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Certified Financial Planners in California

Certified Financial Planners in Sacramento, CA

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Here is a complete list of most available Certified Financial Planners in Sacramento, CA.

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159 results found

Michelle Goff Sacramento, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Managing Partner • Owner • Chief Executive • Financial Manager • Human Resources Specialist • Recruitment • Office Assistant • Independent Contractor • Office Clerk • Clerical Specialist • Contractor • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Law Specialist • Lawyers • Customer Service • Independent Business Owners

Experience & Education

Position:
Partner at Goff, Conway-Spatola Law Group
Title:
Partner-Goff, Conway-Spatola Law Group
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Goff, Conway-Spatola Law Group Partnersince Apr 2010Law Office of Michelle A. Goff - Sacramento, CaliforniaOwnerMar 2004 - Mar 2010
Full Profile

Trevor Kern Sacramento, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager • Counselor • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President/CFO & Senior Wealth Adviser at Zeller Kern Private Wealth Management
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Zeller Kern Private Wealth Management Vice President/CFO & Senior Wealth Advisersince Apr 2007A.G. Edwards & Sons, Inc. Financial ConsultantNov 2001 - Apr 2007
Skills:
Comprehensive retirement planning, wealth advisement and investment management, employer retirement ...
Full Profile

Sean Boyd Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Tax Accountant • Financial Officer

Experience & Education

Position:
CPA, CFP, CVA at Boyd & Associates P.C.
Location:
Sacramento, California Area
Industry:
Accounting
Work history:
Boyd & Associates P.C. - Folsom, CACPA, CFP, CVAsince Jan 2011Olsen & Partners, CPA - Sacramento, California AreaCPA, CFP, CVAJul 2007 - Dec 2011
Skills:
Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax Compliance, Certified...
Full Profile

Crystal Say Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Security • Office Clerk • Clerical Specialist • Nanny • Childcare Workers • Owner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Financial Officer • Marketing Manager • Operations Manager • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Executive Assistant at Retirement Security Centers, Executive Assistant at Lincoln Financial Advisors
Title:
Executive Assistant at Retirement Security Centers
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Retirement Security Centers - Sacramento, California AreaExecutive Assistantsince Jan 2013Lincoln Financial Advisors - Sacramento, California AreaExecutive Assistantsince Nov 2012
Skills:
Microsoft Excel, Microsoft Word, Microsoft Office 2007, Microsoft Publisher, PowerPoint, Outlook,...
CFP
Full Profile

Shawn Claycomb Sacramento, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Nurse • Nurse Practitioner • Web Marketer

Experience & Education

Position:
President at Claycomb Wealth Management
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Claycomb Wealth Management Presidentsince May 2003
Skills:
Claycomb Wealth Management is an Registered Investment Adviser registered with the U, S, Securities ...
Full Profile

Tony Owings Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Business Administrator • Operations Manager • Bachelor of Science • Psychology Specialist • Sports Trainers

Experience & Education

Position:
Certified Financial Planner at A.R. Owings Financial Strategies, Certified Financial Planner at...
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
A.R. Owings Financial Strategies Certified Financial Plannersince Jul 2001Raymond James Certified Financial Plannersince Jul 2001
Skills:
Financial Planning, Retirement Planning, Investment Management
Full Profile

Andrea Stalder Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Planner • Administrative Associate • Receptionist • Front Desk Clerk • Office Clerk • Clerical Specialist • Administrative Clerk • Front Office Receptionist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Financial Manager • Chief Executive • Managers • Area Manager • Operations Manager • Region Manager • Recruitment • Data Scientist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Title:
Executive Assistant at Lincoln Financial Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors - Sacramento, California AreaExecutive AssistantJul 2011 - Aug 2012River City Staffing - Sacramento, California AreaContract Administrative AssistantApr 2011 - Jul 2011
Skills:
Recruiting
CFP
Full Profile

Tami Stamm Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Analyst • Analyst • Project Manager • Administrative Associate • Social Worker • Analysts • Administrative Clerk • Clerical Specialist • Information Systems Analyst • Computer Network Consultant • IT Analyst • Computer Consultant • IT Consultant • Manager • Customer Relations • Operations Manager • Financial Manager • Project Managers • Support Consultant • Support Specialist • Client Service Officer • Customer Service • Social Workers

Experience & Education

Position:
Staff Information Systems Analyst at State of California
Title:
IS Business Analyst, State of California
Location:
Sacramento, California Area
Industry:
Computer Networking
Work history:
State of California Staff Information Systems Analystsince Dec 2007CGI Business AnalystDec 2005 - Dec 2007
..Documents,APD,County Funding Process,CFP,
Full Profile

