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Certified Financial Planners in Georgia

Certified Financial Planners in Roswell, GA

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11 results found

Wendy Kembel Duluth, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Recruitment • Manager • Operations Manager • Financial Manager • Information Technology Specialist • IT Specialist • Supporting Member • Representative • Team Member • Talent Agent • Personnel Manager • Personnel Specialist • Chief Executive • Corporate Executive • Founding Member • Unix Administrator • Linux Administrator • Systems Administrator • Computer Systems Administrator • Leadership Think Tank • Analysts • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Recruitment Manager at Metasys Technologies Inc.
Location:
Duluth, Georgia
Industry:
Information Technology and Services
Work history:
Metasys Technologies Inc. - Duluth, GARecruitment Managersince 2012Northwestern Mutual - Atlanta, GAAssociate Financial Representative2009 - 2012
Skills:
Recruiting, Sales, Leadership, Information Technology, Management, Marketing, Government,...
Full Profile

Melanie Stewart Atlanta, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Client Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers • Financial Manager • Customer Service • Logistician • Chief Executive • Operations Manager • Project Managers • Production Director • Production Manager • Computer Specialist

Experience & Education

Position:
Client Manager at Clifftop Financial Partners, LLC
Title:
CFP®, Client Manager at Clifftop Financial Partners LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Clifftop Financial Partners, LLC - Roswell, GAClient Managersince Jun 2010AorTech Polymers and Medical Devices - Rogers, MNSupplier CoordinatorJun 2011 - Mar 2013
Full Profile

Sangeeta Mehra Roswell, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Program Assistant • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Financial Manager • Analysts • Managers • Computer Specialist

Experience & Education

Work

Company:
Montclair state university - Montclair, NJ
Office of research and sponsored programs, post award program assistant
Company:
Nicholas pascarella & company - Denville, NJ
Assistant to certified financial planner (cfp)
Full Profile

Joe Briner Atlanta, GA

Professions & Specialties

Puchasing and Estimating Manager • Chief Operating Officer • Partner • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Financial Manager • Psychologist • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Chief Operating Officer at ClaimsComp, Inc., Partner at Grisanti Galef and Goldress (GGG) and at...
Title:
Chief Operating Officer at ClaimsComp, Inc.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
ClaimsComp, Inc. - Roswell, GAChief Operating OfficerBlau Himmel Advisors Partner at Grisanti Galef and Goldress (GGG) andsince 2008
Skills:
Wealth Management, Banking, Management Consulting, Mergers, Strategic Planning, Business Strategy,...
Certifications:
CFP - Certified Financial Planner (TM), Certified Financial Planner Board of Standards
Series 24, FINRA
Full Profile

Bryant Peters Atlanta, GA

Professions & Specialties

Puchasing and Estimating Manager • Manager • Operations Manager • Juris Doctor • Custodian • Custodial Worker • Cleaners • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Compliance and Growth Manager at CGM, LLC
Title:
Compliance and Growth Manager/ J.D. Candidate
Location:
Greater Atlanta Area
Industry:
Telecommunications
Work history:
CGM, LLC - Roswell, GACompliance and Growth Managersince Aug 2009Sanders Financial Management - Norcross, GAParaplannerMay 2008 - Feb 2009
Certifications:
Certified Financial Planner
Full Profile

Lucie Cartaya Roswell, GA

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Advisor • Area Sales Manager • Regional Sales Consultant • Sales Representative • Financial Manager

Experience & Education

Work

Company:
Lci
Consultant
Company:
Jw telecom sales llc - Atlanta, GA
Regional sales manager

Skills

Seasoned B2B business development professional in telecom industry with a knack for distribution...
Full Profile

Shannon Reynolds Roswell, GA

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Chairperson • Vice President • Operations Manager • Financial Manager • Chief Executive

Experience & Education

Work

Company:
Costa rica specialty
Principal
Company:
Lindner capital advisors - Marietta, GA
Investment advisor

Skills

Brenau University, (Gainesville, GA) 95-99 BBA Business Management Mercer University, (Atlanta,...
Full Profile

Jason Sellew Roswell, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chairperson • Vice President • Founding Member • Chief Executive • Director of Operations • Financial Manager • Representative • Advisor

Experience & Education

Work

Company:
Roswell asset advisors llc
Founder/president
Company:
Fidelity investments
Vice president - fidelity private client group

Skills

MS. word, powerpoint and excel proficient
Full Profile

Lucie Cartaya Roswell, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Leadership Think Tank • Business Administrator • Analysts • Vice President of Sales • Vice President • Chief Executive • Financial Manager • Operations Manager • Admiral

Experience & Education

Position:
CCO at LC International Consulting
Location:
Roswell, Georgia
Industry:
Telecommunications
Work history:
LC International Consulting - Altanta GACCOsince Jul 2013SCTE (the Society for Broadband Professionals) Member1999 - 2011
Skills:
Telecommunications, Sales Management, Sales, Logistics, Team Building, New Business Development,...
Languages:
French, Spanish
CFP Program
Full Profile

John Scroggin Roswell, GA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Speaker • Representative • Planner • Investor • Spokesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Underwriter • Editorial Writer • Reporter • Master of Business Administration • Physician • Managing Partner • Chairperson • Board Member • Financial Manager • Partner • Chief Executive • Management Team Executive • Operations Manager • Writing and Editing Professional • Writer and Editor

Experience & Education

Office:
Scroggin & Company, P.C.
647 Mimosa Boulevard, Roswell, GA 30075
Phone:
(877) 645-2214 (Phone), (770) 518-4124 (Fax)
Specialties:
Probate, Ancillary Probate
ISLN:
903887333
Admitted:
1978, Florida, 1980, Georgia
Transactions:
Approximately 20% of the firm's time is devoted to the sale and purchase of businesses and property. In an average year, the firm will be involved in the negotiation, tax planning, contract drafting and closing of 4-6 multi-million dollar transactions. The focus in such transactions is first providing practical advice to the client on the sale or purchase and then obtaining the highest after-tax value to the client, while reducing the risks that the client is incurring in the transaction.
Biography:
Certified Public Accountant, 1981-1987. Listed, Best Planning Articles, 2000. Founding Editor,...
..three books and was recognized by the CFP Board of Examiners for writing one of the best..
Full Profile

Victoria Hoffman Roswell, GA

Professions & Specialties

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

Experience & Education

Office:
10720 Shallowford Rd., Roswell, GA 30075
Admitted:
1981, Georgia, 1982, Virginia
Biography:
Certified Financial Planner Designation, 1998. Recipient, American Jurisprudence Award in Business...
Full Profile

Certified Financial Planners near Roswell, GA0123246369492615AtlantaAlpharettaMariettaNorcrossDuluthHolly SpringsCummingKennesawStone MountainSmyrna


Certified Financial Planners around Roswell, GA

Alpharetta  (25)
Atlanta  (614)
Ball Ground  (1)
Cumming  (3)
Decatur  (2)
Duluth  (7)
Kennesaw  (3)
Mableton  (1)
Marietta  (10)
Norcross  (8)
Smyrna  (2)
Tucker  (1)

Certified Financial Planners in Georgia