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Certified Financial Planners in Virginia

Certified Financial Planners in Midlothian, VA

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5 results found

Janet Benedetti Midlothian, VA

Professions & Specialties

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

Experience & Education

Position:
CFP, CDFA at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Midlothian, Virginia
Industry:
Financial Services
Work history:
Ameriprise Financial - Midlothian, VaCFP, CDFAsince Mar 1993Morgan Stanley Sales AssistantAug 1989 - Nov 1992
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Robert Schinsky Midlothian, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor, CFP
Location:
Midlothian, Virginia
Industry:
Investment Management
Work history:
Ameriprise Financial Financial Advisorsince Jun 2005
Skills:
Retirement Planning, Investments, Insurance, Retirement, Financial Advisory
Full Profile

John Bowen Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Owner at Bowen Financial Services, LLC, Owner at John G. Bowen & Co., LLC
Title:
Owner at Bowen Financial Services, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Bowen Financial Services, LLC - Midlothian, VAOwnersince 1999John G. Bowen & Co., LLC Ownersince 1992
Certified Financial Planner
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Keith Nicholson San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Apprentice • Team Member • Student Worker • Sales Executive • Sales Manager • Financial Manager

Experience & Education

Position:
Client Service Associate at UBS Financial Services Inc.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Client Service Associatesince Apr 2013Virginia Asset Management - Midlothian, VAInternJun 2011 - Aug 2011
Skills:
Microsoft Excel, Public Speaking, Leadership, Organization, Social Networking, PowerPoint,...
A CFP Board of Standards Registered Program
Full Profile

Benjamin Bryer Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Security • Supporting Member • Leader • Team Member • Managers • Tutor • Student Worker • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Fund Financial Associate - Bond Trade Administration at Vanguard
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Vanguard Fund Financial Associate - Bond Trade Administrationsince Feb 2013Vanguard - Valley Forge, PAClient Relationship Associate - Retail Investment GroupFeb 2012 - Feb 2013
Skills:
Investments, Fixed Income, Equities, Series 7, Series 63
I worked directly with a Certified Financial Planner,CFP,to help select fam..
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Certified Financial Planners near Midlothian, VA022446688110RichmondAshlandGlen AllenGoochlandMechanicsvilleChesterChesterfield


Certified Financial Planners around Midlothian, VA

Ashland  (1)
Chester  (1)
Chesterfield  (1)
Glen Allen  (1)
Goochland  (1)
Richmond  (109)

Certified Financial Planners in Virginia