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Certified Financial Planners in California

Certified Financial Planners in Santa Clara, CA

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11 results found

Jenny Bhatt Santa Clara, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Process Engineer • Industrial Engineer • Compliance Engineer • Student Worker • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Advisor and CFP® Candidate at AchieVitas Financial Advisory LLC
Title:
Financial Advisor, Founder & Principal of AchieVitas Financial
Location:
Santa Clara, California
Industry:
Financial Services
Work history:
AchieVitas Financial Advisory LLC - Santa Clara, CAFinancial Advisor and CFP® Candidatesince Jan 2012Accenture - San Francisco Bay AreaExecutive | Strategy Consulting | Pricing & Profitability Optimization | Communications & High TechMay 2010 - Dec 2011
Skills:
Personal Financial Planning, Independent Financial Advice, Personal Finance, Strategic Financial...
Certifications:
Certified Pricing Professional, Professional Pricing Society
Full Profile

Gus Liu San Jose, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager • Industrial Engineer • Workforce Development Specialist • Training and Development

Experience & Education

Position:
Financial Planning Intern at Wellspring Financial Group
Title:
Considering career options in Financial Planning.
Location:
San Jose, California
Industry:
Financial Services
Work history:
Wellspring Financial Group - N First Street and Trimble, San Jose, CAFinancial Planning Internsince Jan 2013Waddell & Reed - Campbell, CAPara-planner InternJun 2012 - Nov 2012
Languages:
English, Dutch, German, French, Chinese, Indonesian
Certifications:
Personal Financial Planning Certificate, UCSC Extension, Santa Clara
Full Profile

Liang Peng Santa Clara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

United States Patent InventorAppl. No.Assignee

#2013021  Aug 22, 2013

Filed: Feb 21, 2012

 Norman Tang (Los Altos, CA)
Liang Ping Peng (Santa Clara, CA)
David Lai (Mountain View, CA)
Anthony Nguyen (San Jose, CA)
 13/400759 CISCO TECHNOLOGY, INC. (San Jose, CA)
International Classification: H04B 1/46, H04B 1/38U.S. Classification: 375219
Patent:
Two-In-One CFP Form-Factor Pluggable Adapter
Abstract:
Techniques are provided describing a first connector unit that receives first data from a first...
Full Profile

Albert Lee Santa Clara, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Mortgage Planner at The Loan Story
Title:
CFP, Senior Mortgage Planner
Location:
Santa Clara, California
Industry:
Financial Services
Work history:
The Loan Story Senior Mortgage Plannersince Nov 2007
Skills:
Certified Mortgage Planning, Refinance, Certified Financial Planner, Mortgage Planning
Full Profile

Alice Simpson Santa Clara, 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:
Certified Financial Planner at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Santa Clara, California
Industry:
Financial Services
Work history:
Ameriprise Financial - Santa ClaraCertified Financial Plannersince Oct 1985
Full Profile

Michelle Yong San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Financial Manager • Advisor • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Account Manager at RDG Filings, Inc.
Title:
Senior Account Manager, CPA
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
RDG Filings, Inc. - San Francisco Bay AreaSenior Account Managersince Apr 2011Brighton Jones - Greater Seattle AreaPlanner, CFPAug 2007 - Oct 2008
Languages:
English, Mandarin
Full Profile

Herman Esguerra San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Mechanical Engineer • Project Engineer • Mechanical Engineering Professional • Mechanical Engineering • Engineering Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Medical Support Assistant • Health Support Worker • Healthcare Support • Financial Manager

Experience & Education

Position:
R&D mechanical Engineer at Avago Technologies
Location:
San Francisco Bay Area
Industry:
Telecommunications
Work history:
Avago Technologies R&D mechanical Engineersince Aug 2008Finisar Corporation Senior mechanical engineerAug 2003 - 2008
CFP,and interface with overseas material supply ch..
Full Profile

Robert Lyons San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Engineer • Computer Software Professional • Software Developers • Software Engineer • Computational Scientist • Computer Scientists • Independent Contractor • Technician • Contractor • Technical Specialist • Technical Support Specialists • Chief Executive • Financial Manager • Independent Business Owners

Experience & Education

Position:
Firmware Engineer at ITSCO - ID Tech
Title:
Firmware Engineer
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
ITSCO - ID Tech - Fremont, CAFirmware Engineersince Aug 2012ViVOtech, Inc - Santa Clara, CAFirmware EngineerMar 2007 - Aug 2012
CFP
Full Profile

Tia Lyles San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Human Resources Specialist • Recruitment • Entertainment Professional • Entertainer • Manager • Vice President • Operations Manager • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Recruiter at Intel Corporation
Location:
San Francisco Bay Area
Industry:
Staffing and Recruiting
Work history:
Intel Corporation - Santa Clara, CARecruitersince May 2013Legacy Wealth Capital - Los GatosWealth manager, VPFeb 2012 - Apr 2013
Skills:
Wealth Management, Private Banking, Client Solutions, Marketing Strategy, New Business Development, ...
Certified Financial Planner Board of Standards
Full Profile

Robin Davis San Francisco, CA

Professions & Specialties

Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Manager • Operations Manager • Insurance Actuary • Statistician • Model • Agent • Sales Representative • Team Member • Financial 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
Full Profile

Craig Mccollough San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Web Developer • PHP Developer • Systems Administrator • Unix Administrator • Information Technology Specialist • User Interface Designer • Software Developers • Software Developer • Computer Systems Administrator • IT Specialist • Independent Consultant • Counselor • Advisor • Systems Support Specialist • Support Specialists • Organization Management • Machine Specialist • Bachelor of Arts • Independent Business Owners • Financial Manager • Operations Manager

Experience & Education

Position:
Web Master / Web Developer at The New Teacher Center
Title:
Web Master / Web Developer / Drupal Administrator at The New Teacher Center
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
The New Teacher Center - Santa Cruz, CAWeb Master / Web Developersince Jul 2009InformationSolutions by R. Craig McCollough - Santa Cruz, CaliforniaIndependent ConsultantNov 2007 - Dec 2011
Skills:
Unix, PHP, Windows, Drupal, LAMP, Technical Support, Servers, JavaScript, CSS, HTML, Linux,...
Certifications:
CCDA, Cisco
CCNA, Cisco
..of symposium Call for Proposal,CFP,submissions
Full Profile

Certified Financial Planners near Santa Clara, CA0816243240San JosePalo AltoLos GatosCampbellFremontSunnyvaleMountain ViewMilpitasLos AltosCupertino


Certified Financial Planners around Santa Clara, CA

Campbell  (8)
Cupertino  (3)
Fremont  (8)
Los Altos  (4)
Los Gatos  (8)
Milpitas  (5)
Palo Alto  (15)
San Jose  (37)
Saratoga  (1)
Sunnyvale  (6)

Certified Financial Planners in California