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Certified Financial Planners in Arizona

Certified Financial Planners in Scottsdale, AZ

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Here is a complete list of nearly all experienced Certified Financial Planners in Scottsdale, AZ.

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54 results found

Joe Hicks Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Co-Founder • Chief Executive • Financial Manager • Founder • Founding Member • Investor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Managing Partner at Cypress Financial Partners
Location:
Scottsdale, Arizona
Industry:
Venture Capital & Private Equity
Work history:
Cypress Financial Partners - Scottsdale, ArizonaManaging Partnersince Sep 1998Medical Device Company - Irvine, CaliforniaCo-FounderSep 2009 - Dec 2011
Cypress Financial Partners,CFP,provides growth capital through our strong inv..
Full Profile

Roger Simard Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Financial Manager • Partner • Chief Executive • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Genesis Tax Advisors, LLC, Principal at Genesis Financial Advisors, LLC
Title:
Certified Financial Planner
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Genesis Tax Advisors, LLC - Scottsdale, AZManaging Partnersince Jan 2009Genesis Financial Advisors, LLC - ScottsdalePrincipalsince Jun 2008
Skills:
Marketing, Money Management, Real Estate, Residential Homes, Investment Properties, Investors,...
Full Profile

Jordan Jobe Scottsdale, AZ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Board Member • Chairperson • Management Team Executive • Operations Manager • Financial Manager • Chief Executive • Cardiologist • Surgical Specialist • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board Member at American Foundation for Cardiomyopathy, Financial Advisor CFP® at Raymond James,...
Title:
Board Member at American Foundation for Cardiomyopathy
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
American Foundation for Cardiomyopathy Board Membersince May 2013Raymond James Financial Advisor CFP®since Feb 2010
Skills:
Strategic Planning, Strategic Financial Planning, Marketing, Strategic Partnerships, Life...
Full Profile

Phil Lowe Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Financial Manager • Customer Service

Experience & Education

Position:
Certified Financial Planner (TM) at Total Investment Management
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Total Investment Management - Scottsdale AZCertified Financial Planner (TM)since Jan 1996Southwest Airlines - Phoenix, AZCaptain1989 - 2005
Full Profile

Buck Bandura Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Matrix Wealth Management
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Matrix Wealth Management - Scottsdale, AZPresidentsince May 2006Smith Barney Senior Financial AdvisorSep 1998 - May 2006
CFP
Full Profile

Brian Rellihan Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner TM, Mutual Fund Sales at Nationwide Financial
Title:
MBA, CFP®
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Nationwide Financial - Phoenix, Arizona AreaCertified Financial Planner TM, Mutual Fund Salessince Jun 2010
Skills:
Wealth Management, Retirement, Retirement Planning, Series 7, Financial Planning, Investments,...
Full Profile

Bettina Molina Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Project Manager • Organization Management • Counter Manager • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Customer Relations • Project Managers • Financial Manager • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Customer Service Manager at Weinkle & Associates Financial Services, Inc.
Title:
Experienced Project Manager, Public Relations and Marketing Strategist
Location:
Scottsdale, Arizona
Industry:
Nonprofit Organization Management
Work history:
Weinkle & Associates Financial Services, Inc. - Phoenix, Arizona AreaCustomer Service Managersince Oct 2006SimplexGrinnell, Tyco Fire & Security - Phoenix, Arizona AreaElectronic Systems SalesJun 2002 - Oct 2006
Full Profile

David Buskirk Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Representative • Financial Manager • Financial Analyst

Experience & Education

Position:
CFP, EA at Eaton-Cambridge, Inc., CFP, EA at Eaton-Cambridge, Inc.
Title:
CFP, EA at Eaton-Cambridge, Inc.
Location:
Scottsdale, Arizona
Industry:
Investment Management
Work history:
Eaton-Cambridge, Inc. - Scottsdale, AZCFP, EAsince Sep 2004
Skills:
Investments, Portfolio Management, Equities, Wealth Management, Retirement Planning
Full Profile

