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Certified Financial Planners in Washington

Certified Financial Planners in Kirkland, WA

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8 results found

Deborah Still Seattle, WA

Professions & Specialties

Banker • Certified Mortgage Planner • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Puchasing and Estimating Manager • Counselor • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Manager • Management Team Executive • Operations Manager • Financial Manager • Sports Trainers

Experience & Education

Position:
Mortgage Consultant / Branch Manager at Windermere Mortgage Services Series LLC/Northeast
Title:
Mortgage Consultant / Branch Manager at Windermere Mortgage Services
Location:
Greater Seattle Area
Industry:
Banking
Work history:
Windermere Mortgage Services Series LLC/Northeast - 11411 NE 124th Street, Suite 110 Kirkland, WA 98034Mortgage Consultant / Branch Managersince Mar 2013Sterling Savings Certified Mortgage PlannerMar 2009 - Mar 2013
Skills:
Mortgage, Tax Credits, Loans, Options, Equity Management, Debt Management, Mortgage Lending, FHA,...
Certified Financial Planner,CFP,
Full Profile

James Nevers Kirkland, WA

Professions & Specialties

Puchasing and Estimating Manager • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Master of Science • Student Worker • Chief Executive • Financial Manager

Experience & Education

Position:
Associate Advisor at Soundmark Wealth Management, Assistant Air Defense Airspace Management Officer ...
Title:
Associate Advisor at Soundmark Wealth Management
Location:
Kirkland, Washington
Industry:
Financial Services
Work history:
Soundmark Wealth Management Associate Advisorsince Jun 2012Army National Guard - Ft. Lewis, WAAssistant Air Defense Airspace Management Officersince Aug 2008
..Planning is registered by the Certified Financial Planner Board of Standards
Full Profile

Josh Stephens Seattle, WA

Professions & Specialties

Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Reverse Mortgage Direct
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Reverse Mortgage Direct - Kirland, WAPresidentsince Oct 2009Golden Years Reverse Mortgage - Kirkland, WALoan OriginatorOct 2009 - Jul 2011
Certified Financial Planner,CFP,
Full Profile

Erik Byland Seattle, WA

Professions & Specialties

Financial Services Sales Agent • Puchasing and Estimating Manager • Client Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Service Manager • Service Operations Expert • Customer Service • Operations Manager • Financial Manager

Experience & Education

Position:
Associate Client Manager at Auxano Advisors, LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Auxano Advisors, LLC - Kirkland, WAAssociate Client Managersince Jul 2012Auxano Advisors, LLC - Kirkland WashingtonClient Service ManagerMar 2006 - Jul 2012
Currently studying for my Certified Financial Planner through the College fo..
Full Profile

Beckett Thomsen Seattle, WA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Director • Owner • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Financial Manager • Computer Software Professional • Software Developers • Market Research Analyst • Psychology Specialist

Experience & Education

Position:
Business Director/Consultant at Hanson Consulting Group
Title:
Financial and Business Planning Consultant
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Hanson Consulting Group - Kirkland, WABusiness Director/Consultantsince Oct 2011Financial Decisions Informed, LLC - Sammamish, WAPrincipal/OwnerNov 2011 - Nov 2012
Skills:
Comprehensive Financial Planning, Insurance and Risk Management, Investment Planning, Asset...
Certified Financial Planner,CFP,
Full Profile

Kevin Rybak Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Pilot • Air Transportation Worker • Head Engineer • Engineering Manager • Engineering Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Financial Manager

Experience & Education

Position:
Sr. Engineer at Kenworth Truck Company
Location:
Greater Seattle Area
Industry:
Transportation/Trucking/Railroad
Work history:
Kenworth Truck Company - Kirkland, WASr. Engineersince Oct 2010Edward Jones - Mill Creek, WAFinancial AdvisorJan 2010 - Oct 2010
Full Profile

Jason Preti Kirkland, WA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Supporting Member • Team Member • Coordinator • Lead Technician • Business Administrator • Managers • Lead Worker • Production Worker • Estimator • Financial Analyst • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Financial Manager • Operations Manager • Database Administration Professional • Database Administrator • Researcher • Survey Researcher

Experience & Education

Work

Company:
Coldstream capital - Bellevue, WA
Financial planner/associate advisor
Company:
Appropriate balance financial services - Bellevue, WA
Financial planner

Skills

CFP professional , Axys Advent, Portfolio Management, Series 7 and 66 registrations,...
Full Profile

Kimberly Branch Kirkland, WA

Professions & Specialties

Puchasing and Estimating Manager • Marketing Director • Vice President • Chairperson • Chief Executive • Financial Manager • Computational Scientist • Computer Scientists

Experience & Education

Work

Company:
Symetra investment service, inc
Vice president and chief marketing officer
Company:
4ward financial marketing, inc - Houston, TX
President

Skills

CFP, CLTC, LUTCF, FINRA Series 7, 24, 53, 6, 66, 63 and Life and Health License
Full Profile

Certified Financial Planners near Kirkland, WA083166249332415SeattleBellevueRedmondBothellEdmondsLynnwoodEverett


Certified Financial Planners around Kirkland, WA

Bellevue  (28)
Bothell  (8)
Edmonds  (3)
Everett  (3)
Lynnwood  (3)
Redmond  (13)
Seattle  (412)

Certified Financial Planners in Washington