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Certified Financial Planners in Florida

Certified Financial Planners in Gainesville, FL

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16 results found

Kenneth Wynn Gainesville, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Research Assistant • Researcher • Survey Researcher • Human Resources Specialist • Recruitment • Office Assistant • Office Clerk • Clerical Specialist • Financial Manager

Experience & Education

Position:
Graduate Teaching and Research Assistant at College of Agricultural and Life Sciences
Location:
Gainesville, Florida
Industry:
Human Resources
Work history:
College of Agricultural and Life Sciences Graduate Teaching and Research Assistantsince May 2012College of Medicine- UF at Shands Office AssistantMay 2010 - Dec 2011
..an EDIS publication chapter for the CFP Board
Full Profile

David Gracy Gainesville, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Chairperson • Board Member • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Financial Advisor at M. David Gracy Jr., CFP, L.L.C., President at Rotary Club of Gainesville...
Title:
Financial Advisor at M. David Gracy Jr., CFP, L.L.C.
Location:
Gainesville, Florida
Industry:
Investment Management
Work history:
M. David Gracy Jr., CFP, L.L.C. Financial Advisorsince Jan 2010Rotary Club of Gainesville Foundation Presidentsince Jul 2013
Skills:
Retirement Planning, Asset Managment, Investment Advisory Services, College Savings Plans,...
Full Profile

Thomas Pye Gainesville, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Bankruptcy Attorney • Law Specialist • Financial Regulation Attorney • Associate Professor • Lecturer • Postsecondary Teacher • Financial Manager

Experience & Education

Position:
Adjunct Professor at University of Florida, Business Attorney at Pye Law Firm, PA
Title:
Business Lawyer, Bankruptcy Attorney, Estate Planner
Location:
Gainesville, Florida Area
Industry:
Law Practice
Work history:
University of Florida - Gainesville, Florida AreaAdjunct Professorsince Jun 2005Pye Law Firm, PA - Gainesville, Florida AreaBusiness Attorneysince Oct 1982
Skills:
Public Speaking, Non-profits, Legal Research, Litigation, Mediation, Trusts, Wills, Bankruptcy,...
Full Profile

Al Cockrell Gainesville, FL

Professions & Specialties

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

Experience & Education

Position:
CFP at North Florida Wealth Advisors
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
North Florida Wealth Advisors CFPsince 2010PaineWebber Financial Advisor, VPAug 1995 - Aug 2002
Full Profile

Ernesto Ergottino Gainesville, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
E & l counseling services, inc
President/ceo / cfp
Company:
S b t companies, inc
Ceo / president
Full Profile

Dad Hagopian Gainesville, FL

Professions & Specialties

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

Experience & Education

Position:
OWNER at ALAN M HAGOPIAN EA CFP
Title:
ALAN M HAGOPIAN EA CFP
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
ALAN M HAGOPIAN EA CFP OWNER
Full Profile

David Gracy Gainesville, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Financial Advisor at M. David Gracy Jr., CFP, LLC
Location:
Gainesville, Florida Area
Industry:
Investment Management
Work history:
M. David Gracy Jr., CFP, LLC Financial Advisor
Full Profile

Alfred Cockrell Gainesville, FL

Professions & Specialties

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

Experience & Education

Title:
CFP at North Florida Wealth Advisors
Location:
Gainesville, Florida Area
Industry:
Financial Services
Full Profile

George Cauthen Gainesville, FL

Professions & Specialties

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

Experience & Education

Position:
CPA/CFP/Owner at G. Ray Cauthen, Jr., CPA
Location:
Gainesville, Florida Area
Industry:
Accounting
Work history:
G. Ray Cauthen, Jr., CPA CPA/CFP/Owner
Full Profile

Albert Cockrell Gainesville, FL

Professions & Specialties

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

Experience & Education

Title:
CFP at North Florida Wealth Advisors
Location:
Gainesville, Florida Area
Industry:
Financial Services
Full Profile

Jeff Shamis Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Non-Profit • Organization Management • Team Member • Managers • Financial Manager • Master of Science • Animal Doctor • Animal Care Giver • Animal Caretaker • Human Resources Specialist • Recruitment • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Shamis & Harvey, a financial advisory practice of Ameriprise Financial
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Shamis & Harvey, a financial advisory practice of Ameriprise Financial Financial Advisorsince 1996Emergent Growth Fund Member & Board Member2005 - 2010
Skills:
Personal financial planning for wealth preservation strategies, protection planning/family...
CERTIFIED FINANCIAL PLANNER
Full Profile

William Twible Gainesville, FL

Professions & Specialties

Investment Analyst • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Manager • Operations Manager

Experience & Education

Position:
Investment Analyst at University of Florida Investment Corporation
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
University of Florida Investment Corporation - Gainesville, Florida AreaInvestment Analystsince Jun 2011H.D. Vest Financial Services Financial AdvisorOct 2004 - Aug 2012
Certified Financial Planner
Full Profile

Rod Whited Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner

Experience & Education

Position:
Field Director at Northwestern Mutual, Personal Financial Counselor at United States Department of...
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Field Directorsince Nov 2008United States Department of Defense Personal Financial Counselorsince Oct 2008
Skills:
Comprehensive Financial Planning, Disability Insurance, Life Insurance, Business Needs Analysis,...
..and have attained four designations,CERTIFIED FINANCIAL PLANNER
Full Profile

Adam Roark Gainesville, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Owner • Chief Executive • Law Specialist • Associate Attorney • Lawyer • Financial Manager

Experience & Education

Position:
Partner/Owner at Roark Law Firm, P.A.
Title:
Partner/Owner of the Roark Law Firm, P.A.
Location:
Gainesville, Florida Area
Industry:
Law Practice
Work history:
Roark Law Firm, P.A. - Gainesville, FLPartner/Ownersince Sep 2011Ossi Law Firm, P.A. AttorneyJul 2008 - Aug 2011
Skills:
Estate Planning, Business Planning, Wills, Living Wills, Trusts, S Corporations, LLC
Full Profile

Long Duong Gainesville, FL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Law Specialist • Associate Attorney • Lawyer • Financial Manager • Psychology Specialist

Experience & Education

Position:
Principal Attorney at LD Legal, LLC
Title:
Owner, LD Legal, LLC
Location:
Gainesville, Florida Area
Industry:
Law Practice
Work history:
LD Legal, LLC Principal Attorneysince Oct 2005Rarick Law, P.A. Associate Attorney2005 - 2005
Skills:
Legal Services, Legal Marketing, Website Development, Estate Planning, Estate Law
Full Profile

Brandon Peterson Gainesville, FL

Professions & Specialties

Coordinator • Counselor • Planner • Managers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Graduate Student at University of Florida
Title:
University of Florida Coordinator for the F. Master Money Mentor Program
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
University of Florida Graduate Studentsince Aug 2009Bauer Captain & Johnson Para PlannerNov 2006 - May 2009
Madison CFP
Full Profile

Certified Financial Planners near Gainesville, FL0246810OcalaLake City


Certified Financial Planners around Gainesville, FL

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Certified Financial Planners in Florida

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