Rick Powell Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
ChFC, CFP® & President at Primoris Financial Solutions Co.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Primoris Financial Solutions Co. - Phoenix, Arizona AreaChFC, CFP® & Presidentsince Jan 1995CIGNA Financial Advisors - Phoenix, Arizona AreaFinancial AdviserApr 1993 - Dec 1994
Full Profile

Greg Stark Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Advisor • Advisor • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Advisor, CFP(R) at Jackson Financial Advisors
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
Jackson Financial Advisors - Scottsdale, AZSenior Advisor, CFP(R)since May 2008BancWest Investment Services - Tolleson, AZRegional Investment AdvisorMay 2006 - May 2008
Full Profile

Michelle Ross Scottsdale, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Human Resources Specialist • Recruitment • Office Clerk • Clerical Specialist • Contractor • Independent Business Owners

Experience & Education

Position:
President at Ross & Associates
Title:
Executive Recruiter specializing in the life insurance industry
Location:
Scottsdale, Arizona
Industry:
Insurance
Work history:
Ross & Associates - Scottsdale, AZPresidentsince 1980Connecticut General Life Insurance - Phoenix, AZFinancial and Estate Planner1977 - 1980
Full Profile

Dia Winder Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Apprentice • Financial Manager • Student Worker

Experience & Education

Position:
Retirement Plan Specialist at Vanguard
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Vanguard - Scottsdale, ArizonaRetirement Plan Specialistsince May 2010Bureau of Economic Analysis InternJan 2009 - Feb 2009
Full Profile

Gary Croatt Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Vice President of Sales • Corporate Executive • Chief Executive • Financial Manager • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at GRC Financial Services
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
GRC Financial Services Managing Directorsince Jul 2010Cornerstone Real Estate Funds Regional Sales VPApr 2007 - Apr 2010
Full Profile

Katrina Lessard Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Representative • Advisor • Leader • Managers • Sports Trainer • Sports Trainers

Experience & Education

Work

Company:
Charles schwab & co., inc - Scottsdale, AZ
Vice president / financial consultant
Company:
Edward jones - Scottsdale, AZ
Investment representative
Full Profile

Jared Frew Phoenix, AZ

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • 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 Vanguard
Title:
Financial Planner at Vanguard
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Vanguard - Scottsdale, AZCertified Financial Plannersince Jun 2004
Full Profile

Marjorie Hoffman Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
SVP CFP at Merrill Lynch, SVP CFP at Merrill Lynch
Title:
SVP CFP at Merrill Lynch
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Merrill Lynch - Scottsdale, AZSVP CFPsince Jan 1992Merrill Lynch - Scottsdale AZSVP CFPsince 1992
Full Profile

Casey Corbett Phoenix, AZ

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • 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 Planner / Advisor, CFP® at Mayo Clinic
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Mayo Clinic - Scottsdale, AZFinancial Planner / Advisor, CFP®since Nov 2012
Full Profile

Andy Maslick Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at The Vanguard Group
Title:
Senior Institutional Investment Manager -- The Vanguard Group
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
The Vanguard Group Certified Financial Planner
Full Profile

Joseph Heiser Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Location:
Scottsdale, Arizona
Industry:
Financial Services
Certifications:
CFP, CFP Board
ChFC, The American College
Full Profile

Jeffrey Miller Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Puchasing and Estimating Manager • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Team Leader • Chief Executive Officer • Chief Information Officer • Chief Operating Officer • Financial Director • Chairperson • Director • Financial Manager • Corporate Executive • Technology Director • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Financial Officer • Business Administrator • Supporting Member • Team Member • Bachelor of Science • Master of Science • Information Technology Specialist • IT Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Social Workers

