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Certified Financial Planners in San Antonio, TX

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Here is a complete directory of nearly every local Certified Financial Planners in San Antonio, TX.

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119 results found

Julie West San Antonio, TX

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerInsurance agentFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Independent Insurance Agent at Brigham Insurance Agency
Location:
San Antonio, Texas Area
Industry:
Insurance
Work history:
Brigham Insurance Agency Independent Insurance Agentsince Nov 1992American Express Financial Advisors Personal Financial PlannerJul 1991 - Nov 1992

Tim Kiesow San Antonio, TX

Professions & Specialties

Financial PlannerPersonal Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperConstructionBachelors DegreeFinancial ManagerManagersBachelor of ScienceDepartment Store SalespersonRetail ProfessionalRetail SalespersonEmployee Relations SpecialistLabor Relations Specialist

Experience & Education

Position:
Financial Planner at USAA Wealth Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Wealth Management Financial Plannersince Sep 2009River Valley Bank CERTIFIED FINANCIAL PLANNER (TM)Oct 2007 - Jun 2009
Skills:
Portfolio construction, Advanced Investment Review, Lifetime Income Planning

Pablo Trevino San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManagerCorporate ExecutiveOperations ManagerFinancial ManagerChief ExecutiveSecurityExecutorTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperReality ShowMedical Practice ProfessionalMedical Practitioner

Experience & Education

Position:
Wealth Manager, Certified Financial Planner at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Wealth Manager, Certified Financial Plannersince Sep 2005Metropolitan Life Insurance Company Certified Financial PlannerMay 2004 - Sep 2005

Sven Cfp San Antonio, TX

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentAssistant Vice PresidentChief ExecutiveOperations ManagerFinancial ManagerBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President - Head of Wealth Management and Trust at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Vice President - Head of Wealth Management and Trustsince Feb 2010USAA Assistant Vice President/Senior Trust Officer - Wealth Management and TrustMar 2009 - Mar 2010
Skills:
Sales Management, Estate Planning, Team Building and Motivation

Joanne Mcgowan San Antonio, TX

Professions & Specialties

Certified Financial PlannerFinancial SpecialistFinancial Services ProfessionalPuchasing and Estimating ManagerFinancial Services Sales AgentTraderCapital Markets ProfessionalOwnerFounderChief ExecutiveFinancial ManagerFounding MemberSchool PrincipalSchool AdministratorEducational ManagerMaster of Business AdministrationCertified Public AccountantFinancial AnalystAccounting BookkeeperBookkeeperPurchasing ManagersOperations ManagerBachelor of ScienceBusiness AdministratorConsumer Goods ProfessionalCommodities ClerkEntertainment ProfessionalEntertainer

Experience & Education

Position:
Owner & Principal at Joanne Suweyn McGowan, MBA, CPA/PFS, CFP®
Title:
Owner & Principal at Joanne Suweyn McGowan, MBA, CPA/PFS, CFP®, Certified Divorce Financial Analyst™
Location:
San Antonio, Texas Area
Industry:
Accounting
Work history:
Joanne Suweyn McGowan, MBA, CPA/PFS, CFP® Owner & Principalsince Jun 1985Grin Reaper Workshops Creator & FounderApr 2001 - Nov 2009
Skills:
New Business Development, Strategic Planning, Tax, Accounting, Management, Business Planning,...

Brian Mcglinchey San Antonio, TX

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCopywriterPublicity WriterAuthorAdvisorSchool PrincipalSchool AdministratorEducational ManagerAdvertising ProfessionalAdvertising Sales AgentSales RepresentativeSales AgentDirectorAssistant Vice PresidentBoard MemberFinancial ManagerOperations ManagerVice PresidentChief ExecutiveManagement Team Executive

Experience & Education

Position:
Financial services copywriter at McGlinchey Communications LLC
Title:
Freelance copywriter for the financial services industry
Location:
San Antonio, Texas Area
Industry:
Marketing and Advertising
Work history:
McGlinchey Communications LLC Financial services copywritersince May 2006USAA Various rolesOct 1994 - May 2006
Skills:
Copywriting, Copy Editing, Public Speaking, Direct Mail, Writing, Editing, Direct Marketing

