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Certified Financial Planners in New Hampshire

Certified Financial Planners in Hampton Beach, NH

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5 results found

Susan Jusseaume Hampton Beach, NH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Administrator • Operations Manager • Financial Manager • Sales Manager • Sales Coordinator • Sales Agent • Client Service Officer • Sales Representative • Coordinator • Managers • Customer Service

Experience & Education

Work

Company:
Cfp
North hampton, nh-receptionist/office administrator
Company:
Kpm marine - Amesbury, MA
Sales/dealer coordinator/customer service
Full Profile

Rachel Shaw Hampton Beach, NH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Receptionist • Front Desk Clerk • Front Office Receptionist • Customer Service • Client Service Officer • Cashier • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Work

Company:
Cindy courtney cpa cfp pllc
Receptionist/customer service
Company:
Nh state liquor & wine outlet
Cashier/customer service
Full Profile

Scott Baker Hampton Beach, NH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Operations Manager • Financial Manager • Financial Analyst • Master of Business Administration • Bachelor of Science • Master of Science • Automotive Specialist • Automotive Professional • School Administrator • Educational Manager

Experience & Education

Position:
President at Perspecta Trust, Chairman and President at New Hampshire Trust Council
Title:
President of Perspecta Trust
Location:
Hampton, New Hampshire
Industry:
Financial Services
Work history:
Perspecta Trust - New HampshirePresidentsince May 2009New Hampshire Trust Council - New HampshireChairman and Presidentsince Nov 2010
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
CERTIFIED FINANCIAL PLANNER (CFP), Certified Financial Planner Board of Standards
Full Profile

Christopher Hale San Francisco, CA

Professions & Specialties

Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Operating Officer • Chief Executive Officer • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
COO at Perigon Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Perigon Wealth Management - San FranciscoCOOsince Jan 2013YellowBrickRoad Financial Advisors Managing DirectorApr 2011 - Dec 2012
Certified Financial Planner
Full Profile

David Mayes Boston, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Investment Officer • Chairperson • Management Analysts • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Tax Accountant • Psychologist • Fiduciary • Trust Law Attorney • Lawyers • Business Administrator • Psychology Specialist

Experience & Education

Position:
President & Chief Investment Officer at Mackensen & Company, Inc., Financial Planner at...
Title:
President & Chief Investment Officer at Mackensen & Company, Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Mackensen & Company, Inc. - Hampton, NHPresident & Chief Investment Officersince Jul 2012Mackensen & Company, Inc. Financial Plannersince Sep 2008
Skills:
Financial Planning, Asset Management, Retirement Planning, Wealth Management, Investments,...
Certified Financial Planner
Full Profile

Certified Financial Planners near Hampton Beach, NH02468PortsmouthNorth AndoverSalemAndoverDoverMarbleheadDanversEssexSandownPlaistow


Certified Financial Planners around Hampton Beach, NH

Amesbury  (1)
Andover  (2)
Atkinson  (1)
Danvers  (2)
Dover  (2)
Essex  (1)
Gloucester  (1)
Ipswich  (1)
Marblehead  (2)
Merrimac  (1)
Methuen  (1)
Peabody  (1)
Plaistow  (1)
Portsmouth  (7)
Salem  (3)
Sandown  (1)
Stratham  (1)

Certified Financial Planners in New Hampshire