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Certified Financial Planners in Virginia

Certified Financial Planners in Richmond, VA

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109 results found

Daniel Caffrey Richmond, VA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Representative • Entrance Greeter • Lobby Attendant • Sports Trainer • Sports Trainers • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Contractor • Independent Business Owners • Chief Executive • Physical Education Professor • Physical Education Professors • Automotive Specialist • Automotive Professional • Wellness and Fitness • Sales Representative

Experience & Education

Position:
Investment Advisor Representative at Financial Accounting Services, Ltd., and Chartered Financial...
Title:
Member at Financial Planning Association (FPA)
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Financial Accounting Services, Ltd., and Chartered Financial Planning Associates, Ltd. - Richmond, Virginia AreaInvestment Advisor Representativesince Nov 2012Bon Air Basketball Coachsince Oct 2010
Skills:
Fixed Annuities, Long Term Care Insurance, Retirement, IRAs, Disability Insurance, Life Insurance,...
Full Profile

Thomas Marshall Richmond, VA

Professions & Specialties

Financial Planner • Estate Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Development Director • Chief Executive • Financial Manager • HR Manager • Advisor • Investor • Volunteer • Non-Profit • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner and President at Virginia Estate and Retirement Planning Group, Inc.
Title:
President | Financial Planner, Tax Advisor, Estate Planner | Offices throughout Virginia. Visit www.myverpa.com for info
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia Estate and Retirement Planning Group, Inc. Financial Planner and Presidentsince Oct 2003Least of These Ministries/Blue Sky Foundation Director of DevelopmentNov 2005 - May 2011
Skills:
Personal Financial Planning, Financial Planners, Certified Financial Planner, Strategic Financial...
Full Profile

Scott Johnson Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Board Member • Owner • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Consumer Goods Professional • Commodities Clerk • Insurance Examining Clerk • Claims Examiner • Student Worker • Recruitment • Entertainer • Property Manager • Real Estate Manager

Experience & Education

Position:
Advisory Board Member at Senior Market Advisor, Owner at Asset Preservation, LLC
Title:
Master Estate Planner
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Senior Market Advisor Advisory Board Membersince Apr 2007Asset Preservation, LLC Ownersince Nov 1994
Skills:
Succession Planning, Long-term Care, Strategic Financial Planning, Estate Planning, Small Business
Full Profile

Brandon Covey Richmond, VA

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 • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Financial Consultant at UBS Inc
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
UBS Inc Financial Consultantsince Oct 2007Merrill Lynch Financial ConsultantJul 2006 - Oct 2007
Awarded to UBS CFP scholarship program due to performance achieve..
Full Profile

Muriel Murray Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Construction • Contractor • Human Resources Specialist • Recruitment • Certified Public Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Owner at Cabinetry & Construction, Inc., Advanced Certified QuickBooks ProAdvisor at Electronic ...
Title:
Owner, Cabinetry & Construction, Inc. and Electronic Cottage Industries, LLC.
Location:
Richmond, Virginia Area
Industry:
Construction
Work history:
Cabinetry & Construction, Inc. Ownersince 2001Electronic Cottage Industries Advanced Certified QuickBooks ProAdvisorsince 1993
Skills:
Construction, Small Business, Non-profits, Accounting, QuickBooks, Contractors, Entrepreneurship,...
CFP and CPA
Full Profile

Jeffrey Layne Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Counselor • Moderator • Speaker • Advisor • Spokesperson • Representative • Instructor • Pedagogue • Associate Professor • Lecturer • Postsecondary Teacher • Sales Manager • Sales Director • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
American College Mentor at The American College, Certified Instructor at State of Virginia, Adjunct ...
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
The American College American College Mentorsince Aug 2000State of Virginia Certified Instructorsince Jan 1999
Skills:
Life, Health, Disability, and Long-Term Care Insurance, Retirement Rescue Plans, Annuities, 401-k...
or CFP designations
Full Profile

Candice Mcgarvey Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Communications Officer • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Consultant • Market Analyst • Market Research Analyst • PR and Communications Professional • Public Relations Professinal • Business Development Manager • Operations Manager • Project Managers • Vice President • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Student Worker

Experience & Education

Position:
Director of Communications and Outreach at Direction$, LLC
Title:
Director of Communications and Outreach at Directions For Women
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Direction$, LLC Director of Communications and Outreachsince Aug 2010McGarvey Co. Marketing Consultant, Certified Financial PlannerAug 2005 - Jul 2010
Full Profile

Angela Creech Richmond, VA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Juris Doctor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Clergy

Experience & Education

Position:
Associate Wealth Management Advisor, JD, CFP(R) at Northwestern Mutual Financial Network
Title:
JD, CFP(R), CASL(R) at Northwestern Mutual Financial Network
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Associate Wealth Management Advisor, JD, CFP(R)since Jan 2008Kuehl Shepherd & Associates, P.C. Financial PlannerJan 2005 - Dec 2007
Skills:
Estate Planning, Securities, Long Term Care Insurance, Disability Insurance, Retirement Planning,...
Full Profile

