Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Arizona

Certified Financial Planners in Phoenix, AZ

Find a professional & check records

Here is a complete directory of nearly all experienced Certified Financial Planners in Phoenix, AZ.

Be sure to look at other towns near you to find the records of more professionals.

The Trustoria Professional Directory provides everyone with all the resources needed to discover the best service provider for any need.

250 results found

Brad Reichert Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Independent Contractor • Business Consultant • Contractor • Leader • Counselor • Advisor • Managers • Notary • Lawyers • Agent • Sales Representative • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Certified Financial Planner at Bankers Life & Casualty and ProEquites, Inc (Self-employed),...
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Bankers Life & Casualty and ProEquites, Inc Certified Financial Plannersince Aug 2010Brad Reichert Mobile Notary, LLC Business Consultant & Mobile Notary/Loan Closing Agentsince Mar 2005
Skills:
Financial Markets Analysis, Stock Trading, Fixed Income Trading, Futures & Options Trading,...
Full Profile

Don Crandell Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Financial Manager

Experience & Education

Position:
Financial Representative, CFP® at COUNTRY ® Financial
Title:
Financial Representative at COUNTRY® Financial
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
COUNTRY ® Financial Financial Representative, CFP®since Nov 1988
Full Profile

Melissa Myers Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Camelback Retirement Planners
Location:
Phoenix, Arizona
Industry:
Investment Management
Work history:
Camelback Retirement Planners - Phoenix, Arizona AreaCERTIFIED FINANCIAL PLANNER™since Jan 2003
Certifications:
CFP® (CERTIFIED FINANCIAL PLANNER™), Certified Financial Planner Board of Standards, Inc.
CLU® (Chartered Life Underwriter®), The American College
Full Profile

Jennifer Moshier Phoenix, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Owner • Partner • Chief Executive • Financial Manager • Entrepreneur • Managers • Trial Lawyer • Law Specialist • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner / Partner at Moshier & Neal, PLC, owner at Moshier Law Firm, P.C., owner at Dalby Day, LLC
Title:
Principal & Owner at Moshier & Neal, PLC
Location:
Phoenix, Arizona
Industry:
Law Practice
Work history:
Moshier & Neal, PLC - Phoenix, ArizonaOwner / Partnersince Jun 2009Moshier Law Firm, P.C. Ownersince May 2009
Full Profile

Matthew Tarini Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Entertainment Professional • Entertainer • Business Administrator • Non-Profit • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Principal at Wells Fargo Advisors Financial Network, LLC (matthew.tarini@wfafinet.com)
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Network, LLC (matthew.tarini@wfafinet.com) Managing Principalsince Jul 2009
Skills:
Estate & Trust Services consulting, Business Services consulting, corporate executives, stock...
Full Profile

Jason Mccann Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Managers • Operations Manager • Advertising Professional • Advertising Sales Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Mathematician

Experience & Education

Position:
Registered Representative II, CFP® at Charles Schwab & Co., Inc.
Title:
Registered Representative II, CFP® - Charles Schwab & Co., Inc.
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
Charles Schwab & Co., Inc. - Phoenix, AZRegistered Representative II, CFP®since Nov 2009Tarbell Realtors - Mission Viejo, CARealtorAug 2006 - Jun 2009
Skills:
Market Analysis, Risk Analysis, Real Estate, Research, Analysis, Equity Trading
Full Profile

Jennifer Greene Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Relationship Manager • Sales Representative • Account Service Manager • Client Service Officer • Subject Matter Expert • Skilled Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Customer Service • Operations Manager • Instructor

Experience & Education

Title:
Finance Professional
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
USAA - Phoenix, AZCertified Financial PlannerMay 2008 - Apr 2011Vanguard Relationship ManagerJun 2005 - Jan 2008
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
FINRA Series 6, 7 & 63 Licenses, FINRA
Full Profile

