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Certified Financial Planners in Nevada

Certified Financial Planners in Reno, NV

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37 results found

Kc Krichbaum Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner professional at Northpointe Insurance
Location:
Reno, Nevada Area
Industry:
Insurance
Work history:
Northpointe Insurance Certified Financial Planner professionalsince Aug 2013
Full Profile

Tashona K Reno, NV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Estate Planner at Lifeline Estate Services, Inc.
Location:
Reno, Nevada Area
Industry:
Legal Services
Work history:
Lifeline Estate Services, Inc. Estate Planner
Full Profile

Phil Mahoney Reno, NV

Professions & Specialties

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

Experience & Education

Position:
Managing Partner at Legacy Wealth Planning, Manging Partner at Legacy Wealth Planning
Title:
Owner, Legacy Wealth Planning
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Legacy Wealth Planning Managing Partnersince Mar 2006Legacy Wealth Planning Manging Partnersince 2006
Full Profile

Lori Peavey Reno, NV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Leader • Advisor • Managers • Drivers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Cab Driver • Passenger Vehicle Driver • Motor Transportation Operator • Motor Vehicle Operator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Title:
Asset Protection Consultant, Sales, Estate Planner
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Independant Contractor - Fernley, NVDriverJun 2011 - Jul 2013THE ARK INC Senior Corporate Strategist/SalesSep 2008 - Mar 2010
Full Profile

Scott Arden Reno, NV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Co-Founder • Financial Manager • Chief Executive • Founder • Founding Member

Experience & Education

Position:
Sr. Certified Asset Protection Planner & Certified Estate Planner at Laughlin Associates, Inc.
Title:
Sr. Asset Protection Planner & Certified Estate Planner
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Laughlin Associates, Inc. - Reno, NVSr. Certified Asset Protection Planner & Certified Estate Plannersince Apr 1997Advanced Business Consultants, Ltd President/ Co-FounderJan 2006 - Oct 2008
Full Profile

William Creekbaum Reno, NV

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President at Morgan Stanley Smith Barney
Title:
Senior Vice President/Certified Financial Planner/CIMA/Financial Advisor at Morgan Stanley Smith Barney
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Reno, Nevada AreaSenior Vice Presidentsince Mar 1992United States Marine Corps - Camp Pendleton, CaliforniaCaptainAug 1986 - Aug 1994
Skills:
Private Wealth Management, Certified Financial Planner, Certified Investment Managment Analyst
Full Profile

Jamie Mcceary Reno, NV

Professions & Specialties

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

Experience & Education

Position:
CFP® at Wealth Strategies by Bayliss & McAninch, Inc.
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Wealth Strategies by Bayliss & McAninch, Inc. CFP®since Feb 2007
Full Profile

Kyle Meintzer Reno, NV

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 Lincoln Financial Advisors, Certified Financial Planner at Lincoln...
Title:
Certified Financial Planner at Lincoln Financial Advisors
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Certified Financial PlannerLincoln Financial Advisors Certified Financial Plannersince Jun 1975
Full Profile

David Miller Reno, NV

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Investment Analyst • Counselor • Advisor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP at Morgan Stanley
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor, CFPsince Sep 2003
Full Profile

Donell Laird Reno, NV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Position:
Independent Advisor at Independent Advisor - The Estate Plan
Title:
Estate Planner
Location:
Reno, Nevada
Industry:
Insurance
Work history:
Independent Advisor - The Estate Plan - Reno, Nevada AreaIndependent Advisorsince 2008
Full Profile

David Sims Reno, NV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Analysts • Owner • Financial Manager • Chief Executive

Experience & Education

Work

Company:
Corporate service center, inc - Reno, NV
Senior corporate analyst
Company:
High tech detailing, inc - Las Vegas, NV
Owner/operator
Full Profile

Mike Costelloe Reno, NV

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 at Michael P. Costelloe CFP
Location:
Reno, Nevada Area
Industry:
Financial Services
Full Profile

Michael Costelloe Reno, NV

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 Michael P. Costelloe CFP
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Michael P. Costelloe CFP Owner
Full Profile

Michael Costelloe Reno, NV

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 Michael P. Costelloe CFP
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Michael P. Costelloe CFP Owner
Full Profile

Dayne Clayton Reno, NV

Professions & Specialties

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

Experience & Education

Title:
Certified Estate Planner at The Clayton Group
Location:
Reno, Nevada Area
Industry:
Financial Services
Full Profile

