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Certified Financial Planners in Florida

Certified Financial Planners in Miami, FL

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237 results found

Vincent Luongo Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Owner • Partner • Chief Executive • Corporate Executive • Financial Manager • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Director • Operations Manager • Examiner • Business Administrator • Non-Profit • Management Analyst • Analysts • Inspector • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Master of Business Administration • Doctor of Medicine • Master of Science • Human Resources Specialist • Recruitment

Experience & Education

Position:
President & CEO, CFP®, CLU®, ChFC®, at Vincent J. Luongo Financial Solutions, Inc.
Location:
Miami/Fort Lauderdale Area
Industry:
Insurance
Work history:
Vincent J. Luongo Financial Solutions, Inc. President & CEO, CFP®, CLU®, ChFC®,since 2002National Association of Insurance and Financial Advisors (NAIFA-Broward) Past President of the NAIFA-Broward ChapterMay 2008 - May 2009
Full Profile

Yvonne Aleman Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive Officer • Partner • Chief Executive • Financial Manager • Corporate Executive • Counselor • Advisor • DB Administrator • Database Administration Professional • Database Administrator • Model • Animal Breeder • Animal Care Technician • Animal Care Giver • Animal Caretaker • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sports Trainer • Sports Trainers • Certified Nurse Aide • Wellness and Fitness • Nurse • Nurse Practitioner • Sales Manager • Clergy • Sales Executive • Fitness Trainer • Health and Fitness Teacher • Property Manager • Real Estate Manager • Horse Racer • Racer

Experience & Education

Position:
Owner/Performance & Fitness Consultant at Born To Be Strong LLC DBA Doral Wellness Studio,...
Title:
Owner/Performance & Fitness Consultant at Born To Be Strong LLC DBA Doral Wellness Studio
Location:
Miami/Fort Lauderdale Area
Industry:
Health, Wellness and Fitness
Work history:
Born To Be Strong LLC DBA Doral Wellness Studio - Miami/Fort Lauderdale AreaOwner/Performance & Fitness Consultantsince Feb 2006The Sports Book, Inc. - Miami/Fort Lauderdale AreaModelsince Aug 1987
Skills:
Fitness, Wellness, Strength, Conditioning, Health, Nutrition, Personal Training, Wellbeing,...
Languages:
English, Spanish, French
Certifications:
Certified Public Accountant, State of Florida Board of Accountancy
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Vince Luongo Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Financial Manager • Chief Executive

Experience & Education

Title:
CFP, CLU, ChFC, MBA
Location:
Miami/Fort Lauderdale Area
Industry:
Insurance
Full Profile

Chad Speziale Miami, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Guide • Tour Guide • Financial Manager • Advisor • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at LPL, FINANCIAL ADVISOR AND GENERAL SECURITIES PRINCIPAL at LPL...
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
LPL CERTIFIED FINANCIAL PLANNERsince 2005LPL Financial FINANCIAL ADVISOR AND GENERAL SECURITIES PRINCIPALsince Jan 2005
Skills:
asset management, banking, bonds, budgeting, business intelligence, coaching, credit, customer...
Full Profile

Jason Whitby Miami, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investor • Security • Construction • Analyst • Advisor • Volunteer • Speaker • Analysts • Non-Profit • Spokesperson • Representative • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Fiduciary • Trust Law Attorney • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Board Member • Financial Manager • Management Team Executive • Operations Manager • Economic Expert • Economist

Experience & Education

Position:
Senior Financial Advisor at Investor Solutions
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Investor Solutions Senior Financial Advisorsince 2008The Lubitz Financial Group Senior Client Advisor2007 - 2008
Skills:
Retirement Planning, Investment Management, Investment Advising, Certified Financial Planning,...
he is a CERTIFIED FINANCIAL PLANNING,CFP
Full Profile

Grisell Sotolongo Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Purchasing Manager • Operations Manager • Financial Manager • Purchasing Managers • Program Director • Manager • Chief Administrative Officer • Deputy Manager • Chief Executive • Coordinator • Managers • Doctor of Education • High School Diploma • Recruitment

Experience & Education

Title:
Director, Continuing Education and Professional Certification, Florida International University
Location:
Miami/Fort Lauderdale Area
Industry:
Education Management
Work history:
Nova Southeastern University - Fort Lauderdale, FloridaDirector, Hudson Institute of Executive Education & EntrepreneurshipAug 2005 - Nov 2010Florida International University - Miami, FLDirector, Office of Professional EducationJan 2003 - Jul 2005
Skills:
Leadership, Higher Education, Program Management, Event Planning, Research, Fundraising, Student...
Languages:
Spanish
Advanced Financial Planning/CFP
Full Profile