Kelly Johnson Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Front Office Receptionist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Client Relationship Associate, Flagship Services at Vanguard
Title:
Client Relationship Associate, Flagship
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Vanguard - Phoenix, Arizona AreaClient Relationship Associate, Flagship Servicessince May 2013Vanguard Education Services AssociateSep 2008 - May 2013
*Currently pursuing CFP through Vanguard's Advice Careers Program
Full Profile

Jeff Smith Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Construction • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Security • Contractor • Area Manager • Managers • Independent Business Owners • Owner • Chief Executive • HR Manager • Region Manager • Master of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Merrill Edge - Chandler, ArizonaFinancial Solutions Advisorsince Jul 2011Self-employed Private InvestorOct 2007 - Jul 2011
Languages:
English, Spanish
Full Profile

Laustin Woods Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Manager • Operations Manager • Financial Manager • Computer Software Professional • Software Developers • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Director of Accounting, Regional Finance - America's at Pearson
Title:
Director of Accounting - Pearson
Location:
Phoenix, Arizona Area
Industry:
Computer Software
Work history:
Pearson Director of Accounting, Regional Finance - America'ssince Dec 2004Apollo International, Inc. Accounting ManagerDec 2001 - Dec 2004
and the College for Financial Planning,CFP,
Full Profile

Donna Hasbach Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Team Member • Operations Manager • Psychologist • Psychology Specialist

Experience & Education

Position:
Certified Financial Planner at Financial Life Planners, LLC, Fee-only Advisor at DHB Financial...
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Financial Life Planners, LLC Certified Financial Plannersince Jul 2009DHB Financial Planning Fee-only Advisorsince Dec 2006
Skills:
Financial Planning, Investment Management, Options, Technical analysis, Series 65 license and Life...
Full Profile

Raymond Paquette Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Loan Specialist • Loan Officers • Representative • Advisor • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Operations Manager • Department Supervisor • Property Manager • Real Estate Manager • Computers Specialist • Computer Specialist

Experience & Education

Position:
Registered Representative and Office Operations at (a Tempe based Certified Financial...
Title:
Registered Representative and Operations
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
(a Tempe based Certified Financial Planner/Registered Investment Advisor) - Tempe, AZ USARegistered Representative and Office Operationssince Jul 2001Charles Schwab Registered RepresentativeJun 1999 - Jun 2001
Full Profile

Gary Daniels Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Financial Management Analyst • Certified Public Accountant • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Advisor • Representative • Financial Manager • Chief Executive

Experience & Education

Position:
Head Maven at Personal Financial Mavens Inc., Certified Public Accountant at Gary T. Daniels, CPA
Title:
Head Maven, CPA, CFP, Registered Investment Advisor Representative
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Personal Financial Mavens Inc. Head Mavensince Jun 2010Gary T. Daniels, CPA Certified Public Accountantsince Jun 1997
Full Profile

Greg Lane Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Moderator • Advisor • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
President at Lane Financial, P.C., Moderator -live webcasts at Bisk Education
Title:
Greg Lane, CPA, CFP®, is an experienced financial adviser and a Registered Investment Adviser.
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Lane Financial, P.C. Presidentsince 1995Bisk Education - National audienceModerator -live webcastssince 1997
Skills:
financial plan second opinions, Public Speaking, Insurance, Retirement Planning, Financial...
Full Profile

Genny Decker Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Analysts • Director • Operations Manager • Financial Manager • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Case Design Analyst at Pacific Life
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
Pacific Life Sr. Case Design Analystsince 2000Capital Management & Planning Director Client Services1998 - 2000
Skills:
Life Insurance- Financial Planning & Advanced Design concepts & case designs developed to achieve...
CFP
Full Profile

Darryl Jones Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Volunteer • Non-Profit • Adjunct Instructor • Lecturer • Postsecondary Teacher • Financial Manager • Business Administrator • Lead Teacher • Educator • Education Professional • Instructor • Security Manager • Operations Manager • Secretary • Psychology Specialist • Bachelors Degree

