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Certified Financial Planners in California

Certified Financial Planners in Laguna Beach, CA

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14 results found

Steven Schaller Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager • Wellness and Fitness • Customer Service • Client Service Officer • Dental Assistant • Endodontist • Periodontist • Stomatologist • Doctor of Dental Surgery • Bachelor of Science • Office Assistant • Office Clerk • Clerical Specialist • Surgical Specialist

Experience & Education

Position:
Periodontal Assistant at Pacific Dental Services
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Pacific Dental Services - Orange County, California AreaPeriodontal Assistantsince Jun 2008USIBR: Undegraduate Student Initiative for Biomedical Research - Department of Biomedical Engineering- University of California, IrvineStudent Researcher: Fluorescence and Optical Imaging TechnologiesJul 2012 - Aug 2012
Skills:
Superior people and organizational skills, Able to multi-task under pressure, maintain attention to ...
Languages:
German
Proteins used: CFP
Full Profile

Charles Krugh Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Chief Executive Officer • Chairperson • Sales Manager • Sales Director • Corporate Executive • Chief Executive • Financial Manager • Underwriter

Experience & Education

Position:
CEO at Doctor's Financial Network
Title:
Provider of Financial Security to Physicians and Dentists across the Country
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Doctor's Financial Network - San Clemente, CACEOsince Jan 2003MassMutual Financial Group - Newport Beach, CASales ManagerJul 2001 - Jan 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Chartered Life Underwriter, The American College
Full Profile

Douglas Frazier Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
LPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM) at Pence Wealth Management
Title:
LPL Financial Advisor at Pence Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pence Wealth Management - Newport Beach, CALPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM)since May 2007Morgan Stanley - Laguna Hills, CAVice PresidentOct 1997 - Apr 2003
Full Profile

Pat Cahill Santa Ana, CA

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

Experience & Education

Position:
CFP at Smith Barney, financial advisor at LPL Finanical
Title:
financial advisor at LPL Finanical
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Smith Barney CFPLPL Finanical - Laguna Hills CaFinancial advisorsince Dec 2011
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Raymond Cfp Laguna Beach, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Counselor • Advisor • Financial Manager • Bachelor of Science

Experience & Education

Work

Company:
Raymond f. conlon
Certified financial planner
Company:
Citi personal wealth management
Investment consultant
Full Profile

John Hutchinson Laguna Beach, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Specialties:
Insurance
Work:
Life-Insurance101.com
23046 Avenida De La Carlota Suite 600, Laguna Hills, CA 92053
Experience:
7 years years
Licenses:
CA#0D29100 (Life Insurance License, Series 65)
John Hutchinson CFP
Full Profile

Andrew Kardish Santa Ana, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Chairperson • Operations Manager • Chief Executive • Security • Vice President • Produce Manager • Manager • Chairman of the Board • Chief Administrative Officer • Production Manager • Marketing Manager • Financial Manager • Training Manager • Representative • Business Administrator • Managers • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Recruitment • School Administrator • Educational Manager

Experience & Education

Position:
Director, Strategic Business Development/Accounts at CMS Products, President at All Green Resources
Title:
Strategic Business Development Executive
Location:
Orange County, California Area
Industry:
Venture Capital & Private Equity
Work history:
CMS Products Director, Strategic Business Development/Accountssince Nov 2011All Green Resources Presidentsince 2010
CFP
Full Profile

Lee Jones Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Union Bank
Title:
Senior Financial Advisor
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank - Huntington Beach, CASenior Financial Advisorsince Jan 2012JPMorgan Chase - Laguna Hills, CAFinancial AdvisorOct 2004 - Dec 2011
CFP
Full Profile

Genevieve Wall Laguna Beach, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chief Executive • Financial Manager • Security

Experience & Education

Position:
Owner at Genevieve Wall, a Law Corporation
Title:
Attorney, Estate Planning & Administration, Wills, Trusts, Probate
Location:
Laguna Hills, California
Industry:
Law Practice
Work history:
Genevieve Wall, a Law Corporation Ownersince Dec 1981
Full Profile

Elizabeth Adams Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Analyst • Managers • Analysts • Director • Chief Executive • Operations Manager • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Infant Development Coordinator at Mommy, Inc.
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Mommy, Inc. Infant Development Coordinatorsince Mar 2012Pacific Life - Aliso Viejo, caSenior Case Design AnalystJun 2011 - Apr 2012
Full Profile

Robert Ahearn Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Business Administrator • Team Member • Underwriter • Juris Doctor • Bachelor of Science • Chief Executive • Supervising Planner • Operations Manager • Financial Manager • Tax Accountant

Experience & Education

Work

Company:
B&d advisors, llc and bowditch & dewey, llp - Worcester, MA
Financial advisor and attorney
Company:
Morgan stanley - Wellesley, MA
Financial advisor, estate planning consultant and retirement planning specialist
Full Profile

Samar Cfp Laguna Beach, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer

Experience & Education

Work

Company:
E*trade financial
Financial consultant
Company:
Fidelity investments - Irvine, CA
Financial representative

Skills

Series 7, Series 66, CFP
Full Profile

Lee Canaday Laguna Beach, CA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager • Board Member • Chief Executive • Management Team Executive • Operations Manager • Bachelors Degree • Host • Philanthrope • Non-Profit • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
RE/MAX Fine Homes
32392 S. Coast Hwy, Suite 100, Laguna Beach, CA 92651
certified financial planner
Full Profile

Lee Canaday Laguna Beach, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Property Manager • Community Association Manager • Real Estate Sales Agent • Real Estate Manager • Corporate Executive • Chief Executive • Financial Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, Distressed properties, Horse properties
Work:
RE/MAX FINE HOMES
Laguna Beach, CA
(949) 273-2915 (Phone)
License #00560041
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Languages:
English
About:
Lee Ann Canaday is CEO of the Canaday Group, a residential real estate sales firm in Laguna Beach,...
Full Profile

Certified Financial Planners near Laguna Beach, CA076152228304380Santa AnaIrvineNewport BeachHuntington BeachCosta MesaFullertonSan Juan CapistranoOrangeSan ClementeAnaheim


Certified Financial Planners around Laguna Beach, CA

Anaheim  (3)
Costa Mesa  (8)
Dana Point  (1)
El Toro  (2)
Fullerton  (7)
Garden Grove  (1)
Irvine  (42)
Newport Beach  (35)
Orange  (7)
San Clemente  (5)
Santa Ana  (376)
Tustin  (1)

Certified Financial Planners in California

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