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Certified Financial Planners in California

Certified Financial Planners in Santa Clarita, CA

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8 results found

Michael Weitzman Santa Clarita, 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:
Financial Planner at David S Reinders CFP, Inc.
Location:
Valencia, California
Industry:
Consumer Services
Work history:
David S Reinders CFP, Inc. Financial Plannersince Oct 2010
Full Profile

Jeffrey Nowaczyk Santa Clarita, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Self employed
Contract assistant for various loan officers
Company:
Bankers mortgage group, inc
Office manager
Full Profile

Scott Gillis Santa Clarita, CA

Professions & Specialties

Puchasing and Estimating Manager • Financial Director • Financial Officer • Financial Manager • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Aig retirement services inc. - Woodland Hills, CA
Svp & cfo

Skills

Financial Planning & Analysis, Risk Management, investment Management, Tax
Full Profile

Nancy Schwartz Los Angeles, CA

Professions & Specialties

Puchasing and Estimating Manager • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Microbiologist • Biologist • Biological Scientist • Vice President • Sales Manager • Sales Director • Customer Relations • Financial Manager • Operations Manager • Chief Executive • Human Resources Specialist • Recruitment • Representative • Food service • Volunteer • Managers • Office Clerk • Clerical Specialist • Non-Profit • Accounts Receivable • Supervisors • Database Administration Professional • Database Administrator

Experience & Education

Position:
Inside Sales & Customer Service at A-1 Textiles and Hospitality, Inc.
Title:
Customer Service Relationship Specialist
Location:
Greater Los Angeles Area
Industry:
Food & Beverages
Work history:
A-1 Textiles and Hospitality, Inc. - Pacoima, CAInside Sales & Customer Servicesince Jun 2013American Copak Corporation - Chatsworth, CAAccounts ExecutiveAug 2012 - Nov 2012
..Service Supervisor Inside Sales at CFP Chocolate Holdings dba Chocolates a la Carte
Full Profile

Kris Jeters Los Angeles, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Paralegal • Litigation Support Specialist • Construction • Senior Paralegal • Law Specialist • Notary • Lawyers • Defense Attorney • Partner • Chief Executive • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Principal at LawFreq Legal Services
Location:
Greater Los Angeles Area
Industry:
Legal Services
Work history:
LawFreq Legal Services - Santa Clarita, CAPrincipalsince May 2009Maranga * Morgenstern Sr. Paralegal - Insurance DefenseMay 2006 - May 2009
Skills:
Westlaw, Pleadings, Bankruptcy, Wordperfect, Microsoft Excel, Lexis-Nexis, Timeslips, PCLaw, Wealth ...
Full Profile

Benjamin Scott Los Angeles, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Lawyers • Physics Teacher • Advisor • Counselor • Sports Trainer • Sports Trainers • Judicial Law Clerk • Juris Doctor • Laboratory Chemist • Chemical Professional • Chemist • Financial Manager

Experience & Education

Position:
Managing Attorney at Law Office of Benjamin W. Scott, Physics Teacher at West Ranch High School
Title:
Attorney at Law
Location:
Greater Los Angeles Area
Industry:
Legal Services
Work history:
Law Office of Benjamin W. Scott - Valencia, CAManaging Attorneysince Jun 2012West Ranch High School - Stevenson Ranch, CAPhysics Teachersince Aug 2005
Skills:
Teaching, Public Speaking, Legal Research, Legal Writing
Languages:
Spanish
Full Profile

Mark Macarthur Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Partner at Criterion Wealth Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Criterion Wealth Management - Valencia, CAPartnersince 2004PowerShares Partner2003 - 2003
CFP Professional Education Program
Full Profile

Brad Hartman Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at HartmanFinancialPlanning.com, Trader / Trading Group Leader at Sheridan Options Mentoring
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
HartmanFinancialPlanning.com - Santa Clarita, CAOwnersince Sep 2003Sheridan Options Mentoring Trader / Trading Group Leadersince 2008
Skills:
Retirement Planning, Investments, Strategic Financial Planning, Risk Management, Portfolio...
Languages:
English, French
CFP,R,Board Candidate
Full Profile

Certified Financial Planners near Santa Clarita, CA036912CalabasasVan NuysWoodland HillsNorth HollywoodChatsworthSimi ValleyNorthridge


Certified Financial Planners around Santa Clarita, CA

Calabasas  (11)
Chatsworth  (3)
Northridge  (2)
Simi Valley  (3)
Van Nuys  (9)

Certified Financial Planners in California

Sub-specializations