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Certified Financial Planners in California

Certified Financial Planners in Pasadena, CA

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15 results found

Michael Roney Los Angeles, CA

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Planner • Founder • Manager • Founding Member • Chief Executive • Financial Manager • Operations Manager • Insurance Underwriter • Insurance Professional • Underwriter • Author • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Estate & Charitable Planning Advisor | Financial, Insurance & Retirement Planner | Founder...
Title:
Estate & Charitable Planning Advisor | Financial, Insurance & Retirement Planner | Founder of Roney & Company
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Roney & Company - Pasadena, CAEstate & Charitable Planning Advisor | Financial, Insurance & Retirement Planner | Foundersince Jan 1971Roney & Company - Pasadena, CAInsurance & Estate Planner | Tax-Free Planning Specialist | Financial Advisor & Wealth Managersince 1971
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Kevin Mahserejian Pasadena, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, Vice President - Investments at Wells Fargo Advisaors, LLC
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Wells Fargo Advisaors, LLC - Pasadena, CASenior Financial Advisor, Vice President - Investmentssince Mar 2009
Languages:
Armenian
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Joel Vazquez Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Project Manager • Construction • Project Engineer • Engineering Specialist • School Principal • School Administrator • Educational Manager • Project Managers • Financial Manager

Experience & Education

Position:
Project Manager at WorleyParsons Saudi Arabia Ltd.
Title:
Project Manager at WorleyParsons Arabia Ltd.
Location:
Greater Los Angeles Area
Industry:
Oil & Energy
Work history:
WorleyParsons Saudi Arabia Ltd. - Yanbu Saudi ArabiaProject Managersince Feb 2012WorleyParsons - Monrovia, CAPrincipal Project EngineerSep 2006 - Feb 2012
Languages:
Spanish
5B SAMREF Clean Fuels Project,CFP
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Elly Wong Pasadena, CA

Professions & Specialties

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

Experience & Education

Position:
First Vice President/Portfolio Management Director/CFP® at Morgan Stanley Smith Barney
Location:
Pasadena, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Pasadena, CaliforniaFirst Vice President/Portfolio Management Director/CFP®since Jul 2000
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Kamie Valenza Los Angeles, CA

Professions & Specialties

Product Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Product Specialist at MacroRisk Analytics
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MacroRisk Analytics - Pasadena, CAProduct Specialistsince Apr 2013
Certified Financial Planner,CFP,
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Leighann Miko Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Model • Non-Profit • Financial Manager • Financial Officer • Operations Manager • Data Scientist

Experience & Education

Position:
Financial Planning Specialist at Frederich, Nichols & Associates
Title:
Frederich, Nichols & Associates
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Frederich, Nichols & Associates - Pasadena, CAFinancial Planning Specialistsince Jul 2012Silver Oak Wealth Advisors, LLC - Los Angeles, CAAssociate Financial PlannerJun 2010 - Jun 2012
Skills:
Microsoft Office, Financial Planning, Wealth Management, Portfolio Management, Investments
Worked closely with the CFP
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Jonathan Mclean Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Recruitment • Language Teacher

Experience & Education

Position:
Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
Vice President / Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 550 North Brand Blvd. Suite 1000Vice President, Financial Advisorsince Apr 2003Prudential Securities - Pasadena, CAFinancial AdvisorApr 1999 - Apr 2003
Certifications:
CERTIFIED FINANCIAL PLANNER™, College for Financial Planning
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Robert Groag Pasadena, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Consultant at TIAA-CREF
Title:
Consultant at TIAA-CREF
Location:
Pasadena, California
Industry:
Financial Services
Work history:
TIAA-CREF - Pasadena, CAFinancial Consultantsince Feb 2007Trilogy Financial Services - West Covina, CAInvestment consultantNov 2005 - Jan 2007
Will be sitting for CFP exam 11/2012
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Jeffrey Moscaret Pasadena, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Planner • Financial Manager • Advisor • Trust Law Attorney • Lawyers

