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Certified Financial Planners in California

Certified Financial Planners in Santa Ana, CA

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Here is a complete list of nearly every professional Certified Financial Planners in Santa Ana, CA.

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250 results found

Bob Cryer Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Operations Manager • Corporate Executive • Financial Manager • Sports Trainer • Sports Trainers • Organization Management • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder & Executive Coach at Executive Coaches of Orange County (ECofOC)
Title:
Founder of Executive Coaches of Orange County (ECofOC)
Location:
Orange County, California Area
Industry:
Nonprofit Organization Management
Work history:
Executive Coaches of Orange County (ECofOC) - Orange County, California AreaFounder & Executive Coachsince Nov 2003Money Management Strategies Founder and CEOJan 1994 - Feb 2004
Skills:
Program Management, Non-profits, Fundraising, Organizational Development, Strategic Planning,...
I took CFP certification training to search for a data ba..
Full Profile

Peter Buechler Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Concierge • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Business Administrator • Underwriter • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Sales Representative

Experience & Education

Position:
Annuities Brokerage Director at BGA Insurance, Certified Financial Planner at Cohesive Financial...
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
BGA Insurance Annuities Brokerage Directorsince Sep 2010Cohesive Financial & Insurance Solutions Certified Financial Plannersince Jan 2009
Skills:
Fixed Insurance Products including Life, Long Term Care and Disability Insurance as well as...
Full Profile

Mike Pash Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Michael Pash, Certified Financial Planner
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Brian Rowland Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Account Representative • Client Service Officer • Vice President • Chief Administrative Officer • Financial Manager • Chief Executive • Customer Service • Sales Executive • Sales Manager • Construction • Non-Profit • Information Technology Specialist • IT Specialist • Marketing Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
National Account Representative at Consolidated Fire Protection
Location:
Orange County, California Area
Industry:
Sports
Work history:
Consolidated Fire Protection - Irvine, CaNational Account Representativesince Apr 2012Major League Baseball Assistant to Vice President of Youth and Urban Development: Compton/Ontario, CAJan 2010 - Apr 2012
Languages:
Spanish
CFP designs
Full Profile

Timothy Molnar Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Northwestern Mutual Wealth Management Company
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Tim Molnar Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Northwestern Mutual Wealth Management Company
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Mark Larsen Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Manb Inc
Title:
CFP
Location:
Orange County, California Area
Industry:
Management Consulting
Work history:
Manb Inc - Orange County, California AreaCFPsince Jun 1987
Full Profile

Tom Graffeo Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Management Analyst • Analysts • Area Manager • Managers • Region Manager • Financial Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner, Certified Investment Management Analyst at Applied Financial Planning, ...
Title:
Certified Financial Planner, Certified Investment Management Analyst at Applied Financial Planning, Inc.
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Applied Financial Planning, Inc Certified Financial Planner, Certified Investment Management Analystsince 2008AllianceBernstein Investment Reseach and Management Regional DirectorDec 2001 - Dec 2007
Full Profile

Richard Jackman Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Chief Investment Officer • Financial Manager • Management Analysts • School Principal • School Administrator • Educational Manager • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Service Operations Expert • Tax Accountant • Commodities Clerk

Experience & Education

Position:
Chief Investment Officer at Barth Financial Advisors, LLC, Registered Principal at JW Cole, Loan...
Title:
Certified Financial Planner™ Practitioner specializing in Comprehensive Financial / Wealth Mgmt & Asset Protection
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Barth Financial Advisors, LLC - 333 City Blvd West, Suite 2050 Orange, CA 92868Chief Investment Officersince Jun 1995JW Cole - 333 City Blvd West, Ste 2050, Orange, CA 92868Registered Principalsince Jun 2012
Skills:
Comprehensive Financial Planning, Alternative Investments, Wealth Management, Investment Advisory,...
Certifications:
Certified Financial Planner™ Practitioner, Certified Financial Planner Board of Standards, Inc
Full Profile

Mark Silberfarb Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Estate Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Financial Director • Chairperson • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Guide • Philanthrope • Tour Guide • Non-Profit • Associate Professor • Lecturer • Postsecondary Teacher • Associate Editor • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Underwriter

Experience & Education

Position:
Managing Director at Global Financial Institute, LLC
Title:
Managing Director, Global Financial Institute, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Global Financial Institute, LLC Managing Directorsince Nov 1965
Full Profile

Steven Schaller Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager • Wellness and Fitness • Customer Service • Client Service Officer • Dental Assistant • Endodontist • Periodontist • Stomatologist • Doctor of Dental Surgery • Bachelor of Science • Office Assistant • Office Clerk • Clerical Specialist • Surgical Specialist