Howard Kramer Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Entrepreneur • Managers • Owner • Chief Executive • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at H. A. Kramer & Associates, PA
Title:
H. A. Kramer & Associates, PA a Registered Investment Adviser
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
H. A. Kramer & Associates, PA Ownersince Oct 1989
Full Profile

Steven Archer Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Recruiting Director • Human Resources Specialist • Personnel Manager • Personnel Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Founder • Operations Manager • Founding Member • Chief Executive • Financial Manager • MS in Forensic Science • Author

Experience & Education

Position:
Director of Recruiting and Training at Advisors' Academy (Sole Proprietorship), Producer, Recruiter ...
Title:
Director of Recruiting and Training at Advisors' Academy
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Advisors' Academy - Fort Lauderdale, FloridaDirector of Recruiting and Trainingsince Jan 2013Financial Services Industry - Boca Raton, FloridaProducer, Recruiter and Managersince Dec 1988
Skills:
Recruiting, Leadership Development, Revenue Growth Generation, Financial Analysis, Motivational...
CFP
Full Profile

John Pitlosh Miami, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Investor Solutions, Inc.
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Investor Solutions, Inc. Financial Advisorsince Sep 2008Lincoln Financial Advisors Financial Plan Case DesignerNov 2003 - Nov 2007
..been a CERTIFIED FINANCIAL PLANNING,CFP
Full Profile

Harold Evensky Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Founder • Chief Executive • Founding Member • Financial Manager • Adjunct Instructor • Associate Professor • Lecturer • Postsecondary Teacher • Master of Science • Doctor of Philosophy • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Editorial Writer • Reporter • Advisor • Leadership Think Tank • Analysts • Co-Editor • Writing and Editing Professional • Writer and Editor

Experience & Education

Position:
Adjunct Graduate Professor - Personal Financial Planning at Texas Tech University, President at...
Title:
President & Founder , Evensky & Katz Wealth Management, Coral Gables, FL & Lubbock, TX
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Texas Tech University - Lubbock, TXAdjunct Graduate Professor - Personal Financial Planningsince 2007Evensky & Katz Wealth Management - Coral Gables, FloridaPresidentsince Jan 1983
Languages:
English
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Brian Wade Miami, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Managing Member • Financial Manager • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Non-Profit

Experience & Education

Position:
CFP® and Managing Member at Wade Planners LLC
Title:
Certified Financial Planner™ professional
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Wade Planners LLC - Miami, FLCFP® and Managing Membersince Jan 2005Reliance Wealth Management - North Miami/Aventura, FLCertified Financial Planner™and Financial AdvisorNov 2011 - Jun 2012
Full Profile

Howard Cfp Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at USI
Location:
Miami/Fort Lauderdale Area
Industry:
Insurance
Work history:
USI CFP
Full Profile

Daniel Fraser Miami, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Wellness and Fitness • Sales Representative • Market Research Analyst

Experience & Education

Position:
Insurance Advisor at DCNC Advisors, Inc
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
DCNC Advisors, Inc Insurance AdvisorDCNC Insurance, Inc - Coral SpringsEstate Planner / Insurance AdvisorJan 2007 - Dec 2011
Skills:
Retirement Income Strategies, Asset Protection, Insurance Planning, Insurance, Retirement,...
Full Profile

Miguel Horvath Miami, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Student Worker • Service Operations Expert

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ practitioner at Horvath & Horvath, a financial advisory...
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Horvath & Horvath, a financial advisory practice of Ameriprise Financial Services, Inc. CERTIFIED FINANCIAL PLANNER™ practitionersince Feb 2005Ameriprise Financial Services, Inc. Financial AdvisorJan 2002 - Feb 2005
Skills:
Wealth Management Solutions, Investment Advice, Comprehensive Financial Planning, Tax Planning...
Full Profile

Mike Maynes Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • DB Administrator • Database Administration Professional • Database Administrator • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Psychology Specialist

Experience & Education

Position:
CFP® at LPL Financial, DBA Maynes Investment Management, President at Michael J. Maynes CFP®...
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
LPL Financial, DBA Maynes Investment Management CFP®since Aug 2010Michael J. Maynes CFP® Inc. Presidentsince Jun 2007
Skills:
Personal financial planning for investments, retirement, retirement income strategies, retirement...
Full Profile

