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Certified Financial Planners in Norwalk, CT

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Here is a complete directory of nearly every local Certified Financial Planners in Norwalk, CT.

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5 results found

James Tobin Norwalk, CT

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAgentAccount Service ManagerSales RepresentativeClient Service OfficerRepresentativeFinancial ManagerCustomer Service

Experience & Education

Work

Company:
Plan with a pro, insurance solutions
Account executive
Company:
Mutual of omaha - Trumbull, CT
Representative

Carole Gass Norwalk, CT

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSoftware TesterComputer SpecialistDirectorChief ExecutiveOperations ManagerFinancial ManagerAccount Service ManagerClient Service OfficerSpecial Education ProfessionalSpecial Education ProfessorsCustomer Service

Experience & Education

Work

Company:
Chief of staff
Company:
C.b. gass & company - New York, NY
Quality assurance, process improvement, communications and project management consulting

Nathan Thomsen Norwalk, CT

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAccount Service ManagerClient Service OfficerAdvisorCustomer ServiceBusiness AdministratorBachelor of ScienceFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Gartner, inc - Stamford, CT
Account executive
Company:
Sagemark consulting - Windsor, CT
Wealth planning advisor

Channi Singh New York, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSupporting MemberTeam MemberMaster of Business AdministrationSecurityAdvisorCounselorBachelor of Business AdministrationProgrammer AnalystInformation Systems AnalystIT AnalystChief Executive OfficerFinancial DirectorFinancial ManagerCorporate ExecutiveChief ExecutiveFinancial OfficerUnderwriterFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Summer Sr. Associate at PwC, MBA Candidate, Class of 2014 at Cornell University - Johnson Graduate...
Title:
Summer Sr. Associate at PwC Consulting
Location:
Greater New York City Area
Industry:
Management Consulting
Work history:
PwC - Greater New York City AreaSummer Sr. Associatesince Jun 2013Cornell University - Johnson Graduate School of Management - Ithaca, New YorkMBA Candidate, Class of 2014since Aug 2012
Languages:
Hindi, Punjabi, English

Jeff Feintech Boston, MA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerDirectorOperations ManagerBusiness ConsultantAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterPartnerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveNon-ProfitOrganization ManagementMaster of Business AdministrationBachelor of ScienceClient Service OfficerCustomer ServiceSchool AdministratorEducational ManagerLanguage SpecialistStudent WorkerProperty ManagerReal Estate Manager

Experience & Education

Position:
Director of Special Projects - Latin America at Liberty Mutual Insurance, Senior Business...
Title:
Director of Special Projects - Latin America at Liberty Mutual Insurance
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Liberty Mutual Insurance - Miami, FloridaDirector of Special Projects - Latin Americasince Jul 2013Liberty Mutual Insurance - Boston, MASenior Business Consultantsince Jul 2011
Languages:
Spanish
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Property Casualty Underwriter, American Institute for Chartered Property Casualty Underwriters


Certified Financial Planners near Norwalk, CT03691215WestportStamfordGreenwichFairfieldBridgeportWiltonDanburyNew CanaanArmonkRiverside



Certified Financial Planners around Norwalk, CT

Armonk  (2)
Bridgeport  (6)
Danbury  (4)
Fairfield  (7)
Georgetown  (1)
Greenwich  (11)
New Canaan  (2)
Newtown  (1)
Ridgefield  (1)
Riverside  (2)
Southport  (1)
Stamford  (15)
Westport  (15)
Wilton  (4)

Certified Financial Planners in Connecticut