Experience & Education

Position:
Certified Financial Planner at Zeiders Enterprises, Inc.
Title:
Certified Financial Planner
Location:
United States
Industry:
Education Management
Work history:
Zeiders Enterprises, Inc. - Phoenix, AZCertified Financial Plannersince Nov 2012Central Texas College Adjunct InstructorApr 2009 - Jun 2012
Skills:
Microsoft Office, Budgeting, Customer Relations, Compliance, Military, Curriculum Design,...
Full Profile

Cathy Lindauer Phoenix, AZ

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Investment Advisor Representative at Lindauer & Associates LLC
Title:
Investment Advisor Representative
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Lindauer & Associates LLC - 14557 W Indian School Road Goodyear, AZInvestment Advisor Representativesince Jul 2012AXA Advisors Financial ConsultantJul 2010 - Jul 2012
Full Profile

Patricia Lloyd Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Chairperson • Chief Executive Officer • Partner • Financial Manager • Compliance Manager • Chief Executive • Corporate Executive

Experience & Education

Position:
Chief Compliance Officer and President at Prism Investment Management Inc.
Title:
CFP(r), CPA, CDFA(tm)
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Prism Investment Management Inc. - Scottsdale, ArizonaChief Compliance Officer and Presidentsince Aug 2000Lloyd Financial Services, PLLC CEOAug 2000 - Mar 2008
Languages:
Spanish
Full Profile

Larry Mathis Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Author • Speaker • Spokesperson • Representative

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER® professional (CFP™) - Financial Advisor - Author and Speaker at United...
Title:
Mathis Financial, President
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
United Planners Financial Services - Phoenix, AZCERTIFIED FINANCIAL PLANNER® professional (CFP™) - Financial Advisor - Author and Speakersince 2001
Skills:
Investment Management, Life Insurance, Disability Insurance, Public Speaking, Personal Financial...
Full Profile

Neal Zutphen Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Public Information Officer • Chief Executive • Operations Manager • Financial Manager • Business Administrator • Advisor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • IT Manager • Psychology Specialist

Experience & Education

Position:
Owner- Partner- President at Delta Ventures Financial Counsel, Inc., Member at Financial Planning...
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Delta Ventures Financial Counsel, Inc. Owner- Partner- Presidentsince May 1999Financial Planning Association (FPA) Membersince 1984
Full Profile

Phil Lowe Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Financial Manager • Customer Service

Experience & Education

Position:
Certified Financial Planner (TM) at Total Investment Management
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Total Investment Management - Scottsdale AZCertified Financial Planner (TM)since Jan 1996Southwest Airlines - Phoenix, AZCaptain1989 - 2005
Full Profile

Jason Cowans Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • High School Teacher • Secondary School Teacher • Education Professional • Instructor • Sports Trainers • Nurse • Nurse Practitioner

Experience & Education

Position:
Principal at Highland Advisory Group, CERTIFIED FINANCIAL PLANNER™ professional at...
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Skills:
Comprehensive Financial Planning, Wealth Management Services, Business Exit Planning
Full Profile

Rebecca Kennell Phoenix, AZ

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

Position:
CERTIFIED FINANCIAL PLANNER™ at Custom Financial Design
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Custom Financial Design CERTIFIED FINANCIAL PLANNER™since Nov 2000
Skills:
Investments, Retirement, Risk Management, Non-profits, Strategic Planning, Leadership, Public Speaking
Full Profile

Ellen Dean Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Dean • Higher Education Professional • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Ellen Dean, CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services, Inc.
Title:
CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services, Inc., Member FINRA/SIPC 1118 East Missouri, Suite A2
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Ellen Dean, CERTIFIED FINANCIAL PLANNER™since Mar 2001
Full Profile

Craig Scrimpshire Phoenix, AZ

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

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 2003Intel Corp EngineerAug 2000 - Nov 2003
Full Profile

Jamie Kahn Phoenix, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Soccer Coach at Young Champions of America, Owner - Estate Planner at Four Peaks Planning, Inc.
Title:
Estate Planner
Location:
Phoenix, Arizona Area
Industry:
Legal Services
Work history:
Young Champions of America Soccer Coachsince Apr 2008Four Peaks Planning, Inc. Owner - Estate Plannersince Mar 2004
Full Profile

