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Certified Financial Planners in Virginia

Certified Financial Planners in Richmond, VA

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109 results found

Peter 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

Position:
Certified Financial Planner at Financial Advisor
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Financial Advisor Certified Financial Planner
Full Profile

Patrick Mcaleer Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Kasch, levitch, mcaleer & associates - Richmond, VA
Cfp
Full Profile

Kellie Banton Richmond, VA

Professions & Specialties

Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Security

Experience & Education

Position:
Owner at Payless Allstate Bonding, LLC
Title:
Owner, Payless Allstate Bonding, LLC
Location:
Richmond, Virginia Area
Industry:
Security and Investigations
Work history:
Payless Allstate Bonding, LLC - Richmond, Virginia AreaOwnersince 1997
Languages:
English
Full Profile

Pam Diemer Richmond, VA

Professions & Specialties

Certified Financial Planner • Buyers Agent • Puchasing and Estimating Manager • Financial Services Sales Agent • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
Long and Foster Real Estate
8804 Patterson Avenue, Richmond, VA 23229
Experience:
9 years years
CFP
Full Profile

Garrett Walsh Richmond, VA

Professions & Specialties

Advisor • Counselor • Supporting Member • Independent Contractor • Team Member • Contractor • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Relationship Manager • Account Service Manager • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Sales Representative • Recruitment

Experience & Education

Position:
Advisor Choice Consultant at Raymond James Financial Inc.
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Raymond James Financial Inc. Advisor Choice Consultantsince Jun 2012Raymond James Financial Business Development ConsultantMar 2008 - Jun 2012
Certified Financial Planner,CFP,
Full Profile

Ryan Greenlee Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Leader • Managers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Bachelor of Science • Master of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Computer Systems Administrator

Experience & Education

Position:
Business Development Leader at InXpress
Title:
Business Development Leader
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
InXpress - Richmond, VABusiness Development Leadersince 2011Genworth Financial (Formerly GE Financial Assurance) - Richmond, VAProduct Leader2010 - 2011
Skills:
Cross Functional Relationship Building, Process Improvement, Training, Marketing, Communication,...
Certifications:
CFP®, Certified Financial Planner Board Of Standards
Six Sigma Certified (Green Belt), General Electric
Full Profile

Drew Biehler 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 • Director • Operations Manager • Chief Executive • Financial Manager • Agent • Sales Representative • Analyst • Analysts • Technical Support Specialist • SalesForce Administrator • Systems Support Specialist • Support Specialists • Database Administration Professional • Database Administrator • Underwriter

Experience & Education

Title:
LPL Financial (Dingman Financial Services)
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Cambridge Advisors Director of Financial Planning and CCOFeb 2008 - Mar 2012Millennium Capital Management of Virginia Director of Financial PlanningFeb 2006 - Aug 2007
Certifications:
Certified Financial Planner professional, Certified Financial Planner Board of Standards, Inc.
Chartered Life Underwriter, The American College
Full Profile

Devon Cury Richmond, VA

Professions & Specialties

Chairperson • Chief Executive Officer • Executive Vice President • Chief Executive • Corporate Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor

Experience & Education

Position:
President at Advancement Concepts
Title:
President and CEO at Advancement Concepts
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Advancement Concepts Presidentsince Aug 2009AXA Advisors Divisional Executive Vice President,Southern DivisionJun 1993 - Aug 2009
CFP Course
Full Profile

Christine Thomas Richmond, VA

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Bachelor of Science • Paralegal • Litigation Support Specialist • Business Administrator • Educator • Education Professional • Instructor

Experience & Education

Position:
Vice President at BB&T Wealth
Title:
Vice President and Personal Trust Specialist at BB&T Wealth
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
BB&T Wealth Vice Presidentsince Jan 2011U.S. Trust, Bank of America Vice President/Trust OfficerAug 1994 - Mar 2009
Skills:
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Wealth, Wealth Management, Fundraising,...
Certified Financial Planner
Full Profile

