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Certified Financial Planners in California

Certified Financial Planners in Palo Alto, CA

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15 results found

Michael Laport Palo Alto, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Wealth Management, Certified Financial Planner(TM) Professional at UBS Financial...
Title:
Vice President - Wealth Management, Certified Financial Planner(TM) Professional at UBS Financial Services
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Palo Alto, CAVice President Wealth Management, Certified Financial Planner(TM) Professionalsince 2006New Way Air Bearings - Palo Alto, CAVice President, Sales2003 - 2006
Full Profile

Paul Malin Palo Alto, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Instructor at Stanford University Continuing Studies, CERTIFIED FINANCIAL PLANNER™ at Morgan...
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Stanford University Continuing Studies Instructorsince 2010Morgan Stanley Wealth Management - Palo Alto, CACERTIFIED FINANCIAL PLANNER™since Apr 2007
Skills:
Certified in Long-term Care, CERTIFIED FINANCIAL PLANNER™, California Partnership Long Term Care, Ac...
Languages:
French
Full Profile

Carla Cumpston Palo Alto, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Board Member • Financial Manager • Management Team Executive • Operations Manager • Chairperson • Chief Executive • Community Service Manager • Bachelors Degree • Business Administrator • Organization Management • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor CFP at Edward Jones Investments
Title:
Financial Advisor, CFP Edward Jones Investments
Location:
Palo Alto, California
Industry:
Investment Management
Work history:
Edward Jones Investments - Palo Alto, CAFinancial Advisor CFPsince Aug 2002Palo Alto Chamber of Commerce Board of DirectorsJun 2008 - 2013
Full Profile

Michelle Lin Palo Alto, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER ™, LPL Financial Advisor
Location:
Palo Alto, California
Industry:
Financial Services
Full Profile

Matthew Ives Palo Alto, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President / Wealth Advisor / CIMA ®* / CFP ®* at Morgan Stanley Wealth Management
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 245 Lytton Ave, Ste 200, Palo Alto, Ca 94301Senior Vice President / Wealth Advisor / CIMA ®* / CFP ®*since Jan 1980
Certifications:
Certified Investment Management Analyst (CIMA ®*), Wharton Senior Consultant Program
Certified Financial Planner™ (CFP ®*), College of Financial Planning
Full Profile

Vidya Saravanapandian Palo Alto, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Research Assistant • Researcher • Survey Researcher • Neurosurgeon • Neurological Specialist • Neurologist • Biologist • Biological Scientist • Leader • Managers • Master of Business Administration • Master of Engineering • Lecturer • Postsecondary Teacher • Financial Manager

Experience & Education

Position:
Life Science Research Assistant - Neurosurgery at Stanford University School of Medicine
Location:
Stanford, California
Industry:
Research
Work history:
Stanford University School of Medicine - The Lorry I. Lokey Stem Cell Research Building, Stanford University, Palo altoLife Science Research Assistant - Neurosurgerysince Jul 2011Histogenetics Genetic ResearcherJun 2007 - Oct 2011
..gene with Cyan fluorescent protein,CFP,and actin
Full Profile

Michael Jakoby Palo Alto, CA

Professions & Specialties

Certified Financial Planner • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Project Consultant • Project Manager • Counselor • Advisor • Controller • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Information Technology Specialist • IT Specialist • Project Managers • Security • Team Member • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Computer Software Professional • Network Administrator • Software Developers • Vice President • Corporate Executive • Chief Executive • Financial Manager • Command Sergeant Major • Master of Science • Master of Business Administration • Human Resources Specialist • Recruitment

Experience & Education

Position:
Sr. Project Manager Consultant at Emerson Network Power
Title:
Senior Business and Project Consultant (Avocent Division) at Emerson Network Power
Location:
Palo Alto, California
Industry:
Information Technology and Services
Work history:
Emerson Network Power - Fremont, CASr. Project Manager Consultantsince Apr 2012Microsoft - Palo Alto, CAConsultant (ITC Infotech)Mar 2011 - Sep 2011
Certifications:
PMP, PMI
ITIL, PMI
CFP
Full Profile

Rob Lyman Palo Alto, CA

Professions & Specialties

Planner • Advisor • Chairperson • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers

Experience & Education

Position:
President at Johnson Lyman Wealth Advisors
Title:
Personal Financial and Business Exit Planner. I help others to Plan Confidently, Invest Wisely, and Live Fully!
Location:
Palo Alto, California
Industry:
Financial Services
Work history:
Johnson Lyman Wealth Advisors - Palo Alto, CAPresidentsince Jul 2012Johnson Lyman Wealth Advisors Lead Advisor, PartnerFeb 2002 - Jul 2012
Skills:
Pensions, Retirement Planning, Personal Financial Planning
Certifications:
CERTIFIED FINANCIAL PLANNER (TM), CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Full Profile

Kapil Raina San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Evangelist • Security • Subject Matter Expert • Analyst • Visionary • Contractor • Counselor • Preacher • Religious Worker • Skilled Professional • Analysts • Planner • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Independent Business Owners

Experience & Education

Position:
Director of Product Marketing at Zscaler Inc.
Title:
Product Management & Marketing Executive, Product Evangelist, 1.0 Specialist @godefcon1
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Zscaler Inc. - San Jose, CADirector of Product Marketingsince Mar 2012IronKey, Inc. Virtualization & Security Product ManagementMar 2008 - Apr 2012
..a Service committee and served on the CFP response committee for the CSA Singapore Confe..
Full Profile

Christina Ko San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Certified Financial Planner • Puchasing and Estimating Manager • Marketing Intern • Marketing Professional • Advertising Sales Agent • Fisher • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Team Member • Advisor • Agent • Sales Representative • High School Diploma • Master of Science • Financial Manager

Experience & Education

Position:
Socially Responsible Investing at RBC Wealth Management
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
RBC Wealth Management - San Francisco Bay AreaSocially Responsible InvestingMorgan Stanley - Silicon ValleyFinancial AdvisorMay 2012 - 2013
Skills:
Series 7, Series 6, Series 65, Series 63, Bilingual, Advent, Microsoft Office, Outlook, Portfolio...
Languages:
Mandarin Chinese, English, Spanish
Certifications:
Series 7 - General Securities Representative Examination, FINRA
Series 65 - Uniform Investment Adviser Law Examination, FINRA
Certified Financial Planning,Towards CFP Designation
Full Profile

Chip Delorenzo Nobleboro, ME

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Presenter • Trainer • Training Manager • Business Administrator • Managers • Director • Financial Manager • Operations Manager • Recruitment • Master of Education • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Special Education Professors • School Administrator • Educational Manager • Educator • Education Professional • Instructor

Experience & Education

Position:
Head of School at Damariscotta Montessori School, Positive Discipline Trainer, Consultant at...
Title:
Head of School, Damariscotta Montessori School
Location:
Nobleboro, Maine
Industry:
Education Management
Work history:
Damariscotta Montessori School Head of Schoolsince Jul 2001Positive Discipline - Nobleboro, MEPositive Discipline Trainer, Consultantsince 1997
Skills:
Fundraising, Curriculum Design, Educational Leadership, Classroom Management, Teaching, Leadership, ...
Full Profile

Jeffrey Quijano San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Law Specialist • Lawyers • Executive Compensation • Financial Manager • Fiduciary • Trust Law Attorney • Speaker • Counselor • Team Member • Spokesperson • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President/Senior Trust Officer at U.S. Trust, Bank of America Private Wealth Management
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
U.S. Trust, Bank of America Private Wealth Management - Palo Alto, CAVice President/Senior Trust Officersince 2011Leadership Palo Alto Fellow2012 - 2012
Full Profile

Pl Ghai Allentown, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Environmental Services Professional • Environmentalist • Counselor • Advisor • Contractor • Head Engineer • Project Engineer • Engineering Manager • Engineering Specialist • Tax Preparer • Independent Business Owners • Tax Accountant • Project Managers • Financial Manager

Experience & Education

Title:
Retired Environmental Services Professional
Location:
Allentown, Pennsylvania Area
Industry:
Environmental Services
Work history:
Self Employed Independent Consultant Environmental Services Consultant1995 - 2000PPL Corporation Water Resources Consultant1993 - 1994
..' Certified Financial Planning ' CFP Course Work
Full Profile

Colin Cruickshank Ithaca, NY

Professions & Specialties

Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Vice President • Founding Member • Chief Executive • Corporate Executive • Financial Manager • Bachelor of Science

Experience & Education

Work

Company:
Noncash gifts.com
Founder/ceo
Company:
Presbyterian church & foundation u.s.a
Vice president, ministry relations & advisory services - the presbyterian foundation
Full Profile

Eric Kwiatkowski Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Master of Business Administration • Master of Science • International Affairs • Organization Management • Compliance Officer • Project Managers • Operations Manager • Financial Manager • Research Specialist • Research Scientist

Experience & Education

Position:
Property Manager at EK Property Management
Title:
Financial Services Industry and Property Management
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
EK Property Management - Rockville, MDProperty Managersince 2012Morgan Stanley Smith Barney - Pittsburgh, PAFinancial Advisor2010 - 2011
Certified Financial Planner,CFP,
Full Profile

Certified Financial Planners near Palo Alto, CA0816243240San JoseSanta ClaraCampbellFremontSan MateoSunnyvaleMilpitasMountain ViewMenlo ParkHayward


Certified Financial Planners around Palo Alto, CA

Belmont  (1)
Burlingame  (2)
Campbell  (8)
Cupertino  (3)
Fremont  (8)
Hayward  (5)
Los Altos  (4)
Menlo Park  (5)
Milpitas  (5)
Redwood City  (4)
San Carlos  (3)
San Jose  (37)
San Mateo  (8)
Santa Clara  (11)
Saratoga  (1)
Sunnyvale  (6)

Certified Financial Planners in California

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