Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in California

Certified Financial Planners in Thousand Oaks, CA

Find a professional & check records

Here is a complete directory of nearly every professional Certified Financial Planners in your town.

The Trustoria Directory provides people with all the professional records needed to get the right professional for any need.

Be sure to see other cities near you to find the names of more professionals.

14 results found

John Nielsen Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
President at Retirement Planning Associates, Inc.
Title:
Certified Financial Planner
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Retirement Planning Associates, Inc. - Westlake Village, CAPresidentsince 1983
Full Profile

John Takeuchi Thousand Oaks, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive Officer • Financial Director • Chief Executive • Corporate Executive • Financial Manager • Financial Officer

Experience & Education

Title:
C.P.A., Personal Financial Planning Services, Budgeting and Auditing
Location:
Thousand Oaks, California
Industry:
Financial Services
Work history:
Takeuchi Financial Advisors - Thousand Oaks, CAPresident, CEOJul 2011 - Feb 2013Pacific Earth Resources Chief Financial OfficerSep 1997 - Mar 2000
Full Profile

Lora Simonsgaard Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Advocate • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at Summit Financial Consultants
Title:
Partner / Summit Financial Consultants
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Summit Financial Consultants - Westlake Village, CACertified Financial Plannersince Jun 2013
Full Profile

Rod Hormell Thousand Oaks, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director of Quality Control • Chief Human Resources Officer • Compliance Manager • Personnel Administrator • HR Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Physical Education Professors

Experience & Education

Work

Company:
Esp financial services, llc
Chief compliance officer / hr director
Company:
Sterling legal plan & esp estate planners, inc - Thousand Oaks, CA
Senior estate planner

Skills

Web design, Risk management skills and benefits specialist.
Full Profile

Gaylord Rohloff Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at self-employed
Title:
Certified Financial Planner
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Self-employed - Westlake Village, CACertified Financial Plannersince Jan 1973
Full Profile

Dave Murdock Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Partner • Managing Partner • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Chief Administrative Officer • Operations Manager • Financial Manager • Management Analyst • Analysts • Underwriter • Master of Business Administration • Bachelor of Science • Property Manager • Real Estate Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Managing Director and Partner at Silvercrest Asset Management, Managing Partner at Aspire Venture...
Title:
Managing Director and Partner at Silvercrest Asset Management
Location:
Greater Los Angeles Area
Industry:
Investment Management
Work history:
Silvercrest Asset Management - Greater Los Angeles AreaManaging Director and Partnersince May 2013Aspire Venture Partners - Thousand Oaks, CAManaging Partnersince Jan 2011
Skills:
Asset Allocation, Wealth Management, Personal Financial Planning, Investment Management,...
Certifications:
Certified Financial Planner (CFP®), Financial Planning Board of Standards
Certified Investment Management Analyst (CIMA), Investment Management Consultants Association
Full Profile

Michele Berson Thousand Oaks, CA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Partner • Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Manager • Financial Manager • Operations Manager • Assistant Manager • Life Coach • Managers • Master of Theology • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Strategic Investment Advisor at Berson Money Management
Title:
Ventura County's go to person for the Business Owner & Executive looking for a Strategic Investment Advisor
Location:
Westlake Village, California
Industry:
Financial Services
Work history:
Berson Money Management - Westlake Village, CAStrategic Investment Advisorsince May 2012Churchill Management Group - Greater Los Angeles AreaVice PresidentNov 1999 - May 2012
Certifications:
CFP, College for Financial Planning, Denver CO
Certified Financial Planner at Mercer Global Advis..
Full Profile

Joseph Turbeville Los Angeles, CA

Professions & Specialties

Puchasing and Estimating Manager • Quality Manager • Security • Project Manager • Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Founder • Chief Executive Officer • Vice President • Program Director • Founding Member • Chief Executive • Corporate Executive • Operations Manager • Project Managers • Biotechnology Professional • Biologist • Biological Scientist • Entertainment Professional • Entertainer • Master of Science • Technical Support Specialist • Systems Support Specialist • Support Specialists • Skilled Professional • Advisor • Marketing Manager • Financial Manager • Arts Professional • Computer Specialist • Web Developer • User Interface Designer • Software Developers • Hospital Care Professional • Medical Laboratory Professional • Medical Laboratory Technologist • Health Professional • Health Practitioner • School Administrator • Educational Manager • Web Marketer • Advertising Sales Agent • Compliance Engineer

