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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Philadelphia, PA

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250 results found

Jennifer O'gara Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Administrator • Publisher • Security • Publishing Professional • Chairperson • Chief Administrative Officer • Operations Manager • Chief Executive • Financial Manager • Human Resources Specialist • Recruitment • Accounts Payable • Accounts Payable Specialist • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction Specialist • Construction Laborer

Experience & Education

Position:
Business Administrator at Clean Markets
Location:
Greater Philadelphia Area
Industry:
Environmental Services
Work history:
Clean Markets - Chestnut Hill, PABusiness Administratorsince Nov 2011Wealth Builder Advisor - Springhouse, PAAdministrative SupportAug 2010 - Jan 2012
gathering all information for CFP to perform client Financial Reviews for broker..
Full Profile

Salvatore Barreca Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Moderator • Advisor • Computer Software Professional • Software Developers • Financial Manager • Organization Management • Java Developer • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • Software Developer • IT Specialist • Manager • Marketing Manager • Operations Manager • Instructional Designer • Educational Designer • Designers • Model • Master of Education • Bachelor of Arts • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Implementation Consultant at Cornerstone OnDemand
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
Cornerstone OnDemand - Bensalem, PAImplementation Consultantsince Dec 2012The Barreca Group - Bensalem, PALearning ConsultantSep 2010 - Nov 2012
Skills:
Strategic Planning, Enterprise Systems Implementation, Change Management, Performance Management,...
s CFP Apprenticeship Program
Full Profile

Greg Barber Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager • Chief Executive • Operations Manager • Bachelor of Science • Business Administrator • Student Worker

Experience & Education

Position:
Case Design Specialist at Highland Capital Brokerage
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Highland Capital Brokerage - King of Prussia, PACase Design Specialistsince Aug 2009Marciano Wealth Advisors - King of Prussia, PAReporting AssistantJun 2008 - Aug 2009
Full Profile

John Churchville Philadelphia, PA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Founder • Chief Executive • Corporate Executive • Operations Manager • Founding Member • Financial Manager • Senior Pastor • Organization Management • Non-Profit • Advisor • Pastoral Worker • Clergy • Doctor of Philosophy • Juris Doctor • School Principal • Educator • School Administrator • Educational Manager • Education Professional • Instructor • Author

Experience & Education

Position:
Interim President at The Greater Germantown Business Association, Inc., Chairman/CEO at Liberation...
Location:
Greater Philadelphia Area
Industry:
Non-Profit Organization Management
Work history:
The Greater Germantown Business Association, Inc. Interim Presidentsince Aug 2008Liberation Fellowship Community Development Corporation Chairman/CEOsince Apr 2006
Skills:
Incorporation of businesses, legal services related to nonprofits seeking 501(c)(3) federal...
Full Profile

David Emery Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Planner • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Real Estate Manager

Experience & Education

Position:
Certified Financial Planner at Marshall Financial Group
Title:
Certified Financial Planner™ at Marshall Financial Group (Fee-Only)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Marshall Financial Group - Doylestown, PACertified Financial Plannersince Aug 2011Univest National Bank and Trust Co. Vice President, Senior Financial AdvisorApr 2005 - Aug 2011
Skills:
Portfolio Management, Wealth Management, Investments, Investment Management, Strategic Financial...
Full Profile

Andre Mccrea Philadelphia, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
CEO at AJM Consultants, Financial Specialist at AJM Consultants
Title:
CEO, of AJM Consultants
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
AJM Consultants CEOsince Apr 2007AJM Consultants Financial Specialistsince Apr 2007
..lient's estate plan and coordinate with CFP and attorney
Full Profile

Mike Mills Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Business Development Manager • Chairperson • Chief Executive • Operations Manager • Financial Manager • Psychologist • Law Specialist • Lawyers • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • School Administrator • Educational Manager

