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Certified Financial Planners in California

Certified Financial Planners in Santa Barbara, CA

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55 results found

Joshua Gustafson Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Counselor • Team Member • Advisor

Experience & Education

Title:
CFP (R), ChFC, CLU, AEP
Location:
Santa Barbara, California Area
Industry:
Investment Management
Full Profile

Mark Cornwall Santa Barbara, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Planner • Counselor • Advisor • Owner • Financial Manager • Chief Executive • Author • Attorney At Law • Law Specialist • Lawyers • Real Estate Manager

Experience & Education

Position:
Owner/Author at Baby Boomer Publishing, Attorney at Law Offices of Mark S. Cornwall, Attorney and...
Title:
Boss, Chief, rainmaker, investment planner, estate planner, litigator at Law Offices of Mark S, Cornwall
Location:
Santa Barbara, California Area
Industry:
Law Practice
Work history:
Baby Boomer Publishing Owner/Authorsince 2006Law Offices of Mark S. Cornwall Attorneysince 1982
Full Profile

Lauren Vanveelen Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Chief Executive Officer • Chief Administrative Officer • Corporate Executive • Chief Executive • Financial Manager • Notary Public • Notary • Lawyers • Controller • Master of Business Administration • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Investment Associate at Manchester Capital Management
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Manchester Capital Management Investment Associatesince Oct 2007
& CFP designation
Full Profile

Jeff Brookshire Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Financial Manager • School Administrator • Educational Manager

Experience & Education

Position:
Certified Financial Planner at Pacific Wealth Strategies Group, Inc., Certified Financial Planner...
Title:
Certified Financial Planner
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Pacific Wealth Strategies Group, Inc. Certified Financial Plannersince Aug 2007First Allied Securities, Inc. Certified Financial Plannersince Apr 2002
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Syd Walker Santa Barbara, 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 • Team Member • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Certified Financial Planner at Wedbush Morgan Securities
Title:
Financial Advisor
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Wedbush Morgan Securities - Santa Barbara, California Area, United StatesCertified Financial Plannersince Jul 2009A.G. Edwards & Sons, Inc. Financial AdvisorAug 2001 - Jul 2009
Skills:
Series 7, Financial Planning, Estate Planning, Wealth Management, Investments, Series 63,...
Languages:
Spanish
Certifications:
Certified Financial Planner, CFP®
Full Profile

Kevin Bourke Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Bourke Wealth Management
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Bourke Wealth Management - 1032 Santa Barbara Street, Santa Barbara, CA 93101Certified Financial Plannersince May 1987
Full Profile

Matt Cook Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive

Experience & Education

Position:
Managing Director at Mercer Advisors, CERTIFIED FINANCIAL PLANNER at Mercer Advisors
Title:
CFP(r)
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Mercer Advisors - Santa BarbaraManaging Directorsince Aug 2011Mercer Advisors CERTIFIED FINANCIAL PLANNERsince May 2005
Full Profile

Josh Gustafson Santa Barbara, CA

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Underwriter • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Mercer Advisors, Accredited Estate Planner at Mercer Advisors, Chartered Life...
Title:
Managing Director at Mercer Advisors
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Mercer Advisors - Santa Barbara, California AreaManaging Directorsince Aug 2011Mercer Advisors Accredited Estate Plannersince May 2004
Full Profile

Stacy Borek Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Income Tax Preparer • Finance and Accounting Specialist • Tax Preparer • Tax Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Independent Contractor • Contractor • Financial Manager

Experience & Education

Position:
CFP® at Self, Real Estate Investment Consulting and Management at Self, Income Tax Preparation at...
Title:
CFP® at Self
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Self CFP®since Aug 2010Self Real Estate Investment Consulting and Managementsince Jan 2009
Full Profile

Seth Leishman Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, CPA CFP at Woodland Leishman & Associates
Title:
Financial Advisor, CPA CFP
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Woodland Leishman & Associates - Santa Maria, CAFinancial Advisor, CPA CFPsince Mar 2003
Languages:
English, Spanish
Certifications:
Certified Public Accountant, State of California
Certified Financial Planner, CFP Board
Full Profile

Karen Telleen-lawton Santa Barbara, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Editorial Writer • Reporter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Chairperson • Financial Manager • Operations Manager • Chief Executive • DB Administrator • Database Administration Professional • Database Administrator

