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Certified Financial Planners in Washington

Certified Financial Planners in Seattle, WA

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250 results found

Troy Sapp Seattle, WA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Agent • Sales Representative • Financial Manager • Nurse • Nurse Practitioner • Advertising Sales Agent

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Commencement Financial Planning LLC (Sole Proprietorship)
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Commencement Financial Planning LLC CERTIFIED FINANCIAL PLANNER™since Apr 2010Counselling, Inc Financial ConsultantJan 1996 - Feb 2010
Skills:
insurance review, tax planning, investment analysis & portfolio rebalancing, estate planning, tax...
Full Profile

Dale Terwedo Seattle, WA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Financial Manager • Founding Member • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Advocate • Jurist • Legal Counsel • Advisor • Security • School Principal • School Administrator • Educational Manager • Customer Service • Client Service Officer

Experience & Education

Position:
Certified Financial Planner™ Professional and Founder at Terwedo Financial Services℠, LLC (Sole Prop...
Title:
CFP®, ChFC®, CLU®, ADPA
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Terwedo Financial Services℠, LLC - Edmonds, WACertified Financial Planner™ Professional and Foundersince Sep 1983Terwedo Financial Services℠, LLC Disclosuressince Sep 1983
Skills:
Financial Advisory, Tax, Customer Service, Time Management, Series 7, Asset Management, Portfolio...
Certifications:
Certified Financial Planner™ Professional, Certified Financial Planner Board of Standards, Inc.
Chartered Financial Consultant®, The American College of Financial Services
Full Profile

Tokusan Svenson Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Banker • Credit Counselor • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager • Financial Analyst • Counselor • Project Manager • Program Coordinator • Non-Profit • Organization Management • Advisor • Managers • Partner • Project Managers • Chief Executive • Master of Science • Psychology Specialist

Experience & Education

Position:
Undisclosed at Morgan Stanley Smith Barney
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Undisclosedsince Aug 2010Wells Fargo Investments, LLC Registered Brokerage Associate, CFP®Apr 2008 - Jul 2010
Skills:
General Securities License, financial planning products and services, project specialist, bilingual ...
Full Profile

Rick Bryan Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairman of the Board • Board Member • Chairperson • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Supporting Member • Business Administrator • Team Member • Bachelor of Arts • Advisor • Data Scientist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board Chair, FPA of Puget Sound at Financial Planning Association of Puget Sound, Associate,...
Title:
Board Chair, FPA of Puget Sound
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Financial Planning Association of Puget Sound - SeattleBoard Chair, FPA of Puget Soundsince Jan 2013Conlon Dart Wealth Management - Greater Seattle AreaAssociate, CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP®since Apr 2006
Skills:
Financial Planning, Portfolio Management, Investments, Sailing, Strategic Financial Planning,...
Certifications:
CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP®, Certified Financial Planner Board of Standards, Inc.
Full Profile

Brecken Diller Seattle, WA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Director of Quality Control • Chief Executive • Financial Manager • Compliance Manager • Finance and Accounting Specialist • Bank Examiner • Accounting Bookkeeper • Bookkeeper • Financial Compliance Examiner • Auditor • Compliance Officer • Customer Service • Property Manager • Real Estate Manager • Student Lawyer • Lawyers • Medical Assistant • Healthcare Support • Software Developers

Experience & Education

Position:
Vice President, Trust Specialist at Comerica Bank & Trust
Title:
Vice President, Trust Specialist
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Comerica Bank & Trust - Seattle, WAVice President, Trust Specialistsince 2010Pacific Portfolio Sr. Trust Officer & Estate Planner2007 - 2010
Skills:
Estate Planning, Financial Planning, Tax, Wealth Management, Estate Tax Planning, Trust Services,...
Full Profile

Mark Sterley Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Co-Founder • Chief Executive • Founder • Founding Member • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Advisor

Experience & Education

Position:
Owner & Co-Founder at TheEndline.com, CERTIFIED FINANCIAL PLANNER™ Professional at GDC...
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
TheEndline.com Owner & Co-Foundersince Dec 2009GDC Financial Solutions CERTIFIED FINANCIAL PLANNER™ Professionalsince Dec 2006
Skills:
Investment advisory services, retirement planning, estate planning, life insurance, disability...
Full Profile