Experience & Education

Position:
Periodontal Assistant at Pacific Dental Services
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Pacific Dental Services - Orange County, California AreaPeriodontal Assistantsince Jun 2008USIBR: Undegraduate Student Initiative for Biomedical Research - Department of Biomedical Engineering- University of California, IrvineStudent Researcher: Fluorescence and Optical Imaging TechnologiesJul 2012 - Aug 2012
Skills:
Superior people and organizational skills, Able to multi-task under pressure, maintain attention to ...
Languages:
German
Proteins used: CFP
Full Profile

Tucker Watkins Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Advisor • Management Analyst • Analysts

Experience & Education

Position:
Franchise Owner and Private Wealth Advisor at Ameriprise Financial Services, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Franchise Owner and Private Wealth Advisorsince Mar 1987
Skills:
Areas of Focus, Investment Advice, Income Tax Planning Strategies, Retirement Planning Strategies,...
Full Profile

Tom Pokladowski Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Paralegal • Litigation Support Specialist • Chief Executive • Speaker • Spokesperson • Entertainment Professional • Entertainer

Experience & Education

Position:
Director of Law, Finance and Business Programs Department at UC Irvine Extension
Location:
Orange County, California Area
Industry:
Higher Education
Work history:
UC Irvine Extension Director of Law, Finance and Business Programs Departmentsince Jun 2010Orange County Firms AttorneyDec 2006 - Jun 2010
Skills:
People Management, Program Management, Research, Writing, Public Speaking, Teaching, Leadership,...
Full Profile

Jaime Saul Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Sales Manager • Territory Sales Manager • Region Manager • Sales Executive • Area Manager • Managers

Experience & Education

Position:
Vice President at MFS Investment Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
MFS Investment Management - Orange County, California AreaVice Presidentsince Nov 2011Nuveen Investments Vice PresidentOct 2006 - Oct 2011
CFP
Full Profile

Richard White Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Partner • Financial Manager • Chief Executive • Bachelor of Science

Experience & Education

Position:
CPA, CFP and Owner at R.M. White & Associates
Title:
CPA at R.M. White & Associates
Location:
Orange County, California Area
Industry:
Accounting
Work history:
R.M. White & Associates CPA, CFP and Ownersince Jan 1984
Full Profile

Brad Callen Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Investor • Examiner • Inspector • School Principal • School Administrator • Educational Manager

Experience & Education

Title:
Senior Executive | Certified Financial Planner
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Melissa Levin Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ Practitioner at Romero & Levin Wealth Management, Inc.
Title:
Romero & Levin Wealth Management, Inc.
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Romero & Levin Wealth Management, Inc. CERTIFIED FINANCIAL PLANNER™ Practitionersince Jun 1997
Full Profile

Greg Aitkens Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Founder • Founding Member • Chief Executive • Athletes • Jurist • Legal Counsel

Experience & Education

Position:
CFP, RIA Representative at Financial Management Network, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Financial Management Network, Inc. CFP, RIA Representativesince 2005
Full Profile

Anne Tahim Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CPA & Personal Financial Planner, President at Tahim and Associates
Title:
President of Tahim and Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tahim and Associates - Anaheim, CaliforniaCPA & Personal Financial Planner, Presidentsince Sep 1986LANCE, SOLL AND LUNGARD, BREA, CA SENIOR AUDITOROct 1979 - Mar 1986
Languages:
English, Hindi, Punjabi
Full Profile

Fritz Reimers Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Stifel Nicolaus
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Stifel Nicolaus Certified Financial Plannersince Mar 2009A.G. Edwards Certified Financial PlannerMay 1996 - Mar 2009
Full Profile

Hillard Rest Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Director • Founder • Corporate Executive • Chief Executive • Operations Manager • Founding Member • Financial Manager • Non-Profit • Senior Airman • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Author

Experience & Education

Position:
Director at Senior Resource Alliance: a non-profit, CEO at Hillard Rest Associates
Title:
CEO of Hillard Rest Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Senior Resource Alliance: a non-profit Directorsince Oct 2005Hillard Rest Associates CEOsince Jun 1996
Full Profile

Charles Krugh Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Chief Executive Officer • Chairperson • Sales Manager • Sales Director • Corporate Executive • Chief Executive • Financial Manager • Underwriter

Experience & Education

Position:
CEO at Doctor's Financial Network
Title:
Provider of Financial Security to Physicians and Dentists across the Country
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Doctor's Financial Network - San Clemente, CACEOsince Jan 2003MassMutual Financial Group - Newport Beach, CASales ManagerJul 2001 - Jan 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Chartered Life Underwriter, The American College
Full Profile

James Frick Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Photographer • Counselor • Clerk • Advisor • Clerical Specialist • Chief Accountant • Account Manager • Manager • Operations Manager • Financial Manager • Bachelor of Science • Computational Scientist • Computer Scientists

Experience & Education

Position:
Freelance Photographer at Retired...focusing on photography & consulting if opportunity right
Title:
Retired...focusing on photography & consulting if opportunity right
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Retired...focusing on photography & consulting if opportunity right - Irvine, CAFreelance Photographersince Apr 2010Consulting Senior Accountant - Irvine, CAConsultant - Senior Accountant Temporary Assignments1998 - 2008
Certified Financial Planning,CFP,> College for Financial Planning
Full Profile

Desmond Daly Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Buyer • Buyer and Seller • Sales Representative • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER ® Professional (CA Insurance Lic #0D22990) at Shuster Financial Group...
Title:
CERTIFIED FINANCIAL PLANNER ® Professional at AXA Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Shuster Financial Group at AXA Advisors LLC - Orange County, California AreaCERTIFIED FINANCIAL PLANNER ® Professional (CA Insurance Lic #0D22990)since Feb 2001Ralphs Grocery Company BuyerMay 1980 - May 1989
Full Profile

Beth Kaura Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Financial Manager • Christian Professional • Business Administrator • Office Clerk • Clerical Specialist • Religious Worker • Chief Executive • Operations Manager • Associate of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Insurance Consultant at Kauranen Insurance
Title:
Experienced Health Insurance Consultant
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Kauranen Insurance Insurance Consultantsince Dec 2002New York Life Insurance Company AssistantMay 2003 - Jun 2009
Skills:
Insurance, Employee Benefits, Benefits, Health Insurance, Brokers, Health, Medicare, Disability...
Assistant to CFP at the San Diego General office
Full Profile

Kent Lalonde Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Chief Executive • Software Developer • Software Developers

Experience & Education

Title:
Certified Financial Planner at LaLonde Wealth Management Group
Location:
Orange County, California Area
Industry:
Investment Management
Full Profile

Gary Gordon Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Investment Officer • Chief Executive • Corporate Executive • Management Analysts • Financial Manager • Counselor • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, CEO at Pacific Park Financial, Inc., President, Chief Investment Officer at Pacific Park ...
Title:
President, Pacific Park Financial, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pacific Park Financial, Inc. President, CEOsince May 2002Pacific Park Financial, Inc. President, Chief Investment Officersince May 2002
Skills:
ETFs, Mutual Funds, Investments, Equities, Alternative Investments, Asset Managment, Investment...
Full Profile

Chris Faris Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Faris Financial Group
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Faris Financial Group Certified Financial Planner
Full Profile

Daniel Sands Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Information Systems Specialist • IT Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Registered Representitive at Geneos Wealth Management, Managing Principal at Silversage Advisors
Title:
CERTIFIED FINANCIAL PLANNER TM
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Geneos Wealth Management Registered Representitivesince Nov 2006Silversage Advisors - Irvine, CAManaging Principalsince Jun 2002
Skills:
Wealth Management, CFP®, Investment Advisory, Retirement Planning, Financial Planners, Estate...
Full Profile

Hap Cole Santa Ana, 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 • Manager • Financial Manager • Operations Manager • Chief Executive • Supervisors • Sports Game Coach

Experience & Education

Position:
CA Insurance License # 0658310 at RiverSource Life Insurance Co
Title:
CERTIFIED FINANCIAL PLANNER
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
RiverSource Life Insurance Co CA Insurance License # 0658310since 1984El Paso Cantina ManagerJun 1979 - Mar 1984
Full Profile

Edward Lebeau Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
VP Financial Consultant at Charles Schwab
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Charles Schwab VP Financial Consultantsince Jan 1996American Express Financial Advisors Personal Financial PlannerJun 1993 - Jan 1996
Full Profile

Douglas Frazier Santa Ana, 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 • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
LPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM) at Pence Wealth Management
Title:
LPL Financial Advisor at Pence Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pence Wealth Management - Newport Beach, CALPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM)since May 2007Morgan Stanley - Laguna Hills, CAVice PresidentOct 1997 - Apr 2003
Full Profile

John Rumbold Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Controller • Operations Manager • Real Estate Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Enrolled Agent, CERTIFIED FINANCIAL PLANNER(TM) at Rumbold Financial & Tax Advisory
Location:
Orange County, California Area
Industry:
Financial Services
Skills:
Small and medium business tax strategies, Rental real estate and 1031 tax-deferred exchanges,...
Full Profile

