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Certified Financial Planners in Norfolk, VA

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59 results found

Dana Manns Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerProject AdministratorProject ManagerTeam MemberManagersOperations ManagerDirector of OperationsChief Administrative OfficerManagerFinancial ManagerChief ExecutiveProject ManagersHuman Resources SpecialistRecruitmentPublisherAdministrative ClerkClerical SpecialistOffice ClerkPublishing ProfessionalPartnerOffice AdministratorDirectorEmployment AssistantTalent AgentEmployee Placement SpecialistSecretaryHospital Care ProfessionalHealth ProfessionalHealth PractitionerMaster of ScienceInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Project Administrator at THE CFP GROUP, INC
Location:
Norfolk, Virginia Area
Industry:
Shipbuilding
Work history:
THE CFP GROUP, INC - United StatesProject Administratorsince Mar 2013NSC Technologies Inc. - United StatesPayroll /AR ManagerMay 2011 - Mar 2013
Skills:
Customer Service, Employee Relations, Team Building, Microsoft Office, Operations Management,...

Anne Shuford Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinancial ManagerVice PresidentChief ExecutiveSales ManagerSales ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Title:
CFP and Wealth Advisor
Location:
Norfolk, Virginia Area
Industry:
Investment Management

Roger Cfp Norfolk, VA

Professions & Specialties

Certified Financial PlannerFinancial SpecialistFinancial Services ProfessionalPuchasing and Estimating ManagerFinancial Services Sales AgentChairpersonPartnerChief ExecutiveFinancial ManagerCertified Public AccountantAccounting BookkeeperBookkeeperManagerOperations ManagerBachelor of ScienceAdvisorNon-ProfitBehavioral ConsultantPsychology Specialist

Experience & Education

Position:
President at ROGER L. HANDY, PC
Location:
Norfolk, Virginia Area
Industry:
Accounting
Work history:
ROGER L. HANDY, PC Presidentsince Dec 2004Cherry, Bekaert & Holland PARTNERNov 2002 - Nov 2004
Skills:
We serve numerous non-proift organizations, churches, condominium and homeowner associations along...

John Fiege Norfolk, VA

Professions & Specialties

Certified Financial PlannerBankerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinancial ManagerCertified Nurse AideNurseNurse PractitionerCertified Public AccountantBenefits ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCompensations and BenefitsAdvisorCustodianRepresentativeCustodial WorkerCleaners

Experience & Education

Position:
Fee-Only CERTIFIED FINANCIAL PLANNER(TM) at Financial Solutions - John Fiege, CFP(r)
Title:
Owner, Financial Solutions
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Financial Solutions - John Fiege, CFP(r) Fee-Only CERTIFIED FINANCIAL PLANNER(TM)since Jan 2003Roche Pharmaceuticals Professional Products RepresentativeApr 1996 - Jan 2002

Benjamin Huggin Norfolk, VA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinancial ManagerOperations ManagerCorporate ExecutiveChief ExecutiveBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Wealth Management Advisor IV at BB&T
Title:
BB&T Wealth
Location:
Norfolk, Virginia Area
Industry:
Banking
Work history:
BB&T Wealth Management Advisor IVsince 2011CLA USA, Inc Regional Estate PlannerJul 2007 - Apr 2011
Skills:
Retirement Planning, Wealth Management

John Stouffer Norfolk, VA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner, Chartered Retirement Planning Counsellor at Ritter,Stouffer, Virok and ...
Title:
CFP, CRPC, Financial Advisor, Business Financial Advisor
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Ritter,Stouffer, Virok and Associates, a financial advisory practice of Ameriprise Financail Service Certified Financial Planner, Chartered Retirement Planning CounsellorAmeriprise Financial Financial Advisorsince 1988

Kevin Paasch Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAgentArea Sales ManagerSales RepresentativeRegional Sales ConsultantPlannerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerStudent Worker

Experience & Education

Position:
Assistant General Agent, CFP, CFeD, Special Care Planner at MassMutual Financial Group
Title:
Assistant General Agent at MassMutual
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Assistant General Agent, CFP, CFeD, Special Care Plannersince Aug 2005Quick & Reilly Area Sales ManagerAug 2002 - Oct 2004

Drew Hook Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyersFinancial Manager

Experience & Education

Title:
CERTIFIED ELDER LAW Attorney and CERTIFIED FINANCIAL PLANNER (tm) professional at Oast & Hook
Location:
Norfolk, Virginia Area
Industry:
Law Practice