Experience & Education

Position:
Principal at Decisive Path Fee-Only Financial Advisory
Title:
Fee-Only Financial Advisor
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Decisive Path Fee-Only Financial Advisory - Santa Barbara, California AreaPrincipalsince 2011Collaborative Financial Solutions - 206 East Victoria Street, Santa BarbaraManager of Financial PlanningApr 2010 - Aug 2011
..University and am a candidate for the CFP designation
Full Profile

Jeff Moorhouse Santa Barbara, 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 Moorhouse Financial, An Independent Firm /Raymond James Financial Services, Inc.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Full Profile

Aaron Clark Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Co-Founder • Chief Executive • Corporate Executive • Founder • Founding Member • Financial Manager • School Principal • School Administrator • Educational Manager • Master of Science • Representative • Athletes • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Monarch Wealth Strategies
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Monarch Wealth Strategies - Santa Barbara, California AreaPresidentsince 2008
Skills:
Management, Finance, Portfolio Management, Strategic Planning, Wealth, New Business Development,...
Full Profile

Patrick Ariniello Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Managing Director at Northern Trust, Vice President at Northern Trust
Title:
Managing Director at The Northern Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Northern Trust Vice President - Managing Directorsince Jan 1999Northern Trust Vice Presidentsince Jan 1999
CFP
Full Profile

Teri Harmon Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Senior VP,CFP,CIMA,CRPC at UBS
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
UBS Senior VP,CFP,CIMA,CRPCsince 1997Prudential Securties Senior VP1986 - 1997
Full Profile

Mallory Van Santa Barbara, 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 Proffessional
Location:
Santa Barbara, California Area
Industry:
Financial Services
Full Profile

Jason Weaver Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Counselor • Advisor • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, CEO at Starlights, Inc
Title:
President, CEO at Starlights inc.
Location:
Santa Barbara, California Area
Industry:
Leisure, Travel & Tourism
Work history:
Starlights, Inc President, CEOsince Jun 2007Fidelity Investments Financial planning consultantJan 2005 - Oct 2007
Full Profile

S Cornwall Santa Barbara, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Attorney At Law • Law Specialist • Lawyers • Author • Counselor • Planner • Advisor

Experience & Education

Title:
Owner/Author at Baby Boomer Publishing Attorney at Law Offices of Mark S. Cornwall Attorney and Counselor of Law at Law offices of Mark S. Cornwall, Inc. Boss, Chief, rainmaker, investment planner, estate planner, litigator at Law Offices of Mark S, Cornwall see less... 1 more...
Location:
Santa Barbara, California Area
Industry:
Law Practice
Full Profile

Eva Barberi Santa Barbara, 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 Eva Barberi Financial Planning
Title:
Eva Barberi Financial Planning
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Eva Barberi Financial Planning Certified Financial Plannersince Jan 2013
Full Profile

Kristen Koch Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
CFP®, Partner at Pivot Independent Financial
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Pivot Independent Financial - Santa Barbara, California AreaCFP®, Partnersince Aug 2006Tremblay Financial Services CFP®, Independent Finanical AdvisorMar 2002 - Aug 2006
Full Profile

Kirk Leishman Santa Barbara, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Financial Manager

Experience & Education

Position:
Financial Advisor, CPA, CFP, MBA at Woodland Leishman & Associates Inc.
Title:
Financial Advisor, CPA at Woodland Leishman & Associates, Inc.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Woodland Leishman & Associates Inc. Financial Advisor, CPA, CFP, MBAsince May 1992
Full Profile

Dustin Rief Santa Barbara, 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 Mercer Advisors
Location:
Santa Barbara, California Area
Industry:
Financial Services
Full Profile

Dawn Kirchner Santa Barbara, 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 Dawn M Kirchner, CFP
Title:
Owner, Dawn M Kirchner, CFP
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Dawn M Kirchner, CFP Owner
Full Profile

Dennis Forster Santa Barbara, 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 Morgan Stanley Smith Barney
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Certified Financial Planner
Full Profile

Wanda Toro Santa Barbara, 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:
CFP at Wanda T Toro Financial Advisor
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Wanda T Toro Financial Advisor CFP
Full Profile