Experience & Education

Position:
Vice President on the Board of Directors at Irish Networking Phoenix, Financial Advisor at Merrill...
Title:
at Merrill Lynch
Location:
Paradise Valley, Arizona
Industry:
Financial Services
Work history:
Irish Networking Phoenix Vice President on the Board of Directorssince Jun 2013Merrill Lynch - Scottsdale, ArizonaFinancial Advisorsince Sep 2011
Skills:
Sales Management, Business Planning, Inventory Management, Long Term Care, P&L, Financial...
Brokerage Jobs | CFP
Full Profile

Brian Gatti Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Co-Founder • Vice President • Chief Executive • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Supervisor • Manager • Operations Manager • Financial Manager • Volunteer • Supporting Member • Philanthrope • Business Administrator • Organization Management • Managers • Non-Profit • Team Member • Cashier • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
Partner at Inspire Business Concepts
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Inspire Business Concepts - Phoenix, Arizona AreaPartnersince Mar 2013TableSites.com - Phoenix, AZCo-Founder, VP of Business DevelopmentJan 2012 - Mar 2013
Skills:
Coaching, Process Improvement, Talent Identification, Change Management, Investments, Problem...
Full Profile

John Tewksbury Scottsdale, AZ

Professions & Specialties

Puchasing and Estimating Manager • Generalist • Bachelor of Science • Financial Manager

Experience & Education

Title:
generalist
Location:
Scottsdale, Arizona
Industry:
Research
Certifications:
CERTIFIED FINANCIAL PLANNER 1972
Full Profile

Ryan Murdock Scottsdale, AZ

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Certified Financial Planner • Account Manager • Supporting Member • Team Member • Financial Manager • Bookkeeper • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Lead Technician • Independent Contractor • Business Administrator • Managers • Technical Specialist • Technical Support Specialists • Lead Worker • Production Worker • Marketing Manager • Sales Manager • Operations Manager • Client Service Officer • Supplier • Sales Support • Sales Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Engineer • Market Analyst • Market Research Analyst • Wellness and Fitness • Customer Service

Experience & Education

Position:
Officer - Account Manager at Northern Trust, Officer - Associate Personal Investment Portfolio...
Title:
Officer - Account Manager at Northern Trust
Location:
Scottsdale, Arizona
Industry:
Investment Management
Work history:
Northern Trust - Greater Los Angeles AreaOfficer - Account Managersince Jun 2013Northern Trust - Scottsdale, AZOfficer - Associate Personal Investment Portfolio Managersince Dec 2012
Certifications:
FINRA Series 7
FINRA Series 63
CFP
Full Profile

Hugh Daniels Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Chairperson • Chief Executive • Agent • Sales Representative • Area Manager • Managers • Financial Manager • Regional Sales Consultant • Leader

Experience & Education

Position:
Financial Services Recruiter & Regional Director at Willis Consulting, Inc.
Title:
National Recruiter of High Net Worth Financial Advisors
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Willis Consulting, Inc. - ScottdaleFinancial Services Recruiter & Regional Directorsince Mar 2012Daniels Wealth Management PresidentApr 2010 - Mar 2012
Brokerage Jobs | CFP
Full Profile

Dennis Morris Scottsdale, AZ

Professions & Specialties

Puchasing and Estimating Manager • Manager • Owner • Operations Manager • Chief Executive • Agent • Sales Representative • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Sales Manager • Region Manager • Financial Manager • Area Manager • Managers • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Underwriter

Experience & Education

Position:
Regional Manager at Healthcare Solutions Team, Owner/Broker at Morris Associates, LLC
Title:
Morris Associates, LLC
Location:
Scottsdale, Arizona
Industry:
Insurance
Work history:
Healthcare Solutions Team Regional Managersince Oct 2011Morris Associates, LLC Owner/Brokersince Apr 1996
Skills:
Health Insurance, Critical Illness, Medicare Supplements, Long Term Care, Term Life Insurance,...
Certified Financial Planner (CFP)
Full Profile