Mary Dillon Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSecurityFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP at Financial Security Group
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Financial Security Group CFPsince Mar 1988
Languages:
French

Rick Mayo Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerFinancial Manager

Experience & Education

Position:
Branch Manager at Raymond James Financial, Branch Manager/ CFP PractitionerTM at Raymond James...
Title:
Branch Manager at Raymond James Financial
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Raymond James Financial Branch Managersince May 1995Raymond James Financial Branch Manager/ CFP PractitionerTMsince 1994

Bruce Gwaltney Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystAnalystsFinancial ManagerInvestorBusiness AdministratorOperations ManagerSales Representative

Experience & Education

Position:
CFP / Realtor at Exit Realty Central
Location:
Norfolk, Virginia Area
Industry:
Real Estate
Work history:
Exit Realty Central CFP / Realtorsince 2006Bank of America Analyst1991 - 1999
Skills:
Buyers Agent - Investment Property, Residential, Commercial, and Relocation, Listing Agent - Top...

Christian Reese Norfolk, VA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Financial Advisor with the practice of James S. Ritter, CFP, CRPC, An Ameriprise Private Wealth Advisory Practice
Location:
Norfolk, Virginia Area
Industry:
Financial Services

Ralph Courage Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerManaging MemberManagerOperations ManagerFinancial ManagerMedical Practice ProfessionalMedical PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Ralph M. Courage, CPWA, CIMA, CFP, CLU at Courage Miller Partners, LLC
Title:
Managing Member, Courage Miller Partners, LLC
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Courage Miller Partners, LLC Ralph M. Courage, CPWA, CIMA, CFP, CLUsince Jan 1981

Rob Smith Norfolk, VA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor CFP at Covenant Wealth Advisors
Title:
Financial Advisor at Covenant Wealth Advisor
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Covenant Wealth Advisors Financial Advisor CFPsince 2005Charles Schwab Investment Advisor1999 - 2004

Jeff Barr Norfolk, VA

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerMaster of Business AdministrationReal Estate AppraiserLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial Manager

Experience & Education

Position:
Commercial Real Estate Appraiser at Dundon and Associates
Title:
CCIM, CPM, MBA
Location:
Norfolk, Virginia Area
Industry:
Real Estate
Work history:
Dundon and Associates Commercial Real Estate AppraiserLincoln National Group Financial Planner1991 - 2005
earned CFP

Ashley Galler Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(tm) at Summit Group of Virginia / Ameritas Investment Corp.
Title:
CERTIFIED FINANCIAL PLANNER(tm) at The Summit Group
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Summit Group of Virginia / Ameritas Investment Corp. CERTIFIED FINANCIAL PLANNER(tm)since May 2000

Bruce Zeytoonian Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at Raymond James
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Raymond James Certified Financial Plannersince Jun 1994

Ginny Brown Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerLaw SpecialistLawyers

Experience & Education

Position:
Owner at Virginia E. Brown, PC
Title:
Owner, Virginia E. Brown, PC
Location:
Norfolk, Virginia Area
Industry:
Law Practice
Work history:
Virginia E. Brown, PC Ownersince Sep 2006

Barbara Jessome Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Senior Assoc, CFP at Merrill Lynch
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Assoc, CFP

Cfp Little Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Certified Financial Planner
Title:
Owner, Certified Financial Planner
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Certified Financial Planner Owner

Stacy Long Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP at Merrill Lynch
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch CFP

Louis Defidelto Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER (TM) at The Eagle Group Financial Advisors Boeing 777 Flight Officer at United Airlines
Location:
Norfolk, Virginia Area
Industry:
Financial Services

Barbara Jessome Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Senior Assoc, CFP at Merrill Lynch
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Assoc, CFP

Tami Aloisa Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Wealth Management Advisor, CFP CIMA at Merrill Lynch
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Advisor, CFP CIMA

Jefferson Dominguez Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
CFP, CLTC
Location:
Norfolk, Virginia Area
Industry:
Financial Services

Dillard Dixon Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at CAPITAL PARTNERS
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
CAPITAL PARTNERS CERTIFIED FINANCIAL PLANNER

Diane Robinson Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerShop ManagerSales ManagerFinancial Manager

Experience & Education

Position:
Store Manager at CFP
Location:
Norfolk, Virginia Area
Industry:
Retail
Work history:
CFP Store Manager

Jim Friddell Norfolk, VA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations Manager

Experience & Education

Title:
Wealth Manager at UBS Financial Services
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Certified Financial Planner,CFP,

