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Certified Financial Planners in California

Certified Financial Planners in Fullerton, CA

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7 results found

Juliana Peterson Fullerton, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Financial Manager

Experience & Education

Work

Company:
William wood cfp/ lincoln financial advisors
Administrative assistant
Company:
The home depot - La Mirada, CA
Administrative assistant/clerical support
Full Profile

Marty Burbank Santa Ana, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Advocate • Jurist • Legal Counsel • Vice President • Financial Manager • Diver • Advisor • Representative • Juris Doctor • Bachelor of Science • Governor • Government Administration Officer • Civil Servant • Sports Trainer • Sports Trainers • Associate Professor • Lecturer • Postsecondary Teacher • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Law Offices of Marty Burbank, PC
Title:
Owner, Law Offices of Marty Burbank
Location:
Orange County, California Area
Industry:
Legal Services
Work history:
Law Offices of Marty Burbank, PC - 1235 Harbor Blvd. Suite 200, Fullerton, CA 92832Ownersince Jul 2002Buddy Liberman's SeniorNetworking Veteran's Advocate, Elder Law Attorney2002 - 2010
Skills:
Asset Protection, Trusts, Estate Planning, Estate Law, Estate Tax Planning, Elder Law, Corporate...
Full Profile

Heather Hackett Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Enrolled Agent at The Financial Planning Dept., Financial Advisor/Retirement Plan Specialist at...
Title:
Financial Advisor at Newcastle Financial Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
The Financial Planning Dept. Enrolled Agentsince Mar 2011Newcastle Financial Advisors - Fullerton, CAFinancial Advisor/Retirement Plan Specialistsince Mar 2011
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Enrolled Agent, Internal Revenue Service
Full Profile

James Collins Fullerton, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Vice President • Chief Executive • Financial Manager • Student Worker

Experience & Education

Work

Company:
Abri finnacial services - Las Vegas, NV
Principal
Company:
Insurance planning associates and butterfield financial services - Las Vegas, NV
Vice president
Full Profile

Jeffrey Rosen Fullerton, CA

Professions & Specialties

Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Relocation, Property Management
Work:
Century 21 Beachside, CA
Fullerton, CA
(714) 325-5827 (Phone)
License #01312863
Certifications:
CPM, CFP, NASD, MBA
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Awards:
Top 10 sales privately owned business in United States 1989-1992, Century 21 Centurion award,
Full Profile

Thomas Santoro Fullerton, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Guide • Advisor • Tour Guide • Founder • Financial Manager • Founding Member • Chief Executive • Model • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Relocation, Property Management
Work:
Crane Real Estate
Fullerton, CA
(714) 871-8100 (Phone)
License #00794403
Certifications:
CFP
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Family, Skiing, Sailing, Water Sports
Full Profile

Kevin Gotts Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Pedagogue • Lecturer • Postsecondary Teacher • Master of Business Administration • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Owner, Certified Financial Planner™ at Alpha & Omega Financial Solutions
Title:
Certified Financial Planner
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Alpha & Omega Financial Solutions - Whittier, CAOwner, Certified Financial Planner™since Apr 2009Association of the Church of God of Southern California & Southern Nevada President1992 - 2013
Full Profile

Certified Financial Planners near Fullerton, CA076152228304380Santa AnaIrvineOrangeBreaAnaheimWhittierBuena ParkYorba LindaWest CovinaGarden Grove


Certified Financial Planners around Fullerton, CA

Anaheim  (3)
Brea  (4)
Buena Park  (2)
Garden Grove  (1)
Irvine  (42)
Orange  (7)
Santa Ana  (376)
West Covina  (1)
Whittier  (2)
Yorba Linda  (2)

Certified Financial Planners in California

Sub-specializations