Lloyd Davis Miami, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor CFP®* at Morgan Stanley Smith Barney
Title:
Financial Advisor | CERTIFIED FINANCIAL PLANNER™* at Morgan Stanley Smith Barney
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Aventura FloridaFinancial Advisor CFP®*since May 2008
Skills:
Investments, Strategic Financial Planning, Retirement Planning
Full Profile

May Cheung Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at The Enrichment Group
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Management
Work history:
The Enrichment Group CFP
Full Profile

Michael Mildenberger Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Financial Manager • Corporate Executive • Managers • Advisor • Analysts

Experience & Education

Position:
Managing Partner CFP Americas- Silicon Valley Office at Corporate Finance Partners, Managing...
Title:
Managing Partner - CFP USA
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Banking
Work history:
Corporate Finance Partners Managing Partner CFP Americas- Silicon Valley Officesince Jan 2009Corporate Finance Partners - New York CityManaging Partner CFP Americas - East Coast Officesince Nov 2003
Skills:
Debt, Telecommunications, Management Consulting, Start-ups, Portfolio Management, Entrepreneur,...
Languages:
German, English, Spanish
Full Profile

Alec Lindenauer Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Assistant Vice President • Vice President • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management, Bank of...
Title:
Wealth Management Advisor at Merrill Lynch Wealth Management
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Assistant Vice Presidentsince Aug 2009
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Personal Investment Advisor, Merrill Lynch Internal
Full Profile

Sonja Koppenwallner Miami, FL

Professions & Specialties

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

Experience & Education

Position:
CFP®, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Legacy Wealth Management
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Legacy Wealth Management CFP®, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™since May 2010Ameriprise Financial CFP®, Advanced Financial AdvisorSep 2005 - May 2010
Full Profile

Daniel Tobias Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Analyst • Independent Contractor • Security • Project Manager • Counselor • Analysts • Contractor • Advisor • Co-Founder • Founder • Founding Member • Chief Executive • Financial Manager • Project Managers

Experience & Education

Position:
Financial Services Analyst and Technology Officer at Tobias Financial Advisors, Co-Founder at...
Title:
Financial Analyst
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Tobias Financial Advisors - Fort Lauderdale, FLFinancial Services Analyst and Technology Officersince Mar 2011Ishouldlogoff.com Co-Foundersince Mar 2009
Skills:
Data Analysis, Strategic Planning, Negotiation, Trend Analysis, Microsoft Excel, Management...
Languages:
English, Spanish
Full Profile

Howard Aberman Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at USI
Location:
Miami/Fort Lauderdale Area
Industry:
Insurance
Full Profile

Donna Gordon Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Computer Network Professional • DB Administrator • Information Technology Specialist • Network Administrator • Database Administration Professional • Database Administrator • IT Specialist • National Accounts Manager • National Sales Assistant • Sales Representative • SEO Specialist • Web Marketer • Financial Manager • Marketing Manager • Contractor • Software Developers • Technology Manager • Technical Managers • Chief Executive • Recruitment • Independent Business Owners • Automotive Professional

Experience & Education

Title:
Technical Sales Professional
Location:
Miami/Fort Lauderdale Area
Industry:
Information Technology and Services
Work history:
Kaplan Continuing Education - So Florida_Fort Lauderdale AreaSenior Admissions AdvisorOct 2009 - Aug 2011CarTHINK National Accounts ManagerJul 2008 - Dec 2008
CFP Financial advisors
Full Profile

Kathie Day Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Training and Coaching Professional • Professional Development Teacher • Sports Trainers

Experience & Education

Position:
Certificant at CFP Board, CEO, CFP at The Enrichment Group
Title:
CEO at The Enrichment Group
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
CFP Board Certificantsince May 1988The Enrichment Group CEO, CFPsince Jan 1987
Full Profile

Abraham Horowitz Miami, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Management
Work history:
Morgan Stanley - Coral GablesFinancial Advisorsince Jan 2011Raymond James Certified Financial PlannerMay 2001 - Jan 2011
Full Profile

Adrienne Frank Miami, FL

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner practitioner, portfolio manager at UBS Financial Services
Title:
CFP at UBS Financial Services
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
UBS Financial Services Certified Financial Planner practitioner, portfolio managersince Oct 2010Morgan Stanley Smith Barney Vice PresidentApr 1999 - Sep 2010
Full Profile

