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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Pittsburgh, PA

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150 results found

Holly Magister Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advocate • Jurist • Legal Counsel • Entrepreneur • Planner • Managers • Chief Executive Officer • Founder • Financial Manager • Corporate Executive • Chief Executive • Founding Member • Master of Science

Experience & Education

Position:
CEO, Exit Planner for Entrepreneurs at Enterprise Transitions, LLP, Entrepreneur Network Founder at ...
Title:
CPA, CFP | Advocate for the Entrepreneur | Growth and Exit Planner | M&A Intermediary
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Enterprise Transitions, LLP CEO, Exit Planner for Entrepreneurssince Feb 2004Exit Promise, LP Entrepreneur Network Foundersince 2010
Full Profile

T.J. Reisdorf Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Team Leader • Chief Administrative Officer • Chair of Committee • Chief Executive • Operations Manager • Chairperson • Financial Manager • Presenter • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Spokesperson • Sales Representative • Trust Law Attorney • Lawyers • Research Scientist • IT Specialist

Experience & Education

Position:
Vice President & Team Leader at FNB Wealth Management
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
FNB Wealth Management - Pittsburgh, PAVice President & Team Leadersince Jul 2012FNB Wealth Management Vice President & Relationship ManagerApr 2011 - Jul 2012
Skills:
Financial Planning, Asset Management, Compliance, Estate Planning, Trusts, Retirement Planning,...
CFP
Full Profile

Paul Clu Pittsburgh, PA

Professions & Specialties

Financial Planner • Financial Consultant • Estate Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Underwriter • Advisor • Planner • Counselor • Master of Science • MS in Forensic Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Financial Manager • Instructor • Pedagogue

Experience & Education

Position:
Financial Planner at Luttner Financial Group
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Luttner Financial Group Financial Plannersince Jan 2007MetLife Financial Services Senior Financial Advisor / PlannerJun 2002 - Jan 2007
Skills:
Preparing an overall financial plan and monitoring the plans progress over time and make...
Full Profile

John Mouganis Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Partner • Financial Manager • Chief Executive • Operations Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Mouganis Financial Services
Title:
Certified Financial Planner at Mouganis Financial Services
Location:
Greater Pittsburgh Area
Industry:
Investment Management
Work history:
Mouganis Financial Services - Northern PittsburghCERTIFIED FINANCIAL PLANNER™since 2012Touchstone Capital, Inc. CERTIFIED FINANCIAL PLANNER™ Practitioner and Partner2009 - 2012
Full Profile

Ronna Del Valle Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
President at Golden Strategies Financial Group
Title:
Certified Financial Planner
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Golden Strategies Financial Group Presidentsince Jun 2003ING Financial Partners Financial Planner2003 - 2009
Full Profile

Joseph White Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Global Associates
Location:
Greater Pittsburgh Area
Industry:
Chemicals
Work history:
Global Associates CFP
Full Profile

Michael Giffin Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chairperson • Founding Member • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Founder & President at Ensphere College Planning Services LLC, President & Founder at...
Title:
Help parents of College bound students in all phases of college planning!
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Ensphere College Planning Services LLC Founder & Presidentsince Jul 2002Giffin Planning Services, Inc. President & Foundersince Jan 1986
..has both her MBA in business and is a CFP
Full Profile

James Wallisch Pittsburgh, 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 • Supporting Member • Counselor • Team Member • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Title:
Certified Financial Planner™ at Raymond James Financial Services, Inc. Member FINRA/SIPC
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC Financial Advisorsince 1991The Hay Group Associate Consultant1989 - 1990
Full Profile

Christine Robinette Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Fragasso Financial Advisors
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Fragasso Financial Advisors Financial Advisorsince Jan 1996
Skills:
Financial Planning, Investment Management, Retirement Planning, Estate Planning, College Expense...
Full Profile

Lou D'angelo Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Advisor • Grinding and Polishing Worker