John Patterson Richmond, VA

Professions & Specialties

Chairperson • Chief Executive • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Charterd Financial Consultant@ at State Farm Insurance Insurance and Financial Services, President...
Title:
President at State Farm Agent
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
State Farm Insurance Insurance and Financial Services Charterd Financial Consultant@since Sep 1985State Farm Agent Presidentsince Sep 1985
Skills:
Disability Insurance, Term Life Insurance, Retirement, Fixed Annuities, Insurance, Strategic...
CFP(R) requirements and exam passed 2008
Full Profile

Brian Gates Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Position:
Financial Advisor at SunTrust Investment Services
Title:
SunTrust Investment Services, Inc.
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
SunTrust Investment Services Financial Advisorsince 2006
Skills:
Certified Financial Planner, Asset Management, Retirement Planning
Full Profile

Moo Murray Richmond, VA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Construction • Volunteer • Contractor • Non-Profit • Independent Business Owners • Financial Manager • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Juris Doctor • Psychologist • Recruitment • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
QuickBooks Trainer at Capital Region Workforce Partnership, Owner at Cabinetry & Construction,...
Title:
Owner, Cabinetry & Construction, Inc.
Location:
Richmond, Virginia Area
Industry:
Construction
Work history:
Capital Region Workforce Partnership QuickBooks Trainersince 2009Cabinetry & Construction, Inc. Ownersince 2001
Skills:
QuickBooks consulting and training for remodeling contractors, non-profits, property...
CFP and CPA
Full Profile

Scott Silvestor Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Chairman Emeritus • Operations Manager • Financial Manager • Business Administrator • Managers

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince 1997Prospectors BNI President2009 - 2009
Full Profile

Kevin Deckert Richmond, VA

Professions & Specialties

Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
President at Deckert Financial Management
Location:
Richmond, Virginia Area
Industry:
Financial Services
Certified Financial Planner
Full Profile

Carolyn White Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Law Specialist • Conservator • Lawyers • Financial Manager • Team Member

Experience & Education

Position:
Managing Partner at White & McCarthy, LLP
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
White & McCarthy, LLP Managing Partnersince Dec 2009Davidson, White, Lesniak & McCarthy, LLP PartnerJan 2002 - Dec 2009
Full Profile

John Scott Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Non-Profit • Financial Manager

Experience & Education

Position:
President at Scott, Shriner, Wood and Associates
Title:
Private Wealth Advisor at Ameriprise Financial
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Scott, Shriner, Wood and Associates PresidentAmeriprise Financial Platinum Financial Advisor2000 - 2012
Certifications:
Certified Financial Planner, CFP Board
Full Profile

John Milligan Richmond, VA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • District Manager • Chief Executive • Region Manager • Financial Manager • Bachelor of Science • Recruitment • Managers • Area Manager

Experience & Education

Position:
Field Operations Manager at SunTrust Investment Services, Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
SunTrust Investment Services, Inc. Field Operations Managersince Nov 2012Ameriprise Financial - Richmond, Virginia AreaRegion Director of Operations2006 - Nov 2012
Full Profile

John Karaffa Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Entrepreneur • Managers • Educator • Education Professional • Instructor • Chairperson • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Butler • Business Administrator • Personal Care Aide • Financial Officer • Financial Manager • Operations Manager • Account Manager • Athletes • DB Administrator • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers • Master of Business Administration • Bachelor of Science • Entertainer • Sales Representative

Experience & Education

Position:
President at ProSport CPA PLLC, Professor at Strayer University
Title:
Entrepreneur, Educator
Location:
Richmond, Virginia Area
Industry:
Accounting
Work history:
ProSport CPA PLLC Presidentsince 2009Strayer University Professorsince 2009
Skills:
Tax, Accounting, Financial Education, Strategic Financial Planning, Retirement, Employee Benefits,...
Full Profile