Craig Morgan San Antonio, TX

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerPlannerFinance and Accounting SpecialistCertified Public AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Level 1 Planner at USAA
Title:
Financial Planner at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA - San Antonio, Texas AreaLevel 1 Plannersince Jan 2009Safe Harbor Financial Planning - Anchorage, AlaskaCertified Financial PlannerMay 1998 - Jan 2009
Skills:
Retirement Planning, Wealth Management, Investment Strategies, Estate Planning, Retirement Income...
Certifications:
Certified Financial Planner
Certified Wealth Specialist

Jeff Jurgemeyer San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerIndependent Business OwnersOperations ManagerMaster of ScienceContractorSchool AdministratorEducational Manager

Experience & Education

Position:
Certified Financial Planner at USAA
Title:
USAA Member Advice Resource Group
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA - San Antonio, Texas AreaCertified Financial Plannersince Nov 2009Independent Financial Group CFP(R)Aug 2006 - Nov 2009

Kirk Francis San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief Executive OfficerFinancial ManagerChief ExecutiveCorporate ExecutiveBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerMarketing ManagerDeanHigher Education ProfessionalSchool AdministratorEducational ManagerAccount Service ManagerClient Service OfficerCity ManagerCivil ServantField Marketing SpecialistMarketing AdministratorManagersCustomer Service

Experience & Education

Position:
President & CEO at Cross Financial Services, BexarMet Integration Advisory Committee at San...
Title:
CFP® AIF®, Planning for Business Owners
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
Cross Financial Services - San Antonio, TexasPresident & CEOsince May 1993San Antonio Water System BexarMet Integration Advisory Committeesince May 2012
Skills:
Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, Strategic...
Languages:
Spanish

Fernando Rocha San Antonio, TX

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerManagerBoard MemberOperations ManagerFinancial ManagerManagement Team ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Position:
Manager at Davidson Freedle Espenhover & Overby, P.C., Board of Governers at San Antonio Estate ...
Title:
Manager at Davidson Freedle Espenhover & Overby, P.C.
Location:
San Antonio, Texas Area
Industry:
Accounting
Work history:
Davidson Freedle Espenhover & Overby, P.C. - San Antonio OfficeManagersince Jul 2011San Antonio Estate Planner Council - San Antonio, Texas AreaBoard of Governerssince Jun 2009

Patrick Carney San Antonio, TX

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAssistant Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Vice President - Investments at Wells Fargo Advisors LLC
Title:
Associate Vice President - Investments at Wells Fargo Advisors, LLC
Location:
San Antonio, Texas
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - San Antonio, TexasAssociate Vice President - Investmentssince Apr 2010Morgan Stanley Smith Barney Certified Financial PlannerSep 2006 - Apr 2010
Certifications:
Certified Financial Planner

Lewis Vetter San Antonio, TX

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveCertified Public AccountantComputational ScientistComputer Scientists

Experience & Education

Position:
Manager at USAA
Title:
Manager, Member Advice & Solution at USAA Financial Services
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Managersince Sep 2005Ameriprise Financial Services, Inc. Financial AdvisorApr 2004 - Aug 2005

Jeff Hinger San Antonio, TX

Professions & Specialties

Financial ConsultantEstate PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor / Certified Estate Planner at Ameriprise Financial
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor / Certified Estate Planner
Skills:
I help my clients achieve their financial objectives through a long-term relationship based on...