Judy Seibold Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor, CFP® at Merrill Lynch
Title:
Wealth Management Advisor, CFP(r) at Merrill Lynch
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Merrill Lynch Wealth Management Advisor, CFP®since Apr 1994
Full Profile

Steve Barrilleaux Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Merrill Lynch
Location:
Sacramento, California Area
Industry:
Investment Management
Full Profile

Claudia Cypher Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist

Experience & Education

Position:
Certified Private Wealth Advisor Professional at Raymond James Financial Inc.
Title:
CPWA®, CIMA®, CFP®, ADPA®
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Raymond James Financial Inc. Certified Private Wealth Advisor Professionalsince Oct 2011
Skills:
Series 7, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Investment...
Full Profile

Karrie Musgrave Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Assistant at Randolph elder, CFP
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Randolph elder, CFP Assistant
Full Profile

Steve Barrilleaux Sacramento, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Operations Manager • Corporate Executive • Chief Executive • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Independent Financial Advisor at Safe Harbor Pension & Wealth
Title:
Certified Financial Planner TM
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Safe Harbor Pension & Wealth - Roseville, CAIndependent Financial Advisorsince Aug 2009Merrill Lynch Financial AdvisorApr 2004 - Aug 2009
Full Profile

Jim Belenis Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at First Northern Bank
Location:
Sacramento, California Area
Industry:
Banking
Work history:
First Northern Bank CFP
Full Profile

Daniel Chang Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Long Term Care Specialist - CFP at Daniel Cheng
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
Daniel Cheng Long Term Care Specialist - CFP
Full Profile

Steve Bertino Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at SRB Inc Insurance Associates
Title:
Owner, SRB Inc Insurance Associates
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
SRB Inc Insurance Associates Ownersince 1974UC Davis Faculty Business and Management1998 - 2006
Skills:
Employee Benefits, Insurance, Public Speaking, Tax, Estate Planning, Financial Planning, Retirement ...
Full Profile

Kristina Norberg Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Deputy Director • Director • Deputy Manager • Chief Executive • Operations Manager • Financial Manager

Experience & Education

Title:
Associate Director at UC Davis Extension
Location:
Sacramento, California Area
Industry:
Education Management
Work history:
FPANC Member2003 - 2011UC Davis Extension Retired--Associate Director1987 - Jul 2011
CFP Personal Financial Planning
Full Profile

Colin Grahl Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President of Finance • Financial Manager • Vice President • Chief Executive • Operations Manager • Computer Scientists

Experience & Education

Position:
Certified Financial Planner at Westlake, Grahl, & Glover, A private wealth advisory practice of ...
Title:
Private Wealth Advisor
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Westlake, Grahl, & Glover, A private wealth advisory practice of Ameriprise Financial Services, Inc. Certified Financial Plannersince Aug 1987Ameritech Captial Corp. Vice President of FinanceJun 1986 - Jun 1987
Full Profile

Casey Frye Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley Smith Barney
Title:
Financial Advisor, Morgan Stanley Smith Barney
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CERTIFIED FINANCIAL PLANNER™since Oct 2010Wurm & Frye Wealth Management Group, Roseville CA Financial AdvisorMay 2003 - Oct 2010
Full Profile

Eric Sams Sacramento, CA

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 Sams Investment Strategies
Title:
Certified Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Sams Investment Strategies Certified Financial Plannersince Dec 2008UBS Financial Services Financial Advisor2002 - Dec 2008
Full Profile

Tim Chafin Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at LPL Financial, CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
LPL Financial Financial Advisorsince Aug 2007LPL Financial CERTIFIED FINANCIAL PLANNER™since Jan 2006
Skills:
401k/IRA rollovers, wealth preservation, income distribution planning
Full Profile

Matt Page Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Corporate Executive • Chief Executive • Master of Science • Student Worker

Experience & Education

Position:
Certified Financial Planner at Capital Planning Advisors
Title:
CFP and CRPS at Capital Planning Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Capital Planning Advisors Certified Financial Plannersince Dec 2010Foord, Van Bruggen, Ebersole & Pajak Certified Financial PlannerJun 2004 - Dec 2010
Certifications:
CFP, Certified Financial Planner Board of Standards, Inc.
CRPS, College for Financial Planning
Full Profile

Kelly Krueger Sacramento, CA

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 • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Position:
Financial Advisor at Westlake, Grahl, and Glover
Title:
Financial Advisor at Ameriprise Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Westlake, Grahl, and Glover Financial Advisorsince 2005E*TRADE Financial Customer Service Representative2004 - 2005
CFP
Full Profile