Paul Doak Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at ID Financial, LLC
Location:
Seattle, Washington
Industry:
Investment Management
Work history:
ID Financial, LLC Certified Financial Plannersince Apr 1996
Languages:
basic survival Spanish
Full Profile

Susan Snyder Seattle, WA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Compliance Engineer

Experience & Education

Position:
Assistant Office Manager: Registered Paraplanner SM at Vivienne Strickler, Financial Planning...
Title:
Financial Planning, Assistant Office Manager at Vivienne Strickler
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Vivienne Strickler - Seattle, WAAssistant Office Manager: Registered Paraplanner SMsince 2012Ann Novosel, CFP - Greater Seattle AreaFinancial Planning Assistantsince Jun 2013
Skills:
Team Building, Customer Service, Management, Quality Assurance, Product Development, Product...
Full Profile

Matt Mckellar Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Co-Founder • Chief Executive • Founder • Founding Member • Financial Manager • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
President & Co-Founder at ICON Consulting, CERTIFIED FINANCIAL PLANNER™ practitioner...
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
ICON Consulting President & Co-Foundersince Jun 1998ICON Consulting CERTIFIED FINANCIAL PLANNER™ practitionersince 1998
Skills:
Comprehensive wealth management and fee based financial planning, Independent investment consulting ...
Full Profile

Peter Laney Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner Practitioner at Laney Advisors, Ltd.
Title:
at Laney Advisors, Ltd.
Location:
Greater Seattle Area
Industry:
Insurance
Work history:
Laney Advisors, Ltd. Certified Financial Planner Practitionersince 1993
Full Profile

Greg Lamarsh Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Technician • Technical Specialist • Technical Support Specialists • Financial Manager • Machine Specialist

Experience & Education

Position:
Technical Services at PPG Industries
Location:
Greater Seattle Area
Industry:
Glass, Ceramics & Concrete
Work history:
PPG Industries - North AmericaTechnical Servicessince Mar 2004GED Integrated Solutions - Seattle area and Orange County, CA areaTechnicianAug 1993 - Mar 2004
Provide support for CFP program and equipment technical issues
Full Profile

Jeff Zanatta Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Cooks • Advisor • Financial Manager • Service Operations Expert • Non-Profit • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Cook at Mina Group: Restaurant RN74
Location:
Greater Seattle Area
Industry:
Restaurants
Work history:
Mina Group: Restaurant RN74 Cooksince May 2011Laird Norton Tyee Client Advisor and CFP®Nov 2006 - Mar 2009
Full Profile

Amy Padden Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Loan Officers • Office Assistant • Advisor • Receptionist • Front Desk Clerk • Office Clerk • Clerical Specialist • Front Office Receptionist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Personnel Coordinator • Personnel Specialist • Recruitment • Financial Manager • Planner • Publishing Professional • Human Resources Specialist • Event Manager • Marketing Manager • Entertainment Professional • Entertainer • Marketing Administrator • Cabin Attendant • Room Service Food Server • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Mathematician • Property Manager • Real Estate Manager

Experience & Education

Position:
Office Manager / Executive Assistant at A private asset management company
Title:
Office Manager / Executive Assistant
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
A private asset management company - Seattle, WAOffice Manager / Executive Assistantsince Jul 2007Accounting & Finance Professionals - Phoenix, AZStaffing CoordinatorOct 2006 - Jun 2007
Skills:
Customer Relations, Customer Service, Event Management, Scheduling, Coordination, Typing, Microsoft ...
Languages:
German
Certifications:
Leadership Architect 101, Lominger / Korn Ferry International
Xinnix Certified Originator (XCO), Xinnix Mortgage Academy
..Assistant and Office Manager for a CFP advisor
Full Profile

Naomi Kim Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Office Assistant • Office Clerk • Clerical Specialist • Student Worker • Financial Manager • Non-Profit • Lobby Attendant • Sales Manager • Equipment Tools Purchasing Agent • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Marketing Professional • Advertising Sales Agent • Recruitment

Experience & Education

Position:
Audit Intern at KPMG US
Location:
Seattle, Washington
Industry:
Accounting
Work history:
KPMG US - Greater Seattle AreaAudit Internsince Jun 2012Erlandson Wealth Management Client Management InternJun 2011 - Aug 2011
Worked closely with CFP to accurately and effectively document client..
Full Profile