Bruce Specter Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Advisor • Independent Contractor • Investor • Advisor • Contractor • Managing Partner • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Editor • Skilled Professional • Financial Manager • Information Technology Specialist • IT Specialist • Government Service Executive • Government Administration Officer • Civil Servant • Psychology Specialist

Experience & Education

Position:
Residential Mortgage Lending at Movement Mortgage, Principal Consultant, Business...
Title:
Residential Mortgage Lending
Location:
Reno, Nevada Area
Industry:
Banking
Work history:
Movement Mortgage - Reno, Nevada AreaResidential Mortgage Lendingsince Oct 20123rd Rock Communications - Reno, Nevada AreaPrincipal Consultant, Business Development/Relationship Management Servicessince Oct 2008
Certifications:
Subject Matter Expert - Mortgage/Real Estate Finance
Residential Mortgage Originator, NMLS
Full Profile

Gordon Muir Reno, NV

Professions & Specialties

Partner • Chief Executive • Law Specialist • Lawyers

Experience & Education

Position:
Partner at Hawkins, Folsom & Muir
Location:
Reno, Nevada Area
Industry:
Law Practice
Work history:
Hawkins, Folsom & Muir Partnersince Jun 1983
Full Profile

Lynda Mahorter Reno, NV

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Private Banking Manager • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Program Director • Director • Board Member • Operations Manager • Management Team Executive • Master of Business Administration • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Advisor • Market Analyst • Market Research Analyst

Experience & Education

Position:
Senior Private Banker, Vice President at Wells Fargo
Location:
Reno, Nevada Area
Industry:
Banking
Work history:
Wells Fargo Senior Private Banker, Vice Presidentsince Mar 2007Regions Bank Private Banking ManagerOct 2004 - Mar 2007
Skills:
Certified Financial Planner, Chartered Financial Analyst, NASD Series 7 license, Nevada life and...
Full Profile

John Ahdunko Reno, NV

Professions & Specialties

Commercial Lender • Loan Officers • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Board Member • Director • Marketing Manager • Management Team Executive • Operations Manager • Customer Service • Area Manager • Managers • Region Manager • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Manager II / Business Services Advisor for Nevada Region at United Federal Credit Union,...
Title:
Branch Relationship Manager/Commercial Lender - NV Region
Location:
Reno, Nevada
Industry:
Banking
Work history:
United Federal Credit Union Branch Manager II / Business Services Advisor for Nevada Regionsince Jun 2011Northern Nevada Chamber of Commerce Board of Directors - Reno, Nevada AreaDirectorsince Jun 2012
..Education requirement for CFP designation
Full Profile

Alana Holland Reno, NV

Professions & Specialties

Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Tax Accountant • Vice President • Financial Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator • Bachelor of Science

Experience & Education

Position:
Manager at June Cox CPA, APC
Title:
June Cox CPA, APC
Location:
Reno, Nevada Area
Industry:
Accounting
Work history:
June Cox CPA, APC Managersince Jan 2011Muckel Anderson CPAs ManagerOct 2006 - Jan 2011
Skills:
CPA, Certified Financial Planner, Personal Tax Planning, Corporate Tax Planning, Estate Tax...
Certifications:
Certified Public Accountant (CPA), Nevada State Board of Accountancy
Certified Financial Planner (CFP), Certified Financial Planner Board of Standards
Full Profile

Lesly Betancourt Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Mineral Engineer • Soil Engineer • Environmental Engineer • Farmworker • Bachelor of Science • Student Worker • Financial Manager

Experience & Education

Position:
Student at Mackay School of Mines
Title:
Mining Engineering
Location:
Reno, Nevada Area
Industry:
Mining & Metals
Work history:
Mackay School of Mines Studentsince May 2012Congressional Hispanic Caucus Institute - Washington DCPublic Policy FellowJul 2011 - May 2012
Languages:
Spanish, English, French
Transcribed and began coding of past CFP migrant farmworker interviews
Full Profile

Julie Castle Reno, NV

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Executive Vice President • Chairperson • Corporate Executive • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General and Operations Manager • Director of Operations • Operations Manager • Region Manager • Financial Manager • Government Service Executive • Government Administration Officer • Civil Servant • Area Manager • Managers

