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Certified Financial Planners in Connecticut

Certified Financial Planners in Hartford, CT

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122 results found

Ibrahim Jibrell Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Database Administrator • Financial Manager • Human Resources Specialist • Recruitment • Bachelor of Arts • Business Consultant • Advisor • Customer Service

Experience & Education

Title:
Operations Command Center
Location:
Hartford, Connecticut Area
Industry:
Investment Banking
Work history:
Lewtan Industries Quotes SpecialistAug 2010 - Mar 2011Denhan International Temp IT Database AdministratorMay 2008 - Jul 2008
CFP WinMan ADB
Full Profile

Jim Whittle Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Chief Executive • Retail Salesperson • Non-Profit

Experience & Education

Position:
Internal Wholesaler at Prudential Financial
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Prudential Financial - Hartford, Connecticut AreaInternal Wholesalersince Mar 2013Prudential Financial - Hartford, Connecticut AreaSales ConsultantJun 2012 - Mar 2013
Certifications:
Series 6
Series 63
..in the process of obtaining my CLU and CFP
Full Profile

Valerie Dugan Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President Portfolio Manager/Financial Advisor/Certified Financial Planner™ CFP® at...
Title:
Senior Vice President - Wealth Management Financial Advisor at Morgan Stanley
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Senior Vice President Portfolio Manager/Financial Advisor/Certified Financial Planner™ CFP®since Oct 1987Shearson Lehman Brothers Financial AdvisorJan 1989 - Jan 1992
Skills:
Series 7, Wealth Management, Retirement Planning, Series 63, Series 65, Investment Advisory, Asset...
Full Profile

Lisa Hurley Hartford, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Advisor • Operations Manager • Master of Arts • Bachelor of Science • IT Manager • IT Analyst • Information Systems Analyst • Market Research Analyst

Experience & Education

Position:
Financial Advisor at Loomer & Associates, a private wealth advisory practice of Ameriprise...
Title:
CERTIFIED FINANCIAL PLANNER™ | Financial Advisor at Loomer & Assoc., a private wealth advisory practice of Ameriprise
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Loomer & Associates, a private wealth advisory practice of Ameriprise Financial Financial Advisorsince Apr 2011Voluntary Benefit Solutions LLC Vice PresidentSep 2010 - Apr 2011
Full Profile

Matthew Couzens Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor & Managing Director at Ameriprise Financial Services, Inc.
Title:
Managing Director, COUZENS & DOMINGOS An Ameriprise Platinum Financial practice
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor & Managing Directorsince Sep 2005
Full Profile

Liz Linderman Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Chief Executive • Customer Service

Experience & Education

Title:
CFP professional
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Full Profile

John Henry Decker Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Director • Financial Manager • Operations Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor, CFP®, CIMA® at Morgan Stanley
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley - Hartford, ConnecticutWealth Advisor, CFP®, CIMA®since Dec 2012Decker for Congress - 1st Congressional District, Connecticut ( www.Decker2012.com )Candidate, U.S. CongressMar 2012 - Nov 2012
Full Profile

Scott Singleton Hartford, CT

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Personal Financial Planner at Extra Hands, LLC.
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Extra Hands, LLC. Personal Financial Planner
Full Profile

Ethan Reid Hartford, CT

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:
Second Vice President, Financial Advisor at Morgan Stanley
Title:
CERTIFIED FINANCIAL PLANNER™, Financial Advisor at Morgan Stanley
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley - Hartford, Connecticut Area, United StatesSecond Vice President, Financial Advisorsince Sep 2005A.G. Edwards Financial AdvisorJun 2000 - Sep 2005
Full Profile

Jack Henehan Hartford, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
ROSNER, PEKALA & HENEHAN, A financial advisory practice of Ameriprise Financial at Ameriprise...
Title:
CFP®, MBA, Financial Advisor
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial ROSNER, PEKALA & HENEHAN, A financial advisory practice of Ameriprise Financialsince 1988Ameriprise Financial Services, Inc. Financial Advisorsince 1988
Full Profile