Crystal Anderson Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chairperson • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers

Experience & Education

Position:
President at Crystal Clear College Planning
Title:
Founder of Crystal Clear College Planning
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Crystal Clear College Planning - Bothell WaPresidentsince May 2011Harsin Wealth Management Wealth Management Client Coordinator2009 - 2011
Skills:
Public Speaking, College Education Planning, College Financial Planning, Higher Education, Personal ...
Full Profile

Mark Frischmuth Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chairman of the Board • Founding Member • Chief Executive • Chairperson • Financial Manager

Experience & Education

Position:
Retirement Products Wholesaler at Mutual of Omaha, Board Chairman at DemocracyLab.org
Title:
Retirement Products Wholesaler/DemocracyLab.org Founder
Location:
Greater Seattle Area
Industry:
Civic & Social Organization
Work history:
Mutual of Omaha Retirement Products Wholesalersince Jul 2004DemocracyLab.org Board Chairmansince Aug 2006
Full Profile

Rorie Zajac Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Advisor • Financial Planning Analyst • Finance and Accounting Specialist • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President at Morgan Stanley Wealth Management
Title:
CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley
Location:
Seattle, Washington
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Seattle, WAAssistant Vice Presidentsince Jun 2011UBS Senior Wealth StrategistDec 2000 - May 2011
Full Profile

Albert Israel Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Recruitment • Financial Manager

Experience & Education

Position:
Investment Specialist at MassMutual Financial Group
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Investment Specialistsince May 1996Southwestern Company Book SalesmanJun 1980 - Sep 1983
Skills:
Investments, Retirement Planning, Long-term Care, Financial Services, 401k, Asset Allocation,...
CFP designation earned in 1992
Full Profile

Charlie Stanton Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Divisional Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ professional at AXA Advisors
Title:
Helping Clients Build, Manage, and Protect their Wealth
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
AXA Advisors CERTIFIED FINANCIAL PLANNER™ professionalsince Jan 1995AXA Advisors Divisional Vice PresidentSep 1998 - Jun 2005
Skills:
Retirement Planning, Wealth Management, Estate Planning, Tax-advantaged Investment Strategies,...
Certifications:
Certified Financial Planner, CFP®, Certified Financial Planner Board of Standards
Chartered Financial Consultant, ChFC, The American College
Full Profile

Dean Inglin Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Shelgren Financial Group, Inc.q
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Shelgren Financial Group, Inc.q CFP
Full Profile

Renee Christenson Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Co-Founder • Chairperson • Chief Administrative Officer • Chief Executive • Founder • Founding Member • Financial Manager • Receptionist • Front Desk Clerk • Front Office Receptionist

Experience & Education

Position:
Co-founder and President at Bumperchute Co.
Title:
Owner, Bumperchute Co.
Location:
Greater Seattle Area
Industry:
Design
Work history:
Bumperchute Co. Co-founder and Presidentsince 2002The Hedrick Co Administrator assistant2000 - 2005
Full Profile

William Morrissey Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Member at Nazrudin Project, President and Certified Financial Planner at Sound Financial Planning...
Title:
President and Certified Financial Planner at Sound Financial Planning Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Nazrudin Project Membersince 1994Sound Financial Planning Inc. President and Certified Financial Plannersince Jun 1982
Skills:
Retirement Planning, Financial Planners, Investment Advisory, Wealth Management
Full Profile

Audrey Wolf Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Associate in Applied Science • Recruitment

Experience & Education

Position:
Client Communication and Outreach at Thomas E Deichert, CFP
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Thomas E Deichert, CFP Client Communication and Outreach
Skills:
Team Building, Public Speaking, Training, Coaching, Process Improvement, Strategic Planning, Change ...
Full Profile

David Feller Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Investments, CFP®, CIMA® at Wells Fargo Advisors, LLC
Title:
Senior Vice President - Investments, CFP®, CIMA®
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Carillon Point, Kirkland, WashingtonSenior Vice President - Investments, CFP®, CIMA®since Feb 1992
Skills:
Asset Allocation
Full Profile

Mike Frantz Seattle, WA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Team Member

