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Certified Financial Planners in California

Certified Financial Planners in Long Beach, CA

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12 results found

Mike Van Dyke Long Beach, CA

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Advisor • Management Consultant • Management Analyst • Analysts • Vice President • Director of Operations • Financial Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer

Experience & Education

Position:
Vice President / Wealth Advisor, The Shadden Group at Morgan Stanley at The Shadden Group at Morgan ...
Title:
Certified Financial Planner®, Wealth Advisor at Morgan Stanley
Location:
Long Beach, California
Industry:
Financial Services
Work history:
The Shadden Group at Morgan Stanley - Long Beach, CaliforniaVice President / Wealth Advisor, The Shadden Group at Morgan Stanleysince Oct 1998Director of Operations - Sea-Land Service - Chicago, IllinoisDirector of Operations - ChicagoJul 1987 - Oct 1998
Certifications:
Certified Financial Planner, CFP®, Certified Financial Planner Board of Standards
Certified Investment Management Analyst, CIMA®, Investment Management Consultants Association
Full Profile

Frankel Delossantos Long Beach, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Regional Vice President • District Manager • Corporate Executive • Chief Executive • Vice President • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Underwriter • Visionary • Counselor • Planner • Area Manager • Managers • Advisor • Customer Service • Client Service Officer • Financial Officer • Financial Manager • Community Service Manager • Non-Profit • Spokesperson • Representative • Government Administration Professional • Sports Trainers • Property Manager • Real Estate Manager • School Administrator • Educational Manager

Experience & Education

Position:
CEO, President at Frankel Financial and Insurance Services, President, CEO at Frankel Financial...
Title:
CEO, President at Frankel Financial Services
Location:
Long Beach, California
Industry:
Financial Services
Work history:
Frankel Financial and Insurance Services - California and NevadaCEO, Presidentsince Jan 2007Frankel Financial Services - Multi-StatePresident, CEOsince May 2003
Languages:
Tagalog, Bikol, Conversational Spanish, English
CFP curriculum
Full Profile

Lyndon Castro Los Angeles, CA

Professions & Specialties

Author • Researcher • Survey Researcher • Counselor • Recognition • Investigator • Advisor • PHP Developer • C# Developer • Data Analyst • Java Developer • Unity Developer • Software Developer • Software Developers • Data Entry Specialist • Data Scientist • SEO Specialist • Web Marketer • Hospital Care Professional • Health Professional • Health Practitioner • Controller • Financial Director • Marketing Manager • Financial Officer • Financial Manager • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Independent at Author, Researcher, Consultant Continued, Author, Researcher, Consultant at Independent
Title:
Ready to add extraordinary value to a team and organization that seeks the best in their market.
Location:
Greater Los Angeles Area
Industry:
Hospital & Health Care
Work history:
Author, Researcher, Consultant Continued - Newport Beach, CAIndependentsince Jan 2010Independent - Greater Los Angeles AreaAuthor, Researcher, Consultantsince Jun 1995
Languages:
French
Certified Financial Planner
Full Profile

Shanea Edwards Los Angeles, CA

Professions & Specialties

Puchasing and Estimating Manager • Marketing Administrator • Customer Service • Client Service Officer • Client Manager • Advisor • Marketing Manager • Equipment Tools Purchasing Agent • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Barista • Shift Manager • Managers • Clerical Specialist • Bartender • Financial Manager • Sales Manager • Massage Therapist • Massage Therapy • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Client Service / Marketing Coordinator at Ameriprise Financial
Title:
Client Service / Marketing Coordinator
Location:
Greater Los Angeles Area
Industry:
Events Services
Work history:
Ameriprise Financial - Long Beach, CAClient Service / Marketing Coordinatorsince Apr 2008Zelda Benson, CFP - Ameriprise Financial Services - Brea, CAClient Service CoordinatorAug 2009 - Jan 2011
Languages:
Sign Languages
Full Profile

Charles Andrews Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Captain • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Coordinator • Pilot • Managers • Air Transportation Worker • Retail Salesperson • Business Administrator • Advisor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Base Chief Pilot-Captain at JetBlue Airways
Title:
Captain
Location:
Greater Los Angeles Area
Industry:
Airlines/Aviation
Work history:
JetBlue Airways - Long Beach, CABase Chief Pilot-Captainsince Sep 2001NetJets CaptainAug 1998 - Sep 2001
CFP
Full Profile

