Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Maryland

Certified Financial Planners in Gaithersburg, MD

Find a professional & check records

Here is a complete list of most experienced Certified Financial Planners in your town.

The Trustoria Directory helps everyone know the best service provider for their next project.

Be sure to visit other cities near Gaithersburg, MD to get the names of more people.

6 results found

Shabri Moore Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Manager • Financial Manager • Chief Executive • Operations Manager • Counselor • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Support Specialist • Systems Support Specialist • Support Specialists

Experience & Education

Position:
President at Moore Wealth, Inc.
Title:
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Moore Wealth, Inc. Presidentsince Aug 1996Oncor, Inc. - Gaithersburg, MDTechnical Support Manager1994 - 1996
Skills:
Comprehensive Wealth Management, Estate Planning, Business Planning, Retirement Planning, Small...
Languages:
English and Gujarati
Full Profile

Michele Silva Gaithersburg, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Project Administrator • Office Clerk • Clerical Specialist • Project Manager • Project Managers • Financial Manager

Experience & Education

Work

Company:
The cfp group, inc
Office manager/project administrator
Company:
The cfp group, inc
Project administrator
Full Profile

Paula Landau Gaithersburg, MD

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Director • Financial Manager • Operations Manager • Managers • Researcher • Survey Researcher

Experience & Education

Work

Company:
Triton wealth management
Financial advisor
Company:
Freed advisors wealth management
Client advisor/director of client service

Skills

Financial Planning, Investment Management, CFP(R), Client Service
Full Profile

Garrett Anderson Gaithersburg, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Business Administrator • Managers • Bachelor of Science • Student Worker • Nurse • Nurse Practitioner • Sports Game Coach • Sports Trainers • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at The Lifetime Companies, Financial Advisor at LPL Financial
Title:
Investment Consultant
Location:
Gaithersburg, Maryland
Industry:
Financial Services
Work history:
The Lifetime Companies - Gaithersburg MDFinancial Advisorsince Jan 2009LPL Financial - Gaithersburg, MDFinancial Advisorsince Jan 2012
Skills:
Fixed Annuities, Insurance, Series 7, Mutual Funds, 401k, IRAs, Life Insurance, 401k Rollovers,...
Becoming a certified financial planner
Full Profile

Gerry Motl Cincinnati, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Financial Manager • Partner • Chief Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Master of Business Administration • Operations Manager • Mathematician • IT Specialist

Experience & Education

Position:
Managing Partner at Gerald P Motl, CFP
Title:
CFP
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Gerald P Motl, CFP - Cincinnati, OHManaging Partnersince 2003Xavier University - Cincinnati, OHVisiting Professor2006 - 2010
Languages:
Spanish
Full Profile

Keith Nicholson San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Apprentice • Team Member • Student Worker • Sales Executive • Sales Manager • Financial Manager

Experience & Education

Position:
Client Service Associate at UBS Financial Services Inc.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Client Service Associatesince Apr 2013Virginia Asset Management - Midlothian, VAInternJun 2011 - Aug 2011
Skills:
Microsoft Excel, Public Speaking, Leadership, Organization, Social Networking, PowerPoint,...
A CFP Board of Standards Registered Program
Full Profile

Certified Financial Planners near Gaithersburg, MD0126252378504630WashingtonBethesdaRockvilleViennaSilver SpringMc LeanKensingtonGermantownOlneyIjamsville


Certified Financial Planners around Gaithersburg, MD

Bethesda  (25)
Germantown  (1)
Ijamsville  (1)
Kensington  (2)
Mc Lean  (4)
Olney  (1)
Rockville  (24)
Vienna  (8)
Washington  (629)

Certified Financial Planners in Maryland