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Certified Financial Planners in New York

Certified Financial Planners in Glens Falls, NY

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12 results found

James Mirenda Glens Falls, NY

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Glens Falls, New York Area
Industry:
Financial Services
Full Profile

Greg Norris Glens Falls, NY

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner CFP, MBA at Barrell Investment Group
Title:
Ceritified Financial Planner
Location:
Glens Falls, New York Area
Industry:
Financial Services
Work history:
Barrell Investment Group - Quechee VT 05059Owner CFP, MBAsince Jun 2004
Full Profile

Nancy Monroe Glens Falls, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Representative at Steven A. Tennant, CFP
Location:
Glens Falls, New York Area
Industry:
Financial Services
Work history:
Steven A. Tennant, CFP Associate Financial Representative
Full Profile

Lorraine Laczko Glens Falls, NY

Professions & Specialties

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

Experience & Education

Position:
CFP(R), First Vice President at Morgan Stanley Smith Barney
Title:
CFP(R), First Vice President
Location:
Glens Falls, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFP(R), First Vice Presidentsince Nov 1994
Full Profile

Harold Anderson Glens Falls, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior VP, Wealth Mgmt, cima, cfp, cpwa at UBS Financial Services
Location:
Glens Falls, New York Area
Industry:
Financial Services
Work history:
UBS Financial Services Senior VP, Wealth Mgmt, cima, cfp, cpwa
Full Profile

Nancy Budde Glens Falls, NY

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Nancy Flint-Budde Member at Financial Planning Association
Location:
Glens Falls, New York Area
Industry:
Financial Services
Full Profile

Jess Lin Glens Falls, NY

Professions & Specialties

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

Experience & Education

Position:
Senior VP Financial Consultant, CFP, CPWA, CIMA at Smith Barney
Location:
Glens Falls, New York Area
Industry:
Financial Services
Work history:
Smith Barney Senior VP Financial Consultant, CFP, CPWA, CIMA
Full Profile

Greg Norris Glens Falls, NY

Professions & Specialties

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

Experience & Education

Position:
CFP at barrell investment group
Location:
Glens Falls, New York Area
Industry:
Financial Services
Work history:
Barrell investment group CFP
Full Profile

Bart Earley Glens Falls, NY

Professions & Specialties

Director • Operations Manager • Financial Manager

Experience & Education

Position:
Director of Investment Research at Manchester Capital Management
Location:
Glens Falls, New York Area
Industry:
Investment Management
Work history:
Manchester Capital Management Director of Investment Researchsince May 2007
Certified Financial Planner Board of Standards
Full Profile

A Keane Glens Falls, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Management Consultant • Management Analyst • Analysts • Fiduciary • Trust Law Attorney • Lawyers • Contractor • Advisor • Operations Manager • Chief Executive • Financial Manager • Independent Business Owners

Experience & Education

Title:
Experienced 401(k) plan fiduciary and management consultant
Location:
Glens Falls, New York Area
Industry:
Management Consulting
CFP Board of Standards
Full Profile

Joanne Tortolano Glens Falls, NY

Professions & Specialties

Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Department Manager • Department Supervisor • Manager • Operations Manager

Experience & Education

Position:
Department Manager at Dartmouth College, Staff Accountant at John Durkee, CPA
Title:
Staff Accountant at John Durkee, CPA
Location:
Glens Falls, New York Area
Industry:
Accounting
Work history:
Dartmouth College Department Managersince Jan 2003John Durkee, CPA - Tunbridge, VTStaff Accountantsince 1996
Skills:
Grants Administration, Accounting Management, Quickbooks, Non-profits, Grants, Budgeting,...
CFP Certification
Full Profile

Joanne Tortolano Glens Falls, NY

Professions & Specialties

Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Department Manager • Department Supervisor • Manager • Operations Manager

Experience & Education

Position:
Department Manager at Dartmouth College, Staff Accountant at John Durkee, CPA
Title:
Staff Accountant at John Durkee, CPA
Location:
Glens Falls, New York Area
Industry:
Accounting
Work history:
Dartmouth College Department Managersince Jan 2003John Durkee, CPA - Tunbridge, VTStaff Accountantsince 1996
CFP Certification
Full Profile

Certified Financial Planners near Glens Falls, NY01234SchenectadySaratoga SpringsBurnt HillsBallston SpaTroyArgyle


Certified Financial Planners around Glens Falls, NY

Argyle  (1)
Ballston Spa  (1)
Burnt Hills  (1)
Schenectady  (4)
Troy  (1)

Certified Financial Planners in New York