Vincent Cfp Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Managing Partner • Corporate Executive • Chief Executive • Financial Manager • Partner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor

Experience & Education

Position:
Managing Director at American Portfolios Financial Services
Title:
Managing Director, American Portfolios Financial Services
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
American Portfolios Financial Services Managing Directorsince Nov 2001Herchold, Esparza and Johnson Managing PartnerJan 1994 - Nov 2000
Full Profile

Rebecca Warren Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
CFP at Warren Financial Services, Investment Advisor Representative and Registered Representative...
Title:
CFP at Warren Financial Services
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Warren Financial Services CFPMoloney Securities Co., Inc. Investment Advisor Representative and Registered Representativesince Apr 2000
Skills:
Investments, Tax Return Preparation, Financial Planning, Retirement Planning, Series 7, Wealth...
Full Profile

James Lee Bruce Phoenix, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Watermark Estate Planning, Partner at Watermark Wealth Strategies, LLC, Certified Estate...
Title:
Watermark Wealth Strategies, LLC Partner
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Watermark Estate Planning Ownersince Jan 2009Watermark Wealth Strategies, LLC Partnersince Jan 2009
Full Profile

Matthew Maclean Phoenix, AZ

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

Position:
Financial Advisor / Certified Financial Planner Practioner / Business Financial Advisor at...
Title:
CFP®, ChFC ®, CRPC®
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor / Certified Financial Planner Practioner / Business Financial Advisorsince Aug 2002
Full Profile

Ron Wilson Phoenix, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chairperson • Chairman of the Board • Chief Executive • Financial Manager • Law Specialist • Lawyers

Experience & Education

Position:
Partner at Morris, Hall & Kinghorn
Title:
Partner at Morris, Hall & Kinghorn, P.L.L.C.
Location:
Phoenix, Arizona Area
Industry:
Law Practice
Work history:
Morris, Hall & Kinghorn - 3300 N Central Ave, Suite 900 Phoenix, AZ 85012Partnersince Jun 2006Robbins & Green - Phoenix, Arizona AreaEstate Planning Attorney & Shareholder1984 - 2006
Full Profile

Al Quihuis Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Quihuis Investment Group
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Quihuis Investment Group Certified Financial Plannersince Jul 1988
Skills:
Strategic Financial Planning, Investments, Retirement Planning
Full Profile

Pamela Hofmann Phoenix, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Financial Manager

Experience & Education

Position:
Client Service Representitive at GE Capital
Title:
Client Service Rep at GE Capital
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
GE Capital Client Service Representitivesince May 2012Desert Schools Federal Credit Union Estate Planner2004 - 2009
Full Profile

Richard Getzen Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Advisor

Experience & Education

Position:
President/Managing Principal at The Getzen Group Inc.
Title:
President / Managing Principal The Getzen Group Inc.
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
The Getzen Group Inc. President/Managing Principalsince Mar 1995American Express Financial Advisors Private Client/Wealth ManagementOct 1989 - Mar 1995
Full Profile

Christopher Travelle Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER TM at Morgan Stanley Smith Barney, CERTIFIED INVESTMENT MANAGEMENT...
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CERTIFIED FINANCIAL PLANNER TMsince May 1996Morgan Stanley Smith Barney CERTIFIED INVESTMENT MANAGEMENT ANALYST TMsince May 1996
Full Profile

Scott Harris Phoenix, AZ

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 Principal Financial Group
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Principal Financial Group Certified Financial Plannersince Oct 1999
Full Profile

Diana Love Phoenix, AZ

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

Position:
Retired at Charles Schwab
Title:
Certified Financial Planner
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Charles Schwab Retiredsince Jan 2006Charles Schwab Senior Financial Consultant1998 - 2006
Full Profile

Donna Messinger Phoenix, AZ

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
The Vanguard Group Investment ConsultantMay 2000 - Jul 2010
Full Profile

