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Certified Financial Planners in Georgia

Certified Financial Planners in Norcross, GA

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8 results found

Wendy Kembel Duluth, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Recruitment • Manager • Operations Manager • Financial Manager • Information Technology Specialist • IT Specialist • Supporting Member • Representative • Team Member • Talent Agent • Personnel Manager • Personnel Specialist • Chief Executive • Corporate Executive • Founding Member • Unix Administrator • Linux Administrator • Systems Administrator • Computer Systems Administrator • Leadership Think Tank • Analysts • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Recruitment Manager at Metasys Technologies Inc.
Location:
Duluth, Georgia
Industry:
Information Technology and Services
Work history:
Metasys Technologies Inc. - Duluth, GARecruitment Managersince 2012Northwestern Mutual - Atlanta, GAAssociate Financial Representative2009 - 2012
Skills:
Recruiting, Sales, Leadership, Information Technology, Management, Marketing, Government,...
Full Profile

Grace Multani Atlanta, GA

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 • Financial Manager • Controller • Chief Executive • Operations Manager • Agent • Sales Representative • Model • Bachelor of Business Administration • Advisor

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Alpharetta, GAFinancial Advisorsince Apr 2013Ameriprise Financial Services, Inc. - 3790 Holcomb Bridge Road, Suite 202, Norcross, GA - 30092Certified Financial PlannerJan 2011 - Mar 2013
Skills:
Management, Financial Modeling, Financial Analysis, Bonds, Portfolio Management, Equities,...
Languages:
English, Hindi, Punjabi
Full Profile

Bruce Starks Atlanta, GA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Lead Teacher • Instructor • Pedagogue • Adjunct Instructor • Educator • Education Professional • Lecturer • Postsecondary Teacher • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • School Administrator • Educational Manager • Account Manager • Vice President • Chief Executive • Operations Manager • Financial Officer • Analysts

Experience & Education

Position:
Senior Instructor and Curriculum Developer at Greene Consulting Associates, LLC, Capstone Course...
Title:
Senior Instructor and Curriculum Developer at Greene Consulting Associates, LLC
Location:
Atlanta, Georgia
Industry:
Financial Services
Work history:
Greene Consulting Associates, LLC - Greater Atlanta AreaSenior Instructor and Curriculum DeveloperUniversity of Georgia, Terry College of Business - Greater Atlanta AreaCapstone Course Instructor
Certifications:
Certified Public Accountant
Certified Financial Planner
Full Profile

Susie Duke Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Operations Manager • Supervisor • Counselor • Managers • Advisor • Psychologist • Psychology Specialist • Financial Manager • Contractor • Independent Business Owners • Correspondent • Reporter • Higher Education Professional • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Claims Manager, Office Supervisor at Saville Public Entity
Title:
Claims Manager and Office Supervisor at Saville Public Entity
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Saville Public Entity - 5550 Triangle Parkway, Norcross, GA 30092Claims Manager, Office Supervisorsince Sep 2012Self employed financial counselor Personal Finance Counselor, Certified Dave Ramsey Financial CounselorSep 2009 - Nov 2012
Certified Financial Planner,CFP,at Morgan Stanley..
Full Profile

Scott Levy Norcross, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at The Strategic Financial Alliance
Title:
Financial Advisor at The Strategic Financial Alliance and Prehmus Financial
Location:
Norcross, Georgia
Industry:
Financial Services
Work history:
The Strategic Financial Alliance - Norcross, GAFinancial Advisorsince Sep 2012Capstone Financial Partners Financial AdvisorSep 1997 - Aug 2012
Certified Financial Planner Program
Full Profile

Patrick Lawson Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Financial Manager • Bachelor of Business Administration • Teaching Assistant • Student Worker

Experience & Education

Position:
Support Advisor at Windham Brannon Financial Group
Title:
Support Advisor at WBFG | Wealth Management | Financial Planning
Location:
Atlanta, Georgia
Industry:
Financial Services
Work history:
Windham Brannon Financial Group - Greater Atlanta AreaSupport Advisorsince Mar 2013DCA Global Investment Management - Norcross, GAFinancial AnalystJun 2011 - Feb 2013
Certifications:
Series 65
Executive Program for CFP
Full Profile

James Mcgarvey Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Assistant Vice President • Vice President of Sales • Vice President • Chief Executive • Sales Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Position:
Assistant Vice President- Sales at Wells Real Estate Funds
Title:
Assistant Vice President - Sales
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Real Estate Funds - Norcross GAAssistant Vice President- Salessince Sep 2012E*TRADE Financial ConsultantSep 2011 - Sep 2012
Brokerage Jobs | CFP
Full Profile

Bryant Peters Atlanta, GA

Professions & Specialties

Puchasing and Estimating Manager • Manager • Operations Manager • Juris Doctor • Custodian • Custodial Worker • Cleaners • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Compliance and Growth Manager at CGM, LLC
Title:
Compliance and Growth Manager/ J.D. Candidate
Location:
Greater Atlanta Area
Industry:
Telecommunications
Work history:
CGM, LLC - Roswell, GACompliance and Growth Managersince Aug 2009Sanders Financial Management - Norcross, GAParaplannerMay 2008 - Feb 2009
Certifications:
Certified Financial Planner
Full Profile

Certified Financial Planners near Norcross, GA0123246369492615AtlantaAlpharettaRoswellMariettaDuluthLawrencevilleCummingDecaturSuwaneeStone Mountain


Certified Financial Planners around Norcross, GA

Alpharetta  (25)
Atlanta  (614)
Cumming  (3)
Decatur  (2)
Duluth  (7)
Grayson  (1)
Lithonia  (1)
Marietta  (10)
Roswell  (11)
Suwanee  (2)
Tucker  (1)

Certified Financial Planners in Georgia