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Certified Financial Planners in Stamford, CT

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Here is a complete list of nearly every professional Certified Financial Planners in Stamford, CT.

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15 results found

Christopher Bakowski Stamford, CT

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Work

Company:
Clb financial
Cfp

Stephen Polizzi Stamford, CT

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial ManagerOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Cfp

Skills

Certified Financial Planner

Sean Gardner Stamford, CT

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSupporting MemberTeam MemberMaster of Business AdministrationProject ManagerSenior AdvisorAdvisorBachelor of ScienceCaptainCommanderLieutenantModelChief Administrative OfficerProject ManagersChief ExecutiveFinancial ManagerParalegal

Experience & Education

Position:
Associate at McKinsey & Company
Location:
Stamford, Connecticut
Industry:
Management Consulting
Work history:
McKinsey & Company - Stamford, CTAssociatesince Aug 2012The Wharton School - Greater Philadelphia AreaMBA CandidateAug 2010 - Jun 2012

Shane Foster Stamford, CT

Professions & Specialties

Puchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentManagerSenior Vice PresidentChief ExecutiveOperations ManagerFinancial Manager

Experience & Education

Title:
Financial Services Executive
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Vice President/Credit Risk ManagerJan 2010 - Apr 2012Citigroup Senior Vice President/Credit Risk ManagerAug 2006 - Jan 2010
Certifications:
Certified Financial Planner

Susan Carson Stamford, CT

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerVice PresidentChief ExecutiveOperations ManagerFinancial ManagerTranslatorBilingual Communications SpecialistLinguistLanguage SpecialistFinance and Accounting SpecialistLogisticianAccounting BookkeeperBookkeeperOperations Officer

Experience & Education

Position:
Principal, Gas Operations at Statoil Natural Gas, LLC
Location:
Stamford, Connecticut
Industry:
Oil & Energy
Work history:
Statoil Natural Gas, LLC Principal, Gas Operationssince Mar 2011Barclays Capital Vice President, OperationsFeb 2011 - Mar 2011
Skills:
Natural Gas
CFP

Ryan Gildersleeve Stamford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief Executive

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Sep 2003Merrill Lynch Vice PresidentSep 1997 - Sep 2003
Certifications:
Certified Financial Planner™*, Certified Financial Planning Board

Benjamin Tirigall Stamford, CT

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAdvisorAnalystAnalystsAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Hamilton cavanaugh - aspire advisors, llc
Registered investment advisor/account executive
Company:
Lynx capital partners, llc
Proprietary trader/equity analyst

Skills

Series 7, 63, 65. NYS Accident Life and Health. CFP(07/14) Fluent in Spanish and Intermediate level ...

Shane Foster Stamford, CT

Professions & Specialties

Puchasing and Estimating ManagerVice PresidentSenior Vice PresidentChief ExecutiveAssistant Vice PresidentFinancial ManagerOperations ManagerAnalystBusiness AdministratorAnalysts

Experience & Education

Work

Company:
Morgan stanley smith barney llc
Vice president - credit risk management
Company:
Citigroup global markets inc
Senior vice president - credit risk management

Skills

Series 7 and 63. CFP Certification (Expected in December 2012)

Michael Parry New York, NY

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberFinancial ManagerManagement Team ExecutiveOperations ManagerAdvisorRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Board Member at Highland Green Foundation, Board Member at FPA Fairfield County Chapter, Financial...
Title:
Certified Financial Planner™ at Liberty Wealth Advisors in Stamford, CT specializing in retirement planning
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Highland Green Foundation - Stamford, CTBoard Membersince Sep 2011FPA Fairfield County Chapter Board Membersince 2010
Certifications:
CERTIFIED FINANCIAL PLANNER™ professional, CFP Board

