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Certified Financial Planners in North Carolina

Certified Financial Planners in Raleigh, NC

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227 results found

Marge Glass Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Master of Business Administration • Advisor • Counselor • Moderator • Speaker • Spokesperson • Representative • Mediator • Financial Manager

Experience & Education

Title:
JD, MBA, CFP, SPHR - Professional Advisor & Consultant - Transitions, Change Management, Facilitator,Mediator,Speaker
Location:
Raleigh-Durham, North Carolina Area
Industry:
Management Consulting
Full Profile

Phillip Royal Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Project Managers • Software Engineer • Software Developers • School Principal • School Administrator • Educational Manager • Project Manager • Supervisor • Leader • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at Master Plan Wealth Management Chapel Hill, NC | Bedford, NH
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Tony Delauney Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER practitioner at Ameriprise Financial Services, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Doug Lewis Raleigh, NC

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 Lewis Financial Management, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Lewis Financial Management, LLC Certified Financial Planner
Full Profile

Michael Ingaglio Raleigh, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advertising Professional • Advertising Sales Agent • Financial Manager • Operations Manager • Sales Representative

Experience & Education

Title:
Financial Advisor/CFP(R) at Mike Ingaglio, CFP(R)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Marketing and Advertising
Full Profile

Laura Berra Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
First Vice President, Investments at WELLS FARGO ADVISORS, LLC
Title:
Financial Advisor, CFP® at Wells Fargo Advisors
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
WELLS FARGO ADVISORS, LLC First Vice President, Investmentssince Dec 1996
Full Profile

Anthony Delauney Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER practitioner at Ameriprise Financial Services, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Catherine Hovis Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
CFP / SVP at BB&T
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Janene Tompkins Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor at TIAA-CREF
Title:
CFP(r) Wealth Managment Professional
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
TIAA-CREF - Durham, NCWealth Management Advisorsince Jul 2012Coastal Federal Credit Union - Raleigh-Durham, North Carolina AreaSr. Financial AdvisorAug 2005 - Aug 2012
Full Profile

Con Mcdonald Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
President at The Wealth Group, Ltd., President at Physicians Financial Services, Inc.
Title:
Certified Financial Planner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
The Wealth Group, Ltd. - Raleigh-Durham, North Carolina AreaPresidentsince 2009Physicians Financial Services, Inc. - Raleigh-Durham, North Carolina AreaPresidentsince 1987
Full Profile

G Sneal Raleigh, NC

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Psychologist • Doctor of Medicine • Bachelor of Science • Supporting Member • Business Administrator • Team Member • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Sr. Portfolio Manager at TIAA-CREF (North Carolina)
Title:
Sr. Portfolio Manager
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
TIAA-CREF (North Carolina) Sr. Portfolio Managersince Jun 2007
Full Profile

John Kober Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
Managing Director-Investment Officer, CFP at Wells Fargo Advisors, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Doug Bray Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Management Analyst • Analysts • General and Operations Manager • Director of Operations • Operations Manager • Business Administration Specialist • Bachelor of Science • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Vice President / Certified Financial Planner at Scott and Stringfellow / BB&T
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Scott and Stringfellow / BB&T Sr. Vice President / Certified Financial Plannersince Oct 2010Merrill Lynch Sr. Vice President / Certified Financial PlannerJan 2002 - Oct 2010
Full Profile

Gregory Neal Raleigh, NC

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Psychologist • Doctor of Medicine • Bachelor of Science • Supporting Member • Business Administrator • Team Member • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Sr. Portfolio Manager at TIAA-CREF (North Carolina)
Title:
Sr. Portfolio Manager
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
TIAA-CREF (North Carolina) Sr. Portfolio Managersince Jun 2007
Full Profile

Gary Rooth Raleigh, NC

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Executive Vice President • Senior Vice President • Vice President • Chief Executive • Financial Manager • Advisor • Management Consultant • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst

Experience & Education

Position:
Executive Vice President - Wealth Management at Janney Montgomery Scott
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott Executive Vice President - Wealth Managementsince Apr 2009Legg Mason Wood Walker / Smith Barney Senior Vice President - Wealth Management1989 - Apr 2009
Full Profile

David Di Filippo Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Managing Director, Investments at Raymond James, Certified Financial Planner, Managing Director,...
Title:
Certified Financial Planner, Managing Director, Investments at Raymond James
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Raymond James - Raleigh, NCManaging Director, Investmentssince Apr 2012Raymond James - Raleigh-Durham, North Carolina AreaCertified Financial Planner, Managing Director, Investmentssince Apr 1989
Skills:
Wealth Management, Strategic Financial Planning, Retirement Plan Consulting, Options Strategies,...
Full Profile

Leigh Kempf Raleigh, NC

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:
The Littlewood/Kempf/Guild Group at Merrill Lynch
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch The Littlewood/Kempf/Guild GroupMorgan Stanley Smith Barney The Littlewood/Kempf/Guild GroupDec 1993 - Jun 2010
Full Profile

Cathy Hovis Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
SVP, BB&T Wealth Management, CERTIFIED FINANCIAL PLANNER
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Pamela Rigsby Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor and Branch Manager at Raymond James Financial Services, Inc.; Member FINRA/SIPC
Title:
Financial Advisor, CFP®
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc.; Member FINRA/SIPC - 8315 Six Forks Road Suite 201, Raleigh, NC 27615Financial Advisor and Branch Managersince Nov 2009A.G. Edwards VP InvestmentsJun 1994 - Nov 2009
Full Profile