Experience & Education

Position:
Chief Executive Officer at Contango Capital Advisors, Executive Vice President, Wealth Management...
Title:
Chief Executive Officer, Contango Capital Advisors
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Contango Capital Advisors Chief Executive Officersince May 2013Zions Bancorporation Executive Vice President, Wealth Managementsince May 2013
Certified Financial Planner
Full Profile

Mark Smith Reno, NV

Professions & Specialties

Puchasing and Estimating Manager • Planner • Owner • Chief Executive • Agent • Sales Representative • Operations Manager • Financial Manager

Experience & Education

Position:
Owner at Summit Business Advisors
Title:
Professional Business Exit Planner and Business Sales and Acquisitions.
Location:
Reno, Nevada Area
Industry:
Management Consulting
Work history:
Summit Business Advisors - California and NevadaOwnersince Jan 2006Business Enterprise Institute Certified Business Exit Planner2008 - 2012
..Planning and is a candidate for the CFP designation
Full Profile

Mark Smallhouse Reno, NV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Associate Attorney • Real Estate Attorneys • Real Estate Attorney • Legal Counsel • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Corporate Attorney specializing in respesentation of entreprenuers, startups and growth companies...
Location:
Reno, Nevada Area
Industry:
Law Practice
Work history:
New Venture Attorneys - Northern California and Northern NevadaCorporate Attorney specializing in respesentation of entreprenuers, startups and growth companiessince 2002Hoy & Smallhouse, LLP - Reno. NevadaPartnerApr 2000 - Feb 2002
Skills:
Estate Planning, Asset Protection, Commercial Litigation, Mergers, Legal Writing, Start-up...
Full Profile

Brian Loy Reno, NV

Professions & Specialties

Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Founder at Sage Financial Advisors
Title:
Past President 2004-05 at Reno Central Rotary
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Sage Financial Advisors Foundersince 1996Estate Planning Council of Northern Nevada Member - Past President 2010-112004 - 2012
CFP
Full Profile

Geri Mcham Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager

Experience & Education

Position:
Owner at The Estate Planning Source LLC, CEO at Legis, Inc., CEO at The National Estate Plan
Title:
Owner at The Estate Planning Source LLC
Location:
Reno, Nevada Area
Industry:
Legal Services
Work history:
The Estate Planning Source LLC - Reno, Nevada AreaOwnersince 2012Legis, Inc. CEOsince Oct 2009
Full Profile

Philip Brown Reno, NV

Professions & Specialties

Puchasing and Estimating Manager • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Partner/Head of Operations at Sierra Nevada Wealth Management
Location:
Reno, Nevada
Industry:
Financial Services
Work history:
Sierra Nevada Wealth Management Partner/Head of Operationssince Jan 2010Sierra Nevada Wealth Management, LLC AssociateMay 2008 - Jan 2010
Skills:
Portfolio Management, Strategic Financial Planning, Wealth Management, Investments
Certifications:
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Owen Hill Reno, NV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Owner/Financial Advisor at North Lake Tahoe Financial Services, LLC
Title:
Owner, North Lake Tahoe Financial Services, LLC
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
North Lake Tahoe Financial Services, LLC - Incline Village, Lake TahoeOwner/Financial Advisorsince Jan 1998American Express Financial Advisors - Reno, NevadaFinancial AdvisorJan 1997 - Jun 1998
CFP Certified Financial Planner
Full Profile

Danette Lowe Reno, NV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Master of Science • Financial Manager • Operations Manager • Biologist • Biological Scientist

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor
Skills:
Comprehensive Financial Planning, Retirement Planning, Business Succession Planning and helping...
..Advisor since 1999 and became a CFP,r,in 2006
Full Profile

Bradley Anderson Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Bachelor of Arts • Juris Doctor • Special Education Professional • Special Education Professors • Financial Manager

Experience & Education

Position:
Member at American Academy of Estate Planning Attorneys, Estate Planning Attorney at Anderson, Dorn ...
Title:
Estate Planning Attorney at Anderson, Dorn & Rader, LTD
Location:
Reno, Nevada Area
Industry:
Law Practice
Work history:
American Academy of Estate Planning Attorneys Membersince 1996Anderson, Dorn & Rader, Ltd. Estate Planning Attorneysince Jan 1995
Skills:
Living Trusts, Powers of Attorney, Special Needs Planning, Wills, Trusts, Estate Planning, Living...
Full Profile