Jeffrey Sears Santa Barbara, 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 Jeffrey A. Sears, CFP
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Jeffrey A. Sears, CFP Certified Financial Planner
Full Profile

Matthew Berger Santa Barbara, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • General Counsel • Law Specialist • Of Counsel • Jurist • Legal Counsel • Lawyers • Comedian • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Executive Team Leader • Chief Operating Officer • Chief Knowledge Officer • Financial Director • Marketing Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Chief Executive • Founding Member • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Chief Accountant • Controlling Specialist • Account Manager • Controller • Juris Doctor • High School Diploma • Author • Jockey • Horse Racer • Racer • Reviewer • Mathematics • Mathematician • Managers • Training Manager

Experience & Education

Position:
Entertainment, Business, Intellectual Property (Trademarks & Copyrights), & Estate Planning ...
Title:
Entertainment, Business, Intellectual Property (Trademarks & Copyrights), Real Estate & Estate Planning Attorney
Location:
Santa Barbara, California Area
Industry:
Law Practice
Work history:
MATTHEW I. BERGER LAW GROUP Entertainment, Business, Intellectual Property (Trademarks & Copyrights), & Estate Planning Attorneysince Jan 2009Radical Studios, Inc. - Los Angeles, CAGeneral Counsel at Radical Studios, Inc.since Jan 2009
Skills:
Entertainment, Publishing, Manufacturing, Service Industries, Intellectual Property, Trade Secrets, ...
Full Profile

Vanessa Patterson Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Co-Founder • Corporate Executive • Chief Executive • Operations Manager • Founder • Founding Member • Volunteer • Organization Management • Guide • Non-Profit • Construction • Tour Guide • Fiduciary • Trust Law Attorney • Lawyers • Financial Officer • Financial Manager • Representative • Managers • Customer Service • Client Service Officer • Model • Grant Writing Professional • Author • Bachelor of Arts • Researcher • Survey Researcher

Experience & Education

Position:
Executive Director at Foundation for Santa Barbara City College
Location:
Santa Barbara, California Area
Industry:
Nonprofit Organization Management
Work history:
Foundation for Santa Barbara City College Executive Directorsince Sep 2010Monarch Wealth Strategies Chair of Board/Co-FounderOct 2008 - Sep 2010
Skills:
Business Development, Public Speaking, Fundraising, Community Outreach, Social Media, Event...
Full Profile

Al Close Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Sales Manager • Financial Manager • Supporting Member • Team Member • Agent • Sales Agent • Sales Executive • Sales Representative • Bachelor of Arts

Experience & Education

Position:
Senior Vice President, Sales & Distribution at PlanMember Financial Corporation
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
PlanMember Financial Corporation Senior Vice President, Sales & Distributionsince Dec 2010Symetra Financial Corporation Senior Vice President Independent Sales and Distribution/MarketingJan 2004 - Oct 2010
Skills:
Fixed Annuities, Insurance, Mutual Funds, Retirement Planning, Retirement, Investments, Sales & ...
Full Profile

James Stevenson Santa Barbara, CA

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Supporting Member • Advisor • Team Member • Agent • Sales Representative • Master of Business Administration • Bachelor of Agriculture • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Contractor • Management Analyst • Analysts • Financial Manager • Independent Business Owners • Recruitment

Experience & Education

Position:
Certified Risk Consultant, MBA at Harvard Risk Management, Partner/associate, brown bag ventures,...
Title:
Harvard Risk Management Co. - Consultant, agent
Location:
Santa Barbara, California Area
Industry:
Management Consulting
Work history:
Harvard Risk Management - an Identity Theft: 'educational-only' webinar is offered to HR pro'sCertified Risk Consultant, MBAsince Jan 2013Evaluate new start-up needs, biz potential, road blocks to success. - CALIFORNIAPartner/associate, brown bag ventures, Inc.since Apr 2012
Certifications:
Certified Risk Management Consultant, Harvard Risk Mgt. Corp.
Identity Theft in the Workplace and its Impact on HR., HRCI
Financial Planning + CFP classes
Full Profile

Paul Didier Santa Barbara, CA

Professions & Specialties

Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Organization Management

Experience & Education

Position:
CEO at United Way of Santa Barbara County
Location:
Santa Barbara, California Area
Industry:
Nonprofit Organization Management
Work history:
United Way of Santa Barbara County CEO
Certified Financial Planner
Full Profile

