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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Reading, PA

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16 results found

Paul Marrella Reading, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Manager • Managing Partner • Operations Manager • Partner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lawyers • Athletes • Sports Trainers • Martial Arts Instructor • Mathematician

Experience & Education

Position:
Managing Partner/CFP at Marrella Financial Group, LLC (Independent Firm), Certified Financial...
Title:
Wealth Manager providing thoughtful advice and prudent solutions.
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Marrella Financial Group, LLC (Independent Firm) - Wyomissing, PAManaging Partner/CFPsince Jan 2001Raymond James Financial Services, Inc. - Wyomissing, PACertified Financial Plannersince Jan 2001
Skills:
Wealth Management, Estate Planning, Retirement Planning, Securities, Equities, Financial Advisory,...
Full Profile

Allan Cornman Reading, 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 • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner TM at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial, Inc.
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Schuylkill Haven, PA and Reading, PACertified Financial Planner TMsince Jul 2011Legacy Financial, Inc. PresidentJul 2006 - Jul 2011
Full Profile

John Minnich Reading, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
CFP®, ChFC®, Vice President; Wealth Management Advisor
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Merrill Lynch - Wyomissing, PennsylvaniaFinancial Advisorsince Jan 2006
Full Profile

Patrick Velekei Reading, 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 The Giles Financial Group
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
The Giles Financial Group - Wyomissing, PACertified Financial Planner™since Nov 2002
Certifications:
Certified Financial Planner™
Chartered Life Underwriter®
Full Profile

Virgil Kahl Reading, 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 • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
CPA, CFP, Investment Advisor at Spring Ridge Financial Group LLC, Investment Advisor at National...
Title:
Owner, Spring Ridge Financial Group LLC
Location:
Reading, Pennsylvania Area
Industry:
Investment Management
Work history:
Spring Ridge Financial Group LLC CPA, CFP, Investment Advisorsince 2002National Planning Corporation Investment Advisorsince 2002
Full Profile

Julie Kemp Reading, PA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Financial Planning Advisors
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Financial Planning Advisors Certified Financial Plannersince Jun 2003Neely, Cashdollar & Associates Sales AssistantMay 2002 - May 2003
Full Profile

Ron Bair Reading, PA

Professions & Specialties

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

Experience & Education

Position:
CFP at John Hancock
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
John Hancock CFP
Full Profile

Ronald Bair Reading, PA

Professions & Specialties

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

Experience & Education

Title:
CFP at John Hancock
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Full Profile

Carolyn Corbett Reading, PA

Professions & Specialties

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

Experience & Education

Position:
CFP at Corbett Investment Consulting
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Corbett Investment Consulting CFP
Full Profile

Rochelle Grey Reading, PA

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Business Administrator • Area Manager • Managers • Analysts • Compliance Manager • Operations Manager • Region Manager • Marketing Manager • Financial Manager • Master of Business Administration • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Trust and Fiduciary Specialist at Wells Fargo
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
Wells Fargo Trust and Fiduciary Specialistsince Apr 2012Wilmington Trust Private Client AdvisorApr 2010 - Apr 2012
Skills:
Asset Allocation, Estate Planning, Strategic Financial Planning, Investments, Insurance
Full Profile

Susan Quirits Reading, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Volunteer • Non-Profit • Supporting Member • Team Member • Senior Associate • Financial Manager

Experience & Education

Position:
Attorney at Waldman Law Group, Volunteer Attorney at Montgomery Child Advocacy Project
Title:
Attorney
Location:
Reading, Pennsylvania Area
Industry:
Law Practice
Work history:
Waldman Law Group Attorneysince May 2008Montgomery Child Advocacy Project - Montgomery CountyVolunteer Attorneysince 2001
Skills:
Business Formation, Estate Administration, Wills, Commercial Litigation, Powers of Attorney, Civil...
Full Profile

Nancy Magee Reading, PA

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sales Representative • Psychology Specialist

Experience & Education

Position:
Registered Principal at LPL Financial, President & Owner at Financial Planning Advisors, Inc.
Title:
President, Financial Planning Advisors
Location:
Reading, Pennsylvania Area
Industry:
Financial Services
Work history:
LPL Financial Registered Principalsince Sep 2009Financial Planning Advisors, Inc. President & Ownersince Jun 1987
CFP
Full Profile

Tim Dinan Reading, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Operations Manager • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice president - finance at berks packing company
Location:
Reading, Pennsylvania Area
Industry:
Food Production
Work history:
Berks packing company Vice president - financesince May 1999Reinsel Kuntz Lesher LLP ManagerJan 1995 - May 1999
Certifications:
Certified Public Accountant, Pennsylvania Institute of CPAs
Accredited in Business Valuation ABV, American Institute of Certified Public Accountants
Full Profile

Jay Waldman Reading, PA

Professions & Specialties

Owner • Chairperson • Chief Executive • Law Specialist • Lawyers

Experience & Education

Position:
Owner at Waldman Law Group, P.C., President at Waldman Law Group
Title:
Owner, Waldman Law Group, P.C.
Location:
Reading, Pennsylvania Area
Industry:
Law Practice
Work history:
Waldman Law Group, P.C. Ownersince Aug 2007Waldman Law Group Presidentsince 2007
Full Profile

Michelle Fisher Reading, PA

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Supporting Member • Team Member • Senior Associate • Research Scientist • Financial Analyst • HR Manager • Financial Manager

Experience & Education

Work

Company:
Parentebeard wealth management
Senior associate wealth advisor
Company:
Vanguard - Malvern, PA
Fund financial analyst

Skills

Series 65, Registered Paraplanner, Finance, Registered Investment Advisor, Financial Planning,...
Full Profile

Bryan Zeiner Fredericksburg, VA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Marketing Director • Chief Executive • Medical Practice Professional • Medical Practitioner • Speaker • Spokesperson • Representative • Editor • Voice-Over Artist • Voice Artist • Financial Manager • Contractor • Advisor • Entertainment Professional • Entertainer • Bachelor of Arts • High School Diploma • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Sales Representative • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service

Experience & Education

Position:
Director of Marketing at Fredericksburg Smile Center, Owner-CEO at The Master's Voice
Title:
Director of Marketing at FREDERICKSBURG SMILE CENTER
Location:
Fredericksburg, Virginia
Industry:
Medical Practice
Work history:
Fredericksburg Smile Center - Fredericksburg, VADirector of Marketingsince May 2013The Master's Voice - Sinking Spring, PAOwner-CEOsince 2012
Languages:
English, Latin and some German
Full Profile

Certified Financial Planners near Reading, PA012DouglassvilleBreinigsvilleWernersville


Certified Financial Planners around Reading, PA

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Certified Financial Planners in Pennsylvania

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