Sharon Alleman Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Payne Alleman Group, CFP® at UBS
Title:
Financial Advisor, CFP®
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
UBS - Hartford, Connecticut AreaPayne Alleman Group, CFP®since Nov 2011Morgan Stanley Smith Barney - West Hartford, CTFinancial AdvisorApr 2008 - Nov 2011
Skills:
Estate Planning, Investments, Wealth Accumulation, Series 7, Retirement Planning, Strategic...
Full Profile

Leigh King Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Member at Simsbury Chamber of Commerce, Financial Advisor - Franchise Owner at Ameriprise Financial ...
Title:
CFP®, CLU®, Financial Advisor; CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Simsbury Chamber of Commerce Membersince Jan 1997Ameriprise Financial Services, Inc. - Simsbury, CTFinancial Advisor - Franchise Ownersince Nov 1991
Full Profile

James Thibault Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Owner at Barron Financial Group, LLP
Title:
Owner, Barron Financial Group, LLP
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Barron Financial Group, LLP - Torrington, CTOwnersince Jan 2006The Siemon Company Global Business Development Mgr2003 - 2004
CFP & AWMA Designations
Full Profile

Jim Mccabe Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Platinum Financial Advisor at Ameriprise Financial, Owner of Mc Cabe & Associates at Mc Cabe...
Title:
CFP®, MBA, Financial Advisor Owner of Mc Cabe & Associates
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Platinum Financial Advisorsince Mar 1991Mc Cabe & Associates Owner of Mc Cabe & Associatessince Mar 1991
Full Profile

Menka Jain Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Supporting Member • Team Member • Chairperson • Director • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Assistant Professor at University of Connecticut
Location:
Hartford, Connecticut Area
Industry:
Higher Education
Work history:
University of Connecticut - Storrs, CTAssistant Professorsince Aug 2008Los Alamos National Laboratory, NM Director’s funded postdoctoral fellowApr 2005 - Apr 2008
com/journals/jnt/si/271041/cfp/
Full Profile

Jason Gentile Hartford, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager • Operations Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Advisor at Symmetry Partners
Title:
Certified Financial Planner Professional
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Symmetry Partners Financial Advisorsince Feb 2006Advest/Merril Lynch Registered AssociateSep 2001 - Feb 2006
Full Profile

Djemal Araniti Hartford, CT

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Mathematician

Experience & Education

Position:
Financial Advisor at LPL Financial
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
LPL Financial - 406 Farmington Ave, Farmington,CT 06032Financial Advisorsince Nov 2012Edward Jones Financial AdvisorMay 2009 - Nov 2012
Full Profile

Martin Nadeau Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director of Operations • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Director of Operations and Certified Financial Planner at Burke Esposito & Associates
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Burke Esposito & Associates Director of Operations and Certified Financial Plannersince Jan 2000Professional Development Institute Co-InstructorOct 2001 - Dec 2001
Skills:
Client relationship management, retention & growth, Business planning & strategy, Compliance & risk ...
Full Profile

Amy Miller Hartford, CT

Professions & Specialties

Banker • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Financial Officer • Counselor • Advisor • Human Resources Generalist • Recruitment • Human Resource Manager • Master of Business Administration • Compensations and Benefits

Experience & Education

Position:
VP - Private Banker at Webster Bank
Location:
Hartford, Connecticut
Industry:
Banking
Work history:
Webster Bank - Hartford, Connecticut AreaVP - Private Bankersince Apr 2012Webster Bank - Hartford, Connecticut AreaVP - Private Banking OperationsJul 2011 - Apr 2012
Full Profile

Scott Mather Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Private Wealth Advisor at Ameriprise Financial
Title:
CFP®, CRPC®, MBA , Private Wealth Advisor
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Private Wealth Advisorsince Feb 1983
Full Profile

