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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Lancaster, PA

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23 results found

Ken Norman Lancaster, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Board Member • Treasurer • Director • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Relationship Manager • Account Service Manager • Client Service Officer • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executor • Trust Law Attorney • Lawyer • Customer Service

Experience & Education

Position:
CFP, Vice President, Relationship Manager at Clermont Wealth Strategies
Title:
CFP, VP, Relationship Manager at Clermont Wealth Strategies
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Clermont Wealth Strategies - Lancaster, Pennsylvania Area; Berks County, PACFP, Vice President, Relationship Managersince Oct 1998Dauphin Deposit Bank & Trust Company (Allfirst) - Harrisburg, Pennsylvania Area; Lancaster, PATrust and Estate OfficerNov 1991 - Oct 1998
Full Profile

Steven Bell Lancaster, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Independent Contractor • Representative • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Personal Wealth Advisory LLC
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Personal Wealth Advisory LLC Financial Advisorsince Nov 2006Steven F. Bell, CFP, ChFC Financial AdvisorJul 2001 - Oct 2006
Full Profile

Lita Pelko Lancaster, PA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Rodgers & Associates
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Rodgers & Associates Certified Financial Plannersince Sep 2004Miller & Miller CPAs Certified Financial PlannerSep 1999 - Sep 2004
Full Profile

Jason Nielsen Lancaster, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Associate Professor • Lecturer • Postsecondary Teacher • Agent • Sales Representative

Experience & Education

Position:
Financial consultant at Jason Nielsen, CPA, CFP, Associate Professor at Harrisburg Area Community...
Title:
Owner at Jason Nielsen, CPA
Location:
Lancaster, Pennsylvania Area
Industry:
Accounting
Work history:
Jason Nielsen, CPA, CFP Financial consultantsince Jan 1998Harrisburg Area Community College - Lancaster, PAAssociate Professorsince Jan 1998
Full Profile

Patrice Hoenninger Lancaster, PA

Professions & Specialties

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

Experience & Education

Position:
VP Managing Director at Raymond James Financial @ Fulton Financial Advisors
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Raymond James Financial @ Fulton Financial Advisors VP Managing Directorsince Mar 2009Wachovia Wealth Management VP Certified Financial Planner1998 - Mar 2009
Full Profile

Bruce Debord Lancaster, PA

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; Sr. Vice President at Morgan Stanley Smith Barney, CFP; Senior Vice President at Morgan...
Title:
CFP; Senior Vice President at Morgan Stanley
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFP; Sr. Vice Presidentsince 1986Morgan Stanley Smith Barney CFP; Senior Vice Presidentsince 1986
Skills:
Marketing, Retirement Planning, High Net Worth Individuals, Financial Advisory, Investments, Series ...
Full Profile

Anthony Essis Lancaster, PA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Ameriprise Financial
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Full Profile

Jeffrey Pritchett Lancaster, PA

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:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Full Profile

Karen Meck Lancaster, PA

Professions & Specialties

Design Consultant • Design Professional • Design Expert • Advisor • Counselor • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Fiduciary • Executor • Trust Law Attorney • Lawyer • Judicial Law Clerk • Builder • Construction Specialist • Construction Laborer

Experience & Education

Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
The Gold Group, LLC Advanced Case Design ConsultantJan 2009 - Nov 2009PNC Wealth Management Vice President, Senior Wealth PlannerJan 2008 - Jan 2009
Skills:
Advanced estate and tax planning strategies, funding of buy sell agreements, and executive...
Full Profile

Patti Spencer Lancaster, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Law Specialist • Fiduciary • Executor • Trust Law Attorney • Judicial Law Clerk • Educator • Education Professional • Instructor • Founder • Owner • Founding Member • Chief Executive • Financial Manager • Marketing Manager • Property Manager • Real Estate Manager • Brand Representative

Experience & Education

Position:
Trusts and estates lawyer, legal writer and educator at Spencer Law Firm
Title:
Trusts and Estates Lawyer, Writer and Expert Witness
Location:
Lancaster, Pennsylvania Area
Industry:
Legal Services
Work history:
Spencer Law Firm Trusts and estates lawyer, legal writer and educatorsince Aug 1996The Spencer Law Firm Owner1996 - 2011
Skills:
Estate Planning, Probate, Trusts, Tax, Income Tax, Mediation, Public Speaking, Non-profits, Small...
Full Profile

Scott Chfc Lancaster, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Bachelor of Arts • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Senior Financial Advisorsince Sep 1997
Skills:
Retirement Planning Strategies, General Financial Planning, Investment Advice, Protection and...
..education program as well as the Certified Financial Planner certification
Full Profile

