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Certified Financial Planners in California

Certified Financial Planners in San Luis Obispo, CA

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32 results found

George Ross San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive • Advisor • Account Manager • Operations Manager • Food service

Experience & Education

Position:
Owner at George G Ross CPA PFS CFP, Registered Investment Advisor at H.D. Vest Financial Services
Title:
at George G Ross CPA PFS CFP
Location:
San Luis Obispo, California Area
Industry:
Accounting
Work history:
George G Ross CPA PFS CFP Ownersince Oct 2010H.D. Vest Financial Services Registered Investment Advisorsince Oct 2010
Certifications:
Certified Public Accountant, California Board of Accountancy
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Peggy Estes San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Specialist • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Director • Operations Manager • Project Engineer • Engineering Specialist • Master of Business Administration • Master of Science • Automotive Specialist • Automotive Professional

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(TM) Practitioner at Home
Title:
CERTIFIED FINANCIAL PLANNER(TM) Practitioner
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Home CERTIFIED FINANCIAL PLANNER(TM) Practitionersince Jan 2011FIT Financial, LLC CERTIFIED FINANCIAL PLANNER(TM) PractitionerJan 2009 - Mar 2011
Full Profile

Malcolm Pickett San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Director • Chair of Committee • Operations Manager • Financial Manager • Chairperson • Chief Executive • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at Templeton Community Library Association, Principal at Malcolm G. Pickett, JD, CFP
Title:
Principal
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Templeton Community Library Association Directorsince 2008Malcolm G. Pickett, JD, CFP Principalsince May 1991
Skills:
Retirement, Estate Planning, Employee Benefits, Financial Planners, Risk Management, Public...
Full Profile

Mick Picket San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Director • Chair of Committee • Operations Manager • Financial Manager • Chairperson • Chief Executive • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at Templeton Community Library Association, Principal at Malcolm G. Pickett, JD, CFP
Title:
Principal
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Templeton Community Library Association Directorsince 2008Malcolm G. Pickett, JD, CFP Principalsince May 1991
Skills:
Employee benefit plans
Full Profile

Steve Cfp San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Family Practitioner • Psychologist • General Practitioner • Director • Financial Manager • Operations Manager • Physician • Psychology Specialist

Experience & Education

Position:
Licensed Marriage & Family Therapist at SLO Counseling
Title:
Licensed Marriage and Family Therapist
Location:
San Luis Obispo, California Area
Industry:
Individual & Family Services
Work history:
SLO Counseling Licensed Marriage & Family Therapistsince Aug 1976Hospice of San Luis Obispo County Director of CounselingJan 2008 - Jun 2010
Full Profile

Stephen Tetmeir San Luis Obispo, 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 • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Senior Branch Manager & Certified Financial Planner at Ameriprise Financial Services, Inc.
Title:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Branch Manager & Certified Financial Plannersince Mar 1990
Full Profile

Dee Hinds San Luis Obispo, CA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Hinds Financial Group, LLC
Title:
Financial Planner
Location:
San Luis Obispo, California Area
Industry:
Insurance
Work history:
Hinds Financial Group, LLC Certified Financial Plannersince Apr 1998
Full Profile

Dennis Walton San Luis Obispo, CA

Professions & Specialties

Mortgage Loan Officer • Certified Financial Planner • Mortgage Specialist • Loan Officers • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Mortgage Loan Officer at Central Coast Lending, Certified Financial Planner at Various Financial...
Title:
Mortgage Loan Officer
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Central Coast Lending Mortgage Loan Officersince Dec 2011Various Financial Companies Certified Financial Plannersince 2000
Skills:
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial Planning,...
Full Profile

Randy Christensen San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Advisor • Licensed Real Estate Broker • Real Estate Manager • Property Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Christensen Financial Planning
Title:
Owner, Christensen Financial Planning
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Christensen Financial Planning Ownersince Feb 2004Jack in the Box Real Estate ManagerOct 1992 - Jan 2007
Full Profile

Chuck Gilstrap San Luis Obispo, 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 RE Wacker Associates
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
RE Wacker Associates Certified Financial Planner
Full Profile

William Buckingham San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at W. C. Buckingham, CPA, CFP
Title:
Owner, W. C. Buckingham, CPA, CFP
Location:
San Luis Obispo, California Area
Industry:
Accounting
Work history:
W. C. Buckingham, CPA, CFP Ownersince Jan 1994
Full Profile

Bruce Williams San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Position:
CFP at Blakeslee & Blakeslee
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Blakeslee & Blakeslee CFP
Full Profile

David Cryden San Luis Obispo, 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 David W. Cryden, CFP
Title:
Owner, David W. Cryden, CFP
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
David W. Cryden, CFP Owner
Full Profile

Craig Darnell San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at Blakeslee & Blakeslee
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile

Billy Buckingham San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Title:
Owner, W. C. Buckingham, CPA, CFP
Location:
San Luis Obispo, California Area
Industry:
Accounting
Full Profile

Willie Buckingham San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Title:
Owner, W. C. Buckingham, CPA, CFP
Location:
San Luis Obispo, California Area
Industry:
Accounting
Full Profile

Amie Young San Luis Obispo, 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 Self
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Self Certified Financial Planner
Full Profile

Will Buckingham San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Title:
Owner, W. C. Buckingham, CPA, CFP
Location:
San Luis Obispo, California Area
Industry:
Accounting
Full Profile

Sheri Leveille San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile

Diane Blakeslee San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile

Charles Gilstrap San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at RE Wacker Associates
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Full Profile

Linda Butler San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Buyers Agent • Puchasing and Estimating Manager • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Nurse Practitioner