Steve Hamant Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at LPL Financial, Owner at Virginia Financial Assoc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
LPL Financial Financial Advisorsince Jun 2004Virginia Financial Assoc. Ownersince Apr 2001
Skills:
My specialties are 401k rollovers and retirement income distributions, Also specialize in life...
Full Profile

David Kaplan Richmond, VA

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 • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC, Partner at Forcke,...
Title:
Financial Advisor, Raymond James Financial Services, Inc. Member FINRA/SIPC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC Financial Advisorsince Oct 1994Forcke, Kaplan & Associates, LLC Partnersince Oct 1994
Skills:
Asset Allocation, Retirement Planning, Strategic Financial Planning, Financial Advisory, Securities
Full Profile

Ed Bradley Richmond, VA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
CPA, CFP at The Pinnacle Group
Title:
CPA, CFP, The Pinnacle Group, an indepedent firm
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
The Pinnacle Group - Midlothian VirginiaCPA, CFPsince Dec 1999Edward W. Bradley, P.C. CPA CPAAug 1987 - Nov 2005
Full Profile

Alexis Rawlings Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Smith Barney
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Smith Barney Certified Financial Planner
Full Profile

George Gerdes Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Leader • Independent Contractor • Speaker • Managers • Contractor • Spokesperson • Representative • Independent Business Owners • Financial Manager • Chief Judge • Judge

Experience & Education

Position:
Field Leader at American Independent Business Coalition (Self-employed)
Title:
Field Leader at American Independent Business Coalition
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
American Independent Business Coalition - Richmond, Virginia AreaField Leadersince Jan 2012CLA Estate Services Speaker / Estate PlannerAug 2010 - Nov 2011
Full Profile

John Mcfarland Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Advisor • Managers • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Financial Manager

Experience & Education

Position:
Faculty Advisor at VCU Chapter of Financial Planning Association, Adjunct Professor at Virginia...
Title:
Faculty Coordinator, CFP Program at Virginia Commonwealth University
Location:
Richmond, Virginia Area
Industry:
Education Management
Work history:
VCU Chapter of Financial Planning Association Faculty Advisorsince Sep 2008Virginia Commonwealth University Adjunct Professorsince Sep 2001
Full Profile

Jeremy Shipp Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Independent Estate Planner
Location:
Richmond, Virginia Area
Industry:
Insurance
Full Profile

Jeff Moore Richmond, VA

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 • Financial Manager

Experience & Education

Position:
Financial Advisor CFP®, ChFC®, CLU® at Ameriprise Financial Advisors
Title:
Financial Advisor at Ameriprise Financial Advisors
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Financial Advisor CFP®, ChFC®, CLU®since 1987
Full Profile

Roger Shawn Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner, Certified Investment Management Analyst, Senior Vice President at...
Title:
Certified Financial Planner, Certified Investment Management Analyst at Capitol Securities Management Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Capitol Securities Management Inc. Certified Financial Planner, Certified Investment Management Analyst, Senior Vice Presidentsince 2002Morgan Stanley Certified Financial PlannerNov 2001 - Aug 2005
Full Profile

Maureen Mckay Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Certified Public Accountant, Certified Financial Planner at McKay CPA, LLC
Title:
Certified Public Accountant, Certified Financial Planner at .
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
McKay CPA, LLC Certified Public Accountant, Certified Financial Plannersince 1984Cherry, Bekaert & Holland Senior Manager, Tax2006 - 2009
Full Profile

Haider Sharifi Richmond, VA

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 • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP® at Morgan Stanley
Title:
Financial Advisor | CFP® at Morgan Stanley
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Morgan Stanley - Richmond, VAFinancial Advisor, CFP®since 2003
Full Profile

Don Creech Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Experienced Fee-Based Wealth Management Advisor and CFP(R), Northwestern Mutual Financial Network
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Donny Creech Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Experienced Fee-Based Wealth Management Advisor and CFP(R), Northwestern Mutual Financial Network
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Scott Broaddus Richmond, VA

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 Virginia Asset Management
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Paul Spencer Richmond, VA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Spencer & Associates, MBA CFP ChFC CRPC CLTC at SPENCER and ASSOCIATES, Board...
Title:
Holistic Financial Planner
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Spencer & Associates Presidentsince Nov 2003SPENCER and ASSOCIATES MBA CFP ChFC CRPC CLTCsince Oct 1987
Skills:
Retirement Planning, Retirement, Financial Planners, Certified Financial Planner, Asset Management, ...
Full Profile

Billy Mock Richmond, VA

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 • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Investments, CFP at Raymond James & Associates
Title:
CFP, Vice President of Investments at Raymond James & Associates
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Raymond James & Associates - Richmond, Virginia AreaVice President Investments, CFPsince May 2012Morgan Keegan - Richmond, VAVice President Investments, CFPAug 2007 - May 2012
Skills:
Portfolio Management, Series 7, Asset Allocation
Full Profile

