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Certified Financial Planners in Roseville, CA

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18 results found

David Stone Roseville, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveOperations ManagerFinancial ManagerAdvisorRepresentativeSecurityBusiness AdministratorMaster of Business AdministrationBachelor of ScienceUnderwriterLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Stone Consulting Group, Investment Advisor Representative at Lincoln Financial Advisors
Title:
President at Stone Consulting Group
Location:
Roseville, California
Industry:
Financial Services
Work history:
Stone Consulting Group - Roseville, CaliforniaPresidentsince Sep 1992Lincoln Financial Advisors Investment Advisor Representativesince Sep 1992
Skills:
Estate Planning, Retirement Planning, Investments, Succession Planning, Real Estate, Strategic...

Walt Romatowski Roseville, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerChairpersonFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInstructorPedagogueOperations ManagerFinancial OfficerControllerArmy Staff SergeantMaster of Business AdministrationBachelor of Business AdministrationCarpentry WorkerMedical AssistantHealthcare SupportTrust Law AttorneyLawyers

Experience & Education

Position:
President, Financial Advisor at Castellan Financial Advisors
Title:
Fee-Only Financial Advisor/CFP®
Location:
Roseville, California
Industry:
Financial Services
Work history:
Castellan Financial Advisors President, Financial Advisorsince Apr 2007Institute of Technology - Citurs Heights, CAAccounting InstructorMay 2011 - Jul 2011

Raymond Olmo Roseville, CA

Professions & Specialties

Estate PlannerFinancial ConsultantCertified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerChief Administrative OfficerOwnerChairpersonCorporate ExecutiveChief ExecutiveFinancial ManagerAdvisorTechnicianTechnical SpecialistTechnical Support SpecialistsTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Director at trust-CFO
Title:
trust-CFO
Location:
Granite Bay, California
Industry:
Financial Services
Work history:
Trust-CFO - CaliforniaManaging Directorsince 2010RF Olmo & Associates, Inc. - Roseville, CaliforniaOwner/President1990 - 2013
Certifications:
Certified Estate Adviser, National Association of Financial and Estate Planning
Certified Estate Planner™, National Institute of Certified Estate Planners™

Barry Rosenberg Roseville, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerIndependent ContractorAdvisorContractorControllerIndependent Business OwnersBachelor of ScienceClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Independent certified financial planner
Company:
Client cpas, cfos, trust officers, bankers and attorneys
Independent trustee

Kelvin Kwan Roseville, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at Granite Bay Asset Management Group
Location:
Roseville, California
Industry:
Financial Services
Work history:
Granite Bay Asset Management Group - Roseville, CAFinancial Advisorsince Jul 2007

Nick Routh Roseville, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeFinancial Manager

Experience & Education

Position:
Financial Advisor at First Allied Securities
Title:
CFP®, DR Summit Wealth Management
Location:
Granite Bay, California
Industry:
Financial Services
Work history:
First Allied Securities - Granite Bay, CAFinancial Advisorsince May 2013Fidelity Investments Investment RepresentativeMay 2012 - Apr 2013

Lauren Williams Roseville, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerMaster of Business AdministrationDirectorFinancial ManagerOperations ManagerSupporting MemberTeam Member

Experience & Education

Work

Company:
Financial planning association of northern california
Director of membership
Company:
Wells fargo advisors, llc
Senior registered client associate

Adrian Abdel-messih Roseville, CA

Professions & Specialties

Puchasing and Estimating ManagerArea Sales ManagerRegional Sales ConsultantSales RepresentativeSenior Online LeaderInternet Marketing ManagerWeb MarketerSalesForce AdministratorComputer Network ProfessionalInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorNetwork AdministratorIT SpecialistMarketing ManagerServices ProfessionalSales and Service SpecialistSales AgentSoftware DevelopersFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Science

Experience & Education

Position:
Regional Sales Manager at Act-On Software, Inc.
Title:
Marketing Automation Strategist - Act-On Software
Location:
Roseville, California
Industry:
Information Technology and Services
Work history:
Act-On Software, Inc. - Roseville, CARegional Sales Managersince Mar 2013ClearCi Head of Strategic AccountsApr 2012 - Nov 2012
Skills:
Forecasting, Customer Acquisition, Unified Communications, Webinars, Solution Selling, SaaS, Direct ...
Certified Financial Planner & Wealth Advisor at Mo..