A.j. Janicki Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerChairpersonVice PresidentDirectorChief ExecutiveOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerConstructionFinancial ManagerBachelor of ScienceIndependent Business Owners

Experience & Education

Position:
Vice President at Advanced Tree, Chairman at Carolina Enterprises and Holding Company, Director at...
Title:
Chairman at Carolina Enterprises and Holding Company
Location:
Norfolk, Virginia Area
Industry:
Executive Office
Work history:
Advanced Tree - The Outer Banks of North CarolinaVice Presidentsince Oct 2008Carolina Enterprises and Holding Company Chairmansince Jan 2008
CFA/CFP

Johnny Reynolds Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSenior Systems EngineerIT EngineerConstructionSubject Matter ExpertElectrical TechnicianSkilled ProfessionalElectrical ProfessionalControllerManagerChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveElectricianWatch OfficerProgram CoordinatorAdvisorCounselorVolunteerBusiness AdministratorTechnical SpecialistTechnical Support SpecialistsManagersNon-ProfitTeam LeaderFinancial ManagerMaintenance and Repair WorkerSoftware TesterComputer SpecialistEquipment Tools Purchasing AgentAgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales RepresentativeAssociate of ScienceWorkforce Development SpecialistTraining and Development

Experience & Education

Position:
Senior Systems Engineer, Fleet Liaison & Trials Support Division at Alion Science and Technology
Location:
Norfolk, Virginia Area
Industry:
Defense & Space
Work history:
Alion Science and Technology - Portsmouth, VirginiaSenior Systems Engineer, Fleet Liaison & Trials Support Divisionsince Apr 2011J.A. Moody Marine Services - Chesapeake, VAMarine Engineering Services SpecialistOct 2009 - Apr 2011

Bill Riley Norfolk, VA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagersDirectorCorporate ExecutiveOperations ManagerChief ExecutiveCommanderContractorSecurityLeadership Think TankBusiness AdministratorAnalystsProject ManagersFinancial ManagerFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of Science

Experience & Education

Position:
Operational Test Coordinator - Joint Chem Bio Rad/Nuc Programs at Operational Test Command at US Navy
Title:
Operational Test Coordinator at US Navy
Location:
Norfolk, Virginia Area
Industry:
Military
Work history:
US Navy Operational Test Coordinator - Joint Chem Bio Rad/Nuc Programs at Operational Test Commandsince Jun 2010US Navy Officer in ChargeMay 2008 - May 2010

Kurt Boenisch Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerDepartment ManagerDepartment SupervisorManagerOperations ManagerAssessorPublic Records AssessorChief ExecutiveFinancial ManagerMaster of Business AdministrationBusiness AdministratorSkilled Professional

Experience & Education

Position:
N7/Amphibious Training Department Head at US Navy
Location:
Norfolk, Virginia Area
Industry:
Military
Work history:
US Navy - EWTGLANTN7/Amphibious Training Department Headsince May 2012US Navy CNSL N47 Current Readiness AssessorApr 2011 - Apr 2012
Certified Financial Planner

Matthew Echaniz Norfolk, VA

Professions & Specialties

Certified Financial PlannerFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial Management AnalystRegion ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea ManagerManagersDirectorMarketing ManagerSales ManagerFinancial ManagerOperations ManagerCounselorAdvisorLeaderMathematicsMathematicianField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Regional Director at 1st Global
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
1st Global Regional Directorsince Jul 2009
Skills:
CERTIFIED FINANCIAL PLANNER certificant, Estate and tax planning, wealth management, retirement and ...

Al Baker Norfolk, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInstructorPedagogueFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Instructor at FinancialEducation.co
Title:
Independent Financial Services Professional
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
FinancialEducation.co Instructor
Skills:
Investments, Strategic Financial Planning, Wealth Management, Retirement, Mutual Funds, Equities,...
Certified Financial Planner Board of Standards

John Midgett Norfolk, VA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveAttorney At LawLaw SpecialistLawyersFinancial ManagerTrust Law AttorneyPsychologistTeam MemberPsychology Specialist

Experience & Education

Position:
President/Attorney at Law at Midgett & Preti PC
Title:
President/Attorney at Law at Midgett and Preti PC
Location:
Norfolk, Virginia Area
Industry:
Law Practice
Work history:
Midgett & Preti PC President/Attorney at Lawsince 2001Trusts & Estates Law Firm PLC AttorneyJan 1999 - Dec 2000
Skills:
Estate Planning, Trusts, Wills, Powers of Attorney, Estate Tax Planning, Estate Administration,...
Certifications:
Accredited Estate Planner (R), National Association of Estate Planners & Councils