Leslie Daane Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Business Administrator • Accounting Bookkeeper • Bookkeeper • Controller

Experience & Education

Position:
Managing Director at Barnard Vogler & Co., Director of Tax Services at Barnard Vogler & Co.
Title:
Managing Director at Barnard Vogler & Co.
Location:
Reno, Nevada Area
Industry:
Accounting
Work history:
Barnard Vogler & Co. Managing Directorsince Jan 2000Barnard Vogler & Co. Director of Tax Servicessince Jan 1998
Certifications:
Certified Public Accountant (CPA), Nevada State Board of Accountancy
Chartered Global Management Accountant (CGMA), AICPA
Full Profile

Keith Burrowes Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Construction • Financial Manager • Master of Business Administration • Mechanical Engineering Professional • Mechanical Engineering • Independent Business Owners

Experience & Education

Position:
Owner at Sierra Integrated Systems, Inc.
Title:
Owner, Sierra Integrated Systems, Inc.
Location:
Reno, Nevada Area
Industry:
Construction
Work history:
Sierra Integrated Systems, Inc. Ownersince Apr 2002Lectrix LLC President and CEOJan 1999 - Jul 2001
Languages:
English, German
Certifications:
Registered Professional Mechanical Engineer, California, CA Board for Professional Engineers, Land Surveyors & Geologists
Licensed Contractor, State of California, CA Department of Consumer Affairs
Full Profile

Kenneth Bickford Reno, NV

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Director • Operations Manager

Experience & Education

Position:
Private Wealth Advisor at Ameriprise Financial Services, Inc.
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Private Wealth Advisorsince Oct 1990Pioneer Inn Hotel & Casino Food & Beverage DirectorJul 1983 - Oct 1990
Skills:
Financial Planning to include:, Investment Advice, Retirement Planning Strategies, Small Business,...
Certified Financial Planner,CFP,
Full Profile

Christopher Abts Reno, NV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sports Trainer • Sports Trainers • Property Manager • Real Estate Manager • Advisor

Experience & Education

Position:
President at Cornerstone Retirement Group, Inc.
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Cornerstone Retirement Group, Inc. Presidentsince Sep 2004
Skills:
Retirement Planning, Investment Strategies, Tax Analysis, Estate Planning, Legacy Planning, Real...
Certifications:
Certified Estate Planner, National Institute of Estate Planning
Chartered Retirement Planning Counselor Designation, American College of Financial Planning
Full Profile

Douglas Brewer Reno, NV

Professions & Specialties

Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Bachelors Degree

Experience & Education

Position:
Resident Director, First Vice President-Wealth Management at Merrill Lynch Wealth Management, Bank...
Title:
Resident Director at Merrill Lynch Wealth Management
Location:
Reno, Nevada Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Resident Director, First Vice President-Wealth Managementsince Oct 1999
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Financial Manager, Merrill Lynch Internal
Full Profile

Bradley Anderson Reno, NV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyers • Treasurer • Vice President • Chairperson • Financial Manager • Financial Officer • Chief Executive • Secretary

Experience & Education

Office:
Anderson, Dorn & Rader, Ltd.
500 Damonte Ranch Parkway, Suite 860, Reno, NV 89521
Phone:
(775) 276-6061 (Phone)
ISLN:
909446138
Admitted:
1980, Washington and Arizona, 1986, U.S. Court of Appeals, Ninth Circuit
Military:
U.S. Army, Sgt., 1969-1971; Veteran Viet Nam Conflict
Biography:
Accredited Estate Planner, National Association of Estate Planners and Councils. Author: "An Estate ...
Full Profile

Glenn Deak San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Real Estate Sales Agent

Experience & Education

Position:
Commercial Real Estate analyst at Inside valuation Partners, CEO at The IRA Guy Inc./Deak Realty Group
Title:
CEO at The IRA Guy Inc.
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Inside valuation Partners - Reno, NVCommercial Real Estate analystsince Aug 2010The IRA Guy Inc./Deak Realty Group CEOsince Jul 2004
CFP
Full Profile

Certified Financial Planners near Reno, NV01South Lake TahoeMindenSparksCarson City


Certified Financial Planners around Reno, NV

Carson City  (1)
Minden  (1)
Sparks  (1)

Certified Financial Planners in Nevada

Sub-specializations