Bob Snidow Richmond, VA

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 • Financial Manager • Physical Therapists

Experience & Education

Position:
Financial Advisor at Capitol Financial Solutions
Title:
Financial Advisor, CFP®, CLU, ChFC at Capitol Financial Solutions
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Capitol Financial Solutions Financial Advisorsince 1983
Full Profile

Frankie Butler-Jr Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Peter Tomasch Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Construction • Analysts • Board Member • Director • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Board Member at Financial Planning Association of Central Virginia, Analyst at CapGroup Advisors
Title:
Analyst, CFP(r), at CapGroup Advisors
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Financial Planning Association of Central Virginia Board Membersince Sep 2009CapGroup Advisors Analystsince Mar 2006
Skills:
Investment Management, Financial Advisory, Financial Planners, Alternative Investments, Investment...
Full Profile

John Heyser Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
CFP at Managed Benefits Inc, CFP at Managed Benefits Inc.
Title:
CFP at Managed Benefits Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Managed Benefits Inc CFPManaged Benefits Inc. CFPsince Jan 2000
Full Profile

Brian Ford Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager

Experience & Education

Position:
Senior Vice President at RBC Wealth Management
Title:
Senior Vice President, Certified Financial Planner at RBC Wealth Management
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
RBC Wealth Management Senior Vice Presidentsince Jan 1994
Full Profile

Marlene Negrin Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
--
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Northwestern Mutual Associate Financial Representative to Henry S. Fine CFP, CLU, ChFC, CLTC1998 - 2009
Full Profile

Marlene Negrin Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
--
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Northwestern Mutual Associate Financial Representative to Henry S. Fine CFP, CLU, ChFC, CLTC1998 - 2009
Full Profile

Lisa Roccaforte Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
CFP & Vice President, Financial Consultant at Essex Services, Infinex Investments, Inc
Title:
Vice President,Essex Bank/Essex Services, Financial Consultant, Infinex Investments, Inc
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Essex Services, Infinex Investments, Inc CFP & Vice President, Financial Consultantsince Aug 1999
Full Profile

Claire Craighill Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Certified Financial Planner at SBK Financial
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
SBK Financial Certified Financial PlannerSunTrust Bank Senior Vice President, Private Wealth ManagementMay 1994 - Mar 2007
Full Profile

Austin Hamlin Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Trust Advisor and Certified Financial Planner TM
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Maria Mcclanahan Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Title:
CFP, Financial Advisor
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
RBC Wealth Management Financial Advisorsince Jun 1999
Full Profile

Thomas Wright Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Financial Manager • Deputy Manager • Chief Executive • Representative • Bachelor of Arts • Government Service Executive • Government Administration Officer • Civil Servant • Advertising Sales Agent

Experience & Education

Work

Company:
Edelman financial services
Associate director financial planning
Company:
Wealthcare capital management - Richmond, VA
Wealthcare specialist
Full Profile

Joanne Deaton Richmond, VA

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 Deaton Financial Consultants
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Deaton Financial Consultants Certified Financial Planner
Full Profile

Jaymie Upton Richmond, VA

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, Financial Advisor at Merrill Lynch
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch CFP, Financial Advisor
Full Profile

Michelle Mast Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
CFP at Michelle Mast
Title:
Certified Financial Planner
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Michelle Mast CFPsince Jul 1987
Full Profile

Shane Cason Richmond, VA

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 Merrill Lynch
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Certified Financial Planner™since Jan 2002
Full Profile

Chuck Overbey Richmond, VA

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 Charles O. Overbey, Jr. CFP, CPA/PFS
Title:
Owner, Charles O. Overbey, Jr. CFP, CPA/PFS
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Charles O. Overbey, Jr. CFP, CPA/PFS Owner
Full Profile

Deborah Nuttycombe Richmond, VA

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 Merrill Lynch Wealth Management
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Certified Financial Planner
Full Profile

Mike Sanson Richmond, VA

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 Va Asset Management
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Va Asset Management Certified Financial Planner
Full Profile

Alex Paoletto Richmond, VA

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 Investment Associates Ltd.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Investment Associates Ltd. Certified Financial Planner
Full Profile

Pete Walls Richmond, VA

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

Title:
Certified Financial Planner at Financial Advisor
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Frankie Butler Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Davis Hewett Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
CFP at Delta Strategies/TFA
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Delta Strategies/TFA CFP
Full Profile

Sam Attalla Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Sam S. Attalla, CPA, CFP, Cr.FA
Location:
Richmond, Virginia Area
Industry:
Accounting
Full Profile

Charles Overbey Richmond, VA

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

Title:
Owner, Charles O. Overbey, Jr. CFP, CPA/PFS
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile

Jeff Fortune Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
VP - Financial Consultant - CFP
Location:
Richmond, Virginia Area
Industry:
Financial Services
Full Profile


Certified Financial Planners near Richmond, VA012345MidlothianAshlandGlen AllenMechanicsvilleChesterChesterfield