Delores Martini Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President at D. Martini & Associates Inc., President/Financial Consultant at D. Martini and...
Title:
President/Financial Consultant at D,Martini and Associates, Inc.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
D. Martini & Associates Inc. Presidentsince Apr 2007D. Martini and Associates, Inc. - 2625 South Miller Suite 106, Santa Maria, CA 93455President/Financial Consultantsince Apr 2007
Skills:
Wealth Preservation, Investments, Financial Planning, Mutual Funds, Strategic Financial Planning,...
Certifications:
CFP®, College for Financial Planning
CRPC®, College for Financial Pllanning
Full Profile

Robin Davidson Santa Barbara, CA

Professions & Specialties

Independent Contractor • Advisor • Contractor • Agent • Sales Representative • Independent Business Owners

Experience & Education

Position:
Tax professional - Enrolled Agent at self employed
Title:
Tax professional
Location:
Santa Barbara, California Area
Industry:
Accounting
Work history:
Self employed Tax professional - Enrolled AgentROBIN DAVIDSON CFP INVESMENT ADVISORFeb 1990 - Apr 2011
Full Profile

Sharon Green Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Volunteer • Office Runner • Non-Profit • Courier • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisor & Consultant at Crozier & Green, The Crozier Advisory LLC
Title:
Advisor & Consultant
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Crozier & Green, The Crozier Advisory LLC - Santa Barbara, California AreaAdvisor & Consultantsince Aug 2012Crowell Weedon - Santa Barbara, California AreaFinancial AdvisorJun 2011 - Jun 2012
Certified Financial Planner Designation
Full Profile

Erik Karlson Santa Barbara, CA

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales and Service Specialist • Sales Agent • Sales Representative • Partner • Chief Executive

Experience & Education

Title:
.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
John Hancock Senior Special Markets AdvisorJul 2001 - Mar 2009PIMCO Funds Distributors Internal WholesalerJul 2000 - Jun 2001
CFP Studies
Full Profile

Kim Davis Santa Barbara, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Organization Management • Financial Manager • Business Administrator • Counselor • Business Manager • Advisor • Non-Profit • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Associate of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Executive Director at CASA of Santa Barbara County
Location:
Santa Barbara, California Area
Industry:
Nonprofit Organization Management
Work history:
CASA of Santa Barbara County Executive Directorsince Jun 2009CASA (Court Appointed Special Advocates) Director of Program ServicesApr 2008 - Jun 2009
CFP I-IV Courses through College of Financial Plan..
Full Profile

Ryan Wolfshorndl Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Location:
Santa Barbara, California
Industry:
Financial Services
Certifications:
Certified Financial Planner (CFP), CFP Board
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

Kirk Wilson Santa Barbara, CA

Professions & Specialties

Of Counsel • Law Specialist • Jurist • Legal Counsel • Lawyers • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Of Counsel at Mullen & Henzell, LLP
Location:
Santa Barbara, California Area
Industry:
Law Practice
Work history:
Mullen & Henzell, LLP Of Counselsince Apr 2004Hatch & Parent Attorney & PartnerApr 2000 - Mar 2004
Skills:
Estate Planning, Tax, Estate Law, Wills, Litigation, Estate Administration, Trusts, Powers of...
Full Profile

Bob Freelove Santa Barbara, CA

Professions & Specialties

Puchasing and Estimating Manager • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Vice President • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Gift Planning at Westmont College
Location:
Santa Barbara, California Area
Industry:
Higher Education
Work history:
Westmont College Director of Gift PlanningSpring Arbor University Executive Director - SAU FoundationMay 2005 - Oct 2007
CFP
Full Profile

Don Farnsworth Santa Barbara, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President and Senior Portfolio Manager at Morgan Stanley Wealth Management
Title:
Vice President and Senior Portfolio Manager with Morgan Stanley Wealth Management
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Santa Barbara, CaliforniaVice President and Senior Portfolio Managersince Oct 2008A.G. Edwards Vice PresidentJan 1989 - Oct 2008
CFP
Full Profile

