
Location:
Fresno, California Area
Industry:
Accounting
Work history:
Gerald T. Hirata, CPA. CFP(R) Sole ProprietorNov 1984 - May 2009
Full Profile

Gerald Hirata Fresno, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper • Certified Public Accountant • Independent Business Owners • Contractor • Financial Manager

Experience & Education

Title:
Accounting Professional
Location:
Fresno, California Area
Industry:
Accounting
CFP,R
Full Profile

Kay Brown Fresno, CA

Professions & Specialties

School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Principal at National Planning Corporation
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
National Planning Corporation Registered Principal
CFP
Full Profile




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