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Certified Financial Planners in California

Certified Financial Planners in Milpitas, CA

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5 results found

Donald Ice-Ice Milpitas, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

United States Patent InventorAppl. No.Assignee

#8098493  Jan 17, 2012

Filed: Sep 2, 2008

 Donald A. Ice (Milpitas, CA)
 12/203027 Finisar Corporation (Sunnyvale, CA)
International Classification: H05K 1/14U.S. Classification: 361741, 361816, 439374, 713503, 345175, 174366
Patent:
CFP mechanical platform
Abstract:
In one example embodiment, a host device includes a host bezel, first and second guides, and a host ...
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Donald Ice-Ice Milpitas, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

United States Patent InventorAppl. No.Assignee

#7710734  May 4, 2010

Filed: Sep 2, 2008

 Donald A. Ice (Milpitas, CA)
Christopher R. Cole (Redwood City, CA)
 12/203053 Finisar Corporation (Sunnyvale, CA)
International Classification: H05K 7/20U.S. Classification: 361730, 361756, 361702, 361703, 361728, 361800, 43960701
Patent:
CFP mechanical platform
Abstract:
In one example embodiment, a pluggable optoelectronic module includes a shell with a front, back,...
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Kai Toh Campbell, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Campbell, California
Industry:
Financial Services
Work history:
Ameriprise Financial - Campbell, CA 95008Financial Advisorsince Apr 2009UBS Financial Services, Inc - San Jose, CA 95113.Financial AdvisorFeb 2005 - Mar 2009
CFP
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Sal Guardino San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner TM at Guardino Financial Group, Licensed Insurance Agent at Sal...
Title:
Certified Financial Planner (mortgage, insurance, planning)
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Guardino Financial Group - Milpitas, CACertified Financial Planner TMsince Oct 2011Sal Guardino, Insurance - 1313 N. Milpitas Blvd #130, Milpitas, CA 95035Licensed Insurance Agentsince Feb 2011
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Sean Penello San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Proposition Player • Gaming Worker • Trainer • Team Member • Student Worker • Financial Manager

Experience & Education

Position:
Wealth Coach at Money Concepts
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Money Concepts - Milpitas, CAWealth Coachsince Jan 2008Team View Player Services LLC Third Party Proposition PlayerMay 2010 - Sep 2011
Certifications:
Certified Estate Planner™, Natonal Institute of Certfied Estate Planners
The Certified Estate and Trust Specialist™, Institute of Business & Finance
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Certified Financial Planners near Milpitas, CA0816243240San JosePalo AltoSanta ClaraPleasantonLos GatosCampbellFremontSunnyvaleMountain ViewLos Altos


Certified Financial Planners around Milpitas, CA

Campbell  (8)
Cupertino  (3)
Fremont  (8)
Los Altos  (4)
Los Gatos  (8)
Palo Alto  (15)
Pleasanton  (10)
San Jose  (37)
Santa Clara  (11)
Saratoga  (1)
Sunnyvale  (6)

Certified Financial Planners in California

Sub-specializations