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Foreclosure, Short-Sale
Work:
Haven Properties
1212 Marsh Street, San Luis Obispo, CA 93401
Experience:
37 years years
Licenses:
25752 (Certified Financial Planner)
Full Profile

Jim Richardson San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Chairperson • Operations Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Advertising Professional • Advertising Sales Agent • Partner • Corporate Executive • Financial Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Spokesperson • Representative • Senior Art Producer • Art Producer • Media Producer

Experience & Education

Position:
Dirictor of Opportunity at Mpact Magic, Inc., President at MobiDITTO
Title:
Director of Opportunity at Mpact Magic, Inc.
Location:
San Luis Obispo, California Area
Industry:
Marketing and Advertising
Work history:
Mpact Magic, Inc. - Las Vegas, NVDirictor of Opportunitysince Jan 2012MobiDITTO Presidentsince Aug 2009
CFP
Full Profile

Diane Davies San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Fiduciary • Attorney At Law • Law Specialist • Trust Law Attorney • Lawyer • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Real Estate Manager

Experience & Education

Position:
Partner at Davies & Glenn, Fiduciary Associates, Attorney at Diane E Davies, Attorney at Law
Title:
Partner at Davies & Glenn, Fiduciary Associates
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Davies & Glenn, Fiduciary Associates Partnersince May 2010Diane E Davies, Attorney at Law Attorneysince Jan 2009
Skills:
Trusts, Powers of Attorney, Wills, Estate Planning, Estate Administration, Fiduciary Services,...
Full Profile

Sandra Muran San Luis Obispo, CA

Professions & Specialties

Chairperson • Vice President • Marketing Director • Chief Executive • Construction • Doctor of Philosophy • Dermatologist • Athlete • Certified Nurse Aide • Wellness and Fitness • General Medical Care Specialist • Nurse • Nurse Practitioner • Medicine Professional • Healthcare Practitioner • Skin Care Technician • Cosmetologist • Beautician

Experience & Education

Position:
President at Wellspring Health Services
Location:
San Luis Obispo, California Area
Industry:
Health, Wellness and Fitness
Work history:
Wellspring Health Services Presidentsince 1989HouseCall Physicians Vice PresidentDec 1999 - Sep 2004
Skills:
Clinical Nutritionist, natural health, nutritional therapies, allergies, weight management,...
CFP
Full Profile

Melinda Thomas San Luis Obispo, CA

Professions & Specialties

Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor

Experience & Education

Position:
Managing Director at Pensionmark Retirement Group, Founding Partner at FIT Financial, LLC
Title:
Managing Director at Pensionmark Retirement Group
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Pensionmark Retirement Group Managing Directorsince Apr 2012FIT Financial, LLC Founding Partnersince Jan 2009
Certified Financial Planner
Full Profile

Kurt Jackson San Luis Obispo, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Trust Law Attorney • Lawyer

Experience & Education

Position:
President at Central Coast Wealth Management LLC
Title:
President-Central Coast Wealth Management
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Central Coast Wealth Management LLC Presidentsince Jan 2008UBS Financial Services VP-InvestmentsDec 2002 - Jan 2008
Certifications:
Certified Financial Planner CFP®, Certified Financial Planner Board of Standards
Certified 401k Professional C(k)P®, The Retirement Advisor University (TRAU)
Full Profile

Bonnie Hall San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Art Agent • Director • Operations Manager • Advisor • Representative • Corporate Executive • Chief Executive • Financial Manager • Business Administrator • Team Member • Master of Business Administration • Market Research Analyst

Experience & Education

Position:
Art Agent at Balmond Studio, Director at Bonnie Hall Fine Art Asset Management, Investment Advisor...
Title:
at Bonnie Hall Fine Art Asset Management
Location:
San Luis Obispo, California Area
Industry:
Fine Art
Work history:
Balmond Studio - London, UKArt Agentsince Oct 2010Bonnie Hall Fine Art Asset Management Directorsince Jan 2010
Skills:
New Business Development, Strategic Planning, Public Speaking, Market Research, Analysis, Project...
Languages:
English
CFP Certificate
Full Profile

Helen Sipsas San Luis Obispo, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Vice President • Manager • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Master of Business Administration • Counselor • Advisor

Experience & Education

Position:
Managing Principal at Peak Wealth Advisors
Location:
San Luis Obispo, California Area
Industry:
Investment Management
Completed CFP
Full Profile

Melinda Thomas San Luis Obispo, CA

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
First VP - Wealth Advisor at Morgan Stanley
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Morgan Stanley First VP - Wealth Advisorsince May 1993Thomas & Thomas Insurance OwnerJun 1978 - May 1993
Professional Plan Consultant / CFP working with Defined Contribution Plans,401k
Full Profile

Danielle Danbom San Luis Obispo, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Makeup Artist • Makeup Designer • Financial Manager

Experience & Education

Work

Company:
Edward jones - Los Osos, CA
Branch office administrator
Company:
Sephora
Certified makeup artist

Skills

C.F.P Certified
Full Profile

Shawn Cfp San Luis Obispo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Representative • Analyst • Analysts • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Arts • Financial Manager • Marketing Manager

Experience & Education

Work

Company:
Right brain money
Financial advisor
Company:
New england financial - Foster City, CA
Financial representative
Full Profile

Certified Financial Planners near San Luis Obispo, CA012345Santa MariaMorro BayPismo Beach


Certified Financial Planners around San Luis Obispo, CA

Morro Bay  (2)
Pismo Beach  (1)
Santa Maria  (5)

Certified Financial Planners in California

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