Experience & Education

Position:
Owner, Certified Financial Planner (tm) at D'Angelo Financial Services LLC
Title:
Owner, D'Angelo Financial Services LLC
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
D'Angelo Financial Services LLC Owner, Certified Financial Planner (tm)since Feb 2005Prudential Financial Financial PlannerMay 2000 - Feb 2005
Skills:
Estate Planning, Inheritance Tax Planning, Financial Modeling, Securities
Certifications:
Certified Financial Planner (tm), Certified Financial Planner Board of Standards
Chartered Mutual Fund Counselor, College For Financial Planning
Full Profile

Amanda Priebe Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Planner • Team Member • Board Member • Financial Manager • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Wealth Planner at PNC Bank Wealth Management, Board of Director's Member at Financial...
Title:
CFP® Professional, Associate Wealth Planner, PNC Wealth Management
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
PNC Bank Wealth Management - Downtown Pittsburgh,PAAssociate Wealth Plannersince Feb 2012Financial Planning Association of Pittsburgh - Greater Pittsburgh AreaBoard of Director's Membersince Jan 2013
Skills:
Retirement Planning, Strategic Financial Planning, Estate Planning, Public Speaking, Wealth...
Certifications:
CERTIFIED FINANCIAL PLANNER (TM) Professional, Certified Financial Planner Board of Standards
Full Profile

Aj Jugan Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor: A Platinum Financial Services® Practice at Ameriprise Financial Services, Inc.
Title:
CFP®, CRPC®, CFS®, Certified Financial Planner™ practitioner
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor: A Platinum Financial Services® Practicesince Feb 2005
Full Profile

Sarvey Canella Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ Practitioner at Canella Financial Group
Title:
Owner, Canella Financial Group
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Canella Financial Group CERTIFIED FINANCIAL PLANNER™ Practitionersince Jan 2000Securities America, Inc. Member FINRA/SIPC Financial Advisor2010 - 2013
Full Profile

Donald Sauer Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Greater Pittsburgh Area
Industry:
Investment Management
Full Profile

Lauren Beauseigneur Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Labor Relations Specialist • Financial Manager • Recruitment • Employee Placement Specialist • Community Service Manager • Student Worker

Experience & Education

Position:
Client Relations for Ryan Coulter, CFP® at LFG, LLC
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
LFG, LLC - Greater Pittsburgh AreaClient Relations for Ryan Coulter, CFP®since Oct 2012US Steel Labor Relations SpecialistNov 2011 - Sep 2012
Full Profile

Joyce Schnur Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Vice President Financial Services at Kaplan University School of Professional and Continuing...
Title:
Vice President at Kaplan
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Kaplan University School of Professional and Continuing Education Vice President Financial Servicessince Oct 2006CFP(r) Instructor Facultysince 2002
Certifications:
CFP (r) - 1994, CFP Board of Standards
ChFC - 2009, The American College
Full Profile

Clinton Guyaux Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Partner at Guyaux & Mah, Partner at Guyaux & Runnette
Title:
CFP, CLU, CLTC, CFBS
Location:
Pittsburgh, Pennsylvania
Industry:
Financial Services
Work history:
Guyaux & Mah - 4 Center Avenue, Aspinwall PA 15215Partnersince Apr 2007Guyaux & Runnette Partnersince Apr 2007
Full Profile

Melissa Mikus Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Owner at KID MANIA, LLC, Registered Paraplanner at Southpointe Financial Services
Title:
Owner of KID MANIA, LLC
Location:
Greater Pittsburgh Area
Industry:
Retail
Work history:
KID MANIA, LLC - Washington, PAOwnersince Aug 2003Southpointe Financial Services - Canonsburg, PARegistered Paraplannersince 2001
Full Profile

Elise Yanders Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Merrill Lynch
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Merrill Lynch Certified Financial Planner
Full Profile

Brian Giffin Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
CFP® at Merrill Lynch
Title:
CFP Merrill Lynch
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Merrill Lynch - beaver, paCFP®since May 2007US Air Force Cryptologic LinguistJun 1986 - Nov 1989
Skills:
Investments, Strategic Financial Planning, Insurance, Retirement Planning, Series 7, Asset Managment
Full Profile

Brian Lattanzi Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Co-Owner • Manager • Chief Administrative Officer • Owner • Chief Executive • Operations Manager • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter

Experience & Education

Position:
Broker at Luttner Financial Group, Co-owner/Manager at Cody Real Estate
Title:
Financial Professional at Luttner Financial Group
Location:
Pittsburgh, Pennsylvania
Industry:
Financial Services
Work history:
Luttner Financial Group Brokersince May 2013Cody Real Estate - Greater Pittsburgh AreaCo-owner/Managersince Jun 2012
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, ...
Full Profile

Brian Stumpf Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
CFP®, CRPC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Feb 2005
Full Profile

Patsy Lampert Pittsburgh, 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 Pittsburgh Area
Industry:
Financial Services
Full Profile

Scott Shoup Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner TM Professional at Pennsylvania Financial Group
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Pennsylvania Financial Group Certified Financial Planner TM Professionalsince Jun 1988
Full Profile

Anthony Harris Pittsburgh, PA

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, Certified Financial Planner at Wells Fargo Advisors, LLC
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Wexford, PAVice President, Certified Financial Plannersince Dec 2011Morgan Stanley Smith Barney Certified Financial PlannerSep 2006 - Dec 2011
Full Profile

Ivana Liberatore Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at HD Vest Financial Services, Owner at Ivana Liberatore CPA, CFP & Company
Title:
Owner, Ivana Liberatore CPA, CFP
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
HD Vest Financial Services Financial Advisorsince 2005Ivana Liberatore CPA, CFP & Company Ownersince Jan 1988
Skills:
Tax, Retirement Planning, Tax Preparation, Income Tax, Finance, Accounting, Tax Returns, CPA,...
Full Profile

James Mcgovern-Jr Pittsburgh, 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 at Lifetime Financial Growth,LLC, National Faculty Member for The Living Balance Sheet
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Full Profile

Scott Rain Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Tax Senior at Schneider Downs
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Schneider Downs Tax Seniorsince Jan 2008BPU Investment Management, Inc. Director of Retirement Plan ServicesJan 2006 - Jan 2008
Full Profile

Matthew Binstock Pittsburgh, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Business Administration • Underwriter • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Luttner Financial Group
Title:
Financial Advisor Park Avenue Securities at Luttner Financial Group / Wealth & Retirement Planning Strategies
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Luttner Financial Group - PittsburghFinancial Advisorsince Oct 2006
Full Profile

Todd Simakas Pittsburgh, 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 • Financial Manager

Experience & Education

Position:
Financial Advisor CERTIFIED FINANCIAL PLANNER at Morgan Stanley Smith Barney, Financial Advisor at...
Title:
Financial Advisor CERTIFIED FINANCIAL PLANNER at Morgan Stanley Smith Barney
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor CERTIFIED FINANCIAL PLANNERsince Jan 2007Morgan Stanley Smith Barney Financial Advisorsince Feb 1999
Full Profile

Dennis Spingola Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Financial Manager • Operations Manager • Agent • Sales Representative • Master of Business Administration • Advisor

Experience & Education

Position:
Regional Manager/ advisor at Emerson Reid & Co
Title:
VP Broker Relations, MBA,CFP
Location:
Greater Pittsburgh Area
Industry:
Insurance
Work history:
Emerson Reid & Co - Greater Pittsburgh AreaRegional Manager/ advisorsince Jan 2009Rogers Benefit Group - Greater Pittsburgh AreaRegional ManagerApr 1992 - Jan 2009
Skills:
Health Insurance, Employee Benefits, Group Benefits, Retirement, Financial Planning, Series 63,...
Full Profile

Matthew Collins Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
President at Collins & Ganley PC
Title:
CPA, CFP, Certified QuickBooksPro Advisor
Location:
Greater Pittsburgh Area
Industry:
Accounting
Work history:
Collins & Ganley PC Presidentsince Jun 1995
Skills:
Accounting, Financial Reporting, Tax Preparation, S Corporations, CPA, Tax Returns, Income Tax,...
Full Profile

Ahmie Baum Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at UBS Wealth Management, Managing Director at UBS Wealth Management
Title:
Managing Director at UBS Wealth Management
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
UBS Wealth Management Certified Financial Plannersince Mar 1993UBS Wealth Management Managing Directorsince 1993
Skills:
Fee-Based Financial Planning
Full Profile

