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Certified Financial Planners in Plano, TX

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11 results found

Perry Picou Plano, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerNetwork DesignerComputer Network ProfessionalComputer Network ConsultantComputer Network EngineerNetwork Systems AdministratorNetwork AdministratorComputer ConsultantIT ConsultantSubject Matter ExpertSecuritySkilled ProfessionalFinancial ManagerC++ DeveloperJava DeveloperUnix AdministratorComputational ScientistComputer Systems AdministratorSoftware EngineerSoftware DevelopersSoftware DeveloperComputer ScientistsSupporting MemberProject ManagerTechnical SpecialistTechnical Support SpecialistsTeam MemberProject ManagersDesign ProfessionalGraphic DesignerDesign ExpertBachelor of ScienceDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
CALO Network Engineer at Cisco
Location:
Plano, Texas
Industry:
Computer Networking
Work history:
Cisco - Richardson, TXCALO Network Engineersince Aug 2011Cisco Systems - Austin, TXSecurity Change Management EngineerMay 2011 - Aug 2011
Certifications:
Cisco Certified Network Professional (CCNP)
Cisco Certified Design Professional (CCDP)
CFP Optics and inter-connectivity with MM and SM F..

Greg Schmitz Dallas, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSenior AdvisorAdvisorCounselorFiduciaryTrust Law AttorneyLawyersFinancial ManagerAnalystAnalystsOperations ManagerProject ManagersAccounting BookkeeperBookkeeperSoftware Developers

Experience & Education

Position:
Senior Advisor, Wealth Management at Talis Advisory Services, LLC
Title:
Senior Advisor, Wealth Management at Talis Advisors
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Talis Advisory Services, LLC - Plano, TXSenior Advisor, Wealth Managementsince Mar 2006GMS Consulting Executive consultant2004 - 2006
CFP

Mark Trewitt Plano, TX

Professions & Specialties

Financial ConsultantCertified Financial PlannerEstate PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerManaging PartnerPartnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AnalystUnderwriter

Experience & Education

Position:
Managing Partner at Integrated Financial Solutions Group
Location:
Plano, Texas
Industry:
Financial Services
Work history:
Integrated Financial Solutions Group - Plano, TxManaging Partnersince Jan 2006

Diane Roth Plano, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOffice AssistantAssistant to the PresidentOffice ClerkClerical SpecialistAdministrative AssociateAdministrative ClerkPartnerFinancial ManagerChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerRecruitmentPsychology Specialist

Experience & Education

Work

Company:
Goldin peiser & peiser l.l.p
Executive assistant to cfp/partner
Company:
Amerisourcebergen specialty group - Frisco, TX
Executive assistant to president

Jed Bernstein Plano, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Bowery
General manager
Company:
Certified financial planner(tm) - Dallas, TX
Certified financial planner

Dana Barfield Plano, TX

Professions & Specialties

ChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Orthopaedic Finance, Inc
Title:
President and CEO, The Barfield Group, Inc
Location:
Plano, Texas
Industry:
Financial Services
Work history:
Orthopaedic Finance, Inc - Plano, TexasPresidentsince Apr 2009
Skills:
Retirement Planning, Investment Management, Investment Strategies, Strategic Financial Planning,...
CFP

Jeff Meuschke Dallas, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentEstate PlannerFunderCertified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRegional Vice PresidentFinancial ManagerVice PresidentSecurityCoordinatorManagersArea Sales ManagerBuyerSales PersonAccount Service ManagerRegional Sales ConsultantSales RepresentativeBuyer and SellerUnderwriterAdvertising ProfessionalAdvertising Sales AgentProperty ManagerReal Estate Manager

Experience & Education

Position:
Home Loans Risk & Change Management at Capital One
Title:
Financial Services Professional | Passion for Developing People | Available to Discuss My Next Opportunity
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Capital One - Plano, TXHome Loans Risk & Change Managementsince Sep 2012Capital One - Plano, TXMortgage Credit Policy & Procedures SpecialistFeb 2011 - Sep 2012
Skills:
Real Estate, Training, Loyalty Programs, Leadership, Account Management, Loan Origination,...

Scott Loposer Dallas, TX

Professions & Specialties

Puchasing and Estimating ManagerAnalystApprenticeAnalystsMarket AnalystMarket Research AnalystLicensed Real Estate BrokerProperty ManagerReal Estate ManagerStudent WorkerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSurvey ResearcherCleaning WorkerAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Underwriting Analyst at Alliant Capital LLC
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
Alliant Capital LLC - Plano, TXUnderwriting Analystsince Jan 2013GSL Welcome Group - Houston, Texas AreaIntern, Acquisitions AnalystMay 2012 - Dec 2012
Shadowed a CFP and CFA regarding the company's investment por..

Michael Nelson Dallas, TX

Professions & Specialties

Puchasing and Estimating ManagerCertified Nurse AideNurseNurse PractitionerComputer Software ProfessionalSoftware DevelopersDirectorChief Executive OfficerPartnerOperations ManagerCorporate ExecutiveChief ExecutiveAdvisorInformation Technology SpecialistIT SpecialistSales ManagerFinancial ManagerBusiness ConsultantBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Position:
Technical Sales at AppDynamics
Title:
Technical Sales
Location:
Dallas/Fort Worth Area
Industry:
Computer Software
Work history:
AppDynamics - Plano, TXTechnical Salessince Sep 2011HRsmart Director, Strategic Client AdvisorJan 2011 - Mar 2011
Certifications:
ITIL v3 Foundations, ITIL Certification Management Board
Certified Financial Planner/Retirement Plans Speci..

Brian Fisher Plano, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChairpersonCo-FounderExecutive Vice PresidentChief ExecutiveFounderFounding MemberOperations ManagerVice PresidentNon-ProfitOrganization ManagementCorporate ExecutiveFinancial ManagerPhilanthropeHigh School DiplomaAdvertising ProfessionalAdvertising Sales AgentRecruitmentProperty ManagerReal Estate Manager

Experience & Education

Position:
President at Online for Life
Title:
President and Co-Founder at Online for Life
Location:
United States
Industry:
Nonprofit Organization Management
Work history:
Online for Life - Plano, TXPresidentsince Jan 2012Pursuant - Dallas, TXExecutive Vice President, OperationsApr 2011 - Jan 2012
Skills:
Business Turnaround, Profit & Loss Management, New Business Development, Income Statement,...

Ilya Kotlyanskiy Plano, TX

Professions & Specialties

Relationship ManagerAccount Service ManagerClient Service OfficerVice PresidentManagerChief ExecutiveOperations ManagerMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorCustomer Service

Experience & Education

Work

Company:
Strategic wealth partners
Client relationship manager
Company:
Jpmorgan chase bank, n.a
Vice president/branch manager


Certified Financial Planners near Plano, TX0113226339452565DallasLewisvilleIrvingGarlandFriscoRichardsonAddisonCarrolltonCoppellMcKinney



Certified Financial Planners around Plano, TX

Addison  (4)
Allen  (2)
Carrollton  (3)
Coppell  (2)
Dallas  (563)
Frisco  (5)
Garland  (5)
Irving  (9)
Lewisville  (10)
McKinney  (2)
Mesquite  (1)
Richardson  (4)
Rowlett  (1)

Certified Financial Planners in Texas

Sub-specializations