Eric Weissgarber San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerMaster of Business AdministrationAdvisorRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Senior Wealth Manager, CFP , MBA, CLU Investment Advisor Representative
Location:
San Antonio, Texas Area
Industry:
Financial Services

Christina Lecholop San Antonio, TX

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at South Texas Money Management
Title:
at South Texas Money Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
South Texas Money Management CERTIFIED FINANCIAL PLANNERsince Apr 2009Merrill Lynch Financial AdvisorAug 2004 - Apr 2009

June Walbert San Antonio, TX

Professions & Specialties

Financial PlannerCertified Financial PlannerStock BrokerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerCapital Markets ProfessionalAdvisorPublic Affairs OfficerSpokespersonPublic Relations ProfessinalRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEconomic ExpertEconomistLieutenant ColonelFinancial Manager

Experience & Education

Position:
US Army Japan Public Affairs Officer at United States Army, financial planner/media advisor at...
Title:
financial planner/media advisor at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
United States Army US Army Japan Public Affairs Officersince Oct 2007USAA Financial planner/media advisorsince Jan 2004

Ejaz Haroon San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerInsurance ActuaryStatisticianVice PresidentFinancial ManagerChief Executive

Experience & Education

Position:
AVP at USAA
Title:
Actuary, CFA and CFP
Location:
San Antonio, Texas Area
Industry:
Insurance
Work history:
USAA AVPsince 2008Panamerican Life - Greater New Orleans AreaVP2005 - 2008
Languages:
Hindi

Andrew Voiles San Antonio, TX

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerSales AgentSales RepresentativeMarketing ProfessionalAdvertising Sales AgentAdvisor

Experience & Education

Position:
Financial Advisor, WMS at Raymond James Financial Services, Inc. Member FINRA/SIPC
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC Financial Advisor, WMSsince Nov 2009
Skills:
Retirment Planning, Education Planning, Wealth Management, Insurance & Annuities

Derek Sensenig San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at PAX Financial Group, LLC
Location:
San Antonio, Texas Area
Industry:
Financial Services

Steve Georgoulakis San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Wealth Advisor at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA - San Antonio, Texas AreaWealth Advisorsince Aug 2002

Paul Finocchiaro San Antonio, TX

Professions & Specialties

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

Experience & Education

Title:
Senior Financial Advisor at Citi Personal Wealth Management Senior Financial Advisor at CITI PERSONAL WEALTH MANAGEMENT Certified Financial Planner at Board of Standards, Inc Member at Lions Club see less... 1 more...
Location:
San Antonio, Texas Area
Industry:
Financial Services

Bryan Kaarlsen San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManagerChief Investment OfficerFinancial ManagerOperations ManagerManagement AnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorPsychology Specialist

Experience & Education

Position:
Certified Financial Planner at Next Financial
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Next Financial Certified Financial Plannersince Jun 2008Wealth Management Firm Chief Investment OfficerOct 2007 - May 2009
Skills:
Hedging large, concentrated stock positions using institutionally negotiated hedging instruments

Marilyn Ramsook-lilly San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerFinancial ManagerCustomer Service

Experience & Education

Position:
Wealth Advisor at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA - San Antonio, Texas AreaWealth Advisorsince Jul 1999Citicorp Investment Services - San Antonio, Texas AreaInvestment Sales and Service RepresentativeFeb 1993 - Jul 1999

James Mandl San Antonio, TX

Professions & Specialties

Certified Financial PlannerLoan OfficerPuchasing and Estimating ManagerLoan OfficersOffice AdministratorOperations ManagerFinancial ManagerTransportation ManagerLogistics ManagerCounselorAdvisorLogistician

Experience & Education

Work

Company:
Mary mandl, c.f.p
Back office administrator, asset protection, mortgage, loan
Company:
First liberty financial group, llc - San Antonio, TX
Sr. loan officer internet sales

Donni Thayer San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner (TM) at USAA, Registered Representative at USAA
Title:
Registered Representative at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Certified Financial Planner (TM)since Apr 2012USAA Registered Representativesince Sep 2002

Michael Johnston San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentBankerManagerOperations ManagerFinancial ManagerSales RepresentativeSales AgentBachelor of Business AdministrationBusiness AdministratorAccounting AnalystFinancial AnalystCustomer Service

Experience & Education

Work

Company:
Usaa
Wealth manager
Company:
Usaa - San Antonio, TX
Certified financial planner

Shayne Guillot San Antonio, TX

Professions & Specialties

Financial ConsultantEstate PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at Edward Jones, Estate Planner at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Feb 2007Edward Jones Estate Plannersince Feb 2007

