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Certified Financial Planners in Arizona

Certified Financial Planners in Glendale, AZ

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6 results found

Jim Tewalt Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
President / Financial Advisor at Estate Planning Solutions, Inc.
Title:
Certified Financial Planner (CFP)
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Estate Planning Solutions, Inc. - 6502 West Soft Wind Drive, Glendale, AZ 85310President / Financial Advisorsince Jul 1981Christian Business Networking Past President2009 - 2010
Full Profile

Laurie Moore Glendale, AZ

Professions & Specialties

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

Experience & Education

Position:
Merchandiser at Golden Grove Trading, Certified Financial Planner at Laurie K. Moore CFP
Title:
Certified Financial Planner at Laurie K. Moore CFP
Location:
Glendale, Arizona
Industry:
Financial Services
Work history:
Golden Grove Trading Merchandisersince Nov 2010Laurie K. Moore CFP Certified Financial Plannersince 1995
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Jeremy Mitchell Phoenix, AZ

Professions & Specialties

Puchasing and Estimating Manager • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Financial Manager

Experience & Education

Position:
Wealth Manager at The Robert Harding Financial Group
Title:
Helping individuals and families align their wealth decisions with their highest values.
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
The Robert Harding Financial Group - Glendale, AZWealth Managersince Jan 2004United Parcel Service Ramp SupervisorJan 2006 - Oct 2006
Certified Financial Planner
Full Profile

Sam Sanchez Glendale, AZ

Professions & Specialties

Puchasing and Estimating Manager • Account Manager • Sales Manager • Sales Director • Logistician • Financial Manager

Experience & Education

Title:
Account Manager at UZ Engineered Products/Applied Industrial Technologies
Location:
Glendale, Arizona
Industry:
Retail
Work history:
UZ Engineered Products/Applied Industrial Technologies - Glendale, AZAccount ManagerApr 2012 - Feb 2013The Ramsey Companies Account ManagerDec 1995 - Apr 2012
Languages:
Spanish
Certified Financial Planner
Full Profile

Lenny Geist Glendale, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Leader • Managers • Agent • Sales Representative • Marketing Manager • Marketing Administrator • Advisor • Chief Executive • Operations Manager • Financial Manager • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Farmers insurance & financial solutions/lanier insurance group, llc
Financial adviser, ins. broker, & marketing manager
Company:
Ameriprise financial services - Peoria, AZ
Financial adviser & appointed paraplanner

Skills

Creative Thinking, Leadership, Business Acumen, Innovative Ideas, Managing Change, Project...
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Michael Cushing Glendale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Bachelor of Arts • Psychologist • Financial Manager • Psychology Specialist

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Prudential
Financial advisor

Skills

Customer Service, Investment Sales, Insurance Sales, Risk Management, Rtirement Planning, Estate...
Full Profile

Certified Financial Planners near Glendale, AZ067134201268335PhoenixPeoriaSun City


Certified Financial Planners around Glendale, AZ

Peoria  (5)
Phoenix  (334)
Sun City  (3)

Certified Financial Planners in Arizona