Jack Lancaster Raleigh, NC

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 Jack A. Lancaster,CFP
Title:
Owner, Jack A. Lancaster,CFP
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Jack A. Lancaster,CFP Owner
Full Profile

William Stokes Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Second Vice President at Morgan Stanley Smith Barney
Title:
2nd Vice President at Morgan Stanley
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Second Vice Presidentsince Jan 2006NCF Financial Manager of Financial Planning2002 - 2005
Full Profile

Ande Creekmore Raleigh, NC

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:
First VP Investments / Wealth Management at Janney Montgomery Scott
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott First VP Investments / Wealth Managementsince Jun 2003Wachovia Securities, LLC CFP First VP Investments1998 - 2003
Skills:
Emphasis on wealth accumulation for retirement and income planning during retirement
Full Profile

Pat Yanke Raleigh, NC

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 Yanke Financial, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Danny Marbell Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Owner at Daniel A. Marbell, Jr. CPA, CFP
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Daniel A. Marbell, Jr. CPA, CFP Ownersince Sep 1986Deloitte Haskins and Sells Tax Manager1984 - 1986
Full Profile

Alicia Fitzsimmons Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Senior Account Executive at Fidelity Investments
Title:
Certified Financial Planner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Fidelity Investments Senior Account Executivesince Nov 2005
Full Profile

Regis Lyons Raleigh, NC

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:
CFP, CRPC, SIMC, Financial Advisor at Morgan Stanley Smith Barney
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFP, CRPC, SIMC, Financial Advisor
Full Profile

Kim Kittler Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Service Manager • Office Assistant • Butler • Service Operations Expert • Office Clerk • Clerical Specialist • Personal Care Aide • Manager • Operations Manager • Financial Manager • Client Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Client Manager/Office Manager at Steward Wealth Strategies
Title:
Client Service Manager/Office Manager
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Steward Wealth Strategies Client Manager/Office Managersince Sep 2010
Full Profile

Ben Micham Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Treasurer at ALS Association, Owner at Benjamin R. Micham, CPA, CFP, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
ALS Association Treasurersince 2001Benjamin R. Micham, CPA, CFP, P.A. Ownersince Nov 1995
Full Profile

Kim Tatum Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Owner at Tatum & Edwards, PA, President, CPA/CFP at Tatum & Edwards, P.A.
Title:
President, CPA/CFP at Tatum & Edwards, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Tatum & Edwards, PA OwnerTatum & Edwards, P.A. President, CPA/CFPsince Dec 1988
Full Profile

Cheryl Yanik Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CPA/CFP at UNC Chapel Hill
Title:
CPA at UNC Chapel Hill
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
UNC Chapel Hill CPA/CFPsince Jan 2007
Full Profile

Justin Groce Raleigh, NC

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 Adams Financil Partners
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Adams Financil Partners Certified Financial Planner
Full Profile

Ben Micham Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Owner at Benjamin Micham, CPA, CFP, P.A.
Title:
Owner, Benjamin Micham, CPA, CFP, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Benjamin Micham, CPA, CFP, P.A. Owner
Full Profile

Alan Mcswain Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Tax and Accounting Manager at Benjamin R. Micham, CPA, CFP, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Benjamin R. Micham, CPA, CFP, P.A. Tax and Accounting Manager
Full Profile

Charlotte Kania Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CFP, AIF at First Affirmative Financial Network
Title:
CFP, AIF
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
First Affirmative Financial Network CFP, AIF
Full Profile

John Mcaulay Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Partner, CFP® at The Preferred Client Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
The Preferred Client Group Partner, CFP®since May 2009
Full Profile

John Mcaulay Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CFP at Smith Barney
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Smith Barney CFP
Full Profile

M Baran Raleigh, NC

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 Citi-Smith Barney
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Citi-Smith Barney Certified Financial Planner
Full Profile

Michael Ingaglio Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
Owner, Mike Ingaglio, CFP(R)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Kay Edgar Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Owner at Kay Edgar CPA/CFP, PLLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Kay Edgar CPA/CFP, PLLC Owner
Full Profile

Mike Ingaglio Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
Owner, Mike Ingaglio, CFP(R)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Dick Hilliard Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CFP at RJFS
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
RJFS CFP
Full Profile

Alan Mcswain Raleigh, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Tax and Accounting Manager at Benjamin R. Micham, CPA, CFP, PA
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Full Profile

Benjamin Micham Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
President of Benjamin R. Micham, CPA, CFP, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Full Profile

Michael Sharples Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
CFP at EDJ
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Jack Lancaster Raleigh, NC

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 Jack A Lancaster,CFP
Title:
Owner, Jack A Lancaster,CFP
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Jack A Lancaster,CFP Owner
Full Profile

Steve Gaito Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
Finaincial Planner at Steve Gaito CFP
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Kim Tatum Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CPA/CFP at Tatum and Edwards, PA
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Tatum and Edwards, PA CPA/CFP
Full Profile

Mike Sharples Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
CFP at EDJ
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Benjamin Micham Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
Owner, Benjamin Micham, CPA, CFP, P.A.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Full Profile

Stephen Gaito Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
Finaincial Planner at Steve Gaito CFP
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile