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Certified Financial Planners in San Mateo, CA

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8 results found

Dean Leonard San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystAdvisorRepresentativeIndependent ContractorSupporting MemberContractorTeam MemberAgentSales RepresentativeDeanHigher Education ProfessionalSchool AdministratorEducational ManagerFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperFinancial ManagerActuarial AnalystActuarial AssociateInsurance ActuaryStatistician

Experience & Education

Position:
Investment Advisor Representative at WHJR Associates, Registered Representative at Royal Alliance...
Title:
Certified Financial Planner at Royal Alliance Associates INC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
WHJR Associates - 55 N. Third St. Suite 200, Campbell, CA 95008-2087Investment Advisor Representativesince May 1999Royal Alliance Associates INC - 55 N. Third St. Suite 200, Campbell, CA 95008-2087Registered Representativesince May 1989
Skills:
Personal Finance, Personal Financial Planning, Investment Management, Certified Financial Planner,...

Kyle Brown San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerArea Sales ManagerRegional Sales ConsultantSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorSales ManagerSales DirectorOperations ManagerFinancial ManagerFiduciaryTrust Law AttorneyLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerComputer Software ProfessionalConfiguration ManagementSoftware DevelopersSoftware Deployment EngineerSoftware Engineer

Experience & Education

Position:
Director of Sales at Infinity Financial Services
Title:
Regional Sales Manager
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Infinity Financial Services - Oakland, CaDirector of Salessince Feb 2012Methodics - San Francisco Bay AreaSales ManagerJul 2011 - Jan 2012

Grant Matthews San Francisco, CA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Executive Director- Wealth Management, Financial Advisor, CFP®, CIMA® at Morgan Stanley
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Morgan Stanley - Menlo Park, CaliforniaExecutive Director- Wealth Management, Financial Advisor, CFP®, CIMA®since Nov 2005UBS - Menlo Park, CASenior Vice President- Wealth MgmtJan 2000 - Nov 2005

Jimmy Yung San Francisco, CA

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCertified Financial PlannerLoan OfficersBusiness Development AssociateModelFinancial ManagerOperations ManagerManagersPerformerChief Executive OfficerFinancial DirectorCorporate ExecutiveChief ExecutiveFinancial OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ArtsPsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch SpecialistResearch ScientistStudent WorkerPsychology Specialist

Experience & Education

Position:
Investment Analyst at Vx Capital Partners
Title:
Experienced Investment Analyst
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Vx Capital Partners - san francisco, californiaInvestment Analystsince Jul 2013Golub Group, LLC - San Mateo, CABusiness Development AssociateSep 2010 - Jun 2013
Financial Planning and Services,CFP,

Christina Ko San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBankerCertified Financial PlannerPuchasing and Estimating ManagerMarketing InternMarketing ProfessionalAdvertising Sales AgentFisherHealth Insurance AgentInsurance SalespersonInsurance ProfessionalUnderwriterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeCounselorTeam MemberAdvisorAgentSales RepresentativeHigh School DiplomaMaster of ScienceFinancial Manager

Experience & Education

Position:
Socially Responsible Investing at RBC Wealth Management
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
RBC Wealth Management - San Francisco Bay AreaSocially Responsible InvestingMorgan Stanley - Silicon ValleyFinancial AdvisorMay 2012 - 2013
Skills:
Series 7, Series 6, Series 65, Series 63, Bilingual, Advent, Microsoft Office, Outlook, Portfolio...
Languages:
Mandarin Chinese, English, Spanish
Certifications:
Series 7 - General Securities Representative Examination, FINRA
Series 65 - Uniform Investment Adviser Law Examination, FINRA
Certified Financial Planning,Towards CFP Designation

Lisa Zhou San Francisco, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerMarket AnalystAdvertising ProfessionalMarket Research AnalystAdvertising Sales AgentAccount ManagerEntertainment ProfessionalEntertainerMarketing InternMarketing ProfessionalCertified Public AccountantAccounting BookkeeperBookkeeperSupporting MemberApprenticeReceptionistFront Desk ClerkBusiness AdministratorTeam MemberFront Office ReceptionistMaster of ScienceHigh School DiplomaChief Administrative OfficerMarketing ManagerFinancial ManagerChief ExecutiveOperations ManagerDatabase Administration ProfessionalDatabase AdministratorGraphic Design SpecialistGraphic DesignerStudent Worker

Experience & Education

Position:
Content Marketing Analyst, Content Acquisition at CafePress Inc., Account Manager, Corporate...
Title:
Content Marketing Analyst, Content Acquisition at CafePress Inc.
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
CafePress Inc. - San Mateo, CAContent Marketing Analyst, Content Acquisitionsince Nov 2012CafePress Inc. - San Francisco Bay AreaAccount Manager, Corporate Partnershipssince Mar 2012
Skills:
Word, Excel, PowerPoint, Outlook, Photoshop, Mandarin, Visio, Mac, English, Cantonese,...
Languages:
Chinese - Cantonese, Chinese - Mandarin, English
CFP

Robin Davis San Francisco, CA

Professions & Specialties

Financial Services Sales AgentPuchasing and Estimating ManagerCounselorAdvisorManagerOperations ManagerInsurance ActuaryStatisticianModelAgentSales RepresentativeTeam MemberFinancial Manager

Experience & Education

Position:
Actuarial Consultant/Manager at KPMG
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
KPMG - Mission Towers 1, Suite 100, 3975 Freedom Circle Drive, Santa Clara, CA 95054Actuarial Consultant/Managersince 2005New York Life Agent2002 - 2005
..education requirements for the Certified Financial Planner designation

Jane Stackpole San Mateo, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLeaderManagersCounselorAdvisorFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperBrand PlannerMarket Research AnalystBrand RepresentativeVice PresidentDirectorMarketing ManagerChief ExecutiveOperations ManagerFinancial ManagerMaster of Business AdministrationBachelor of Arts

Experience & Education

Work

Company:
Silicon valley bank - San Francisco Bay Area, CA
Svp, head of marketing strategy
Company:
E*trade financial - Menlo Park, CA
Head of b2b product management, stock plan services

Skills

Leadership, Marketing Strategy, Segmentation, Market Research, Product Marketing, CRM, Product...


Certified Financial Planners near San Mateo, CA0171342513684855San FranciscoPalo AltoOaklandHaywardMenlo ParkRedwood CitySouth San FranciscoSan CarlosSan BrunoAlameda



Certified Financial Planners around San Mateo, CA

Alameda  (2)
Belmont  (1)
Burlingame  (2)
Daly City  (1)
Hayward  (5)
Menlo Park  (5)
Oakland  (14)
Palo Alto  (15)
Redwood City  (4)
San Bruno  (2)

Certified Financial Planners in California