Brad Howell Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Master of Science

Experience & Education

Position:
Senior Vice President - Wealth Management at UBS Financial Services, Inc.
Title:
Senior Vice President - Wealth Management, UBS Financial Services, Inc.
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Senior Vice President - Wealth Managementsince Mar 2013UBS Financial Services, Inc. First Vice President - InvestmentsSep 2005 - Mar 2013
Certified Financial Planner,CFP,
Full Profile

Matthew Laridon Long Beach, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Sales Manager • Sales Director • Operations Manager • Owner • Financial Manager • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Sales Representative

Experience & Education

Work

Company:
Sears holdings corp - Costa Mesa, CA
Specialty fitness/lead manager
Company:
La fitness intl. llc - Irvine, CA
Sales manager
Full Profile

David Wilson Escondido, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Trader • Capital Markets Professional • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Registered Principal at David Wilson, CFP
Title:
Certified Financial Planner
Location:
Escondido, California
Industry:
Financial Services
Work history:
David Wilson, CFP - Escondido, CARegistered Principalsince Nov 1990National Planning Corporation CFP1999 - 2013
Full Profile

Melissa Dlouhy Seattle, WA

Professions & Specialties

Puchasing and Estimating Manager • Personnel Recruiter • Human Resources Specialist • Personnel Specialist • Recruitment • Sales Person • Client Service Officer • Sales Representative • Customer Service • Sales Executive • Instructor • Pedagogue • Business Administrator • Manufacturing Laborer • Laborer • Bachelor of Arts • Advertising Professional • Advertising Sales Agent • Chief Executive • Sales Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Recruitment Coordinator at Get You Organised, Sales Assistant at ESR Group Holdings
Title:
Recruitment Coordinator at Get You Organised
Location:
Sydney Area, Australia
Industry:
Human Resources
Work history:
Get You Organised - Surry Hills, NSWRecruitment Coordinatorsince Apr 2013ESR Group Holdings - Artarmon, NSWSales Assistantsince Sep 2012
CFP
Full Profile

Michael Nelson Dallas, TX

Professions & Specialties

Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Computer Software Professional • Software Developers • Director • Chief Executive Officer • Partner • Operations Manager • Corporate Executive • Chief Executive • Advisor • Information Technology Specialist • IT Specialist • Sales Manager • Financial Manager • Business Consultant • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Technical Sales at AppDynamics
Title:
Technical Sales
Location:
Dallas/Fort Worth Area
Industry:
Computer Software
Work history:
AppDynamics - Plano, TXTechnical Salessince Sep 2011HRsmart Director, Strategic Client AdvisorJan 2011 - Mar 2011
Certifications:
ITIL v3 Foundations, ITIL Certification Management Board
Certified Financial Planner/Retirement Plans Speci..
Full Profile

Sam Luxenberg Irvine, CA

Professions & Specialties

Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Entrepreneur • Counselor • Independent Contractor • Managers • Advisor • Contractor • Psychologist • Financial Director • Financial Officer • Financial Manager • Psychology Specialist • Analysts • Commodities Clerk

Experience & Education

Position:
CPA at Luxenberg & Associates, CPA
Title:
Accountant/Entrepreneur/Consultant/ Amateur Psychologist and all around nice guy.
Location:
Irvine, California
Industry:
Accounting
Work history:
Luxenberg & Associates, CPA - Irvine, CACPAsince Jan 1981SeneGence International - Newport Beach, CACFOOct 2000 - Apr 2002
Certifications:
Certified Public Accountant
Certified Valuation Analyst
Certified Financial Planner
Full Profile

Paul Bury Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Bachelor of Science • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Financial Consultant at Xcel Energy
Location:
Greater Denver Area
Industry:
Utilities
Work history:
Xcel Energy Financial Consultantsince Apr 2002Cost Management Solutions - Highlands Ranch, COPresidentJan 2000 - Apr 2002
Languages:
French
Full Profile

Certified Financial Planners near Long Beach, CA0160320480640800Los AngelesTorranceManhattan BeachRedondo BeachGardenaHermosa BeachLakewoodLomita


Certified Financial Planners around Long Beach, CA

Gardena  (1)
Lakewood  (1)
Lomita  (1)
Los Angeles  (796)
Torrance  (13)

Certified Financial Planners in California

Sub-specializations