Jeff Pittman Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Region Manager • Operations Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Chief Executive • Compliance Manager • Financial Manager • Financial Compliance Examiner • Auditor • Financial Analyst • Management Consultant • Advisor • Supporting Member • Management Analyst • Analysts • Team Member • School Principal • School Administrator • Educational Manager • Master of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
SVP, Director of Wealth Management at Montecito Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Montecito Bank & Trust - Montecito, CASVP, Director of Wealth Managementsince Nov 2011Wells Fargo Wealth Management Group - Santa Barbara, California AreaSVP & Regional DirectorJan 2004 - Oct 2011
CFP
Full Profile

Sergio Villa Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President, LPL Financial Planner at Alliance Wealth Strategies
Title:
President, Alliance Wealth Strategies
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Alliance Wealth Strategies President, LPL Financial Plannersince Jun 2009Santa Barbara Childrens Museum Board Member2008 - 2010
MBA/CFP
Full Profile

Elaine Eckert Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Barista • Analysts • Bartender • Customer Service • Client Service Officer • Museum Worker • Designers • Researcher • Survey Researcher • Space Scientist • Space Scientists • Data Scientist • Financial Manager

Experience & Education

Position:
Analyst IV at Tecolote Research, Inc
Title:
Analyst IV at Tecolote Research
Location:
Santa Barbara, California Area
Industry:
Defense & Space
Work history:
Tecolote Research, Inc - Santa Barbara, California AreaAnalyst IVsince Jun 2007Starbucks BaristaJan 2007 - Nov 2008
Full Profile

Jeff Pittman Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Region Manager • Operations Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Chief Executive • Compliance Manager • Financial Manager • Financial Compliance Examiner • Auditor • Financial Analyst • Management Consultant • Advisor • Supporting Member • Management Analyst • Analysts • Team Member • School Principal • School Administrator • Educational Manager • Master of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
SVP, Director of Wealth Management at Montecito Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Montecito Bank & Trust - Montecito, CASVP, Director of Wealth Managementsince Nov 2011Wells Fargo Wealth Management Group - Santa Barbara, California AreaSVP & Regional DirectorJan 2004 - Oct 2011
CFP
Full Profile

Matthew Kelleher Santa Barbara, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Bachelor of Science • Master of Science • Financial Manager

Experience & Education

Title:
Private Banker
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Santa Barbara Bank & Trust - MontereyPrivate Banker2011 - 2012Morgan Stanley Smith Barney / Consulting Group - San FranciscoSenior Regional Analyst2007 - 2010
Skills:
ETFs, RFP, Mutual Funds, Banking, Financial Advisory, Portfolio Management, Funding, Investments,...
Certifications:
Security Licenses, FINRA License Series 7, 66
State of California Life, Health and Disability License, FINRA License Series 7, 66
Certified Financial Planner in Progress
Full Profile

Monica Trent Santa Barbara, CA

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Chief Executive • Legal Secretary • Lawyers • Financial Manager

Experience & Education

Position:
Vice President and Trust Officer at Santa Barbara Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Banking
Work history:
Santa Barbara Bank & Trust Vice President and Trust OfficerFell Marking Abkin & Montgomery Legal Secretary/Assistant to Sr. Litigation Attorney1980 - 1994
and the CFP Board of Standards
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Josh Yager Santa Barbara, CA

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Anodos Advisors
Title:
Anodos Advisors
Location:
Santa Barbara, California Area
Industry:
Legal Services
Work history:
Anodos Advisors - Santa BarbaraPrincipalsince 2005Mercer Advisors - Santa Barbara, California AreaSr. Finacial ConsultantJan 1993 - Dec 2004
Certified Financial Planner,CFP,
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David Tappeiner Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Lawyers

Experience & Education

Position:
Partner at Fell, Marking et al
Location:
Santa Barbara, California Area
Industry:
Legal Services
Work history:
Fell, Marking et al Partnersince Jan 2008Katz, Look & Moison AttorneySep 1999 - May 2006
Skills:
Estate Administration, Civil Litigation, Estate Planning, Litigation, Elder Law, Wills, Mediation,...
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Amanda Thomas Santa Barbara, CA

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Client Advisor at Mission Wealth Management
Title:
Client Advisor at Mission Wealth. Management
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Mission Wealth Management Client Advisorsince May 2006Northern Trust - Santa Barbara, CaliforniaVice PresidentJan 1994 - Jun 2005
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
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Donna Ibarra Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Jan 2009
Languages:
English, Chinese
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
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