Brenda Forstall Roseville, CA

Professions & Specialties

Puchasing and Estimating ManagerOwnerChief ExecutivePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantAgentArea Sales ManagerSales RepresentativeRegional Sales ConsultantFinancial ManagerBachelor of ScienceHuman Resources SpecialistRecruitmentHospital Care ProfessionalHealth ProfessionalHealth PractitionerUnderwriterAdvisor

Experience & Education

Position:
Owner/Health Insurance Broker at Premier Insurance Services
Title:
Owner, Premier Insurance Services
Location:
Granite Bay, California
Industry:
Insurance
Work history:
Premier Insurance Services - CaliforniaOwner/Health Insurance Brokersince Oct 2003LISI Regional Sales ManagerMar 2001 - Sep 2003
Skills:
Employee Benefits, Insurance, Health Savings Accounts, Disability Insurance, Health Insurance, Life ...
Certifications:
Life & Health Insurance License, State of California -- Department of Insurance
Life & Health Insurance License, State of Iowa -- Department of Insurance
CFP Certification Curriculum

Geoff Howard Roseville, CA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Location:
Roseville, California
Industry:
Financial Services
Certifications:
Certified Financial Planner

Shayne Layton Roseville, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorArea ManagerManagersTeam MemberSchool AdministratorEducational ManagerFinancial Manager

Experience & Education

Position:
Financial Advisor at Westlake, Grahl and Glover
Title:
Financial Advisor at Ameriprise Financial
Location:
Granite Bay, California
Industry:
Financial Services
Work history:
Westlake, Grahl and Glover - Granite Bay, CAFinancial Advisorsince Feb 2013TD Ameritrade Investment ConsultantApr 2012 - Jan 2013
CFP Certification Professional Education Program

Scott Thomas Sacramento, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerManaging PartnerPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerAnalystsHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Managing Partner at Placer Summit Financial Group, LLC.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Placer Summit Financial Group, LLC. - Roseville, CAManaging Partnersince Apr 2009Charles Schwab Financial ConsultantMar 2000 - Apr 2009
CFP

Kelly Jordan Roseville, CA

Professions & Specialties

Financial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorCounselorAdvisorTraining and DevelopmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerManagersAnalystsHuman Resources SpecialistRecruitmentDirectorSales ManagerSales DirectorMarketing DirectorFinancial ManagerOperations ManagerChief ExecutiveJuris Doctor

Experience & Education

Position:
Branch Manager at TD Ameritrade
Location:
Roseville, California
Industry:
Financial Services
Work history:
TD Ameritrade Branch Managersince 2002Charles Schwab Branch Manager1993 - 2001
Certified Financial Planner,CFP,

Matthew Natoli Sacramento, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHorse RacerRacerFinancial Manager

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Title:
Relatonship and Private Client Banker at JPMorgan Chase
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Granite Bay, CAPrivate Client Bankersince Apr 2013JPMorgan Chase - Granite Bay, CARelationship Banker IIJul 2010 - Feb 2013
CFP,in process,

Aimee Gamez Roseville, CA

Professions & Specialties

Puchasing and Estimating ManagerDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerChief ExecutiveSigning AgentNotaryLawyersBachelor of Science

Experience & Education

Position:
Paraplanner at Stone Consulting Group
Location:
Roseville, California
Industry:
Financial Services
Work history:
Stone Consulting Group - Roseville, CAParaplannersince Jul 2013Cynthia S. Meyers, MBA, CFP(R) - Sacramento, California AreaParaplannerOct 2006 - Jan 2013
Skills:
Notary Public, Outlook, Spreadsheets, Microsoft Word, Microsoft Excel, Microsoft Office, QuickBooks
Certifications:
Notary Public & Notary Signing Agent, National Notary Association

Anne Marie Frost Roseville, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Roseville, California
Industry:
Financial Services
Work history:
Morgan Stanley - Roseville, CAFinancial Advisorsince Oct 2010Wurm & Frye Wealth Management - Roseville, CAFinancial ConsultantMar 2010 - Oct 2010
Certifications:
CERTIFIED FINANCIAL PLANNER (TM) professional designation, Certified Financial Planner Board of Standards, Inc.

Jeremy Armitage Roseville, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerSurvivorReality ShowBachelor of ScienceSales RepresentativeSales ExecutiveSales ManagerChief ExecutiveFinancial Manager

Experience & Education

Work

Company:
Calloway & associates
Financial counselor for survivor outreach services of the army reserves
Company:
Valic - Roseville, CA
Financial advisor

Alan Dean San Diego, CA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerChief ExecutiveOperations ManagerFinancial ManagerFiduciaryTrust Law AttorneyLawyersHuman Resources SpecialistRecruitmentSchool PrincipalSchool AdministratorEducational ManagerAgentSales AgentSales Representative

Experience & Education

Position:
Consultant at CUSO Financial Services LLC
Title:
Consultant
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
CUSO Financial Services LLC - San Diego, CAConsultantsince Jun 2010E*Assist, LLC/AppCrown - New York, NYConsultantApr 2009 - Nov 2010
Skills:
Series 7, Options, Trading, Equities, Series 63, Fixed Income, Compliance, Mutual Funds,...
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Certified Financial Planners near Roseville, CA0326496128160SacramentoFolsomLincolnPilot Hill



Certified Financial Planners around Roseville, CA

Folsom  (7)
Lincoln  (1)
Pilot Hill  (1)
Sacramento  (159)

Certified Financial Planners in California

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