Jeff Geiser Scottsdale, AZ

Professions & Specialties

Founder • Manager • Founding Member • Chief Executive • Operations Manager • Advisor • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder, Wealth Manager, Investment Advisor Representative at Geiser Wealth Management
Title:
Geiser Wealth Management
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Geiser Wealth Management - ScottsdaleFounder, Wealth Manager, Investment Advisor Representativesince Dec 1990
Skills:
Vision, Synthesis, Balance, Research, Investments, Public Speaking, Writing, Portfolio Management,...
Languages:
Nonviolent Communication
Full Profile

Christopher Royan Scottsdale, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Counselor • Advisor • General and Operations Manager • Director of Operations • Operations Manager • Vice President • Financial Manager • Model • Bachelors Degree • Master of Business Administration • Sales Representative

Experience & Education

Position:
Owner/CEO at In-Home Care Alliance LLC, Partner at Global Growth Resources, Consultant - Qualcomm...
Title:
Industrial Growth Driven Executive
Location:
Scottsdale, Arizona
Industry:
Machinery
Work history:
In-Home Care Alliance LLC Owner/CEOsince Aug 2010Global Growth Resources Partnersince Feb 2010
Skills:
Marketing Strategy, Financial Analysis, B2B, Strategic Planning, Start-ups, Business Strategy,...
Full Profile

Daniel Deeb Scottsdale, AZ

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Chief Executive • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
VP Private Wealth Management(Goldman Sachs Execution & Clearing)Scottsdale,AZ/Atlanta,GA/New...
Title:
VP Private Wealth Management JD Associates (Goldman Sachs Execution & Clearing) Scottsdale, AZ/Atlanta, GA/New York, NY
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
JD Associates Wealth Management Scottsdale AZ - Scottsdale, AZ / Atlanta, GA / New York, NYVP Private Wealth Management(Goldman Sachs Execution & Clearing)Scottsdale,AZ/Atlanta,GA/New York,NYsince 2009Davis Securities (Goldman Sachs Execution & Clearing), Merrill Lynch, New York, NY VP2006 - 2009
Skills:
Equities, Project Management, Public Speaking, Account Management, Leadership
Brokerage Jobs | CFP
Full Profile

Diane Lilly Scottsdale, AZ

Professions & Specialties

Credit Manager • Loan Officers • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Volunteer • Non-Profit • Instructor • Pedagogue • Financial Manager • Tax Preparer • Tax Accountant

Experience & Education

Position:
Executive Director at Above Grade Level In-Home Tutoring
Title:
Executive Director Above Grade Level Tutoring
Location:
Scottsdale, Arizona
Industry:
Education Management
Work history:
Above Grade Level In-Home Tutoring - Scottsdale ArizonaExecutive Directorsince Oct 2012Kachina Country Day School - Scottsdale, AZLearning Strategies Clinic VolunteerAug 2009 - May 2011
Skills:
Educational Leadership, Elementary Education, Education, Academic Tutoring, Intelligent Tutoring...
Certified Financial Planner
Full Profile

James Ponte Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
SALES MANAGER at Realty Executives, President at Ponte & Ponte PC, Realtor at Realty Executives
Title:
Financial Advisor at Waddell & Reed
Location:
Paradise Valley, Arizona
Industry:
Financial Services
Work history:
Realty Executives SALES MANAGERsince Aug 1996Ponte & Ponte PC Presidentsince Jan 1996
Certified Financial Planner,in progress,
Full Profile

Sean Lunny Phoenix, AZ

Professions & Specialties

Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Advisor at WealthPlan Advisors
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
WealthPlan Advisors - Scottsdale, AZInvestment Advisorsince Nov 2008
Certifications:
Certified Financial Planner (CFP®), CFP Board
Full Profile

Kenneth Davis Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Printing Supervisor • Print Worker • Management Team Executive • Operations Manager • Financial Manager • Philanthrope • Business Administrator • Non-Profit • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Underwriter

