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Certified Financial Planners in New Jersey

Certified Financial Planners in Summit, NJ

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9 results found

Claire Toth Summit, NJ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Operating Officer • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Advisor • Master of Science • Lawyers • Financial Manager • Community Service Manager • Team Member • Juris Doctor • Law Specialist • Jurist • Legal Counsel • Medical Laboratory Technician • Medical Laboratory Professional • Medical Laboratory Technologist • Psychology Specialist • Psychologist • Government Administration Professional • School Administrator • Educational Manager

Experience & Education

Position:
Counsel at Bourne Noll & Kenyon, Vice President at Point View Wealth Management, Inc., Vice...
Title:
Vice President at Point View Wealth Managment, Inc.
Location:
Summit, New Jersey
Industry:
Investment Management
Work history:
Bourne Noll & Kenyon - Summit, NJCounselsince Oct 2012Point View Wealth Management, Inc. - Summit, NJVice Presidentsince Mar 1999
Skills:
Financial Planning, Tax, Trusts, Estate Planning, Wealth Management, Investments, Asset Managment,...
Full Profile

Cary Hardy Summit, NJ

Professions & Specialties

Partner • Chief Executive • Law Specialist • Lawyers

Experience & Education

Position:
Partner at Bourne,Noll & Kenyon
Location:
Summit, New Jersey
Industry:
Law Practice
Work history:
Bourne,Noll & Kenyon Partnersince Jul 1967
Full Profile

Jason Stahl New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Client Service Officer • Sales Account Associate • Sales Support • Sales Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Customer Service • Financial Manager • Sales Manager • Managers • Project Managers • Marketing Manager • Web Marketer • Advertising Sales Agent • Sports Game Coach • Student Worker • Research Assistant • Researcher • Survey Researcher • Mathematician • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Client Sales and Service Officer at US Trust
Location:
Greater New York City Area
Industry:
Banking
Work history:
US Trust - Florham Park, NJClient Sales and Service Officersince Mar 2012Wells Fargo Private Bank - Summit, NJSales AssociateJan 2011 - Mar 2012
I am studying for my CFP designation
Full Profile

Brian Hanse Wayne, NJ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Managing Partner • Chief Executive • Team Member • Executor • Of Counsel • Law Specialist • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Management Team Executive • Operations Manager • Financial Manager • Business Administrator • Non-Profit • Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Hanse Anderson LLP, Dean's Leadership Committtee, Johnson Graduate School of Management...
Title:
Assisting private clients with trusts and estates matters. Partner, Hanse Anderson LLP
Location:
Wayne, New Jersey
Industry:
Law Practice
Work history:
Hanse Anderson LLP - Wayne, New JerseyPartnersince Jan 1987Cornell University - Ithaca, New York AreaDean's Leadership Committtee, Johnson Graduate School of Managementsince Oct 2008
Skills:
Trusts, Estate Tax Planning, Private Foundations, Asset Protection, Powers of Attorney, Estate...
Certifications:
Certified Public Accountant, New Jersey State Board of Accountancy
Attorney at Law, State of New Jersey
Full Profile

George Reedy New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Security • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Operations Manager • Financial Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Investment Advisor at R. Seelaus & Co., Inc.
Title:
Investment Advisor at R. Seelaus
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
R. Seelaus & Co., Inc. - Summit, NJInvestment Advisorsince Jan 2009Thrivent Financial for Lutherans Financial AdvisorJan 2008 - Jan 2009
Languages:
Spanish
Certifications:
Series 7, FINRA
Series 65, FINRA
Brokerage Jobs | CFP
Full Profile

John Torriero New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Team Member • Supervisor • Security • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Psychologist • Project Managers • Operations Manager • Financial Manager • Software Developer • Software Developers

Experience & Education

Title:
Tax Preparer
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Local CPA - Somerset, New JerseyTax PreparerJan 2013 - May 2013Liberty Tax Service - Summit, NJLead Tax Preparer / SupervisorMar 2011 - May 2013
Skills:
Tax Preparation, Superior Client Service, Marketing, Training, Coaching Staff, High Net Worth...
Languages:
French
Certified Financial Planning,CFP,Education Requirement
Full Profile

Gordon Russo New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Bank Examiner • Financial Analyst • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Community Service Manager • Master of Science • Government Administration Professional

Experience & Education

Position:
Senior Credit Analyst at Flaherty & Crumrine, Inc.
Title:
Senior Credit Analyst at Flaherty & Crumrine Inc.
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Flaherty & Crumrine, Inc. - Summit, NJSenior Credit Analystsince Dec 2012Dwight Asset Management - Burlington, VermontSVP, Senior Credit AnalystDec 2000 - May 2012
CFP Professional Education Program
Full Profile

John Piszko New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Vice President - Investments at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Summit, NJFinancial Advisor, Vice President - Investmentssince Apr 2009Banc of America Investments Financial AdvisorAug 2001 - Apr 2009
Certifications:
CERTIFIED FINANCIAL PLANNER™,
Full Profile

Susan Essig Hackettstown, NJ

Professions & Specialties

Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Citibank
Financial center manager/vice president
Company:
Valley national bank - Hackettstown, NJ
Branch manager
Full Profile

Certified Financial Planners near Summit, NJ036912MorristownParsippanyFlorham ParkWarrenNewarkEdisonRoselandWestfieldLivingstonCranford


Certified Financial Planners around Summit, NJ

Cedar Knolls  (1)
Cranford  (4)
East Hanover  (1)
East Orange  (1)
Edison  (5)
Fairfield  (3)
Florham Park  (9)
Kenilworth  (1)
Livingston  (4)
Millburn  (1)
Montclair  (1)
Morristown  (12)
Newark  (6)
Parsippany  (12)
Plainfield  (2)
Roseland  (4)
Roselle  (1)
Short Hills  (4)
Springfield  (1)
Warren  (6)
Westfield  (4)
Whippany  (2)
Woodbridge  (1)

Certified Financial Planners in New Jersey

Sub-specializations