Howard Rosner Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner, Certified Long Term Care at Rosner, Pekala, & Henehan, A financial ...
Title:
CFP®, CLTC
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Rosner, Pekala, & Henehan, A financial advisory practice of Ameriprise Financial Services, Inc Certified Financial Planner, Certified Long Term Caresince Dec 1981
Full Profile

Eric Weiss Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Treasurer • Financial Manager • Financial Officer • Volunteer • Non-Profit

Experience & Education

Position:
Certified Financial Planner at Apex Investment Services, Inc.
Title:
Certified Financial Planner
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Apex Investment Services, Inc. Certified Financial PlannerTolland Public Library Foundation Treasurer (volunteer)Jan 2006 - May 2012
Full Profile

Jeffrey Segal Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at Connecticut Investors Group, LLC
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Connecticut Investors Group, LLC - Connecticut Investors Group, LLCCERTIFIED FINANCIAL PLANNERsince Sep 1988Connecticut Investors Group, LLC Wealth Advisor2004 - 2009
Full Profile

David Grimaldi Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Planner, CFP®, MBA at Integrated Financial Partners
Title:
Financial Planner, CFP®, MBA
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Integrated Financial Partners Financial Planner, CFP®, MBAsince Dec 2003
Skills:
Estate Planning, Retirement Planning, Investment Strategies, Tax, Retirement, Small Business,...
Full Profile

Howard Rosner Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner, Certified Long Term Care.
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Mark Edwards Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Owner _ CFP at Edwards Financial Services, Franchisee at H & R Block
Title:
Owner at Edwards Financial Services
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Edwards Financial Services Owner _ CFPsince Sep 1994H & R Block Franchiseesince Jan 1987
Full Profile

Brad Kidney Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
CFP at Morgan Stanley
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Mario Ciampi Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Database Administration Professional • Database Administrator

Experience & Education

Position:
CPA, CFP at Ciampi Mandile & Company LLC
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ciampi Mandile & Company LLC - Rocky Hill, CTCPA, CFPsince 1990
Skills:
Investment Management, Retirement Planning, Strategic Financial Planning, Wealth Management, Estate ...
Full Profile

Mark Mazzone Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Member at D'Agostino & Mazzone, LLC, Owner at D'Agostino & Mazzone, LLC, CPA's
Title:
Owner, D'Agostino & Mazzone, LLC, CPA's
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
D'Agostino & Mazzone, LLC Membersince 2005D'Agostino & Mazzone, LLC, CPA's Ownersince 1997
Full Profile

Jay Cfp Hartford, CT

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Financial Planner/ Advisor at Maffe Financial Group, Financial Planner/ Advisor at Maffe Financial...
Title:
Financial Planner/ Advisor at Maffe Financial group
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Maffe Financial Group Financial Planner/ AdvisorMaffe Financial group Financial Planner/ Advisorsince Feb 2002
Full Profile

Curt Christensen Hartford, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Investment Advisor Representative at ING Financial Partners
Title:
CFP
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
ING Financial Partners Investment Advisor Representativesince Aug 2006Salomon Smith Barney Financial AdvisorApr 2002 - Aug 2006
Skills:
Retirement Planning, Investments, Asset Managment, Insurance, 401k Rollovers, IRAs, Wealth...
Full Profile

Jim Dake Hartford, CT

Professions & Specialties

Financial Services Professional • Loan Officer • Certified Financial Planner • Financial Services Sales Agent • Loan Officers • Puchasing and Estimating Manager • Leader • Managers • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Loan Officer at RMS (Residential Mortgage Services Inc.), CFP® and Principal at Jim Dake...
Title:
Financial services professional & leader with deep experience in Retirement, Insurance, Investment and Mortgage lending.
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
RMS (Residential Mortgage Services Inc.) - Glastonbury, CTSenior Loan Officersince Dec 2011Jim Dake Associates CFP® and Principalsince 2004
Skills:
Mortgage Lending, Residential Mortgages, Investments, Retirement Planning, Certified Mortgage Planning
Full Profile