Nancy Loveland Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner™ at United Planners Financial Services of America
Title:
Certified Financial Planner
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
United Planners Financial Services of America Certified Financial Planner™since Jun 2004
Full Profile

Lenny Trujillo Phoenix, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Sales Manager • Sales Director • Financial Manager

Experience & Education

Position:
Estate Planner at East Valley Senior Services LLC
Title:
Estate Planner, licensed in Life and Health Insurance, Expertise in Retirement and Legacy Planning
Location:
Phoenix, Arizona Area
Industry:
Consumer Services
Work history:
East Valley Senior Services LLC Estate Plannersince Feb 2009Cox Autotrader Commercial Sales ManagerJun 2007 - Mar 2009
Skills:
Telecommunications, Call Center Development, Hosted Services, Microsoft Office, Customer Support,...
Full Profile

Joel Bonnema Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Manager • Marketing Director • Chief Executive • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Non-Profit • Advisor • Bachelor of Arts

Experience & Education

Position:
Partner, Private Wealth Manager at Hatton Consulting, Inc.
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
Hatton Consulting, Inc. - Phoenix, Arizona AreaPartner, Private Wealth Managersince Sep 2012Miller/Russell & Associates Senior Investment CounselorSep 1997 - Sep 2012
Full Profile

Jay Perry Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Vice President at Hybrid Home Living
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Hybrid Home Living Vice Presidentsince Sep 2010Kramer & Kramer Estate Planning PresidentSep 1996 - May 2008
Full Profile

Clay Janson Phoenix, AZ

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER Professional at AXA Advisors. LLC.
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Full Profile

Mark Stein Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Galvin, Gaustad & Stein, LLC
Title:
Galvin, Gaustad & Stein, LLC
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Galvin, Gaustad & Stein, LLC Certified Financial Plannersince 2008
Full Profile

Lenny Trujillo Phoenix, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Sales Manager • Sales Director • Financial Manager • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Estate Planner at East Valley Senior Services LLC
Title:
Estate Planner, licensed in Life and Health Insurance, Expertise in Retirement and Legacy Planning
Location:
Phoenix, Arizona Area
Industry:
Consumer Services
Work history:
East Valley Senior Services LLC Estate Plannersince Feb 2009Cox Autotrader Commercial Sales ManagerJun 2007 - Mar 2009
Full Profile

Jason Roberts Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Solutions Advisor • Advisor • Financial Manager • Counselor • Psychologist • Independent Business Owners • Psychology Specialist

Experience & Education

Work

Company:
Merrill lynch
Financial solutions advisor
Company:
The vanguard group - Scottsdale, AZ
Financial advisory services / high net worth client relations

Skills

Investment Strategies, Financial Research, Financial Planning, Compliance, Policy Reviews,...
Full Profile

Alexander Schneebacher Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Title:
Associate Financial Advisor
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Aug 1994
Full Profile

Michelle Cfp Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Financial Manager • Business Administrator • Analyst • Analysts • Managers • Operations Manager • Agent • Sales Representative • Bachelor of Science • Associate in Applied Science • Student Worker • IT Specialist • Information Systems Analyst • IT Analyst

Experience & Education

Work

Company:
Foal planning inc - Commack, NY
Certified financial planner practitioner
Company:
Frisch financial group - Melville, NY
Financial planning associate

Skills

Strong Client Engagement skills Customized Portfolio Creation Equity Technical Analysis ...
Full Profile

Alex Schneebacher Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Title:
Associate Financial Advisor
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Aug 1994
Full Profile

Jonathan Zweifel Phoenix, AZ

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 • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Investments at SagePoint Financial, Inc
Title:
Senior Vice President, Investments at SagePoint Financial Advisors
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
SagePoint Financial, Inc Senior Vice President, Investmentssince Jul 2006H & R Block Financial Advisors Financial AdvisorFeb 1999 - Jul 2006
Languages:
Russian
Full Profile


Certified Financial Planners near Phoenix, AZ01122334455ScottsdaleGlendaleTempe