Ranga Chary Miami, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Operations Manager • Financial Analyst • Area Manager • Managers • Sales Representative

Experience & Education

Position:
Owner at Fin-Est Wealth & Tax Planning, LLC
Title:
Owner, Fin-Est Wealth & Tax Planning, LLC
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Fin-Est Wealth & Tax Planning, LLC Ownersince Jun 2005Fin-Est Planning Associates Financial & Estate PlannerJan 1990 - Jun 2005
Skills:
Wealth Management Services, Financial Analysis, Banking, Investments, Portfolio Management,...
Languages:
English
Full Profile

Mary Kirtland Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Owner • Chairperson • Financial Manager • Chief Executive • Marketing Manager • Counselor • Representative • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/President at Kirtland Financial Management, Kirtland Financial Management at Independent...
Title:
CFP® , Registered Principal
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Kirtland Financial Management - Coral Gables, FLOwner/Presidentsince Aug 1999Independent Registered Investment Adviser Kirtland Financial Managementsince May 1999
Full Profile

Thais Piotrowski Miami, FL

Professions & Specialties

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

Experience & Education

Position:
CFP®, CRPC® ,Private Wealth Advisor, Business Financial Advisor at Ameriprise Financial
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Boca Raton, FloridaCFP®, CRPC® ,Private Wealth Advisor, Business Financial Advisorsince 2003
Skills:
Saving for Education, Strategic Financial Planning, Investment Advisory, Domestic Partner Planning, ...
Languages:
Portuguese, English, Spanish
Full Profile

Michelle Case-Anderson Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Second Vice President, CERTIFIED FINANCIAL PLANNER at Morgan Stanley Smith Barney
Title:
Second Vice President at Morgan Stanley Smith Barney
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Second Vice President, CERTIFIED FINANCIAL PLANNERsince Apr 2004Corning Incorporated Commodity BuyerJan 1994 - Jan 2003
Full Profile

Greg Hartenhoff Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFO & General Manager at Tradewinds Engine Services, LLC.
Location:
Miami/Fort Lauderdale Area
Industry:
Airlines/Aviation
Work history:
Tradewinds Engine Services, LLC. CFO & General Managersince Jul 2005Wachovia Wealth Management Certified Financial Planner2002 - 2005
Full Profile

Gary Polk Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • President and Owner • Financial Manager • Chairperson • Chief Executive

Experience & Education

Position:
Certified Financial Planner at Complete Financial, Inc.
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Complete Financial, Inc. Certified Financial Plannersince Jan 2009Polk Financial Group, Inc. President and Owner1985 - 2008
Full Profile

Pablo Annovelli Miami, FL

Professions & Specialties

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

Experience & Education

Position:
Director at UBS
Title:
Certified Financial Planner (tm)
Location:
Miami, Florida
Industry:
Financial Services
Work history:
UBS - MiamiDirectorsince Dec 2011HSBC - Miami/Fort Lauderdale AreaCertified Financial Planner (tm)Jan 2008 - Dec 2011
Languages:
English, Spanish
Certifications:
Certified Financial Planner (tm), CFP Board of Stardards
Full Profile

Robert Oxenhorn Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Tax Accounting Manager at JL Audio
Location:
Miami/Fort Lauderdale Area
Industry:
Accounting
Work history:
JL Audio - United StatesTax Accounting Managersince Mar 2013Lancaster & Reed, LLC - Key Biscayne, FLU.S./International Tax ManagerJun 2009 - Feb 2013
Certifications:
Certified Public Accountant (CPA)
Society of Trust and Estate Practitioners (TEP)
controlled foreign partnerships,CFP,
Full Profile

Larry Taylor Miami, FL

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 Janney Montgomery Scott
Title:
CERTIFIED FINANCIAL PLANNER JANNEY MONTGOMERY SCOTT
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott CERTIFIED FINANCIAL PLANNERsince Feb 2007
Full Profile

Tell Gonzalez Miami, FL

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER ,Retirement Planning Specialist at AXA ADVISORS, LLC
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Full Profile

Joseph Namm Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager

Experience & Education

Position:
Chairman, Certified Public Pension Trustee at City of Plantation, Fire Fighter's Pension Board,...
Title:
Innovator
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Management
Work history:
City of Plantation, Fire Fighter's Pension Board Chairman, Certified Public Pension Trusteesince Oct 2002Namm Financial, LLC President, Certified Financial Plannersince 1996
Full Profile

