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Certified Financial Planners in California

Certified Financial Planners in Manhattan Beach, CA

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Here is a complete directory of nearly all available Certified Financial Planners in Manhattan Beach, CA.

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5 results found

Michael Gevorkian Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Biotechnology Professional • Biologist • Biological Scientist • Concierge • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
First Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Greater Los Angeles AreaFirst Vice President-Investmentssince 2009Merrill Lynch - Manhattan Beach, CAWealth ManagerJan 2005 - Feb 2009
Full Profile

Timothy Corbett Manhattan Beach, CA

Professions & Specialties

Certified Financial Planner • Buyers Agent • Puchasing and Estimating Manager • Financial Services Sales Agent • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
Timothy J. Corbett
3201 Pine Ave., Manhattan Beach, CA 90266
Licenses:
01885971 (Real Estate Broker), 17905 (Certified Financial Planner)
Full Profile

Chadwick Proctor Los Angeles, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager • Trust Law Attorney • Lawyers • Medical Assistant • Healthcare Support

Experience & Education

Position:
Trust and Estate Specialist at Comerica Bank
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Comerica Bank - Manhattan Beach, CATrust and Estate Specialistsince Oct 2011Wells Fargo Bank Wealth Management Group AVP, SENIOR TRUST OFFICERAug 2006 - Oct 2011
Certifications:
CTFA, ICB
Washington State Bar Association
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Jeffrey Wolfe Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley - Manhattan Beach, CAFinancial Advisorsince Jun 2009UBS Wealth Management Financial AdvisorApr 2007 - Apr 2009
Certified Financial Planner Board of Standards
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Tara Clayton Manhattan Beach, CA

Professions & Specialties

Puchasing and Estimating Manager • Regional Vice President • Region Manager • Vice President • Chief Executive • Area Manager • Managers • Financial Manager • Operations Manager • Representative • Business Administrator • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Work

Company:
Mfs fund distributors inc - San Francisco, CA
Regional vice president
Company:
Mfs fund distributors inc - Los Angeles, CA
Regional director
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Certified Financial Planners near Manhattan Beach, CA0160320480640800Los AngelesBeverly HillsTorranceEl SegundoSanta MonicaRedondo BeachGardenaHermosa BeachLomita


Certified Financial Planners around Manhattan Beach, CA

Beverly Hills  (19)
El Segundo  (8)
Gardena  (1)
Lomita  (1)
Los Angeles  (796)
Santa Monica  (7)
Torrance  (13)

Certified Financial Planners in California

Sub-specializations