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Certified Financial Planners in California

Certified Financial Planners in Glendale, CA

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7 results found

Shervin Saedinia Los Angeles, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Organization Management • Managers • Production Manager • Operations Manager • Head Coach • Sports Game Coach • Master of Business Administration • Bachelors Degree • Information Technology Specialist • IT Specialist • Student Worker • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor, CRPC®, PIA, CSNA at Merrill Lynch
Title:
Financial Advisor, CRPC®
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Merrill Lynch - Glendale, CAFinancial Advisor, CRPC®, PIA, CSNAsince Jun 2011FourStory Writer/ContributorJan 2010 - Jul 2011
Certifications:
Series 7
Series 66
Full Profile

Scott Wedgbury Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner(R) at California Financial Partners
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
California Financial Partners - Glendale, CACertified Financial Planner(R)since 2001
Full Profile

Laurann Malachowski Los Angeles, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Area Sales Manager • Agent • Sales Representative • Sales Agent • Regional Sales Consultant • Chairperson • Financial Director • Board Member • Director • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Human Resources Specialist • Recruitment • Entertainment Professional • Entertainer • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Sales Manager at Combined Worksite Solutions
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Combined Worksite Solutions - Greater Los Angeles AreaRegional Sales Managersince May 2013LISI - Van Nuys, CABroker Sales RepresentativeMar 2012 - May 2013
CFP
Full Profile

Jo Anne Silva Los Angeles, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent • Financial Manager

Experience & Education

Position:
Realtor at Prudential Ca Realty - La Canada
Location:
Greater Los Angeles Area
Industry:
Real Estate
Work history:
Prudential Ca Realty - La Canada Realtorsince Feb 2012Prudential Ca Realty - La Crescenta - 2870 Foothill Blvd. La Crescenta, CA 91214Realtor2011 - Feb 2012
Skills:
First Time Home Buyers, Move Up Buyers, Move Up Buyers, Real Estate, Short Sales, REO, Sellers,...
Full Profile

Rubik Babaians Glendale, CA

Professions & Specialties

Co-Founder • Director • Treasurer • Founder • Founding Member • Chief Executive • Operations Manager • Financial Officer • Financial Manager • Philanthrope • Non-Profit • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Founder, Director & Treasurer at Arpa Foundation for Film Music and Arts,...
Title:
Owner-Officer-Principal, Financial Technology Management, Inc.
Location:
Glendale, California
Industry:
Accounting
Work history:
Arpa Foundation for Film Music and Arts - Los Angeles, CACo-Founder, Director & Treasurersince Jan 1995Financial Technology Management, Inc. - Glendale-CaliforniaOwner-Officer-Principalsince Jan 1989
Certified Financial Planner
Full Profile

Kyle Whitten Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Tarzana, CAFinancial Plannersince May 2006Investors Title Company - Pasadena, CAAccounting & Customer Service RepJan 2004 - Apr 2006
Certified Financial Planner,CFP,
Full Profile

Rick Dow Camarillo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Coordinator • Managers • Assistant Branch Manager • Chairperson • Marketing Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Sales Manager • Financial Manager • Community Service Manager • Representative • Account Service Manager • Sales Coordinator • Client Service Officer • Naturalist • Natural Scientist • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Field Marketing Specialist • Marketing Administrator • Higher Education Professional • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
Owner/Grower at Dow Family Avocado Grove
Location:
Camarillo, California
Industry:
Food Production
Work history:
Dow Family Avocado Grove - Santa Rosa Valley, CAOwner/Growersince 1980Morgan Stanley - Southern California RegionRegional Insurance and Annuity Coordinator retired 2002Jul 1988 - Jun 2002
Full Profile

Certified Financial Planners near Glendale, CA0160320480640800Los AngelesPasadenaNorth HollywoodBurbank


Certified Financial Planners around Glendale, CA

Burbank  (3)
Los Angeles  (796)
Pasadena  (15)

Certified Financial Planners in California

Sub-specializations