Donald Creech Richmond, VA

Professions & Specialties

Advisor • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Fee-Based Wealth Management Advisor at Northwestern Mutual Wealth Management Company, Wealth...
Title:
Fee-Based Wealth Management Advisor at Northwestern Mutual
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Company Fee-Based Wealth Management Advisorsince 2008Northwestern Mutual Financial Network Wealth Management Advisorsince Mar 1979
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc
Chartered Life Underwriter, The American College
Full Profile

Neal Thompson Richmond, VA

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Colonel • Operations Manager • Financial Manager • Master of Ceremonies • Entertainer • Sales Representative

Experience & Education

Position:
Lt.Colonel at Department of Military Affairs, Virginia Defense Force, President at Financial...
Title:
President at Financial Services Consultants Inc.
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Department of Military Affairs, Virginia Defense Force Lt.Colonelsince 2001Financial Services Consultants Inc. Presidentsince Apr 1996
Certifications:
Certified Financial Planner, The College for Financial Planning
Chartered Life Underwriter, The american College of Life Underwriters
Full Profile

Jason Fisher Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Mediator • Law Specialist • Lawyers • Agent • Sales Representative • Volunteer • Non-Profit • Reviewer • Controlling Specialist • Controller • Student Lawyer • Student Worker • Psychology Specialist • Financial Manager

Experience & Education

Position:
Volunteer at CMG Foundation
Title:
Attorney & Enrolled Agent
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
CMG Foundation Volunteersince Dec 2012BrownGreer PLC - Richmond, Virginia AreaLegally Trained ReviewerFeb 2012 - Jun 2012
Skills:
Bankruptcy, Estate Planning, Tax, Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, ...
Full Profile

Victor Kane Richmond, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Juris Doctor • Government Service Executive • Government Administration Officer • Civil Servant • Financial Manager

Experience & Education

Position:
Investment Counselor at BB&T Investment Services, Inc
Title:
Investment Counselor at BB&T
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
BB&T Investment Services, Inc Investment Counselorsince Nov 2010Raymond James Financial Services Financial Planner / Investment ConsultantMar 2009 - 2010
Skills:
Investments, Series 7, Asset Allocation, Wealth Management, Retirement Planning, Alternative...
CFP pending 2013
Full Profile

Kay Elledge Richmond, VA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Financial Management Analyst • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Construction • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Mortgage Consultant at Wells Fargo Home Mortgage
Title:
MORTGAGE CONSULTANT
Location:
Richmond, Virginia Area
Industry:
Real Estate
Work history:
Wells Fargo Home Mortgage - 1021 E Cary St | Two James Center | Richmond VAMortgage Consultantsince Feb 2009Colonial Farm Credit, ACA Loan OriginatorOct 2007 - Jan 2009
Skills:
Mortgage Lending, FHA, Refinance, VA loans, Mortgage Banking, Loan Origination, FHA financing,...
Full Profile

Deeann Remo Richmond, VA

Professions & Specialties

Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Managing Director at Heritage Wealth Advisors
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Heritage Wealth Advisors - Richmond, VirginiaManaging Directorsince Sep 2005KPMG PartnerJan 1986 - Sep 2003
Skills:
Financial Planning, Estate Planning, Wealth Management, High Net Worth Individuals, Tax, Strategic...
Certified Financial Planner,CFP,
Full Profile

John Milligan Richmond, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Region Manager • Financial Manager • Bachelor of Science • Area Manager • Managers

Experience & Education

Position:
Field Operations Manager at SunTrust Investment Services, Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
SunTrust Investment Services, Inc. Field Operations Managersince Nov 2012Ameriprise Financial - Richmond, Virginia AreaRegion Director of Operations2006 - Nov 2012
Certified Financial Planner
Full Profile

Mark Boddy Richmond, VA

Professions & Specialties

Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual Financial Network
Title:
Wealth Management Advisor
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Wealth Management Advisorsince Jun 1987
Certified Financial Planner Board of Standards
Full Profile

