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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Gardenville, PA

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8 results found

Robert Mcdevitt Gardenville, PA

Professions & Specialties

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

Experience & Education

Position:
Assistant Director-Family Office at Drug Plastics and Glass Co., Inc.
Title:
CPA, MST, CFP
Location:
Doylestown, Pennsylvania
Industry:
Packaging and Containers
Work history:
Drug Plastics and Glass Co., Inc. Assistant Director-Family Officesince May 2004Marshall Financial Group Certified Financial PlannerAug 2002 - Apr 2004
Full Profile

David Emery Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Planner • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Real Estate Manager

Experience & Education

Position:
Certified Financial Planner at Marshall Financial Group
Title:
Certified Financial Planner™ at Marshall Financial Group (Fee-Only)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Marshall Financial Group - Doylestown, PACertified Financial Plannersince Aug 2011Univest National Bank and Trust Co. Vice President, Senior Financial AdvisorApr 2005 - Aug 2011
Skills:
Portfolio Management, Wealth Management, Investments, Investment Management, Strategic Financial...
Full Profile

Mike Mills Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Business Development Manager • Chairperson • Chief Executive • Operations Manager • Financial Manager • Psychologist • Law Specialist • Lawyers • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • School Administrator • Educational Manager

Experience & Education

Position:
Partner at Antheil Maslow & MacMinn, LLP
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Antheil Maslow & MacMinn, LLP - Doylestown, PAPartnersince Apr 2013Legacy Planning Partners, LLC PresidentJul 2011 - Apr 2013
Full Profile

Karen Mineo Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Marketing Director • Chief Operating Officer • Chairperson • Founder • Director of Operations • Chief Communications Officer • Chief Executive • General and Operations Manager • Founding Member • Operations Manager • Financial Manager • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
COO & Marketing Director at Archetype Advisors, LLC™, President & Founder at KM Consulting...
Title:
COO & Marketing Director at Archetype Advisors, LLC™
Location:
Greater Philadelphia Area
Industry:
Professional Training & Coaching
Work history:
Archetype Advisors, LLC™ - Doylestown, PACOO & Marketing Directorsince Nov 2011KM Consulting Group, LLC - Doylestown, PAPresident & Foundersince Oct 2008
LLC that consists of CFP practitioners engaging in holistic financial p..
Full Profile

Phil Rush Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President, Trust & Investment Officer at First Savings Bank
Title:
CFA, CFP(R), Vice President, Trust & Investment Officer at First Savings Bank
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
First Savings Bank - Doylestown, PAVice President, Trust & Investment Officersince Jun 2011Univest Bank - Souderton, PAVP, Senior Financial AdvisorJan 2006 - Jun 2011
Full Profile

Leslie Morgan Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director of Operations • Operations Manager • Advertising Professional • Advertising Sales Agent • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Marketing Manager • Financial Manager • Field Marketing Specialist • Marketing Administrator • Department Store Salesperson • Retail Professional • Retail Salesperson • Construction • Office Clerk • Clerical Specialist • Management Analyst • Analysts • Bachelor of Science

Experience & Education

Position:
Director of Operations at Launch International
Location:
Greater Philadelphia Area
Industry:
Marketing and Advertising
Work history:
Launch International - Doylestown, PADirector of Operationssince May 2013Taft and Partners Operations ManagerSep 2009 - May 2013
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David Bartholomew Center Valley, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Fisher • Associate Professor • Lecturer • Postsecondary Teacher • Master of Business Administration • Department Manager • Chief Executive • Department Supervisor • Manager • Project Managers • Financial Manager • Oncologist • Neurological Specialist • Neurologist • Medical Practice Professional • Medical Practitioner • Project Manager • Investigator • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Biologist • Biological Scientist • Computer Specialist

Experience & Education

Position:
Adjunct Professor - MBA Program at Delaware Valley College, Global Relationship Director -...
Title:
•Global Relationship Director - Strategic Alliances at Thermo Fisher Scientific
Location:
Center Valley, Pennsylvania
Industry:
Pharmaceuticals
Work history:
Delaware Valley College - Doylestown, PAAdjunct Professor - MBA Programsince Jan 2011Thermo Fisher Scientific - Center Valley, PAGlobal Relationship Director - Strategic Alliancessince Jun 2010
Skills:
Vendor Management, Pharmaceutical Industry, Clinical Trials, Outsourcing, Clinical Development,...
Full Profile

Peter Reiss Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Non-Profit • Psychologist • Chief Executive • Financial Manager • Psychology Specialist

Experience & Education

Position:
Shareholder at Clemons Richter & Reiss, PC
Title:
Shareholder, Clemons Richter & Reiss, PC
Location:
Greater Philadelphia Area
Industry:
Law Practice
Work history:
Clemons Richter & Reiss, PC - 107 E. Oakland Avenue, Doylestown PA 18901Shareholdersince Jan 2005Grim Biehn & Thatcher PC MemberJan 2000 - Dec 2004
Certifications:
Accredited Estate Planner, National Association of Estate Planners and Councils
Full Profile

Certified Financial Planners near Gardenville, PA0246810BethlehemNorth WalesSoudertonPenningtonHorshamLebanonSouthamptonChalfontWashingtonQuakertown


Certified Financial Planners around Gardenville, PA

Bethlehem  (9)
Chalfont  (2)
Clinton  (1)
Easton  (1)
Flemington  (1)
Hatfield  (1)
Horsham  (3)
Jamison  (1)
Lebanon  (2)
North Wales  (6)
Pennington  (4)
Quakertown  (1)
Souderton  (5)
Southampton  (2)
Washington  (1)

Certified Financial Planners in Pennsylvania

Sub-specializations