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Certified Financial Planners in Redmond, WA

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13 results found

Ed Mccahill Seattle, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerTax PreparerFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperFiduciaryTrust Law AttorneyLawyersSoftware EngineerSoftware DevelopersLeaderAnalystManagersAnalystsMarket AnalystMarket Research AnalystPartnerChief ExecutiveIT SpecialistOperations ManagerFinancial ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at Ronald Blue & Co.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. - Bothell, WAFinancial Advisorsince 2010Microsoft Corporation - Redmond, WAMarketing Management2007 - 2010
Skills:
Investments, Portfolio Management, Wealth Management, Estate Planning, Public Speaking, Nonprofits, ...
Certified Financial Planner Program

Cristina Barr Seattle, WA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerBusiness AnalystSupporting MemberOperations CoordinatorCoordinatorBusiness AdministratorBusiness Intelligence ProfessionalAnalystAnalystsTeam MemberOperations OfficerManagersBusiness ConsultantAdvisorManagerOperations ManagerFinancial ManagerMarketing ManagerClient Service OfficerAgentConsumer Goods ProfessionalServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCommodities ClerkMaster of ScienceBachelor of ScienceCustomer ServiceSoftware TesterComputer Software ProfessionalComputer SpecialistSoftware DevelopersSenior Online LeaderInternet Marketing ManagerWeb Marketer

Experience & Education

Position:
Ecommerce Account Manager at Acosta Sales & Marketing
Title:
Ecommerce Account Manager
Location:
Greater Seattle Area
Industry:
Internet
Work history:
Acosta Sales & Marketing Ecommerce Account Managersince May 2013Amazon - Greater Seattle AreaOnline Ad TraffickerNov 2012 - Dec 2012
Skills:
Retail Buying, Vendor Management, Vendor Relations, Marketing Strategy, E-commerce, Online Retail,...
Brokerage Jobs | CFP

David Almond Seattle, WA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerProject ManagerConstructionOwnerTreasurerProject ManagersChief ExecutiveFinancial OfficerFinancial ManagerDepartment SupervisorManagerOperations ManagerCommunity Service ManagerBachelor of ScienceGovernment Administration ProfessionalEngineering SpecialistCivil Engineering

Experience & Education

Position:
Project Manager at Global Construction Services, Inc., Owner at ALMOND FINANCIAL PLANNING NW,...
Title:
Project Manager and Financial Planner
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Global Construction Services, Inc. - Redmond, WAProject Managersince Oct 2012ALMOND FINANCIAL PLANNING NW - Greater Seattle AreaOwnersince Sep 2012
Skills:
Planning, Program Management, Problem Solving, Government, Construction, Financial Analysis, Civil...
Certified Financial Planner,CFP,

Beckett Thomsen Seattle, WA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerCounselorAdvisorDirectorOwnerOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerFinancial ManagerComputer Software ProfessionalSoftware DevelopersMarket Research AnalystPsychology Specialist

Experience & Education

Position:
Business Director/Consultant at Hanson Consulting Group
Title:
Financial and Business Planning Consultant
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Hanson Consulting Group - Kirkland, WABusiness Director/Consultantsince Oct 2011Financial Decisions Informed, LLC - Sammamish, WAPrincipal/OwnerNov 2011 - Nov 2012
Skills:
Comprehensive Financial Planning, Insurance and Risk Management, Investment Planning, Asset...
Certified Financial Planner,CFP,

Scott Ramsay Seattle, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsVice PresidentManagerChief ExecutiveTax PreparerFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Financial Services Professional
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Allied Steel Fabricators, Inc - Redmond, WAOperations ManagerMar 1996 - Nov 2009West One Bank - Multiple Locations Puget SoundVice President and ManagerSep 1979 - Mar 1996
Certifications:
Life and Disabilty License, State of Washington
Series 7,63, 65, FINRA
Certified Financial Planner prepartion course

Marin Guillet Seattle, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerProgram DirectorOperations ManagerProject ManagersInformation Technology SpecialistIT SpecialistProject ManagerChief ExecutiveFinancial ManagerComputer Software ProfessionalSoftware DevelopersMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Program Manager - Surface Support Channels at Microsoft
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Microsoft Program Manager - Surface Support Channelssince May 2013Microsoft - Sammamish, WAProject ManagerAug 2012 - Apr 2013
Skills:
Technical Project Leadership, Technical Project Delivery, Project Management, Agile Project...
Languages:
French
Certifications:
CCNA, Cisco
Network+, CompTIA
CFP