Experience & Education

Position:
Owner at Moscaret Investment Advisory
Location:
Pasadena, California
Industry:
Investment Management
Work history:
Moscaret Investment Advisory - 180 So. Lake Avenue, Suite 315, Pasadena, CA 91101Ownersince Feb 1999IDS/American Express Financial Advisors Senior Financial Advisor/Gold Team PlannerAug 1986 - Feb 1999
Certifications:
Certified Financial Planner, College For Financial Planning
Registered Investment Adviser, State of California Department of Corporations
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Kyle Whitten Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner at Ameriprise Financial
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Tarzana, CAFinancial Plannersince May 2006Investors Title Company - Pasadena, CAAccounting & Customer Service RepJan 2004 - Apr 2006
Certified Financial Planner,CFP,
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Arpi Cfp Pasadena, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Operations Manager

Experience & Education

Work

Company:
Pacific advisors
Financial advisor, park avenue securities
Company:
Rsm mcgladrey
Associate wealth advisor

Skills

Personal Services, Retirement Planning, Asset Protection Planning, Investment Management, ...
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Serena Tarica Seattle, WA

Professions & Specialties

Puchasing and Estimating Manager • Copywriter • Screenwriter • Author • Publicity Writer • Editing Professional • Writing and Editing Professional • Writer and Editor • Brand Planner • Brand Representative • Speaker • Counselor • Spokesperson • Representative • Advisor • Marketing Manager • Managers • Operations Manager • Financial Manager • Movie Producer • Film and Video Producer • Art Producer • Media Producer

Experience & Education

Position:
Writing Strategist at SerenaTarica.com
Title:
Writing Strategist, Copywriter, Screenwriter, Published Contributing Writer, Marketing & Branding
Location:
Seattle, Washington
Industry:
Writing and Editing
Work history:
SerenaTarica.com Writing Strategistsince 2010Kimberly Jentzen - Los Angeles, CAWriter / Consultant2006 - 2011
Skills:
Content Writing, Copywriting, Copy Editing, Website Copy, Writing Books, Screenwriting, Humor,...
Estate Manager at CFP Productions
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Kai Toh Campbell, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Campbell, California
Industry:
Financial Services
Work history:
Ameriprise Financial - Campbell, CA 95008Financial Advisorsince Apr 2009UBS Financial Services, Inc - San Jose, CA 95113.Financial AdvisorFeb 2005 - Mar 2009
CFP
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Philip Kavesh Orange, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive

Experience & Education

Company:
Satellite Office - By Appointment Only
Address:
333 City Boulevard West 17Th Floor, Orange, CA 92668 - Property Information
Company:
Satellite Office - By Appointment Only
Address:
5000 Birch Street Suite 7600, Newport Beach, CA 92660 - Property Information
Specialties:
Trusts - 45%(41 years, 12,000+ cases)
Estate Planning - 45%(41 years, 12,000+ cases)
Licenses:
California - Active     1980
Pennsylvania - Retired     1979
Experience:
President at The Ultimate Estate Planner     2004-present
Principal at Kavesh, Minor & Otis, Inc.     1981-present
School:
Haverford College     
Degree:
Undergraduate
School:
Dickinson SOL     
Degree:
JD - Juris Doctor - Law
Languages:
English
Awards:
ChFC, Financial & Insurance Planning - The American College     1986
CFP, Financial Planning - College for Financial Planning     1982
Associations:
WealthCounsel - Member     2000-present
Los Angeles County Bar Association - Member     1980-present

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical...

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Rick Dow Camarillo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Coordinator • Managers • Assistant Branch Manager • Chairperson • Marketing Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Sales Manager • Financial Manager • Community Service Manager • Representative • Account Service Manager • Sales Coordinator • Client Service Officer • Naturalist • Natural Scientist • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Field Marketing Specialist • Marketing Administrator • Higher Education Professional • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
Owner/Grower at Dow Family Avocado Grove
Location:
Camarillo, California
Industry:
Food Production
Work history:
Dow Family Avocado Grove - Santa Rosa Valley, CAOwner/Growersince 1980Morgan Stanley - Southern California RegionRegional Insurance and Annuity Coordinator retired 2002Jul 1988 - Jun 2002
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Certified Financial Planners near Pasadena, CA0160320480640800Los AngelesGlendaleMonroviaSan GabrielArcadiaSouth PasadenaEl MonteMonterey Park


Certified Financial Planners around Pasadena, CA

Arcadia  (1)
El Monte  (1)
Glendale  (7)
Los Angeles  (796)
Monrovia  (3)
San Gabriel  (2)

Certified Financial Planners in California

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