Ben Johnson San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Certified Financial Planner

Carl Cicatello San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Carl Cicatello CPA, CFP
Title:
Owner, Carl Cicatello CPA, CFP
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Carl Cicatello CPA, CFP Owner

Harry Truman San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at SWBC Wealth Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
SWBC Wealth Management Certified Financial Planner

Jp Guerra San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerFinancial Manager

Experience & Education

Position:
Certified Financial Planner at Confidential
Location:
San Antonio, Texas Area
Industry:
Hospital & Health Care
Work history:
Confidential Certified Financial Planner

John Grigsby San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER ™ at First Command Financial Planning
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
First Command Financial Planning CERTIFIED FINANCIAL PLANNERsince Sep 1983

Kim Cornwell San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Position:
VP/Certified Financial Planner at The Trust Company
Location:
San Antonio, Texas Area
Industry:
Banking
Work history:
The Trust Company VP/Certified Financial Plannersince 2007

Herb Troutz San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Certified Financial Planner (CFP) at Troutz & Company, President at Troutz & Company
Title:
President at Troutz & Company
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Troutz & Company Certified Financial Planner (CFP)Troutz & Company Presidentsince Mar 1962

Jane Denkewalter San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerOrganization Management

Experience & Education

Position:
SENIOR PROGRAM'S MANAGER at San Antonio Food Bank
Location:
San Antonio, Texas Area
Industry:
Nonprofit Organization Management
Work history:
San Antonio Food Bank SENIOR PROGRAM'S MANAGERSan Antonio Food Bank CFP2009 - 2011

Stephen Dziuk San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
San Antonio, Texas Area
Industry:
Financial Services

Steve Dziuk San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
San Antonio, Texas Area
Industry:
Financial Services

John Larson San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP at Planning Strategies LLC
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Planning Strategies LLC CFP

Michael Dspain San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services

Pablo Trevino San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerPhysical TherapistPhysical TherapistsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP at PT
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
PT CFP

Harold Truman San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at SWBC Wealth Management
Location:
San Antonio, Texas Area
Industry:
Financial Services

S Chfc San Antonio, TX

Professions & Specialties

Certified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerApprenticeSubject Matter ExpertSkilled ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRelationship ManagerAccount Service ManagerClient Service OfficerStudent WorkerCustomer ServiceCounselorRepresentativeSupporting MemberTeam MemberAgentIndustrial EngineerTeam LeaderOperations ManagerFinancial ManagerUnderwriterBachelor of ScienceTeaching AssistantEducational Assistant TeacherDeanHigher Education ProfessionalSchool AdministratorEducational ManagerTrust Law AttorneyLawyers

Experience & Education

Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
State Farm Insurance Agency InternNov 2007 - Jan 2009USAA Investment Management Co. Relationship Manager, High Net WorthMar 2007 - Nov 2007

Jeff Allison San Antonio, TX

Professions & Specialties

Vice PresidentCo-OwnerChief ExecutiveOwnerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President, Co-Owner at Aspect Wealth Management
Title:
Vice President, Aspect Wealth Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Aspect Wealth Management Vice President, Co-Ownersince Mar 1997
Certifications:
Certified Financial Planner, College of Financial Planning

Jay Anderson San Antonio, TX

Professions & Specialties

TraderCertified Financial PlannerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerManagerDirectorOperations ManagerSurvivorRepresentativeReality ShowFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerTeam MemberAnalystSecurityService Operations ExpertAnalystsCustomer ServiceMaster of ScienceBachelor of Business AdministrationPsychology SpecialistSchool AdministratorEducational Manager

Experience & Education

Position:
Manager, Member Advice & Solutions at USAA
Title:
Manager-Financial Planning & Relationship Deepening at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Manager, Member Advice & Solutionssince Sep 2008USAA Financial Planning Director, Financial Advice CenterSep 2005 - Sep 2008

Dawn Cooper San Antonio, TX

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerSenior Vice PresidentCorporate ExecutiveChief ExecutiveOperations ManagerVice PresidentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperModelFinancial ManagerReality Show

