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Certified Financial Planners in New Jersey

Certified Financial Planners in Marlton, NJ

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10 results found

Steven Coppola Mount Laurel, NJ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Board Member • Financial Manager • Management Team Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Certified Financial Planner at Coppola Wealth Management, Board Member at Edna Kynett Memorial...
Title:
Coppola Wealth Management
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Coppola Wealth Management - Marlton NJCertified Financial Plannersince Sep 2012Edna Kynett Memorial Foundation - Greater Philadelphia AreaBoard Membersince 2003
Skills:
Financial Planning, Investments, Fixed Income, Retirement Income Strategies, Estate Planning, Asset ...
Certifications:
Certified Financial Planner
Full Profile

Sal Cocivera Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Partner - Certified Financial Planner at Copper Beech Financial Group, LLC
Title:
Certified Financial Planner working with corporate executives and small business owners.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Copper Beech Financial Group, LLC - Marlton, NJPartner - Certified Financial Plannersince Nov 2009Salvatore J. Cocivera, CFP Certified Financial PlannerDec 1990 - Jul 2002
Full Profile

Kelly Fox Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Chief Networking Officer • Financial Manager • Customer Relations

Experience & Education

Position:
Executive Assistant and Office Manager at Strategic Wealth Planners, LLC. (Rick Clifford, CFP®)
Title:
Executive Assistant / Office Manager at Strategic Wealth Planners, LLC.
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Strategic Wealth Planners, LLC. (Rick Clifford, CFP®) - Marlton, NJExecutive Assistant and Office Managersince Nov 2012Office of Rick Clifford, CLU, ChFC, CFP Director of Client RelationsNov 2001 - Sep 2012
Full Profile

Fred Rosenfeld Marlton, NJ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor
Location:
Marlton, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince 1996Design Benefits Agent1990 - 1992
Full Profile

Kristina Squitieri Marlton, NJ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Office Assistant • Publisher • Office Clerk • Clerical Specialist • Publishing Professional • Customer Service • Client Service Officer • Financial Manager

Experience & Education

Work

Company:
Delaware valley financial group
Financial advisor
Company:
Financial advisors of delaware valley - Marlton, NJ
Executive assistant to michael d stepanski, cfp, clu, chfc

Skills

SERIES 7 & LIFE, ACCIDENT, HEALTH OR SICKNESS LICENSE
Full Profile

Jennifer Gaffney Marlton, NJ

Professions & Specialties

Puchasing and Estimating Manager • Representative • Owner • Chief Executive • Editor • Blogger • Authoress • Author • Advertising Professional • Advertising Sales Agent • Business Administrator • Administrative Associate • Administrative Clerk • Clerical Specialist • Operations Manager • Vice President • Financial Manager

Experience & Education

Position:
Sales & Marketing Representative at Rizzieri Salons, Spas, and Schools, OWNER / EDITOR /...
Title:
Sales & Marketing Representative at Rizzieri Salons, Spas, and Schools
Location:
Marlton, New Jersey
Industry:
Marketing and Advertising
Work history:
Rizzieri Salons, Spas, and Schools - Marlton, NJSales & Marketing Representativesince Oct 2011Gaffney's Gabs - Southern New JerseyOWNER / EDITOR / FREELANCE WRITERsince Feb 2010
Provide administrative support for certified financial planner
Full Profile

Christopher Heiser Philadelphia, PA

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Wealth Advisor at Ameriprise Financial
Title:
Private Wealth Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Marlton, NJPrivate Wealth Advisorsince Mar 1994
Certifications:
CFP, Certified Financial Planner Board of Standards, Inc.
CHFC, The American College of Financial Services
Full Profile

Henry Williams Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner / Retirement Income Specialist at Ameriprise Financial, Baseball Instructor -...
Title:
Baseball Instructor at All Star Baseball Academy
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Marlton, NJFinancial Planner / Retirement Income Specialistsince Apr 2010All Star Baseball Academy - Cherry Hill, NJBaseball Instructor - Part-timesince Jan 2013
Certified Financial Planner,CFP,
Full Profile

Kristina Squitieri Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Marketing Director • Senior Vice President • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Marketing Manager • Marketing Administrator • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor / Director of Marketing and Investment Operations at Gary Shickora and...
Title:
Financial Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Gary Shickora and Associates, a financial advisory practice of Northwestern Mutual - Mount Laurel, NJFinancial Advisor / Director of Marketing and Investment Operationssince Apr 2013DVFG Advisors - Mount Laurel, NJSenior Vice President Financial AdvisorFeb 2010 - Dec 2012
Skills:
Financial Planning, Estate Planning, Investments, Retirement, Wealth Management, Insurance, Asset...
CFP
Full Profile

John Nettleton Marlton, NJ

Professions & Specialties

Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President at College Financial Network, Inc.
Title:
Owner, College Financial Network, Inc.
Location:
Marlton, New Jersey
Industry:
Financial Services
Work history:
College Financial Network, Inc. Presidentsince 1999
Certified Financial Planner,R,
Full Profile

Certified Financial Planners near Marlton, NJ0125250375500625PhiladelphiaMount LaurelCherry HillMoorestownCamdenBensalemMedfordRiversideRiverton


Certified Financial Planners around Marlton, NJ

Bensalem  (2)
Camden  (2)
Cherry Hill  (4)
Medford  (1)
Moorestown  (2)
Mount Laurel  (10)
Philadelphia  (623)
Riverside  (1)
Riverton  (1)

Certified Financial Planners in New Jersey