Ann Dickinson Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Realtor at Prudential Preferred Realty
Location:
Greater Pittsburgh Area
Industry:
Real Estate
Work history:
Prudential Preferred Realty Realtorsince May 2002Trinity School for Ministry CFP Administrator1994 - 1997
Full Profile

Merle Koon Pittsburgh, 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 Lincoln Financial Advisors Corporation
Title:
Certified Financial Planner at Lincoln Financial Advisors Corporation and Financial Services Consultant
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Corporation Certified Financial Planner
Full Profile

Mark Speedy Pittsburgh, PA

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 BNY Mellon, Assistant Portfolio Officer at BNY Mellon, Portfolio...
Title:
Certified Financial Planner at BNY Mellon
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
BNY Mellon Certified Financial PlannerBNY Mellon Assistant Portfolio Officersince 2000
Full Profile

Merle Koon Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner Practitioner at Private Practice
Title:
Private Practice
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Private Practice Certified Financial Planner Practitionersince Jun 1984Lincoln Financial Advisors Financial PlannerApr 2007 - Apr 2009
Full Profile

Michael Peuler Pittsburgh, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager • Vice President • Chief Executive • Operations Manager • Personal Care Aide

Experience & Education

Position:
Financial Consultant at Michael Peuler LLC
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Michael Peuler LLC Financial Consultantsince Jul 2010Butler Co Teachers Federal Credit Union - Pittsburgh, PaFinancial Consultant/CPA/CFPSep 2009 - Jul 2010
Full Profile

Chris Wieder Pittsburgh, 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® at Allegheny Financial Group
Title:
Financial Advisor, CFP® - Allegheny Financial Group
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Allegheny Financial Group Financial Advisor, CFP®since Apr 2006
Full Profile

Bryan Procacini Pittsburgh, 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 Management Advisor, CFP at Merrill Lynch
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President, Wealth Management Advisor, CFPsince Jan 2002
Full Profile

Sara Botkin Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President - Wealth Management at Smith Barney
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Smith Barney Vice President - Wealth ManagementHefren-Tillotson, Inc. Associate Vice PresidentNov 2001 - Jan 2007
Full Profile

Kevin Logan Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Relationship Manager • Account Service Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Financial Manager • Customer Service

Experience & Education

Work

Company:
Shc, llc
Registered investment advisor and cfp
Company:
Hsbc, inc - Manhattan, NY
Premier relationship manager
Full Profile

Samuel Dippold Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner at Hefren-Tillotson
Title:
Certified Financial Planner (R)
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Hefren-Tillotson Senior Financial Plannersince May 2007
Full Profile

Rush Hodgin Pittsburgh, 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:
Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER practitioner at Ameriprise Financial Services, Inc.
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Full Profile

Nicholas Camp Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Owner at Nicholas R Camp, CPA/PFS, CFP, CFE
Title:
Nicholas R Camp, CPA/PFS, CFP, CFE
Location:
Greater Pittsburgh Area
Industry:
Accounting
Work history:
Nicholas R Camp, CPA/PFS, CFP, CFE Ownersince Jan 1995
Full Profile

Christina Fuselier Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Position:
CFP at Ameriprise Financial Services, Inc.
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. CFP
Full Profile

Toni Ondek Pittsburgh, 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 at Morgan Stanley Smith Barney
Title:
Financial Advisor, CFP at Smith Barney
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor, CFPsince Mar 1997
Full Profile

Sara Peak Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Contractor • Financial Manager • Independent Business Owners

Experience & Education

Position:
Certified Financial Planner at Self Employed (Sole Proprietorship)
Title:
Certified Financial Planner at Self Employed
Location:
Greater Pittsburgh Area
Industry:
Fine Art
Work history:
Self Employed Certified Financial Planner
Full Profile

Dick Bopp Pittsburgh, PA

Professions & Specialties

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

Experience & Education

Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Waddell & Reed CFPSep 2002 - Dec 2008Eaton Corporation Manager1994 - 2002
Full Profile

Petrov Vitaly Pittsburgh, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Financial Manager

Experience & Education

Position:
Cfp at Pepsi Bottling Group
Location:
Greater Pittsburgh Area
Industry:
Consumer Goods
Work history:
Pepsi Bottling Group Cfp
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