Experience & Education

Position:
Partner at Antheil Maslow & MacMinn, LLP
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Antheil Maslow & MacMinn, LLP - Doylestown, PAPartnersince Apr 2013Legacy Planning Partners, LLC PresidentJul 2011 - Apr 2013
Full Profile

David Biffen Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Founder • Chairperson • Financial Manager • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Adjunct Instructor • School Principal • Lecturer • Postsecondary Teacher • School Administrator • Educational Manager • Underwriter • Master of Science • MS in Forensic Science • Representative • Counselor • Advisor • Agent • Sales Representative

Experience & Education

Position:
Owner at Biffen Wealth Management
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Biffen Wealth Management Ownersince 1970
Skills:
Financial Goals, Retirement Planning, Investment Management, Wealth Management, Investments
Certifications:
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter (CLU)
Full Profile

Jasmine Holak Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Leader • Security • Analysts • Managers • Sports Trainer • Sports Trainers • Master of Science • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Analyst at The Computer Forensics Practice, LLC, Head Cheerleading Coach at Princeton University
Title:
at The Computer Forensics Practice, LLC
Location:
Greater Philadelphia Area
Industry:
Computer & Network Security
Work history:
The Computer Forensics Practice, LLC Analystsince Nov 2009Princeton University Head Cheerleading Coachsince 2007
LLC (CFP)
Full Profile

Anthony Boxler Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Sports Trainer • Sports Trainers • Director • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Development

Experience & Education

Position:
Associate Financial Representative to John R Van Grinsven CLU, CFP at Northwestern Mutual,...
Title:
Associate Financial Representative to John R Van Grinsven CLU, CFP at Northwestern Mutual
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Northwestern Mutual - King of Prussia, PAAssociate Financial Representative to John R Van Grinsven CLU, CFPsince May 2013Northwestern Mutual - Eastern Pennsylvania - King of Prussia, PATechnology Coach / Director of Trainingsince Dec 2010
Skills:
Marketing, Business Coaching, Team Building, Sales, CRM, Time Management, Training, Coaching
Full Profile

James Jacobson Philadelphia, PA

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 • Manager • Financial Manager • Operations Manager • Bachelor of Science

Experience & Education

Position:
Financial Advisor, CFP® at Univest
Title:
Financial Advisor, Univest Investments, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Univest Financial Advisor, CFP®since Aug 2002Charles Schwab - Southfield, MA, Rochester, NY, Albany, NY, Jenkintown, PAInvestment Center Manager & Senior Investment SpecialistJan 1994 - Aug 2002
Full Profile

Michael Paulus Philadelphia, PA

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 • Physician • Representative • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor at North Star Resource Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
North Star Resource Group - Greater Philadelphia AreaFinancial Advisorsince May 2009
CFP
Full Profile

Joseph Maugeri Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Director of Firm Relations at CFP Board
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
CFP Board - Washington D.C. Metro AreaDirector of Firm Relationssince Mar 2011Merrill Lynch Vice PresidentNov 2007 - Mar 2011
Full Profile

Brad Foy Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Raymond James Financial, Vice President at Bassett, Brosius and Dawson, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Raymond James Financial Financial Plannersince Jun 1999Bassett, Brosius and Dawson, Inc. Vice Presidentsince Feb 1997
Skills:
Specializing in IRA rollovers, retirement planning, and 529 college savings planning
Full Profile

Scott Kaminsky Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President - Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ at The KR Group/Morgan Stanley...
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The KR Group/Morgan Stanley Smith Barney, LLC Vice President - Wealth Advisor, CERTIFIED FINANCIAL PLANNER™since Nov 1996
Skills:
Helping the High Net Worth community including professional athletes, endowments and foundations...
Full Profile

Gregory Healy Philadelphia, PA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Wealth Advisor at Traust Sollus Wealth Management, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Traust Sollus Wealth Management, LLC Wealth Advisorsince Jun 2010Zdenek Financial Plannning, LLC Personal Financial PlannerJun 2007 - Jun 2010
Full Profile