Wendy Chapin Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Certified Financial Planner • Loan Officers • Puchasing and Estimating Manager • Licensed Real Estate Broker • Real Estate Appraiser • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Officer at SunTrust Mortgage
Title:
Officer
Location:
Richmond, Virginia Area
Industry:
Banking
Work history:
SunTrust Mortgage Officersince Mar 2011AXA Advisors Financial Consultant2007 - 2009
Skills:
Series 7, Loans, Fixed Annuities, Customer Service, Selling, Uniform Combined State Law
Full Profile

Suzy Smith Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member • Financial Manager • Independent Business Owners • Independent Contractor • Advisor • Spokesperson • Representative • Contractor • Bachelor of Civil Engineering

Experience & Education

Position:
CEO at Legacy Estate Planning LLC
Title:
CEO Legacy Estate Planning, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Legacy Estate Planning LLC - 960 Wellston Court, Glen Allen, VA 23059CEOsince Sep 2005Robertson Business Services PresidentSep 1993 - Jan 2001
Skills:
Venture Capital, Private Equity, Public Speaking, Estate Planning, Administration, Education,...
Full Profile

Nick Orenduff Richmond, VA

Professions & Specialties

Financial Adviser • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Orenduff & Associates
Title:
Financial Adviser
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Orenduff & Associates Financial Plannersince Nov 2004A.P. Moller - Maersk Group MISE2002 - 2004
Skills:
Customized Portfolios
CFP
Full Profile

Joanne White Richmond, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist

Experience & Education

Position:
Senior Financial Services Representative at First Investors Corporation
Title:
Senior Financial Services Representative, First Investors Corporation
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
First Investors Corporation - 140 East Shore Dr., Ste. 105, Glen Allen, VA 23059 804/346-4670, Ext 319Senior Financial Services Representativesince Nov 1994
Skills:
Investments, Insurance, Asset Allocation, Small Business, Retirement Planning, 401k, Pensions,...
Certified Financial Planner,CFP,
Full Profile

James Wiltshire Richmond, VA

Professions & Specialties

Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Wealth Management Advisor for Donald Creech at Northwestern Mutual
Location:
Richmond, Virginia
Industry:
Financial Services
Work history:
Northwestern Mutual - Richmond, VirginiaAssociate Wealth Management Advisor for Donald Creechsince Apr 2008
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Wendell Fuller Richmond, VA

Professions & Specialties

Puchasing and Estimating Manager • Founder • Partner • Founding Member • Chief Executive • Financial Manager • Electrical Engineer • Customer Service • Electrical Engineering • Client Service Officer

Experience & Education

Title:
Founder and Partner at Bowen|Fuller Wealth Advisors
Location:
Richmond, Virginia Area
Industry:
Investment Management
CERTIFIED FINANCIAL PLANNER at JoycePayne Partners
Full Profile

Jonathan Jr Richmond, VA

Professions & Specialties

Puchasing and Estimating Manager • Founder • Chairperson • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Non-Profit • Philanthrope

Experience & Education

Position:
Founder/President at Endeavor Capital, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Endeavor Capital, LLC Founder/Presidentsince Mar 2009Comfort Zone Camp Chair Development Committee2009 - 2010
Skills:
I specialize in working with executives, business owners and highly motivated sales people with...
Financial Management a CFP program
Full Profile

Veena Lothe Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyers • Law Specialist • Volunteer • Tour Guide • Non-Profit • Financial Manager

Experience & Education

Position:
Lawyer at Veena Lothe Law (VL Law)
Title:
Wills and Trusts For Virginia Parents
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Veena Lothe Law (VL Law) - Glen Allen, Virginia 23059Lawyersince Jun 2001
Skills:
Estate Planning For Parents, Guardianship, Estate Planning, Litigation, Legal Assistance, Powers of ...
Full Profile