Pastor Smith Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChairpersonChief Executive OfficerDirectorSenior DirectorChief ExecutiveCorporate ExecutiveOperations ManagerSenior ManagerOccupational Therapist AideCertified Nurse AideRehabilitation Services AideWork TherapistOccupational TherapistNurseNurse PractitionerBoard MemberManagement Team ExecutiveFinancial ManagerMarketing ManagerPsychology SpecialistCounselorActivistEntrepreneurPhilanthropeAdvisorNon-ProfitManagersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSenior Online LeaderInternet Marketing ManagerWeb MarketerTraining and Coaching ProfessionalProfessional Development TeacherInformation Technology SpecialistIT SpecialistAccounting BookkeeperBookkeeperFinancial AnalystResearch Scientist

Experience & Education

Position:
Executive Director at Access To Success 24/7, President & CEO at RCDEI, Chief Executive Officer ...
Title:
President & CEO at RCDEI
Location:
Norfolk, Virginia Area
Industry:
Consumer Services
Work history:
Access To Success 24/7 Executive Directorsince Aug 2012RCDEI - Elizabeth City, North CarolinaPresident & CEOsince Jan 2002
Skills:
Training & Development, First Time Home Buyers, Business Consultant, Financial Services, Sales...
Certifications:
Certified Financial Planner, National Institute For Estate Planners
Ceritfied Housing Counselor, The Associatiion of Housing Counselors

Richard Martin Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChairpersonBoard MemberDirectorChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial ManagerMaster of Business AdministrationBachelor of Science

Experience & Education

Position:
Chairman, Board of Directors at Maison Fortune' Orphanage Foundation, Inc.
Title:
Chief, Training and Education Division
Location:
Norfolk, Virginia Area
Industry:
Defense & Space
Work history:
Maison Fortune' Orphanage Foundation, Inc. - Chesapeake, VAChairman, Board of Directorssince Jun 2011Joint Staff J7, Joint and Coalition Warfighting - Suffolk, VAQuick Reaction Test Director for Civil Intelligence Fusion Concept of OperationsJan 2012 - Jan 2013
Skills:
Aviation, National Security, Military Operations, DoD, Command, Military, Operational Planning,...

B.j. Crook Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerSupporting MemberRepresentativeTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket AnalystMarket Research AnalystSurvey ResearcherFinancial Manager

Experience & Education

Position:
Associate Financial Representative at Northwestern Mutual
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Associate Financial Representativesince May 2013Northwestern Mutual Financial RepresentativeMay 2009 - May 2013
Finance- CFP Track

Becky Robinson Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerOffice AssistantOffice ClerkClerical SpecialistFinancial DirectorInformation Technology Systems DirectorDirectorFinancial OfficerFinancial ManagerInformation Technology CoordinatorOperations ManagerTechnical Support SpecialistSystems AdministratorSystems Support SpecialistSupport SpecialistsIT ManagerComputer Systems AdministratorTour GuideAdministrative ClerkChief ExecutiveAdvertising ProfessionalAdvertising Sales AgentHospital Care ProfessionalHealth ProfessionalHealth PractitionerRecruitment

Experience & Education

Position:
Executive Assistant at Dominion Enterprises
Location:
Norfolk, Virginia Area
Industry:
Publishing
Work history:
Dominion Enterprises - Norfolk, Virginia AreaExecutive Assistantsince Dec 2003Dominion Enterprises Information Systems GroupSep 1998 - Dec 2003
Skills:
iPhone, Social Media, Customer Service, Social Media Marketing, Social Networking, Mac OS, iPad,...
CFP

Angela Manz Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerOwnerChief ExecutiveLaw SpecialistLawyersFinancial ManagerPsychology Specialist

Experience & Education

Position:
Owner at The Law Office of Angela N. Manz, P.C.
Title:
Principal Attorney, The Law Office of Angela N. Manz, P.C.
Location:
Norfolk, Virginia Area
Industry:
Law Practice
Work history:
The Law Office of Angela N. Manz, P.C. Ownersince May 2008Oast & Hook AttorneyFeb 2007 - May 2008
Skills:
Estate Planning, Elder Law, Medicaid, Special Needs Planning, Estate Administration, Wills, Trusts, ...
Certifications:
Accredited Attorney with Department of Veterans Affairs
Licensed to practice law in Virginia, Virginia State Bar

Justin Fulton Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLaw SpecialistLawyersFinancial ManagerAdvisor

Experience & Education

Position:
Principal;Client Strategist at Signature - An Independent Family Office
Title:
Principal & Client Strategist at Signature.
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Signature - An Independent Family Office Principal;Client Strategistsince Aug 2008Williams Mullen AttorneySep 2007 - Aug 2008
Skills:
Certified Financial Planner, Estate Tax Planning, Philanthropic Planning, Investments, Retirement...