Peyton Wylie Philadelphia, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Co-Founder • Partner • Senior Vice President • Founder • Founding Member • Chief Executive • Vice President • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Advisor at Janney Montgomery Scott, Co-Founder of D.A.C. Investment Partners at Janney...
Title:
Co-Founder of D.A.C. Investment Partners at Janney Montgomery Scott
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott Financial AdvisorJanney Montgomery Scott Co-Founder of D.A.C. Investment Partnerssince Nov 2010
Certifications:
Level II Candidate in the Chartered Financial Analyst Program, CFA Institute
Series 63, Finra
Don has earned his CFP
Full Profile

Tom Corcimiglia Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Partner at The Philadelphia Group
Title:
Certified Financial Planner™ at The Philadelphia Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Philadelphia Group Partnersince May 2009Vanguard, Merrill Lynch, and First National Wealth Management Financial Advisor1997 - 2009
Skills:
Retirement Planning, Investments, 401k, Securities, Insurance, Financial Planners, Wealth...
Full Profile

Janet Ziegler Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Operations Manager • Corporate Executive • Area Manager • Managers

Experience & Education

Position:
Vice President - Investments, CFP®, Banks Ziegler Group at UBS Financial Services
Title:
CERTIFIED FINANCIAL PLANNER™, Vice President, Banks Ziegler Group at UBS
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UBS Financial Services - 501 Fellowship Road, Suite 302, Mount Laurel, NJ 08054Vice President - Investments, CFP®, Banks Ziegler Groupsince Sep 2012Merrill Lynch Wealth Management - Mount Laurel, NJ 08054CERTIFIED FINANCIAL PLANNER™, Vice President, Banks Ziegler GroupJun 2005 - Sep 2012
Full Profile

Pierre Lemaire Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
President at Beta Educational Services, LLC
Location:
Greater Philadelphia Area
Industry:
Professional Training & Coaching
Work history:
Beta Educational Services, LLC Presidentsince Jan 2005
Languages:
French, English
Certifications:
CAIA, CAIA.org
CFP and CFA
Full Profile

Robert Ratti Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Financial Insights, Inc
Location:
Greater Philadelphia Area
Industry:
Investment Management
Full Profile

Thomas Walker Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner / Investment Advisor at Structured Asset Management, Inc.
Title:
Certified Financial Planner at Structured Asset Management, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Structured Asset Management, Inc. - Southeast PennsylvaniaFinancial Planner / Investment Advisorsince Nov 2011Millennium Wealth Advisors - Malvern, PAFinancial Planner / Investment AdvisorMar 2009 - Nov 2010
Full Profile

Robert Macaulay Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Vice President - Investmentssince Sep 1997Smith Barney Senior Vice President-InvestmentsJun 1992 - Sep 1997
Full Profile

Mike Repak Philadelphia, PA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Planner • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Recruitment

Experience & Education

Position:
VP -- Senior Estate Planner at Janney Montgomery Scott LLC
Title:
Estate Tax Planner
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott LLC VP -- Senior Estate Plannersince Nov 2006The Law Offices of Michael J. Repak PrincipalSep 2003 - Dec 2006
Certifications:
Certified Public Accountant / Personal Financial Specialist, AICPA
Attorney, NY, NJ & PA
Full Profile

Joseph Gandolfo Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
CFP®* Vice President at Morgan Stanley Smith Barney
Title:
CFP®*, Vice President-Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wilmington, DelawareCFP®* Vice Presidentsince Sep 2011Wells Fargo Advisors, LLC CFP®* Financial AdvisorOct 2006 - Oct 2011
Full Profile

Chris Tully Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Eagle Wealth Strategies
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Eagle Wealth Strategies Certified Financial Plannersince Dec 2006SunTrust Investment Services Investment ConsultantJul 2005 - Dec 2006
Full Profile