Ray Leonard Richmond, VA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Executive Vice President • Vice President of Marketing • Chief Executive Officer • Director • Chief Executive • Corporate Executive • Operations Manager • Financial Manager • Underwriter • Regional Sales Consultant • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President of Field Operations at Virginia Farm Bureau Mutual Insurance Company & Southern...
Title:
Vice President of Field Operations at Virginia Farm Bureau
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Virginia Farm Bureau Mutual Insurance Company & Southern Farm Bureau Life Insurance Company - Richmond, Virginia AreaVice President of Field Operationssince Mar 2013Virginia Farm Bureau Mutual Insurance Company & Southern Farm Bureau Life Insurance Company - Richmond, VirginiaDirector of SalesJan 2013 - Feb 2013
Skills:
CLU, LUTCF, ChFC, Property & Casualty Insurance, Estate Planning, Long Term Care Insurance,...
Full Profile

Arthur Robb Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager • Independent Business Owners • Lobbyist • Leader • Office Runner • Volunteer • Contractor • Public Relations Professinal • Managers • Courier • Non-Profit • Sales Representative

Experience & Education

Position:
Owner at Dominion Benefit Planners
Title:
Experienced Financial Professional
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Dominion Benefit Planners Ownersince Aug 1988Capital One Account ManagerJan 2003 - Nov 2008
Full Profile

Jack Cohen Richmond, VA

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Manager • Chief Executive • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Non-Profit • Financial Manager • Senior Advisor • Advisor

Experience & Education

Position:
President at Jack R. Cohen, CPA, P.C.
Title:
PRESIDENT of JACK R COHEN, CPA, P.C.
Location:
Richmond, Virginia Area
Industry:
Accounting
Work history:
Jack R. Cohen, CPA, P.C. Presidentsince Jul 1992Rollins & Associates, P.C. - Atlanta, GeorgiaAudit ManagerDec 1988 - Jul 1992
Certifications:
Certified Public Accountant, American Institute of Certified Public Accountants
Certified Financial Planner ™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Maggie Lacasse Richmond, VA

Professions & Specialties

Puchasing and Estimating Manager • Financial Officer • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Officer, Southeast Region at The Hanover Insurance Group
Title:
Financial Officer, Southeast Region at Hanover Insurance Group
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
The Hanover Insurance Group Financial Officer, Southeast Regionsince May 2008Priscilla of Boston VP, Finance & Accounting2002 - 2008
Skills:
Insurance, Financial Analysis, Process Improvement, Property & Casualty Insurance, Budgets
Certified Financial Planner Board of Standards
Full Profile

Justin Friedrichs Richmond, VA

Professions & Specialties

Mortgage Loan Officer • Portfolio Manager • Mortgage Specialist • Loan Officers • Investment Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Mortgage Loan Officer at Hamilton Group Funding, Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Hamilton Group Funding, Inc. - Richmond, Virginia AreaMortgage Loan Officersince Aug 2013Friedrichs Asset Management Portfolio ManagerJan 2003 - Jul 2013
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Pj Wallin Richmond, VA

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Primary Advisor - Fee Only Financial Planning, Tax, and Investment Management at Verus Financial...
Title:
Primary Advisor - Fee Only Financial Planning, Tax, and Investments
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Verus Financial Partners - richmond, virginia areaPrimary Advisor - Fee Only Financial Planning, Tax, and Investment Managementsince Jul 2013Heritage Wealth Advisors Tax & Relationship Manager, CPAAug 2008 - Jun 2013
Certifications:
Certified Public Accountant, Virginia Board of Accountancy
Certified Financial Planner (CFP®), Virginia Board of Accountancy
Full Profile

Atif Akhtar Richmond, VA

Professions & Specialties

Contract Recruiter • Human Resources Specialist • Recruitment • Manager • Owner • Operations Manager • Chief Executive • Logistics Supply Chain Professional • Business Consultant • Advisor • Logistician

Experience & Education

Position:
Contract Specialist/Manager at Defense Logistics Agency
Location:
Richmond, Virginia Area
Industry:
Logistics and Supply Chain
Work history:
Defense Logistics Agency Contract Specialist/Managersince Feb 2010Casablanca Cafe Business ConsultantSep 2005 - Apr 2006
Skills:
Government Contracting, Financial Analysis, Personal Finance, Corporate Finance, Investment...
CFA and CFP Eligible
Full Profile