Experience & Education

Position:
Owner at The UPS Store 4020
Title:
The UPS Store independent business owner
Location:
Scottsdale, Arizona
Industry:
Printing
Work history:
The UPS Store 4020 Ownersince Feb 2004The UPS Store 4020 FranchiseeFeb 2004 - May 2009
Certifications:
Certified Public Accountant, Arizona State Board of Accounting
Certified Financial Planner, Certified Financial Planner Board od Standards, Inc.
Full Profile

Stephen Hatcher Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Process Engineer • Industrial Engineer • Lecturer • Postsecondary Teacher • Mathematician

Experience & Education

Position:
First Vice President at Wells Fargo Advisors
Title:
First Vice President at Wells Fargo Advisors, LLC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Wells Fargo Advisors - N. Scottsdale, AZFirst Vice Presidentsince Feb 2009UBS Wealth Management - Scottsdale, AZFinancial AdvisorSep 1999 - Feb 2009
CFP
Full Profile

Frances Stickel Scottsdale, AZ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Marketing Consultant • Marketing Administrator • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Tax Accountant • Regional Vice President • Vice President • Chief Executive • Financial Manager • Operations Manager • Agent • Sales Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Business Administrator • Analysts • Team Member • Advisor

Experience & Education

Position:
Annuity Marketing Consultant/Wholesaler at Financial Independence Group
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Financial Independence Group - Scottsdale, AZAnnuity Marketing Consultant/Wholesalersince Jan 2013Brokerage Professionals, Inc. - Scottsdale, AZAnnuity Marketing Manager/Annuity WholesalerJun 2011 - Jan 2013
Brokerage Jobs | CFP
Full Profile

Heather Guzman Phoenix, AZ

Professions & Specialties

Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Representative at COUNTRY® Financial
Title:
Financial Representative, LUTCF
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
COUNTRY® Financial - Valley Wide: Offices in Mesa & Scottsdale.Financial Representativesince Jul 1997WSRG-S - Scottsdale, AZActing President2010 - 2013
Working on ChFC & CFP designations now
Full Profile

Betty Van Scottsdale, AZ

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Student Worker • Financial Manager

Experience & Education

Position:
Problem Resolution Associate at The Vanguard Group
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
The Vanguard Group Problem Resolution Associatesince Jun 2011Vanguard Processing AssociateMar 2010 - Jun 2011
Skills:
Retirement Planning, Strategic Financial Planning, Investments, Series 63, Wealth Management, Asset ...
Languages:
Vietnamese
CFP
Full Profile

William Sobers Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Advisor • Web Marketer

Experience & Education

Position:
Account Vice President at UBS Financial Services, Inc.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Account Vice Presidentsince Jul 2006Merrill Lynch Financial AdvisorJan 2004 - Jul 2006
Full Profile

Trevor Whiting Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyer • Tax Consultant • Tax Accountant • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Dana Law Firm
Location:
Scottsdale, Arizona
Industry:
Law Practice
Work history:
Dana Law Firm Attorneysince Sep 2008Deloitte Tax Tax ConsultantJul 2007 - Aug 2008
Skills:
Estate Planning, Probate, Trusts, Wills, Tax, Tax Law, Estate Tax Planning, Asset Protection,...
Languages:
English, Portuguese
Full Profile

Dan Brooks Phoenix, AZ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Equity & Option Trader at The Vanguard Group
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
The Vanguard Group - Scottsdale, AZEquity & Option Tradersince Aug 2005Hills Bank & Trust Commercial Services Rep2004 - 2005
Skills:
Series 7, Retirement Planning, Series 63, Uniform Combined State Law, IRAs, Mutual Funds,...
Certified Financial Planner
Full Profile

Arthy Kumar Phoenix, AZ

Professions & Specialties

Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Executive Officer • Founder • Operations Manager • Corporate Executive • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Department Supervisor • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Customer Success Manager at WebFilings, CEO and Founder at Pari Boutique
Title:
Customer Success Manager
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
WebFilings - Scottsdale, AZCustomer Success Managersince Dec 2012Pari Boutique CEO and Foundersince Oct 2010
Skills:
Series 63, Relationship Mgmt, Management, Retirement Planning, Certified Financial Planner,...
Languages:
Hindi, Tamil
Full Profile

