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Certified Financial Planners in California

Certified Financial Planners in San Juan Capistrano, CA

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Here is a complete list of nearly every available Certified Financial Planners in San Juan Capistrano, CA.

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7 results found

Lance Blount San Juan Capistrano, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service

Experience & Education

Position:
Certified Financial Planner at Lance Blount Financial Planning
Title:
Certified Financial Planner
Location:
San Juan Capistrano, California
Industry:
Financial Services
Work history:
Lance Blount Financial Planning - San Juan CapistranoCertified Financial Plannersince Jul 2002Zuk Financial - Lake Forest, CACertified Financial PlannerAug 2002 - Jan 2010
Full Profile

Nick Covyeau San Juan Capistrano, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Support Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Apprentice • Speaker • Business Administrator • Spokesperson • Representative • Bachelor of Business Administration • Student Worker • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Wholesale capital corporation - Orange, CA
Sales analyst (intern)
Company:
Notmykid - Phoenix, AZ
Student speaker
Full Profile

Scott Walker San Juan Capistrano, CA

Professions & Specialties

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

Experience & Education

Position:
President at Walker Financial Advisors, Inc. (Sole Proprietorship)
Title:
Certified Financial Planner
Location:
Mission Viejo, California
Industry:
Investment Management
Work history:
Walker Financial Advisors, Inc. Presidentsince 1986
Full Profile

Dan Dunlap San Juan Capistrano, CA

Professions & Specialties

Certified Financial Planner • Buyers Agent • Puchasing and Estimating Manager • Financial Services Sales Agent • Chairperson • Managing Broker • Chief Executive • Financial Manager • Agent • Sales Representative

Experience & Education

Specialties:
Buyer's Agent, Foreclosure, Short-Sale, Purchase Loan
Work:
Outwest Real Estate & Investment Co
27762 Antonio Pkwy., No. 269, Ladera Ranch, CA 92694
Experience:
32 years years
Licenses:
12163 (Certified Financial Planner)
Full Profile

Dan Dunlap San Juan Capistrano, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Program Director • Director • Operations Manager • Project Managers • Project Manager • Financial Manager • Analysts

Experience & Education

Work

Company:
Self-employed
Independent real estate broker - orange county, california
Company:
Cfi industries, llc - Buena Park, CA
Director of program management

Skills

Program and Project Management, Sales, Small Business Management
Full Profile

J. Velazquez San Juan Capistrano, CA

Professions & Specialties

Loan Officer • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Entrepreneur • Managers • Financial Manager • Advisor • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
First california financial
Loan officer
Company:
Jp morgan chase bank - Ladera Ranch, CA
Personal banker

Skills

Bi-Lingual in Spanish, Computer Proficient
Full Profile

Jason Mccann Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Managers • Operations Manager • Advertising Professional • Advertising Sales Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Mathematician

Experience & Education

Position:
Registered Representative II, CFP® at Charles Schwab & Co., Inc.
Title:
Registered Representative II, CFP® - Charles Schwab & Co., Inc.
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
Charles Schwab & Co., Inc. - Phoenix, AZRegistered Representative II, CFP®since Nov 2009Tarbell Realtors - Mission Viejo, CARealtorAug 2006 - Jun 2009
Skills:
Market Analysis, Risk Analysis, Real Estate, Research, Analysis, Equity Trading
Full Profile

Certified Financial Planners near San Juan Capistrano, CA076152228304380Santa AnaIrvineNewport BeachLaguna BeachCosta MesaOrangeSan ClementeCoronaAnaheimYorba Linda


Certified Financial Planners around San Juan Capistrano, CA

Anaheim  (3)
Corona  (5)
Costa Mesa  (8)
Dana Point  (1)
El Toro  (2)
Irvine  (42)
Laguna Beach  (14)
Newport Beach  (35)
Orange  (7)
San Clemente  (5)
Santa Ana  (376)
Tustin  (1)
Yorba Linda  (2)

Certified Financial Planners in California

Sub-specializations