Art Copeland Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager • Programmer • Computer Programmer • Systems Programmer • Data Entry Specialist • Data Scientist • Senior Airman • Master of Business Administration • Business Administrator • Business Consultant • Advisor

Experience & Education

Position:
Director, Commercial Banking Data Analysis and Reporting at Capital One
Location:
Richmond, Virginia
Industry:
Financial Services
Work history:
Capital One - Richmond, Virginia AreaDirector, Commercial Banking Data Analysis and Reportingsince Feb 2010Spraker Wealth Management Financial AnalystJul 2008 - Jun 2009
Skills:
Recruiting, Credit Cards, Analytics, SAS, Data Analysis, Teradata, Financial Services, Business...
Passed July 2008 CFP Exam,50% first time pass rate,
Full Profile

Seth Cushman Richmond, VA

Professions & Specialties

Vice President • Manager • Chairperson • Partner • Chief Executive • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Vice President/Branch Manager at Charles Schwab
Title:
VP/Branch Manager at Charles Schwab
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Charles Schwab - Richmond, Virginia AreaVice President/Branch Managersince Oct 1995The Cushman Group President / PartnerJan 1994 - Oct 1995
Certified Financial Planner,CFP,
Full Profile

Audrey Ramseur Richmond, VA

Professions & Specialties

Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - 1800 Bayberry Court, Richmond VA 23226First Vice President - Investment Officersince Apr 1998
Skills:
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, Life Insurance, Long ...
CERTIFIED FINANCIAL PLANNER
Full Profile

Ethan Lindbloom Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Financial Advisor at Janney Montgomery Scott
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott - Richmond, VAVice President - Financial Advisorsince Oct 2012RBC Wealth Management - Richmond, Virginia AreaFinancial Advisor2005 - Oct 2012
Languages:
English, French
Certifications:
CFP, Certified Financial Planner
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Gillian Field Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Research Associate • Research Specialist • Research Scientist • Litigation Support Specialist • Law Specialist • Lawyers • Personal Secretary • Apprentice • Butler • Personal Care Aide • Secretary • Student Worker • Financial Manager

Experience & Education

Position:
Communications Specialist at Federal Reserve Bank of Richmond
Location:
Richmond, Virginia
Industry:
Writing and Editing
Work history:
Federal Reserve Bank of Richmond - Richmond, Va.Communications Specialistsince Mar 2011Virginia Museum of Fine Arts Foundation - Richmond, Va.Research Associate for DevelopmentSep 2007 - Mar 2011
CFP
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Greg Haynes Richmond, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Shareholder at Gregory L. Haynes, PC
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Gregory L. Haynes, PC Shareholdersince Aug 2007Framme Law Firm Attorney2002 - 2007
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Daniel Durst Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Law Specialist • Lawyers • Managing Partner • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Associate at Williams Mullen
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Williams Mullen - Richmond, Virginia AreaAssociatesince May 2013Baker Botts LLP - Houston, Texas AreaAssociateSep 2008 - Apr 2013
Skills:
Legal Research, Legal Writing, Business Planning, Estate Tax Planning, Estate Planning, Gift Tax,...
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Diana Briegel Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Financial Manager

Experience & Education

Title:
Registered Assistant
Location:
Richmond, Virginia
Industry:
Financial Services
Work history:
Currently in the job market Financial Advisor; Financial Reporting AnalystApr 2010 - Apr 2010Village Bank Financial Consultant2005 - 2010
Certified Financial Planner
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Heather Szajda Richmond, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Juris Doctor • Psychologist • Team Member • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Owner at Heather H. Szajda, PLC
Location:
Richmond, Virginia Area
Industry:
Law Practice
Work history:
Heather H. Szajda, PLC Ownersince Mar 2010Williams Mullen AttorneyMar 2007 - Mar 2010
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