Paul Hipsky Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CFP, ChFC, Senior Vice President, Investments, Senior Consulting Group at RBC Wealth Management -...
Title:
CFP, ChFC at RBC Wealth Management
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Glastonbury, CT - Glastonbury, CTCFP, ChFC, Senior Vice President, Investments, Senior Consulting Groupsince Nov 2005Advest, Inc. - Glastonbury, CTCFP, Vice President, InvestmentsNov 1999 - Nov 2005
Full Profile

Elizabeth Linderman Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley Wealth Management
Title:
CFP® professional
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management CERTIFIED FINANCIAL PLANNER™since Mar 2004JPMorgan Vice PresidentJan 1993 - Apr 2002
Full Profile

Rob Tarantino Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First-Vice President at Merrill Lynch
Title:
First-VP at Merrill Lynch
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Merrill Lynch First-Vice Presidentsince 1995
Skills:
Wealth Management Services, Certified Financial Planner, Portfolio Management, Investments, Asset...
Full Profile

Rusty Lowry Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Practicing Certified Financial Planner, Teacher
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Sandra Baranowski Hartford, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Technician • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Financial Planning Services at Sandra S. Baranowski, CFP
Title:
Owner, Sandra S. Baranowski, CFP
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Sandra S. Baranowski, CFP Financial Planning Servicessince Mar 2004Town of Manchester, Connecticut Human Resources TechnicianJul 1994 - Feb 2004
Full Profile

Henry Cormier Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Platinum and Private Wealth Advisor at Ameriprise Financial Services, Inc.
Title:
CFP® Private Wealth Advisor
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 14 Brick Walk Lane Farmington, CT 06032Platinum and Private Wealth Advisorsince Jul 2001Ameriprise Financial Services, Inc. Group Vice-PresidentJul 1995 - Jul 2001
Full Profile

Gerald Morneault Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
President at Morea Communications, Certified Financial Planner at Horizon Financial Services
Title:
Certified Financial Planner at Horizon Financial Services
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morea Communications Presidentsince 2001Horizon Financial Services Certified Financial Plannersince Jan 1991
Full Profile

Paul Hipsky Hartford, CT

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:
Certified Financial Planner at RBC Wealth Management
Title:
Senior Vice President - Investments, RBC Wealth Management
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
RBC Wealth Management Certified Financial Plannersince Nov 2005
Full Profile

Lew Lassow Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Certified Financial Planner, Senior Financial Advisor
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisorsince Jan 1975
Full Profile

Jeff Engler Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CFP at Tower Square
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Tower Square CFP
Full Profile

Geoff Swanson Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President, CFP at Morgan Stanley
Title:
Morgan Stanley
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley - West Hartford, CTAssistant Vice President, CFPsince 2002
Full Profile

Jennifer Brochu Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Bradford Kidney Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CFP, AVP at Morgan Stanley
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley CFP, AVP
Full Profile

Cronin Pam Hartford, CT

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Planner • Financial Manager

Experience & Education

Position:
Estate/Business Planner, Insurance at Wealth Management Advisors, LLC
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Wealth Management Advisors, LLC Estate/Business Planner, Insurance
Full Profile

Jeffrey Engler Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Engler Financial, LLC
Title:
Owner, Engler Financial, LLC
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Engler Financial, LLC Certified Financial Plannersince Jun 1994
Full Profile

John Macdonald Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CFP at MassMutual
Title:
CFP at Independence Financial Partners-John Hancock Financial Network
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
MassMutual CFP
Full Profile

Andrew Aubrey Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CFP at Merrill Lynch
Title:
CFP at Bank of America
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Merrill Lynch CFPsince 2009
Full Profile

Andrew Aubrey Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
CFP at Merrill Lynch
Title:
CFP at Bank of America
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Merrill Lynch CFPsince 2009
Full Profile


Certified Financial Planners near Hartford, CT01234FarmingtonSimsburyGlastonburyManchesterBloomfieldRocky HillAvonEnfieldPlainvilleGranby