P. Loss Lancaster, PA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Partner • Managing Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Financial Manager • Corporate Executive • Bachelor of Science • Non-Profit • Sports Trainers

Experience & Education

Position:
Owner/Managing Partner at Personal Wealth Advisory, LLC
Title:
Owner/Managing Partner of Personal Wealth Advisory, LLC
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Personal Wealth Advisory, LLC Owner/Managing Partnersince Jan 2003The Financial Network Owner/ Partner1991 - 2003
Skills:
Exit Planning, Financial Planning, Retirement Planning
CERTIFIED FINANCIAL PLANNER
Full Profile

Dan Crocker Lancaster, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Partner at Sage Financial LLC
Title:
Partner, Sage Financial LLC
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Sage Financial LLC Partnersince Jul 1994IDS Financial Services Financial PlannerMar 1990 - Jul 1994
Skills:
Wealth Management, Strategic Financial Planning, Retirement, Securities, FINRA, Investments, Mutual ...
Certified Financial Planner
Full Profile

Gregory Knisely Lancaster, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive VP at Teacher Benefit Strategies, LLC, Financial Consultant at AXA Advisors, LLC
Title:
EVP at Teacher Benefit Strategies, LLC
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Teacher Benefit Strategies, LLC - Lancaster, PAExecutive VPsince Oct 2011AXA Advisors, LLC Financial Consultantsince Nov 2009
Languages:
Spanish, English
Certified Financial Planner
Full Profile

Gregory Nauman Lancaster, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisorsince Aug 1984
CFP
Full Profile

Jeff Bankert Lancaster, PA

Professions & Specialties

Executive Vice President • Director • Vice President • Chief Executive • Operations Manager • Financial Manager

Experience & Education

Position:
Executive Vice President - Director of Retail Banking at Fulton Financial Corporation
Title:
Executive Vice President at Fulton Financial Corporation
Location:
Lancaster, Pennsylvania Area
Industry:
Banking
Work history:
Fulton Financial Corporation Executive Vice President - Director of Retail Bankingsince May 1988
CFP
Full Profile

Doug Darmstaetter Lancaster, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Service, Inc.
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Service, Inc. Financial Advisorsince 1992
Skills:
Personal financial planning for retirement, retirement income strategies, investments, and estate...
Certified Financial Planner
Full Profile

Jay Clark Lancaster, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Lawyer • Trust Law Attorney • Bachelor of Science • Juris Doctor • Financial Manager

Experience & Education

Position:
Attorney at James Clark & Associates, Attorneys At Law
Title:
Attorney at Law Offices of James Clark
Location:
Lancaster, Pennsylvania Area
Industry:
Law Practice
Work history:
James Clark & Associates, Attorneys At Law - Lancaster, Pennsylvania AreaAttorneysince 2000
Full Profile

Ken Eshleman Lancaster, PA

Professions & Specialties

School Principal • School Administrator • Educational Manager • Chairperson • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal, President at EHD Advisory Services, Inc.
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
EHD Advisory Services, Inc. Principal, Presidentsince May 2005Fulton Bank Vice PresidentOct 1993 - May 2005
Certifications:
Certified Financial Planner
Full Profile

Alan Campbell Lancaster, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Rodgers & Associates
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Rodgers & Associates Financial Plannersince Jan 2006
Certified Financial Planner
Full Profile

Patrice Mccarty Lancaster, PA

Professions & Specialties

Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Title:
VP Managing Director at Raymond James Financial @ Fulton Financial Advisors
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
VP Certified Financial Planner at Wachovia Wealth Man..
Full Profile

S Mccarty Lancaster, PA

Professions & Specialties

Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Title:
VP Managing Director at Raymond James Financial @ Fulton Financial Advisors
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
VP Certified Financial Planner at Wachovia Wealth Man..
Full Profile

Scott Talbot Orlando, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Operations Manager • Organization Management • Counselor • Advisor • Financial Manager • Master of Divinity • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Planned Giving at Great Commission Foundation
Location:
Orlando, Florida
Industry:
Nonprofit Organization Management
Work history:
Great Commission Foundation - Orlando, FLDirector of Planned Givingsince Jan 2005In Touch Ministries - Atlanta, GAPlanned Giving ConsultantMar 1998 - Jan 2005
CFP
Full Profile

Certified Financial Planners near Lancaster, PA0481216York


Certified Financial Planners around Lancaster, PA

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Certified Financial Planners in Pennsylvania

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