Len Nassi Miami, FL

Professions & Specialties

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

Experience & Education

Position:
CFP (R), CDFA (TM) at Financial Planning Seminars and Divorce Financial Solutions
Title:
Certified Financial Planner(R) and Certified Divorce Financial Analyst(TM)
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Financial Planning Seminars and Divorce Financial Solutions CFP (R), CDFA (TM)since Jan 1997
Full Profile

Michael Maynes Miami, FL

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER TM practitioner
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Full Profile

Mike Mildenberger Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Financial Manager

Experience & Education

Title:
Managing Partner - CFP USA
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Banking
Full Profile

Curtis Senfeld Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Chairperson • Account Manager • Bachelor of Science • Training and Coaching Professional • Professional Development Teacher • Database Administration Professional • Database Administrator

Experience & Education

Position:
Vice President at Institute for Financial Education
Location:
Miami/Fort Lauderdale Area
Industry:
Education Management
Work history:
Institute for Financial Education Vice Presidentsince Oct 2012Boston Institute of Finance Vice PresidentJun 2010 - Nov 2012
Skills:
Staff Development, Strategic Planning, Coaching, Salesforce.com, Business Development, Team...
Advised CFP candidates
Full Profile

Charles Cassel Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager

Experience & Education

Position:
Manager at CFP I Holdings, LLC, Managing Director at Consilium Investment Management
Title:
Managing Director at Consilium Investment Management
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Management
Work history:
CFP I Holdings, LLC - Fort Lauderdale, FLManagersince May 2010Consilium Investment Management Managing Directorsince May 2004
Certifications:
Chartered Financial Analyst, CFA Society
Full Profile

Hector Hernandez Miami, FL

Professions & Specialties

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

Experience & Education

Position:
International Financial Advisor at Merrill Lynch
Title:
Wealth Advisor at Merrill Lynch
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Merrill Lynch - Coral Gables, FloridaInternational Financial Advisorsince Jul 1998Bank of America Merrill Lynch Vice President1987 - 2011
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Janny M Miami, FL

Professions & Specialties

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

Experience & Education

Position:
Client Relations Administrator at Rodney C. Shipe, CFP / Securities America Inc.
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Rodney C. Shipe, CFP / Securities America Inc. Client Relations Administratorsince Dec 1995
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Jorge Valdes Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Customer Service • Client Service Officer • Agent • Sales Representative • Recognition • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO, CFP, ChFC at FDI team
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
FDI team CEO, CFP, ChFC
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Leonard Nassi Miami, FL

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner(R) and Certified Divorce Financial Analyst(TM)
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
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Ana Harris Miami, FL

Professions & Specialties

Estate Planner • Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Founder • Chairperson • Partner • Founding Member • Chief Executive • Financial Manager

Experience & Education

Position:
Founder and President at Cela Advisors
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Management
Work history:
Cela Advisors Founder and Presidentsince Jul 2008Singer Xenos Wealth Management PartnerOct 2007 - Jul 2008
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Chuck Sachs Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Manager • Financial Manager • Operations Manager

Experience & Education

Title:
CFA, CFP, Principal, Wealth Manager
Location:
Miami/Fort Lauderdale Area
Industry:
Investment Management
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Donald Hamm Miami, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Account Manager • Sales Manager • Sales Director • Financial Manager • Customer Service • Client Service Officer • Operations Manager • Sales Team Member • Sales Person • Sales Representative • Real Estate Manager • Real Estate Sales Agent • Security • Automotive Professional

Experience & Education

Position:
Senior Corporate Account Manager at Kaplan Continuing Education
Location:
Miami/Fort Lauderdale Area
Industry:
E-Learning
Work history:
Kaplan Continuing Education Senior Corporate Account Managersince Jul 2007Tire Kingdom Tire Sales ManagerJan 2007 - May 2007
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Barbara Cravero Miami, FL

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Secretary • Agent • Sales Representative • Chief Administrative Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Secretary at Nat Shusteman Associates
Title:
Nat Shusterman Associates - Experienced Administrative Assistant
Location:
Miami/Fort Lauderdale Area
Industry:
Insurance
Work history:
Nat Shusteman Associates - North Miami Beach, FLSecretarysince Jan 2011Frank Furman Insurance SecretaryNov 2005 - Jan 2010
Skills:
Dictaphone, Transcribe Minutes of Meetings, Phone and Customer Service Follow-up
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Certified Financial Planners near Miami, FL0123Hollywood