Gary Sanson Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Estate Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • President and Owner • Co-Founder • Board Member • Financial Manager • Chief Executive • Founder • Founding Member • Management Team Executive • Operations Manager • Educator • Education Professional • Instructor • Non-Profit • Volunteer • Representative • Advisor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
President, Certified Financial Planner at Financial Voyages L.L.C.
Title:
Certified Financial Planner with over 20 years of experience
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Financial Voyages L.L.C. - Harleysville, PAPresident, Certified Financial Plannersince 1996
Skills:
Retirement Planning, Retirement, Estate Planning, Investments, Financial Planners, Financial...
Full Profile

Stephen Kelbick Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Treasurer • Chief Executive • Financial Manager • Financial Officer • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Certified Financial Planner / Chartered Retirement Plan Specialist at A major investment firm
Title:
Vice President - Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
A major investment firm - Blue Bell, PACertified Financial Planner / Chartered Retirement Plan Specialistsince Jan 1992Carson Valley Children's Aid Assistant Treasurer1989 - 2013
Skills:
Strategic Financial Planning, Series 7, Small Business, Asset Allocation, Wealth Management,...
Full Profile

Joe Maugeri Philadelphia, PA

Professions & Specialties

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

Experience & Education

Title:
Director of Firm Relations at CFP Board
Location:
Greater Philadelphia Area
Industry:
Financial Services
Full Profile

Michael Guido Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investments at UBS Financial Services
Title:
Certified Financial Planner at UBS Financial Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UBS Financial Services Vice President - Investmentssince 1998
Full Profile

John Heald Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Certified Financial Planner at Heald Financial Advisors
Title:
Owner, Heald Financial Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Heald Financial Advisors - Medford, NJCertified Financial Plannersince 1993Capital Analysts Inc. CFPJan 2003 - Oct 2007
Certifications:
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Full Profile

Bill Mcleer Philadelphia, PA

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

Experience & Education

Position:
Financial Advisor, CFP, ChFC at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, CFP, ChFCsince Nov 1994
Full Profile

Hans Sharma Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Deputy Director • Chief Executive • Corporate Executive • Financial Manager • Deputy Manager • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President and CEO at Sharma Associates, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Sharma Associates, Inc. President and CEOsince 1995Wyeth Pharmaceuticals Associate Director1983 - 2007
Skills:
I am independent, certified financial planner, registered investment advisor and institutional...
Full Profile

Teresa Zipf Philadelphia, PA

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

Experience & Education

Title:
Financial Advisor, Certified Financial Planner(TM)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Full Profile

Stephen Toto Philadelphia, PA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner Practioner at Wealth Planning Strategies, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Full Profile

David Brown Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Vice President • Director • Financial Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
VP & Sr. Trust and Fiduciary Specialist at Wells Fargo Private Bank
Title:
CTFA, CFP®, AAMS® Vice-President & Sr Trust and Fiduciary Specialist
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo Private Bank VP & Sr. Trust and Fiduciary Specialistsince 2011PNC Wealth Management Vice President and Sr. Trust Advisor/Trust Director1999 - 2011
Skills:
Asset Allocation, Asset Management, Portfolio Management, Trust New Business, Leadership
Full Profile

Ben Cohen Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Project Managers • Operations Manager • Business Administrator • Managers • Surgical Specialist

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER ™ at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard CERTIFIED FINANCIAL PLANNER ™since Apr 2007The Vanguard Group Investment SpecialistApr 2007 - Nov 2010
Full Profile

Keith Al-chokhachy Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Specialist II at PNC Investments, Certified Financial Planner(tm) at n/a
Title:
Financial Specialist II at PNC Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PNC Investments Financial Specialist IIsince Sep 2011N/a Certified Financial Planner(tm)since Jun 2010
Full Profile

Alan Schapire Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Independent Business Owners • Contractor