Experience & Education

Position:
Financial Advisor, Certified Financial Planner™ at UBS Financial Services, Inc.
Title:
UBS Financial Services, Inc.
Location:
Seattle, Washington
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Greater Seattle AreaFinancial Advisor, Certified Financial Planner™since Oct 2011Morgan Stanley Smith Barney - Greater Seattle AreaFinancial AdvisorAug 2010 - Oct 2011
Full Profile

Arlyn Nelson Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
CFP at Nelson Financial Management
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Nelson Financial Management CFPsince May 1975
Skills:
Employee Benefits (Group Health Plans, 401k's), IRA's & Financial Planning
Full Profile

Joyce Lee Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Director • Vice President • Treasurer • Financial Manager • Financial Officer • Chief Executive • Psychologist • Psychology Specialist

Experience & Education

Position:
Chief Financial Officer at Marguerite Casey Foundation, 2nd Vice President of the Board (Treasurer...
Title:
CPA, CFP®
Location:
Greater Seattle Area
Industry:
Accounting
Work history:
Marguerite Casey Foundation Chief Financial Officersince Jul 2012Asian Counseling and Referral Service 2nd Vice President of the Board (Treasurer 2011-2012)since 2010
Skills:
Not for Profit, Financial Analysis, Revenue Recognition, Accounting, GAAP, Internal Controls,...
Full Profile

Justin Carpenito Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Vice President • Business Development Manager • Sales Manager • Sales Director • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President, CFP®,Complex Business Development Manager at Morgan Stanley
Title:
First Vice President, CFP®, Complex Business Development Manager at Morgan Stanley
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Morgan Stanley - Greater Seattle AreaFirst Vice President, CFP®,Complex Business Development Managersince Jan 2010Morgan Stanley - Greater Seattle AreaProducing Sales ManagerMar 2007 - Dec 2009
Full Profile

Brian Cockrell Seattle, WA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Analyst • Analysts

Experience & Education

Position:
Vice President, Financial Advisor, Certified Financial Planner TM practitioner at Morgan Stanley...
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Vice President, Financial Advisor, Certified Financial Planner TM practitionersince Mar 2002Boeing Commercial Airplanes Supply Chain Management AnalystSep 1997 - Mar 2002
Skills:
Investment Planning and Placement, Retirement Planning, Estate Planning, Insurance Planning
Full Profile

George Selvy Seattle, WA

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:
Financial Planner CFP® at Ameriprise Financial
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Planner CFP®since 1974
Full Profile

Maris Galins Seattle, WA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Manager • Chief Executive • Operations Manager • Financial Manager • Army Major General • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor

Experience & Education

Position:
Owner, Wealth Manager at MG Financial, Inc.
Title:
Owner, Financial Planner at MG Financial, Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
MG Financial, Inc. Owner, Wealth Managersince Apr 1987
CFP is an investment adviser representative of the..
Full Profile

Heather Leach Seattle, WA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Private Wealth Advisor at Ameriprise Financial Services, Inc.
Title:
Private Wealth Advisor at Ameriprise Financial Services, Inc. CFP ®, ChFC ®, CRPC ®, CPWA ®.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Private Wealth Advisorsince 2006Ameriprise Financial Financial Advisor1993 - 2006
Full Profile

Darren D Seattle, WA

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Vice President • Financial Manager • Chief Executive • Advisor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Operations Manager • Sales Team Member • Sales Person • Sales Representative • Buyer and Seller

Experience & Education

Title:
Vice President | Wealth Management Advisor | CERTIFIED FINANCIAL PLANNER | Portfolio Manager at Merrill Lynch
Location:
Greater Seattle Area
Industry:
Financial Services
Full Profile

Gary Brooks Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Counselor • Security • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, Certified Financial Planner at Brooks, Hughes & Jones
Title:
President/CFP at Brooks, Hughes & Jones
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Brooks, Hughes & Jones - Tacoma, WAPresident, Certified Financial Plannersince Sep 2009
Full Profile

Rick Mangan Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Owner • Deputy Director • Financial Manager • Chief Executive • Deputy Manager

Experience & Education

Position:
Owner at Mangan Wealth Management
Title:
CPA, PFS, CFP, President, Mangan Wealth Management
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Mangan Wealth Management Ownersince 2007Brighton Jones LLC Associate Director of Tax2006 - 2007
Full Profile