Eileen Henry Scottsdale, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Work

Company:
Wealth management, llc
Relationship manager
Company:
The vanguard group - Scottsdale, AZ
Products & services specialist - business development group

Skills

See professional skills and career experience summary provided as "Additional Information".
Full Profile

Chris Wallen Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jan 2001
Skills:
Portfolio Management, Financial Analysis, Retirement Planning, Wealth Management, Series 7,...
CFP
Full Profile

Aaron Headley Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Sales Manager • Sales Director • Office Clerk • Clerical Specialist • Operations Manager • Financial Manager • Educational Designer

Experience & Education

Work

Company:
Vanguard group
Investment consultant
Company:
Volkswagen north scottsdale - Scottsdale, AZ
Internet sales manager
Full Profile

Donn Merrill Scottsdale, AZ

Professions & Specialties

Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Senior Vice President • Financial Director • Vice President • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Consulting and wealth management
Principal
Company:
Eos management services, llc - Phoenix, AZ
Senior vice president and chief financial officer
Full Profile

Michael Kaufman Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Vice President • Operations Manager • Chief Executive • Financial Manager • Bachelor of Arts • Team Member • Recruitment

Experience & Education

Work

Company:
Usaa
Financial advisor
Company:
Morgan stanley smith barney - Township of Warren, NJ
Manager of marketing and technology, vice president
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Rick Weaver Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Sr. Trust Officer at JPMorgan Chase Bank, N.A.
Location:
Phoenix, Arizona Area
Industry:
Banking
Work history:
JPMorgan Chase Bank, N.A. - Scottsdale, AZSr. Trust Officersince Sep 1990
Certifications:
Certified Public Accountant, CPA/PFS, Arizona State Board of Accountancy
Certified Financial Planner, CFP, CFP Board
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Susan Ross Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Registered Nurse • Certified Nurse Aide • Nurse • Psychology Specialist • Nursing Assistant • Nurse Practitioner • Supporting Member • Volunteer • Tour Guide • Team Member • Non-Profit • Mediator • Master of Education • Master of Nursing • Psychologist • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Specialties:
REO / Bank Owned, Residential sales, Luxury homes, First time home buyers, Horse properties, Staging, Relocation
Work:
HomeSmart
Scottsdale, AZ
(480) 577-4942 (Phone)
License #SA632662000
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome
Interests:
Golf, hiking, horseback riding
Languages:
English
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Peter Girgis Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Sales Representative • Senior Customer Service Representative • Client Service Officer • Business Administrator • Financial Manager • Operations Manager • Customer Service

Experience & Education

Work

Company:
Vanguard
Employee relations
Company:
Kelly services - Scottsdale, AZ
Consulting

Skills

Completed Certified Financial Planner curriculum, FINRA 6 & 63
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Ronald Larson Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Financial Manager • Chief Executive • Technical Editor • Technical Communicator • Author

Experience & Education

Office:
Ronald F. Larson, P.C.
17470 North Pacesetter Way, Suite 108, Scottsdale, AZ 85255
Phone:
(480) 365-0324 (Phone)
Specialties:
Estate Planning, Probate
ISLN:
905616047
Admitted:
1973, Arizona, 1977, U.S. Tax Court and U.S. Supreme Court
Military:
Lt. Col., JAGC, U.S. Army, active duty, 1973-1977; USAR, 1977-1997
Biography:
Delta Theta Phi (Member, Legal fraternity); Beta Gamma Sigma (Business Fraternity); Omicron Delta...
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Anita Nickerson Scottsdale, AZ

Professions & Specialties

Puchasing and Estimating Manager • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Probate, Relocation
Work:
Scottsdale, AZ
(480) 318-1661 (Phone)
License #SA541332000
Certifications:
GRI
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
About:
I started my financial planning business in 1985 receiving my CFP in 1992. In 2003 I became rea...
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