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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Plymouth Meeting, PA

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5 results found

Charlie Pendleton Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Director of Operations • Chief Executive • Financial Manager • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Managers • Advertising Professional • Advertising Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Computer Specialist • Computer Scientists • Inspector • Contractor • Independent Business Owners

Experience & Education

Position:
Owner at CFP Systems, LLC, Director of Operations at Unique Solutions, LTD
Title:
Owner at CFP Systems
Location:
Greater Philadelphia Area
Industry:
Internet
Work history:
CFP Systems, LLC - Schwenksville, PAOwnersince Jul 2011Unique Solutions, LTD - Plymouth Meeting, PADirector of Operationssince Jul 2011
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Dan Cooper Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Advisor • Philanthrope • Team Member • Non-Profit • Fiduciary • Law Specialist • General Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Financial Manager • Financial Officer

Experience & Education

Position:
Associate at Morgan, Lewis & Bockius LLP
Location:
Greater Philadelphia Area
Industry:
Law Practice
Work history:
Morgan, Lewis & Bockius LLP - PhiladelphiaAssociatesince Apr 2012Legacy Advisors - Plymouth Meeting, PAGeneral Counsel and Client AdvisorMay 2009 - Apr 2012
Skills:
Estate Planning, Portfolio Management, Trusts, Investments, Mergers & Acquisitions, Due...
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Renzo Cerabino Philadelphia, PA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Independent Contractor • Contractor • Financial Analyst • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Underwriter • Master of Business Administration • Juris Doctor • Law Specialist • Lawyers • Chief Executive • Operations Manager • Financial Manager

Experience & Education

Position:
Wealth Advisor at First Niagara Bank
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
First Niagara Bank - Plymouth Meeting, PAWealth Advisorsince Sep 2011Merrill Lynch Financial AdvisorsAug 2010 - Sep 2011
Certifications:
Certified Financial Planner ®
Certified Divorce Financial Analyst ®
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John Sklencar Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Community Service Manager • Fiduciary • Trust Law Attorney • Lawyers • Model • Bachelor of Science • Automotive Specialist • Automotive Professional • Government Administration Professional • Sales Representative • Student Worker • School Administrator • Educational Manager

Experience & Education

Position:
Founder & Chief Financial Advisor at Physicans Private Client Group, Financial Advisor at FSC...
Title:
Founder & Chief Financial Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Physicans Private Client Group - Plymouth Meeting, PaFounder & Chief Financial Advisorsince Dec 2010FSC Securities Corporation - Plymouth Meeting, PAFinancial Advisorsince Nov 1995
CFP
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Laurie Lynch Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Business Manager • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Financial Manager • Operations Manager • Hospitality Manager • Tourism Professional • Hospitality Professional • Management Team Executive • Sales Representative • IT Specialist

Experience & Education

Position:
Client Services and Office Manager Financial Services at Middleton Gardiner Group, LLC
Title:
Operations, Financial Services, Client Services
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Middleton Gardiner Group, LLC Client Services and Office Manager Financial Servicessince 2009Create A Scene Business Manager2005 - 2008
a CFP
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Certified Financial Planners near Plymouth Meeting, PA0125250375500625PhiladelphiaConshohockenWayneBlue BellNorth WalesValley ForgeHorshamNorristownFort WashingtonLansdale


Certified Financial Planners around Plymouth Meeting, PA

Blue Bell  (8)
Conshohocken  (15)
Devon  (1)
Dresher  (2)
Hatfield  (1)
Horsham  (3)
Lansdale  (2)
Norristown  (3)
North Wales  (6)
Philadelphia  (623)
Valley Forge  (5)
Wayne  (14)

Certified Financial Planners in Pennsylvania

Sub-specializations