Bruce Kajiwara Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Public Accountant • Finance and Accounting Specialist • Independent Business Owners • Independent Contractor • Contractor • Chief Executive • Supervising Planner • Operations Manager • Bachelors Degree • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor, CPA/PFS, CFP at Kajiwara Wealth Advisors, Financial Advisor, CPA/PFS, CFP at...
Title:
Financial Advisor with Kajiwara Wealth Advisors
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Kajiwara Wealth Advisors - Sacramento, California AreaFinancial Advisor, CPA/PFS, CFPsince Jan 2003Financial Network Investment Corp. - Sacramento, California AreaFinancial Advisor, CPA/PFS, CFPsince Jan 2003
Skills:
Strategic Financial Planning
Full Profile

Deborah Grose Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Independent Business Owners • HR Manager • Founder • Founding Member • Chief Executive • Contractor

Experience & Education

Title:
Certified Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Kristina Norberg Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Deputy Director • Program Director • Deputy Manager • Chief Executive • Operations Manager • Financial Manager • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Associate Director at UC Davis Extension
Location:
Sacramento, California Area
Industry:
Education Management
Work history:
UC Davis Extension Associate Directorsince 1998
..& Leadership programs including CFP Personal Financial Planning
Full Profile

Bret Glover Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Private Wealth Advisor at Westlake, Grahl, and Glover
Title:
Private Wealth Advisor at Westlake, Grahl, and Glover An Ameriprise Private Wealth Advisory Practice
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Westlake, Grahl, and Glover Private Wealth Advisorsince Jun 1991
Skills:
Retirement Planning, Strategic Financial Planning, Employee Stock Options, Financial Advisory,...
CFP
Full Profile

Lon Burford Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Genovese Burford and Brothers
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Genovese Burford and Brothers Partnersince May 1987
Full Profile

Kimberly Ogden Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President, Financial Advisor & Certified Financial Planner™ at Atherton Wealth Advisors
Title:
Financial Advisor, Wealth Manager, & CFP at Atherton Wealth Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Atherton Wealth Advisors Vice President, Financial Advisor & Certified Financial Planner™since Oct 2005Adeza Biomedical Sales RepresentativeSep 2003 - Oct 2005
Full Profile

Russel Phelps Sacramento, CA

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, CDFA at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Folsom, CAFinancial Advisor - CFP, CDFAsince Aug 1993
Full Profile

Paul Wheeler Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Owner • Financial Manager • Chief Executive • Contractor

Experience & Education

Position:
Certified Financial Planner(TM) at Ameriprise Financial Services, Inc.
Title:
Certified Financial Planner(TM) at Ameriprise Financial
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Ameriprise Financial Services, Inc. Certified Financial Planner(TM)since Mar 1990Best Gardening & Landscape OwnerFeb 1980 - Feb 1990
Full Profile

Tina Florence Sacramento, CA

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 Lane Florence LLC
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Lane Florence LLC Certified Financial Plannersince 2004
Full Profile

Mackenzie Schneider Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Administrative Assistant at South Placer Heritage Foundation, Administrative Assistant at Randolph...
Title:
Office Manager at Randolph Elder, CFP
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
South Placer Heritage Foundation Administrative Assistantsince Jan 2007Randolph Elder, CFP Administrative Assistantsince Mar 2006
Full Profile

Donald St Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Don St Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Michael Hullen Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
CPA at Hullen Accountancy, LLP
Title:
CPA, CFP
Location:
Sacramento, California Area
Industry:
Accounting
Work history:
Hullen Accountancy, LLP CPAsince Sep 1990
Full Profile

Deborah Bennett Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Dean • Higher Education Professional • School Administrator • Educational Manager • Financial Director • Chairperson • Financial Officer • Financial Manager • Chief Executive • Agent • Sales Representative

Experience & Education

Position:
CFO at Dean Bennett Insurance and Financial Services, Inc.
Title:
Dean Bennett Insurance & Financial Services, Inc.
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
Dean Bennett Insurance and Financial Services, Inc. CFOsince Jun 2000
Skills:
Health Insurance, Sole Proprietors, Employee Benefits, Insurance, Business, Disability Insurance,...
Full Profile

Barbara Healy Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner, CFP(TM), CRPC at Hanson McClain Advisors
Title:
Financial Advisor, CFP at Hanson McClain
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Hanson McClain Advisors - Sacramento, California AreaSenior Financial Planner, CFP(TM), CRPCsince Feb 2005Merrill Lynch Assistant Vice PresidentAug 1994 - Jan 2005
Skills:
Retirement Planning, Wealth Management, Investment Advisory, 401k, Pensions, Financial Analysis,...
Full Profile

James Beilstein Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Internal Wholesaler-NJ, DE, & Eastern PA Wires at Principal Funds
Title:
Internal Wholesaler at Principal Funds
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Principal Funds - El Dorado Hills, CAInternal Wholesaler-NJ, DE, & Eastern PA Wiressince Jan 2012UBS Financial Services Registered Client Service Associate with the Donina GroupJan 2009 - Dec 2011
CFP
Full Profile

