Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in New Jersey

Certified Financial Planners in Mount Laurel, NJ

Find a professional & check records

Here is a complete directory of nearly every professional Certified Financial Planners in Mount Laurel, NJ.

The Trustoria Professional Directory provides everyone with all the professional records needed to discover the best professional for every need.

Be sure to look at other cities near Mount Laurel, NJ to locate the names of more people.

10 results found

Salvatore Barreca Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Moderator • Advisor • Computer Software Professional • Software Developers • Financial Manager • Organization Management • Java Developer • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • Software Developer • IT Specialist • Manager • Marketing Manager • Operations Manager • Instructional Designer • Educational Designer • Designers • Model • Master of Education • Bachelor of Arts • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Implementation Consultant at Cornerstone OnDemand
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
Cornerstone OnDemand - Bensalem, PAImplementation Consultantsince Dec 2012The Barreca Group - Bensalem, PALearning ConsultantSep 2010 - Nov 2012
Skills:
Strategic Planning, Enterprise Systems Implementation, Change Management, Performance Management,...
s CFP Apprenticeship Program
Full Profile

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

Janet Ziegler Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Operations Manager • Corporate Executive • Area Manager • Managers

Experience & Education

Position:
Vice President - Investments, CFP®, Banks Ziegler Group at UBS Financial Services
Title:
CERTIFIED FINANCIAL PLANNER™, Vice President, Banks Ziegler Group at UBS
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UBS Financial Services - 501 Fellowship Road, Suite 302, Mount Laurel, NJ 08054Vice President - Investments, CFP®, Banks Ziegler Groupsince Sep 2012Merrill Lynch Wealth Management - Mount Laurel, NJ 08054CERTIFIED FINANCIAL PLANNER™, Vice President, Banks Ziegler GroupJun 2005 - Sep 2012
Full Profile

Barbara Anderson Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Repossessor • Collections Specialist • Puchasing and Estimating Manager • Representative • Moderator • Advisor • Advocate • Jurist • Legal Counsel • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Clerk • Non-Profit • Service Operations Expert • Clerical Specialist • District Attorney • Lawyers • Graphic Designer • Operations Manager • Financial Manager

Experience & Education

Position:
Advocate for the Ratification of the Equal Rights Amendment at ERA NOW, Client Representative with...
Title:
Client Representative
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
ERA NOW Advocate for the Ratification of the Equal Rights Amendmentsince Jan 2013Investors Capital - 750 Route 73 South, Suite 101, Marlton, NJ 08054Client Representative with Barbara Headley, ChFC, CMFCsince Oct 2012
Skills:
Series 6, Social Responsibility, Community Outreach, Non-profits, Women's Advocate, Philanthropy,...
Certifications:
Series 6, FINRA
Full Profile

Mark Smyth Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Banker • Loan Officers • Puchasing and Estimating Manager • Director • Produce Manager • Operations Manager • Production Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Chief Executive Officer • Chief Information Officer • Chief Operating Officer • Technology Director • Partner • Financial Manager • Financial Officer • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Technology Manager • Technical Managers • Master of Business Administration • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Manager • Sales Representative • Sales Executive • Advisor

Experience & Education

Position:
Director of Affinity Lending at Allied Mortgage Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Allied Mortgage Group - Baba Cynwyd, PADirector of Affinity Lendingsince Nov 2012E*TRADE Financial - Mount Laurel, NJSr. Product ManagerSep 2011 - Sep 2012
Skills:
Mortgage Lending, Mortgage Banking, Loans, Credit, Loan Origination, Residential Mortgages, Sales...
Full Profile

David Henry Philadelphia, PA

Professions & Specialties

Title Agent • Trial Lawyer • Title Examiner • Lawyers • Owner • Corporate Executive • Chief Executive • Commander • Army Sergeant • Leader • Police • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Insurance Underwriter • Insurance Professional • Underwriter

Experience & Education

Position:
Owner at Law Offices of David Henry & Associates, LLC // Greenlight Settlement Services, LLC,...
Title:
General Practice Attorney & Title Agent
Location:
Greater Philadelphia Area
Industry:
Legal Services
Work history:
Law Offices of David Henry & Associates, LLC // Greenlight Settlement Services, LLC - 444 N. 4th Street, Suite 101, Philadelphia, PA 19123Ownersince Nov 2005US Army - Military Police Officer and Infantry SoldierCompany Commander, Detachment Commander, Company XO, Platoon Leader, Sergeantsince Jun 1990
Skills:
Real Estate, Insurance, Project Management, Estate Planning, Trials, Personal Injury Litigation,...
CFP
Full Profile

Jim Ewing Mount Laurel, NJ

Professions & Specialties

Vice President • Chief Executive • Advisor • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President/Wealth Management Advisor at Merrill Lynch
Title:
Vice President at Merrill Lynch
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Mount Laurel, NJVice President/Wealth Management Advisorsince Jun 2007
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planning Board of Standards
Chartered Retirement Planning Counselor©, The College For Financial Planning©
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

James Cook Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Advisor • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management, Bank of...
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisor, Assistant Vice Presidentsince Jun 2001
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Charles Winne Mount Laurel, NJ

Professions & Specialties

Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Secretary • Financial Manager

Experience & Education

Office:
Capehart & Scatchard, P.A.
8000 Midlantic Drive, Mount Laurel, NJ 08054
Phone:
(856) 914-2071 (Phone)
Specialties:
Business and Tax, Elder Law
ISLN:
902688931
Admitted:
1975, New Jersey, 1978, District of Columbia
Biography:
Larry Winne is a New Jersey attorney concentrating his practice in estate planning and...
CFP Continuing Education
Full Profile

Certified Financial Planners near Mount Laurel, NJ0125250375500625PhiladelphiaMarltonCherry HillFort WashingtonBensalemCamdenLanghorneMoorestownRiversideMedford


Certified Financial Planners around Mount Laurel, NJ

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

Certified Financial Planners in New Jersey