Michael Pash Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Instructor • Pedagogue • Financial Manager • Director • Operations Manager • Analyst • Analysts • Master of Business Administration • Bachelor of Science • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Instructor - Retirement Planning at Orange Coast College, Certified Financial Planner at Michael...
Title:
Michael Pash, Certified Financial Planner
Location:
Orange County, California Area
Industry:
Investment Management
Work history:
Orange Coast College Instructor - Retirement Planningsince Jan 2007Michael Pash, CFP Certified Financial Plannersince 1996
Full Profile

Wanda Delgado Santa Ana, CA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Founder • Financial Manager • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner® at Insight Financial Advisors
Title:
Financial Planner at Insight Financial Advisors
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Insight Financial Advisors - Santa Ana, CaliforniaCertified Financial Planner®since Jan 1984
Full Profile

Brian Kirk Santa Ana, 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 • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor at Park Avenue Securities
Title:
Certified Financial Planner CLU®, ChFC®, CFP®
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Park Avenue Securities Financial Advisorsince Jun 2009Northwestern Mutual's Strategic Financial Group Financial AdvisorJun 2000 - May 2009
Full Profile

Brian Ephraim Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual
Title:
CFP, CLU, ChFC Wealth Management Advisor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Advisorsince Jul 1998
Full Profile

Nikesh Parikh Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at New York Life
Title:
CERTIFIED FINANCIAL PLANNER™, J.D., and Financial Adviser
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
New York Life Financial Advisorsince Sep 2007
Languages:
Gujarati, hindi
Full Profile

Travis Allen Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Chairperson • Financial Manager • Marketing Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Manager at Securities America, Inc., President at Wealth Strategies Group
Title:
Certified Financial Planner
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Securities America, Inc. Branch Managersince Jul 2007Wealth Strategies Group Presidentsince Jun 2001
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Hal Schlegel Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Agent • Sales Representative • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
Keller Williams Realty -- Broker Associate at Keller William Realty, Broker - Associate at Keller...
Title:
Broker-Associate
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
Keller William Realty - Orange County, California AreaKeller Williams Realty -- Broker Associatesince Nov 1976Keller Williams Realty - Orange County, California AreaBroker - Associatesince 1976
Full Profile

Stan Diliberto Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Stan DiLiberto, CPA, CFP, Inc.
Title:
Owner, Stan DiLiberto, CPA, CFP, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Stan DiLiberto, CPA, CFP, Inc. Ownersince 1980
Full Profile

Theodore Gregory Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor | Certified Financial Planner | Registered Investment Advisor | Retirement Planning
Location:
Orange County, California Area
Industry:
Financial Services
Full Profile

Paul D'Amore Santa Ana, 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 Practitioner at D'Amore & Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
D'Amore & Associates Certified Financial Planner Practitionersince 1996
Full Profile

Robert Kyle Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Loan Officers • Advisor • Planner • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Chief Executive • Account Manager • Entertainer

Experience & Education

Position:
Wealth Management Advisor at Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Advisorsince Feb 2000Gajek Kyle PartnerJul 1993 - Jan 2000
Full Profile

Therese Henning Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Contractor • Data Entry Specialist • Data Scientist • Manager • Financial Manager • Operations Manager • Independent Business Owners • Advisor • Computer Systems Administrator • Payroll Supervisor • Compensations and Benefits

Experience & Education

Position:
Part-time Accounting Services at Life Legacy Advisors
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Life Legacy Advisors - Huntington Beach, CAPart-time Accounting Servicessince Jul 2009XRoads Solutions Group - Santa Ana, CABilling ManagerJul 2009 - Jun 2012
Skills:
Bookkeeping
Full Profile

Mary Mar Santa Ana, 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 Sigma Financial
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Sigma Financial - 25411 Cabot Road, Suite 102, Laguna Hills, CA 92653 (949) 380-8289Certified Financial Plannersince Mar 2000
Full Profile

Al Gumb Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • District Manager • Financial Manager • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
CFP; District Manager at Financial Services
Title:
CFP; District Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Financial Services CFP; District Managersince Jun 1991
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Dan Heidelberger Santa Ana, 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 at Thrivent Financial
Title:
Financial Consultant, CFP®
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Thrivent Financial - Lake Forest, CAFinancial Consultantsince Jun 2007
Skills:
Retirement Planning, Asset Allocation, Retirement accumulation strategies, Retirement distribution...
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Kate Hammack Santa Ana, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor | Certified Financial Planner | Registered Investment Advisor | Retirement Planning
Location:
Orange County, California Area
Industry:
Financial Services
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Thomas Graffeo Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Management Analyst • Analysts • Financial Manager

Experience & Education

Title:
Certified Financial Planner, Certified Investment Management Analyst at Applied Financial Planning, Inc
Location:
Orange County, California Area
Industry:
Investment Management
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