Experience & Education

Position:
Principal at Convergent Financial Advisors
Title:
CERTIFIED FINANCIAL PLANNER™ Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Convergent Financial Advisors Principalsince Nov 2011Libra Financial Planning Principal2001 - Nov 2011
Skills:
Project Planning, Estate Planning, Corporate Tax, Strategic Financial Planning, Insurance,...
Certifications:
CERTIFIED FINANCIAL PLANNER™ Professional, Certified Financial Planner Board of Standards Inc.
Certified Public Accountant, Commonwealth of Pennsylvania
Full Profile

Tracy Martins Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Title:
at CFP Web Consulting and Century 21 Alliance
Location:
Greater Philadelphia Area
Industry:
Real Estate
Full Profile

Tim Helmick Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Bachelor of Science • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Principal at Helmick & Company, LLC
Title:
Principal - Helmick & Company, LLC
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Helmick & Company, LLC Principalsince Mar 1993MML AgentNov 1989 - Mar 1993
CFP
Full Profile

Bob Yermish Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Technology Director • Technology Manager • Technical Managers

Experience & Education

Position:
Principal at Yermish Financial Management, Certified Financial Planner at Yermish Financial Management
Title:
Certified Financial Planner at Yermish Financial Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Yermish Financial Management PrincipalYermish Financial Management - Bala Cynwyd, PACertified Financial Plannersince Jan 1995
Skills:
Insurance, Investments, Employee Benefits, Estate Planning, Disability Insurance, Retirement...
Full Profile

Dave Biffen Philadelphia, PA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Greater Philadelphia Area
Industry:
Financial Services
Full Profile

Richard Dulisse Philadelphia, PA

Professions & Specialties

Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Moderator • Training Manager • Advisor • Managers • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The American College Assistant Professor of Financial PlanningNov 2001 - Feb 2009New York Life Training Manager, AgentJan 1981 - Oct 2001
Taught courses required as part of the CFP
Full Profile

Tim Helmick Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Bachelor of Science • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Principal at Helmick & Company, LLC
Title:
Principal - Helmick & Company, LLC
Location:
Philadelphia, Pennsylvania
Industry:
Insurance
Work history:
Helmick & Company, LLC Principalsince Mar 1993Mutual Life Insurance Company AgentNov 1989 - Mar 1993
CFP
Full Profile

Chris Berberich Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Bachelor of Science • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at FINANCIAL INDEPENDENCE, INC.
Title:
Owner, Financial Independence, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
FINANCIAL INDEPENDENCE, INC. - West Chester, PA 19380Ownersince Aug 1994
Skills:
Retirement Planning, Insurance, Retirement, Financial Services, Estate Planning, Securities
Full Profile

Allison Casey Philadelphia, PA

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 • Assistant Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Janney Montgomery Scott
Title:
CERTIFIED FINANCIAL PLANNER™ professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott Financial Advisorsince Jul 2007Janney Montgomery Scott Assistant Vice President, Wealth ManagementJan 2005 - Jul 2007
Skills:
Investment Strategies, Investments, Financial Services, Investment Advisory, Strategic Financial...
Full Profile

Craig Gripp Philadelphia, PA

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Craig Gripp, CFP Certified Financial Planner1995 - 2011Certified Financial Planner Wealth Management1995 - 2011
Skills:
Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management, Retirement...
Full Profile

Brian Crump Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Investment Associate at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard - Malvern, PAInvestment Associatesince Aug 2009Vanguard - Malvern, PAFlagship Associate2006 - 2009
CFP Certified with Series 7 and 63
Full Profile

Michael Stepanski Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Financial Advisors of Delaware Valley, LLC, Certified Financial...
Title:
Certified Financial Planner
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Financial Advisors of Delaware Valley, LLC Certified Financial Plannersince Nov 2002Principal Financial Group Certified Financial Plannersince Nov 2002
Full Profile


Certified Financial Planners near Philadelphia, PA012CamdenMerion Station