Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Texas

Certified Financial Planners in Irving, TX

Find a professional & check records

Here is a complete directory of most local Certified Financial Planners nearby.

Be sure to review other regions around Irving, TX to locate the names of more service providers.

The Trustoria Service Professional Directory helps you know the best Financial broker for your upcoming project.

9 results found

Keith Grimsley Irving, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Network Administrator • Network Systems Administrator • Information Technology Specialist • Computer Network Professional • IT Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Security • Financial Manager • Chief Executive

Experience & Education

Position:
Network Administrator at General Dynamics Information Technology
Location:
Naval Air Station/ Jrb, Texas
Industry:
Information Technology and Services
Work history:
General Dynamics Information Technology - Carswell AFB NAS-JRB Ft Worth TxNetwork Administratorsince Apr 2012SOURCECORP - Irving TxField Service AdministratorFeb 2012 - Apr 2012
Helped the CFP helpdesk personnel with user tickets and calls..
Full Profile

Keith Krop Dallas, TX

Professions & Specialties

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

Experience & Education

Position:
Owner, Mortgage Planner & Consultant Dallas/Fort Worth Area at Eroica Financial Services
Title:
Owner, Mortgage Planner & Consultant DFW Area at Eroica Financial Services
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Eroica Financial Services - Irving, TXOwner, Mortgage Planner & Consultant Dallas/Fort Worth Areasince Mar 1981PrimeSource Mortgage Mortgage Planner and Consultant Dallas/Fort Worth areaAug 2010 - Dec 2011
Full Profile

Ron Gayle Dallas, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Owner • Operations Manager • Chief Executive • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Project Managers • Financial Manager • Consumer Goods Professional • Commodities Clerk • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Managers

Experience & Education

Title:
Service Delivery Manager at Randstad Technologies
Location:
Dallas/Fort Worth Area
Industry:
Information Technology and Services
Work history:
Randstad Technologies US - Dallas, TXService Delivery ManagerJul 2012 - Apr 2013Ebby Halliday Realtors RealtorJul 2009 - Aug 2012
CFP
Full Profile

Katherine Lance Dallas, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Business Intelligence Professional • Advisor • Business Consultant • Nurse • Nurse Practitioner • Human Resources Specialist • Recruitment • Project Manager • Contract Recruiter • Accounting Bookkeeper • Bookkeeper • Project Managers • Financial Manager

Experience & Education

Position:
Senior Recruiting Consultant at Cornerstone Recruiting Services
Location:
Dallas/Fort Worth Area
Industry:
Human Resources
Work history:
Cornerstone Recruiting Services - Hickory Creek, TXSenior Recruiting Consultantsince Apr 2013TIAA-CREF FINANCIAL SERVICES - Lewisville, TXSenior Talent Advisor - ContractOct 2012 - Mar 2013
..with 5+ years of experience with CFP and/or additional designations being a plus
Full Profile

Debbie Cunningham Irving, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Managing Member • Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Judicial Law Clerk • Financial Manager • Master of Business Administration • Organization Management • Compensations and Benefits

Experience & Education

Position:
Attorney/Managing Member at Law Offices of Debbie J Cunningham, PLLC
Location:
Irving, Texas
Industry:
Law Practice
Work history:
Law Offices of Debbie J Cunningham, PLLC - Irving, TexasAttorney/Managing Membersince Jan 2013Debbie J. Cunningham, Attorney at Law AttorneyFeb 2009 - Dec 2012
Skills:
Estate Planning, Wills, Trusts, Probate, Powers of Attorney, Living Will, Public Speaking, Legal...
Full Profile

Joseph Shunkey Irving, TX

Professions & Specialties

Puchasing and Estimating Manager • Owner • Founder • Chief Executive • Founding Member • Agent • Sales Representative • Financial Manager • Team Member • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Trinity pc, llc & misc. contract work
Owner/founder
Company:
Knight of columbus - Irving, TX
Field agent

Skills

Group 7, Series 66, Life, Accident & Health Certified. (Clean Record), CFP - all coursework...
Full Profile

Jacarri Williams Irving, TX

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Vice President • Chief Executive • Representative • Financial Manager • Operations Manager • Business Administrator • Team Member • Master of Business Administration • Bachelor of Science • Insurance Professional • Underwriter

Experience & Education

Work

Company:
Bank of america merrill lynch
Market sales manager, vp
Company:
Nationwide retirement solutions - San Antonio, TX
Investment representative

Skills

CERTIFIED FINANCIAL PLANNER; Series: 7,9,10,63,66; Group 1
Full Profile

Joseph Shunkey Dallas, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Work

Company:
Student
Company:
Monastery
Assistant to the abbot
Full Profile

Kyle Johnson Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Loan Officers • Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Recruitment • Human Resources Specialist • Financial Director • Manager • Chief Executive Officer • Financial Officer • Financial Manager • Operations Manager • Corporate Executive • Chief Executive • Computer Consultant • IT Consultant • Trainer • Litigation Support Specialist • Medical Billing and Coding • Medical Support Assistant • Health Support Worker • Healthcare Support • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
BUSINESS COACH at Kyle W. Johnson, Certified Business Coach
Title:
Business Coach
Location:
Fayetteville, Arkansas Area
Industry:
Consumer Services
Work history:
Kyle W. Johnson, Certified Business Coach - Fayetteville, Arkansas AreaBUSINESS COACHsince Feb 2007PONTIAC COFFEE HOUSE, LLC - Springdale, ARCHIEF FINANCIAL OFFICER/GENERAL MANAGERMar 2005 - Feb 2007
CFP Professional Education Program
Full Profile

Certified Financial Planners near Irving, TX0113226339452565DallasFort WorthLewisvilleGrapevineArlingtonAddisonCarrolltonCoppellBedfordColleyville


Certified Financial Planners around Irving, TX

Addison  (4)
Arlington  (5)
Bedford  (1)
Carrollton  (3)
Colleyville  (1)
Coppell  (2)
Dallas  (563)
Euless  (1)
Fort Worth  (14)
Grapevine  (6)
Lewisville  (10)

Certified Financial Planners in Texas

Sub-specializations