Experience & Education

Position:
Supplier Quality Manager at Amgen, Founder and CEO at Myrmid, LLC, Vice President, Operations at...
Location:
Greater Los Angeles Area
Industry:
Biotechnology
Work history:
Amgen - Newbury Park, CASupplier Quality Managersince Nov 2005Myrmid, LLC - Camarillo, CAFounder and CEOsince Feb 2001
Skills:
LIMS, SAP, PTS, Supplier Quality, Start-ups, Data Management, Entrepreneurship, Small Business,...
Certifications:
Certified Quality Engineer, American Society for Quality
Enrolled Agent, Internal Revenue Service
Certified Financial Planner
Full Profile

Ken Kossoff Los Angeles, CA

Professions & Specialties

Partner • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Non-Profit • Lawyers

Experience & Education

Position:
Member, Board of Directors at Cancer Support Community Valley/Ventura/Santa Barbara, Member at...
Title:
Partner, Panitz & Kossoff, LLP
Location:
Greater Los Angeles Area
Industry:
Legal Services
Work history:
Cancer Support Community Valley/Ventura/Santa Barbara - Westlake Village, CAMember, Board of Directorssince 1999Panitz & Kossoff, LLP Membersince May 1998
Skills:
Estate Planning, Trusts, Probate, Asset Protection, Estate Administration
Full Profile

John Muraski Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Special Education Professors • Educational Manager • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Planner at MassMutual Financial Group, Adjunct Professor CLU Extension at California...
Title:
Financial Planner at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Greater Los Angeles AreaFinancial Plannersince Jun 2013California Lutheran University - Thousand Oaks, CAAdjunct Professor CLU Extensionsince Sep 2012
..Risk Management and Insurance for the Certified Financial Planner,CFP,Certificate Progra..
Full Profile

Monica Johansson Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Counselor • Analyst • Advisor • Analysts • Tax Preparer • Tax Accountant • Recognition • Business Administrator • School Principal • School Administrator • Educational Manager • Chief Administrative Officer • Financial Officer • Financial Manager • Project Managers • Chief Executive • Operations Manager

Experience & Education

Title:
CPA, MBA, Tax Adviser, Financial Planning
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Bank of America - Westlake Village CASenior Business Controls Analyst (Contract position)Aug 2012 - Jun 2013H&R Block - Thousand Oaks CAMaster Tax AdviserJan 2010 - Apr 2013
Languages:
Swedish
Certifications:
Certified Public Accountant, California Board of Accountancy
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Randall Sanada Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chairman at JetAlliance, Inc., Chairman at Alliance Financial Group, Inc., Chairman at Alliance...
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
JetAlliance, Inc. Chairmansince Aug 2000Alliance Financial Group, Inc. - Westlake Village, CAChairmansince Aug 1987
Languages:
Italian
Certifications:
Certified Financial Planner, Board of Standards, Inc.
Chartered Financial Consultant, The American College
Full Profile

Robert Coenen San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Partner • Director • Chief Executive • Financial Manager • Operations Manager • Computer Network Professional • Computer Network Consultant • Network Administrator • Computer Consultant • IT Consultant • Software Engineer • Software Developers • Department Store Salesperson • Retail Professional • Retail Salesperson • Health Support Worker • Healthcare Support

Experience & Education

Position:
VP, Sales and Marketing at Reflex Photonics
Location:
San Francisco Bay Area
Industry:
Computer Networking
Work history:
Reflex Photonics - Sunnyvale, CAVP, Sales and Marketingsince Feb 2010Reflex Photonics - Sunnyvale, CADirector of Product ManagementAug 2008 - Feb 2010
..products including the 100 Gbps SR-10 CFP and the 120 Gbps LightABLE optical engine
Full Profile

Scott Lee Inverness, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Loan Accountant • Financial Manager • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Inverness, Florida
Industry:
Financial Services
Work history:
Edward Jones - Inverness, FLFinancial Advisorsince Mar 1998GTE Leasing - Dallas, TXAccount ExecutiveSep 1996 - Mar 1998
Certified Financial Planner
Full Profile

Certified Financial Planners near Thousand Oaks, CA0160320480640800Los AngelesCalabasasVan NuysWoodland HillsSanta ClaritaSanta MonicaCamarilloChatsworthSimi ValleyPacific Palisades


Certified Financial Planners around Thousand Oaks, CA

Calabasas  (11)
Camarillo  (6)
Chatsworth  (3)
Los Angeles  (796)
Malibu  (1)
Northridge  (2)
Ojai  (1)
Santa Monica  (7)
Santa Paula  (1)
Simi Valley  (3)
Topanga  (1)
Van Nuys  (9)
Ventura  (2)

Certified Financial Planners in California

Sub-specializations