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Certified Financial Planners in Santa Monica, CA

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7 results found

Maralee Grantham Santa Monica, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerBroker AssociateReal Estate Sales AgentPublic Information OfficerFinancial ManagerIT Manager

Experience & Education

Work

Company:
Sotheby's international realty
Broker associate
Company:
Maralee grantham and associates - Los Angeles, CA
Personal financial planner

Skills

Fluent in Spanish, 11 years traveling itn Latin America

Aditya Mehta Santa Monica, CA

Professions & Specialties

Puchasing and Estimating ManagerAccount ManagerComputer Software ProfessionalSoftware DevelopersSales and Service SpecialistSales AgentSales RepresentativeOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistChairpersonFinancial ManagerStudent Worker

Experience & Education

Position:
Account Manager at Usablenet, Inc.
Title:
Account Manager at Usablenet
Location:
Santa Monica, California
Industry:
Computer Software
Work history:
Usablenet, Inc. - Greater Los Angeles AreaAccount Managersince Apr 2012NovaStor Corporation - Agoura Hills, CaliforniaCorporate Sales SpecialistAug 2010 - Apr 2012
Skills:
Account Management, Strategic Planning, Goal Oriented, Critical Thinking, Team Management, Highly...
..and maintaining fact sheets for CFP

Guitta Karubian Santa Monica, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAttorney At LawCriminal Defense LawyerLawyersDefense AttorneyAgentSales RepresentativeEditorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCertified Nurse AideNurseNurse PractitionerFinancial Manager

Experience & Education

Position:
Attorney at Law at Law Offices of Guitta Karubian, Attorney, Writer, RE Broker, Funding at GK Funding
Title:
Attorney, RE Broker, NMLS, Writer/Editor
Location:
Santa Monica, California
Industry:
Writing and Editing
Work history:
Law Offices of Guitta Karubian Attorney at Lawsince Dec 1974GK Funding - Santa MonicaAttorney, Writer, RE Broker, Fundingsince 2012

Katherine Galway Los Angeles, CA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSupporting MemberOperations AssociateTeam MemberChief Information OfficerFinancial DirectorTechnology DirectorTechnology ManagerTechnical ManagersFinancial ManagerFinancial OfficerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Portfolio Manager/CFO Assistant at Windward Capital Management
Title:
Registered Associate/CIO Assistant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Windward Capital Management - Greater Los Angeles AreaPortfolio Manager/CFO Assistantsince Jul 2012Dimensional Fund Advisors - Santa Monica, CAOperations AssociateJul 2010 - Feb 2012
Brokerage Jobs | CFP

Tim Hoffmann Santa Ana, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerLoan OfficersPuchasing and Estimating ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceRegional Sales ConsultantSales RepresentativeIndependent Business OwnersCounselorLoaderCourierBicycle MessengerManagersAdvisorCo-FounderOperations ManagerFounderFounding MemberChief ExecutiveFinancial ManagerCommunity Service ManagerSchool PrincipalSchool AdministratorEducational ManagerMaster of Business AdministrationTranslatorBilingual Communications SpecialistLinguistLanguage SpecialistDriversGovernment Administration ProfessionalLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Title:
Business Development and Financial Services Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Goldline International, Inc. - Santa Monica, CAAccount ExecutiveJul 2010 - Nov 2012Federal Government or Defense Contractor Job Seeker ExtraordinaireMar 2009 - May 2009
Skills:
Business Development, Team Building, Brochures, Investments, Credit, Strategic Planning, Mortgage...
Languages:
German, some Spanish and Vietnamese
Brokerage Jobs | CFP

Gary Mettler New York, NY

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerMaestroMusic ArtistMusiciansAuthorAgentSales RepresentativeHuman Resources SpecialistRecruitmentCertified Public AccountantAccounting BookkeeperBookkeeperMarket AnalystMarket Research AnalystChief ExecutiveOperations ManagerFinancial ManagerTechnical SpecialistTechnical Support Specialists

Experience & Education

Position:
Maestro at The Annuity Maestro, Recruiter at FIS Marketing
Title:
The “Annuity Maestro”/Nationally Published Author/Agent Trainer and Recruiter Email: gmettler@optimum.net
Location:
Greater New York City Area
Industry:
Insurance
Work history:
The Annuity Maestro - New YorkMaestrosince Apr 2013FIS Marketing - New YorkRecruitersince Apr 2013
Skills:
IRS RMDs & Mortality Pooled SPIAs, Annuity Impaired Risk Underwriting, Actuarial and Legal...

Donald Keefer Detroit, MI

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerExecutive ProducerSenior Art ProducerArt ProducerMedia ProducerAdvertising ProfessionalAdvertising Sales AgentMarketing AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAutomotive SpecialistAutomotive ProfessionalSports TrainerSports TrainersClient Service OfficerSales RepresentativeCustomer ServiceSales ManagerCorporate ExecutiveChief ExecutiveFinancial ManagerMarketing Manager

Experience & Education

Position:
Executive Producer at Freelance
Location:
Greater Detroit Area
Industry:
Marketing and Advertising
Work history:
Freelance - Detroit, MIExecutive Producersince Jan 2012Xperience Communications - Dearborn, MIExecutive ProducerApr 2011 - Dec 2011
Skills:
Relationship Marketing, Video, Web Development, Business Development, Account Management
CFP at Paine Webber Pierce Fenner & Smith


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