Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Arizona

Certified Financial Planners in Scottsdale, AZ

Find a professional & check records

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

The Trustoria Directory gives you all the professional records needed to find the most qualified Financial broker for any need.

Be sure to visit other cities near here to locate the records of more people.

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 • Lawyers • 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
Full Profile

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
Full Profile

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
Full Profile

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
Full Profile

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...
Full Profile

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...
Full Profile


Certified Financial Planners near Scottsdale, AZ067134201268335PhoenixChandlerMesaGilbertTempe