Hugo Gomes New York, NY

Professions & Specialties

BankerCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness SpecialistCustomer ServiceOperations ManagerAgentSales RepresentativeCategory AnalystSales Management AnalystSales Engineering SpecialistSales EngineerControllerVolunteerNon-ProfitDirectorChief Procurement OfficerMarketing ManagerAcquisitions ManagerPurchasing ManagersFinancial ManagerCommunity Service ManagerReal Estate Investment InsiderProperty ManagerReal Estate ManagerBachelor of ScienceGovernment Administration Professional

Experience & Education

Position:
Relationship Manager, AVP at JPMorgan Chase
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Stamford,CTRelationship Manager, AVPsince Sep 2011JPMorgan Chase - Greenwich, CTBusiness Specialist2010 - 2011
Skills:
Relationship Management, Financial Analysis, Credit Analysis, Start-up Business Consulting, Risk...
Languages:
English, Portuguese, Spanish

Charlotte Siddiqui New York, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeCustomer ServiceCertified Public AccountantBusiness AdministratorTeam MemberHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerFiduciaryTrust Law AttorneyLawyersAdvertising ProfessionalAdvertising Sales AgentChief ExecutiveMarketing ManagerProduction ManagerOperations ManagerFinancial Manager

Experience & Education

Position:
Account Executive at Fidelity Investments
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fidelity Investments - Stamford, CTAccount Executivesince Feb 2012Fidelity Investments - Stamford, CTInvestment RepresentativeJun 2011 - Feb 2012
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Series 7, 66 licensed, Life, Accident and Health Insurance licensed, Certified Financial Planner Board of Standards, Inc.

Phil Stevens New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentDepartment ManagerChief ExecutiveDepartment SupervisorManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
First Vice president, Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 4 Landmark Square, Stamford, Ct 06901First Vice president, Financial Advisorsince Sep 1966US Navy Division officer & Department HeadJun 1962 - Jun 1966
Certifications:
Certified Financial Planner TM*, Certified Financial Planner Board of Standards

Byron Cartozian New York, NY

Professions & Specialties

Client Development ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Client Development Manager at BroadReach Partners
Title:
Sales Professional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
BroadReach Partners - Stamford, CTClient Development Managersince Jan 2012
Certified Financial Planner,CFP,

Philip Nehro West Falmouth, MA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Investment Advisor Representative at First National Corporation
Title:
CFP® Investment Advisor Representative at First National Corporation, Registered Investment Advisor
Location:
West Falmouth, Massachusetts
Industry:
Financial Services
Work history:
First National Corporation - Falmouth, MAInvestment Advisor Representativesince 2008Smith Barney - Stamford, CTFinancial Consultant2005 - 2006
Certifications:
CFP®

Mitch Eiss New York, NY

Professions & Specialties

Puchasing and Estimating ManagerChairpersonChief ExecutiveCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial Manager

Experience & Education

Position:
President at Eiss Consulting Group, Licensed Consultant at The One Page Business Plan Company
Title:
President at Eiss Consulting Group
Location:
Greater New York City Area
Industry:
Management Consulting
Work history:
Eiss Consulting Group - New City, NYPresidentThe One Page Business Plan Company Licensed Consultant
Certifications:
Certified Financial Planner, CFP Board
Certified Lean Six Sigma White Belt, CFP Board


Certified Financial Planners near Stamford, CT03691215WestportHuntington StationWhite PlainsGreenwichNorwalkWiltonPort WashingtonMamaroneckWoodburySyosset



Certified Financial Planners around Stamford, CT

Armonk  (2)
Georgetown  (1)
Glen Cove  (1)
Greenwich  (11)
Harrison  (1)
Larchmont  (2)
Mamaroneck  (2)
Mount Kisco  (1)
New Canaan  (2)
Norwalk  (5)
Purchase  (1)
Ridgefield  (1)
Riverside  (2)
Rye  (1)
Syosset  (2)
Valhalla  (1)
Westport  (15)
White Plains  (12)
Wilton  (4)
Woodbury  (2)

Certified Financial Planners in Connecticut