Mark Flores Norfolk, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor, Vice President-Investments at Wells Fargo Advisors, LLC.
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC. - Norfolk, VAFinancial Advisor, Vice President-Investmentssince May 2003Merrill Lynch - Virginia Beach, VAFinancial AdvisorJul 1997 - May 2003
Certifications:
CFP., Certified Financial Planner Board of Standards, Inc.

Don Mercer Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinancial ManagerUnderwriterMathematicsMathematician

Experience & Education

Position:
Owner at Rustic 41 Creations
Location:
Norfolk, Virginia Area
Industry:
Photography
Work history:
Rustic 41 Creations Owner
CFP

Chuck Mcgee Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterFinancial Manager

Experience & Education

Location:
Norfolk, Virginia Area
Industry:
Financial Services
Skills:
Retirement Planning, Series 66, Series 65, Financial Planning, Asset Allocation, Series 6,...
Certifications:
Certified Financial Planner (R), Certified Financial Planner Board of Standards, Inc
Chartered Financial Consultant, American College

Stuart Bunting Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerChairpersonChief Executive OfficerSenior Vice PresidentFinancial DirectorChief ExecutiveCorporate ExecutiveVice PresidentFinancial OfficerFinancial ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerHuman Resources SpecialistRecruitmentMaster of Business AdministrationBachelor of Business AdministrationSales and Service SpecialistSales AgentSales RepresentativeAccounting BookkeeperBookkeeper

Experience & Education

Position:
President/CEO at Rappahannock Westminster-Canterbury
Location:
Norfolk, Virginia Area
Industry:
Hospital & Health Care
Work history:
Rappahannock Westminster-Canterbury President/CEOsince Aug 2004Rappahannock Westminster-Canterbury Senior Vice President/Chief Financial OfficerOct 2001 - Aug 2004
Certified Financial Planner

Elizabeth Homme Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCommunity HealthEducatorEducation ProfessionalInstructorRepresentativeManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Location:
Norfolk, Virginia Area
Industry:
Individual & Family Services
Work history:
Sustainable Resources Center Community Health EducatorDec 2007 - Sep 2009Ministry of Education - Madrid - Valdemoro, Spain North American Language and Cultural Assistant Grant RecipientOct 2006 - Jun 2007
Skills:
fluent in Spanish

Chuck Mcgee Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterFinancial Manager

Experience & Education

Location:
Norfolk, Virginia Area
Industry:
Financial Services
Skills:
Retirement Planning, Series 66, Series 65, Financial Planning, Asset Allocation, Series 6,...
Certifications:
Certified Financial Planner (R), Certified Financial Planner Board of Standards, Inc
Chartered Financial Consultant, American College

James Pierce Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Officer

Experience & Education

Title:
Wealth Management Advisor at Merrill Lynch Wealth Management
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Financial Manager, Merrill Lynch Internal

Carl Pierson Norfolk, VA

Professions & Specialties

Puchasing and Estimating ManagerInvestment AnalystVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerFinancial ManagerFinancial AnalystLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of ScienceNon-Profit

Experience & Education

Position:
First Vice President at Morgan Stanley Smith Barney
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney First Vice Presidentsince 2004Prudential Securities First Vice President- Wealth Management1997 - 2004
Skills:
Senior Portfolio Manager, Certified Financial Planner

Vonda Flannery Norfolk, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerParalegalLitigation Support SpecialistLaw SpecialistLawyersFinancial Manager

Experience & Education

Position:
Paralegal at TrustBuilders Law Group
Title:
Paralegal
Location:
Norfolk, Virginia Area
Industry:
Law Practice
Work history:
TrustBuilders Law Group - Yorktown, VirginiaParalegalsince May 2006Williamsburg Legal Associates ParalegalMay 2000 - May 2006
Skills:
Wills, Powers of Attorney, Legal Assistance, Revocable Living Trusts, Advance Medical Directives,...



Certified Financial Planners near Norfolk, VA0510152025Virginia BeachChesapeakeNewport NewsSuffolkYorktown