Joyce Lee Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Director • Vice President • Board Member • Treasurer • Director • Financial Manager • Financial Officer • Chief Executive • Management Team Executive • Operations Manager • Psychologist • Philanthrope • Non-Profit • Psychology Specialist

Experience & Education

Position:
Chief Financial Officer at Marguerite Casey Foundation, 2nd Vice President, Board of Directors at...
Title:
CPA, CFP(R)
Location:
Greater Seattle Area
Industry:
Philanthropy
Work history:
Marguerite Casey Foundation Chief Financial Officersince 2012Asian Counseling and Referral Service 2nd Vice President, Board of Directorssince 2010
Full Profile

Jed Sires Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Executive Vice President at Sound Investment Strategies
Title:
CFP® Professional, Sound Investment Strategies
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Sound Investment Strategies - Mukilteo, WAExecutive Vice Presidentsince Jul 2001
Full Profile

Gregg M Seattle, WA

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER practitioner
Location:
Greater Seattle Area
Industry:
Financial Services
Full Profile

Michael Berry Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Michael C. Berry, CPA, CFP
Title:
Owner, Michael C. Berry, CPA, CFP
Location:
Greater Seattle Area
Industry:
Accounting
Work history:
Michael C. Berry, CPA, CFP Ownersince Jan 1988Oklahoma City, Oklahoma Michael C Berry CPAApr 1980 - Nov 1987
Languages:
French
Full Profile

Mark Logsdon Seattle, WA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Certified Financial Planner, TM.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Sep 2007
Full Profile

Zach Goldberg Seattle, WA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor, CFP, CRPS
Location:
Greater Seattle Area
Industry:
Financial Services
Full Profile

Pam Scholfield Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
CPA, CFP at James Erickson & Co
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
James Erickson & Co CPA, CFP
Full Profile

Willie Morrissey Seattle, WA

Professions & Specialties

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

Experience & Education

Title:
President and Certified Financial Planner at Sound Financial Planning Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
Full Profile

Ryan Backlund Seattle, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Region Manager • Chief Executive Officer • Board Member • Chairperson • Treasurer • Corporate Executive • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Financial Officer • Area Manager • Managers

Experience & Education

Position:
Regional Director - The Private Bank at Wells Fargo
Title:
Regional Director - Wells Fargo Wealth Management Group
Location:
Greater Seattle Area
Industry:
Banking
Work history:
Wells Fargo - Greater Seattle AreaRegional Director - The Private Banksince Jul 2008U.S. Bank Private Client Group Managing DirectorSep 2000 - Jun 2008
Certifications:
Certified Finanical Planner
Full Profile

Jim Reinke Seattle, WA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor, CFP
Location:
Greater Seattle Area
Industry:
Financial Services
Full Profile

Tom Drouin Seattle, WA

Professions & Specialties

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

Experience & Education

Title:
Personal Financial Planner at Ameriprise Financial
Location:
Greater Seattle Area
Industry:
Financial Services
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Will Morrissey Seattle, WA

Professions & Specialties

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

Experience & Education

Title:
President and Certified Financial Planner at Sound Financial Planning Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
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Robert Bohner Seattle, WA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor, Certified Financial Planner TM. at Morgan Stanley Smith Barney
Location:
Greater Seattle Area
Industry:
Financial Services
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Ann Rohlman Seattle, WA

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Analyst • Financial Manager • Chief Executive • Analyst • Administrative Clerk • Clerical Specialist • Analysts

Experience & Education

Position:
Portfolio Manager at Sonata Capital
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Sonata Capital Portfolio Managersince Jan 2006Marcia Joslyn Sill, Inc. Portfolio ManagerNov 2000 - Nov 2005
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Yvonne Naum Seattle, WA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Doctor of Philosophy • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction

Experience & Education

Position:
Owner at Yvonne Naum, Ph.D., CFP, Senior Financial Advisor at National Asset Management, Inc.
Title:
Senior Financial Advisor at National Asset Management
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Yvonne Naum, Ph.D., CFP OwnerNational Asset Management, Inc. Senior Financial Advisorsince Oct 2005
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