Melissa Clemons Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Services Professional
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Mennemeier, Glassman & Stroud LLP Securities Arbitration AnalystMay 2004 - Nov 2008Morgan Stanley Financial AdvisorFeb 2003 - May 2004
Full Profile

Bruce Kajiwara Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Finance and Accounting Specialist • Independent Business Owners • Contractor • Supervising Planner • Operations Manager

Experience & Education

Position:
Financial Advisor, CPA/PFS, CFP at Kajiwara Wealth Advisors, Financial Advisor, CPA/PFS, CFP at...
Title:
Financial Advisor with Kajiwara Wealth Advisors
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Kajiwara Wealth Advisors - 1300 Ethan Way, Ste. 150 Sacramento, CA 95825Financial Advisor, CPA/PFS, CFPsince Jan 2003Cetera Advisor Networks LLC - Sacramento, California AreaFinancial Advisor, CPA/PFS, CFPsince Jan 2003
Full Profile

Brett Tank Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investments at UBS Financial Services Inc.
Title:
Certified Financial Planner at UBS Financial Services Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Vice President - Investmentssince Mar 2001Tri Valley Growers Commodity managerApr 1997 - Mar 2001
Full Profile

Ryan Triplett Sacramento, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • MS in Forensic Science • Master of Business Administration • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Financial Manager • Operations Manager

Experience & Education

Position:
Associate Wealth Management Advisor at Northwestern Mutual
Title:
MSFS, MBA, ChFC®, CFP® - Associate Wealth Management Advisor at Northwestern Mutual
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Sacramento, CaliforniaAssociate Wealth Management Advisorsince Mar 2012Northwestern Mutual - Sacramento, CaliforniaDirector of Investment ServicesApr 2007 - Mar 2012
Full Profile

Brad Heaps Sacramento, CA

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 Consultant, CFP® at Charles Schwab
Title:
Financial Consultant at Charles Schwab
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Charles Schwab Financial Consultant, CFP®since Feb 2007UBS Wealth Management Financial AdvisorOct 2004 - Feb 2007
Full Profile

Judith Davidson Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Director • Chief Executive • Financial Manager • Operations Manager • Advisor • Doctor of Philosophy

Experience & Education

Position:
Vice President, Wealth Management Advisor, Senior Financial Advisor, CFP®, CRPC® at Merrill Lynch
Title:
Vice President, Wealth Management Advisor, Senior Financial Advisor, Ph.D., CFP®, CRPC® at Merrill Lynch
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Merrill Lynch Vice President, Wealth Management Advisor, Senior Financial Advisor, CFP®, CRPC®since May 2000California State University, Sacramento Director of Intercollegiate AthleticsAug 1996 - Dec 1999
Full Profile

Clare Hiatt Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Wells Fargo Advisors, LLC, Associate Vice President, Investments at...
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Certified Financial Plannersince 2005Wells Fargo Advisors, LLC Associate Vice President, Investmentssince 2005
Skills:
Retirement planning, college planning, including 529 plans, investment planning, stocks, bonds,...
Full Profile

Rob Segura Sacramento, CA

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 RTSegura, Financial & Insurance Services, Owner at RTSegura, Financial & Insurance ...
Title:
Owner at RTSegura, Financial & Insurance Services
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
RTSegura, Financial & Insurance Services Ownersince Jun 1995RTSegura, Financial & Insurance Services - Sacramento, CAOwnersince Jun 1995
CFP Certificate from UC Davis
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Kevin Shimmel Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Morgan Stanley Smith Barney Associate Vice President at Morgan Stanley Smith Barney Certified Financial Planner at Morgan Stanley Smith Barney Chartered Financial Consultant at Morgan Stanley Smith Barney Chartered Retirement Planning Counselor at Morgan Stanley Smith Barney Fin...
Location:
Sacramento, California Area
Industry:
Financial Services
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Hansen Mark Sacramento, CA

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 Hansen & Frontiera Financial Group, Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Hansen & Frontiera Financial Group, Inc. - 8880 Cal Center Dr. Ste. 400 Sacramento, CA 95826Certified Financial Plannersince Jan 1989
Certifications:
Certified Financial Planner, CFP Board
Chartered Financial Consultant, American College
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John Perreault Sacramento, CA

Professions & Specialties

Financial Planner • Estate Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Senior Planner • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior planner at First Federal
Title:
Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
First Federal Senior plannersince Dec 2005Transition for Veterans/ Insurance services Estate PlannerJan 2007 - May 2010
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Certified Financial Planners near Sacramento, CA01West Sacramento