Nick Warner Seattle, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerProperty ManagerLicensed Real Estate BrokerReal Estate ManagerReal Estate Sales AgentAccount ManagerManagerOperations ManagerAccounting BookkeeperBookkeeperCompensations and BenefitsFinancial Manager

Experience & Education

Position:
Property Manager at Phillips Real Estate Services
Title:
Residential Property Management for Phillips Residential Group
Location:
Greater Seattle Area
Industry:
Real Estate
Work history:
Phillips Real Estate Services - Seattle, WAProperty Managersince Jun 2008Kempf & Co - Redmond, WAFinancial AdvisorDec 2007 - May 2008
Worked with and trained by a CFP who has been practicing for 14 years

Duncan Wilk Redmond, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
VP- Financial Consultant at Charles Schwab
Title:
VP- Financial Consultant
Location:
Redmond, Washington
Industry:
Financial Services
Work history:
Charles Schwab - Redmond, WAVP- Financial Consultantsince May 2008
Languages:
English
Certifications:
CFP®

Elissa Klaczynski Seattle, WA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOffice AssistantCoordinatorOffice ClerkClerical SpecialistManagersAdministrative AssociateLeaderPersonal SecretaryBusiness AdministratorService Operations ExpertPersonal Care AideAdministrative ClerkManagerOwnerMarketing ManagerOperations ManagerFinancial ManagerChief ExecutiveSecretary

Experience & Education

Position:
Office Manager at Imperium Renewables
Title:
Office Manager at Imperium Renewables, Inc.
Location:
Seattle, Washington
Industry:
Oil & Energy
Work history:
Imperium Renewables - Seattle, WAOffice Managersince Nov 2011Imperium Renewables - Greater Seattle AreaOffice CoordinatorAug 2009 - Oct 2011
board and chamber meetings for the CFP/Owner

Denise Heimel Bellevue, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSupporting MemberTeam MemberAnalystsManagersProduction DirectorFinancial ManagerBachelor of Science

Experience & Education

Work

Company:
Ameriprise financial - Bellevue, WA
Associate financial advisor
Company:
Ameriprise financial - Bellevue, WA
Financial advisor

Skills

Series 7 & 66 licensed financial professional , Certified Financial Planner certification...

Richard Sarro Redmond, WA

Professions & Specialties

Puchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerChief Administrative OfficerChief ExecutiveCustomer ServiceMarketing ManagerOperations ManagerFinancial ManagerMarketing AdministratorService Operations Expert

Experience & Education

Work

Company:
Merrill lynch - Bellevue, WA
Client relationship manager
Company:
Banc of america investment services, inc - Bellevue, WA
Administrative manager

Skills

Team Building, Anaylitcal Problem Solving, Client Satisfaction and Complaint Resolution, Employee...

Dan Sweet Westminster, CO

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLaw SpecialistLawyersSenior AdvisorAdvisorCounty AttorneyDistrict AttorneyPilotAir Transportation WorkerTeaching AssistantEducational Assistant TeacherInstructorPedagogueData AnalystData Entry SpecialistData ScientistCustoms OfficerOperations ManagerDirector of OperationsFinancial OfficerFinancial ManagerJuris DoctorMaster of ScienceStudent Worker

Experience & Education

Position:
Attorney at Dolce Law, Principal Consultant at Dolce Business Consulting, LLC
Title:
Business, Tax, Estate Planning, Water
Location:
Louisville, Colorado
Industry:
Law Practice
Work history:
Dolce Law - denver, coloradoAttorneysince May 2013Dolce Business Consulting, LLC - Denver, ColoradoPrincipal Consultantsince May 2013
Skills:
Legal Research, Research, Public Speaking, Legal Writing, Strategic Planning, Financial Analysis,...

Matthew Burke Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerEditorRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceChief ExecutiveFinancial Manager

Experience & Education

Position:
News Editor at TPNN.com, The Tea Party News Network
Location:
Phoenix, Arizona Area
Industry:
Online Media
Work history:
TPNN.com, The Tea Party News Network News Editorsince Dec 2012Wells Fargo Advisors Financial Network, LLC - Bellevue, WAFinancial AdvisorSep 2011 - Feb 2012
Skills:
Financial Planning, Financial Advisory, Investment Advisory, Portfolio Strategy, Portfolio...
CERTIFIED FINANCIAL PLANNER


Certified Financial Planners near Redmond, WA083166249332415SeattleBellevueBothellKirklandEdmondsLynnwoodEverett



Certified Financial Planners around Redmond, WA

Bellevue  (28)
Bothell  (8)
Edmonds  (3)
Everett  (3)
Kirkland  (8)
Lynnwood  (3)
Seattle  (412)

Certified Financial Planners in Washington

Sub-specializations