Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Schaumburg, IL

Find a professional & check records

Here is a complete directory of nearly all available Certified Financial Planners in Schaumburg, IL.

Be sure to search other regions near Schaumburg, IL to find the names of more professionals.

The Trustoria Professional Directory provides people with all the resources needed to know the best Financial broker for any need.

8 results found

Heidi Tennant Schaumburg, IL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCurriculum CoordinatorInstructional CoordinatorCurriculum SpecialistTraining Implementation SpecialistEducational ManagerEditorSpeakerPR and Communications ProfessionalSpokespersonRepresentativePublic Relations ProfessinalFinancial ManagerLecturerPostsecondary TeacherManagersHR ManagerRecruitmentAccounting BookkeeperBookkeeperHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Membership and Continuing Education Coordinator at National Association of Personal Financial...
Title:
Membership and Continuing Education Coordinator at National Association of Personal Financial Advisors
Location:
Schaumburg, Illinois
Industry:
Public Relations and Communications
Work history:
National Association of Personal Financial Advisors - Arlington Heights, ILMembership and Continuing Education CoordinatorVarious Clients - Northern Illinois and southern WisconsinFreelance writer/editorsince Mar 2006
..of professional CEs from NAPFA and CFP

Joe Diamond Schaumburg, IL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
Diamond Financial Corporation
15 North Roselle Road, Schaumburg, IL 60194
Experience:
24 years years
CFP

Sema Barlas Chicago, IL

Professions & Specialties

Puchasing and Estimating ManagerAssociate ProfessorStudent AdvisorLecturerPostsecondary TeacherCounselor Education ProfessorEducational CounselorMaster of Business AdministrationDoctor of PhilosophySupervisorSupporting MemberManagersTeam MemberVice PresidentChairpersonChief ExecutiveHigher Education ProfessionalSchool AdministratorEducational ManagerAdvisorOperations ManagerFinancial ManagerData Entry SpecialistData ScientistPsychology Specialist

Experience & Education

Position:
Associate Professor at Argosy University, Chicago
Title:
Associate Professor and University Fellow - Argosy University, Chicago
Location:
Greater Chicago Area
Industry:
Education Management
Work history:
Argosy University, Chicago - ChicagoAssociate Professorsince Jun 2010McGill University - Montreal, CanadaAssistant ProfessorJul 2002 - Jul 2010
Skills:
Analysis, Qualitative Research, Social Media, Quantitative Research, Segmentation
Call For Papers,CFP,for Conferences and Journals

Mike Heatwole Schaumburg, IL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStructural EngineerCivil EngineeringEngineering SpecialistConstructionCounselorAdvisorInstructorPedagogueCo-FounderFounderFounding MemberChief ExecutiveFinancial ManagerSewerStudent Worker

Experience & Education

Position:
FA at W&R
Title:
FA
Location:
Schaumburg, Illinois
Industry:
Financial Services
Work history:
W&R - Schaumburg, ILFAsince Jan 2013Baldridge & Associates Structural EngineerMay 2010 - Jan 2013
Certified Financial Planning,CFP,Certificate

Jay Fritz Chicago, IL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChief Executive OfficerSenior Executive Vice PresidentCorporate ExecutiveChief ExecutiveExecutive Vice PresidentVice PresidentGeneral and Operations ManagerDirector of OperationsOperations ManagerManagement Team ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of Business AdministrationLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Managing Director at Cornerstone National Bank & Trust Company
Title:
Managing Director Cornerstone Bank & Trust
Location:
Greater Chicago Area
Industry:
Banking
Work history:
Cornerstone National Bank & Trust Company - Palatine, IlManaging Directorsince Jun 2010Midwest Banc Holdings, Inc Senior Executive Vice PresidentApr 2009 - May 2010
Certifications:
Certified Financial Planner, CFP Board

Michael Pensinger Chicago, IL

Professions & Specialties

Financial PlannerFinancial ConsultantTraderFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalPuchasing and Estimating ManagerManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveFinancial ManagerCommunity Service ManagerStudent Worker

Experience & Education

Position:
Financial Consultant at Evanston Advisors
Title:
Wealth Manager and Financial Planner
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Evanston Advisors - Schaumburg, ILFinancial Consultantsince Jun 2013Allston Trading High Frequency TraderMar 2004 - Oct 2012
..required coursework towards becoming a Certified Financial Planner

Elizabeth Uscinski Addison, IL

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentOffice AdministratorOperations ManagerCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeCounselorAdvisorFinancial ManagerAnalystsBachelor of ScienceReal Estate Manager

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Title:
Branch Office Administrator
Location:
Addison, Illinois
Industry:
Financial Services
Work history:
Edward Jones - Schaumburg, ILBranch Office Administratorsince Mar 2013Summit Wealth Advisors, LLC (Sole Proprietorship) - Itasca, ILClient Services RepresentativeJun 2012 - Oct 2012
Languages:
English, Polish
Certified Financial Planner,CFP,

Ejaz Haroon San Antonio, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerInsurance ActuaryStatisticianVice PresidentFinancial ManagerChief Executive

Experience & Education

Position:
AVP at USAA
Title:
Actuary, CFA and CFP
Location:
San Antonio, Texas Area
Industry:
Insurance
Work history:
USAA AVPsince 2008Panamerican Life - Greater New Orleans AreaVP2005 - 2008
Languages:
Hindi


Certified Financial Planners near Schaumburg, IL02134266398521,065ChicagoNapervilleHoffman EstatesDowners GroveBuffalo GroveWheatonLislePalatineSaint CharlesDes Plaines



Certified Financial Planners around Schaumburg, IL

Addison  (1)
Bensenville  (2)
Carol Stream  (2)
Chicago  (1,062)
Des Plaines  (4)
Elmhurst  (3)
Hanover Park  (1)
Itasca  (3)
Lisle  (5)
Naperville  (14)
Palatine  (5)
Park Ridge  (2)
Villa Park  (2)
Warrenville  (1)
Wayne  (2)
West Chicago  (2)
Wheaton  (6)
Winfield  (1)
Wood Dale  (1)

Certified Financial Planners in Illinois