Experience & Education

Position:
Managing Director, North American Retail Call Centers at Citi
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Citi - San Antonio, TXManaging Director, North American Retail Call Centerssince Nov 2012USAA Senior Vice President Financial Advice & SolutionsFeb 2008 - Mar 2010
Skills:
Strategic Financial Planning, Series 7, Wealth Management, Retirement Planning, Insurance,...
Certifications:
Certified Financial Planner (CFP), College for Financial Planning
Chartered Financial Consultant (ChFC), The American College

Luci Harty San Antonio, TX

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorAdvisorPhilanthropeContractorNon-ProfitFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner/Advisor in Philanthropy at Sole Proprietor
Location:
San Antonio, Texas Area
Industry:
Financial Services
CFP at Ameritas Investment Corp

Stephanie Kurtz San Antonio, TX

Professions & Specialties

Certified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorGuideSubject Matter ExpertTour GuideSkilled ProfessionalCounselorModeratorRepresentativeSupporting MemberTeam MemberTeam LeaderFinancial DirectorManagerSales ManagerOperations ManagerFinancial OfficerFinancial ManagerAccount Service ManagerAgentClient Service OfficerSales RepresentativeUnderwriterSports TrainerSports TrainersCustomer ServiceIndustrial EngineerBachelor of ScienceHigh School DiplomaTeaching AssistantEducational Assistant TeacherDeanHigher Education ProfessionalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Wealth Advisor at USAA Wealth Management
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
USAA Wealth Management - USAA Wealth ManagementWealth Advisorsince Dec 2010State Farm Insurance - State Farm Insurance & Financial Services, Austin, TXAgency ManagementNov 2007 - Jan 2009
Languages:
French

Chris Canter San Antonio, TX

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerDirectorOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerProject ManagersFinancial ManagerSales RepresentativeSales AgentServices ProfessionalSales and Service SpecialistMathematics ProfessorMathematical Science TeacherMaster of Business AdministrationBachelor of ScienceBusiness AdministratorProject ManagerMathematicsMathematicianIT Analyst

Experience & Education

Position:
Director Operations Excellence, Real Estate Lending at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA - San Antonio, Texas AreaDirector Operations Excellence, Real Estate Lendingsince Oct 2012USAA - San Antonio, Texas AreaDirector, Operational Member Communications ManagementAug 2011 - Nov 2012
Skills:
Analytics, Cross-functional Team Leadership, Process Improvement, Vendor Management, Strategic...
Certifications:
Chartered Financial Consultant (ChFC), The American College

Shane Bulgerin San Antonio, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerLoan OfficerLoan OfficersRepresentativeAdvisorAccount Service ManagerClient Service OfficerBachelor of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerCustomer Service

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
San Antonio, Texas Area
Industry:
Investment Management
Work history:
Fidelity Investments Financial Representativesince Mar 2009Smith Barney Client Services AdvisorMar 2008 - Mar 2009
Skills:
LICENSES: Series 7, Series 66, & Group 1 Insurance License, Certificate of Completion- Education...
..Completion- Education Requirement for CFP

Paul Cardenas San Antonio, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerMortgage SpecialistLoan OfficersPuchasing and Estimating ManagerRecruiting DirectorHuman Resources SpecialistPersonnel ManagerPersonnel SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveSales ManagerSales DirectorOperations ManagerMarketing ManagerFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales AgentSales RepresentativeSports TrainersField Marketing SpecialistMarketing AdministratorSchool AdministratorEducational Manager

Experience & Education

Position:
Recruiting Director | Southern RPG at Lincoln Financial Advisors
Title:
Recruiting Director | Lincoln Financial Advisors
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors - San Antonio, Texas AreaRecruiting Director | Southern RPGsince Aug 2011Investment Professionals VP, Business Development / RecruiterJan 2008 - Aug 2011
Skills:
Sales Management, Cold Calling, New Business Development, Social Media, Head Hunter, Sales...
Brokerage Jobs | CFP