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Certified Financial Planners in California

Certified Financial Planners in Torrance, CA

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13 results found

Jennifer Belyea Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Director of Operations • Owner • Chief Administrative Officer • Financial Manager • Chief Executive • Receptionist • Front Desk Clerk • Assistant Manager • Advisor • Representative • Front Office Receptionist • Managers • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Agent • Sales Agent • Client Service Officer • Sales Representative • Customer Service • Mathematician

Experience & Education

Position:
Operatons Manager at Doffin Investments
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Doffin Investments - Torrance, CAOperatons Managersince Jul 2011TriStar Income Tax & LPL Financial - El Segundo, CALead Financial Assistant/Operations Manager & Tax PreparerJan 2007 - Jul 2011
Certifications:
Salesperson Real Estate License, State of California Department of Real Estate
CFP that incorporates Centaurus Financial as Broke..
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Zorana Ngai Torrance, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Analysts • Financial Manager • Office Clerk • Clerical Specialist • Network Administrator

Experience & Education

Work

Company:
Davita inc
Analyst, clinical enterprise team
Company:
Financial network investment corp - Gardena, CA
Assistant to dianne bishop, cfp

Skills

Computer skills/programs: Advanced Excel (Vlookups, PivotTables, functions), SharePoint, SQL,...
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Ray Simmons Torrance, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • PHP Developer • Software Developer • Software Developers • Planner • Advisor • Counselor • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative • Sports Trainer • Sports Trainers • Tax Consultant • Tax Accountant • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Rainmaker at Get Connected, Legally Beat The IRS at Ray Simmons Corporation, Tax Planner at Ray...
Title:
Coming Soon Ray's LION List. Want more connections? Join by going to http://www.incometaxsavingsplan.com/athome.php
Location:
Torrance, California
Industry:
Accounting
Work history:
Get Connected - Torrance CARainmakersince Oct 2011Ray Simmons Corporation - Torrance CA, (Main Office)Legally Beat The IRSsince Jan 1986
Certifications:
Enrolled Agent
Certified Tax Coach
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Rod Uy Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Vice President • Vice President • Chief Executive • Manager • Operations Manager • Financial Manager • Promoter • Entertainment Professional • Programmer • Computer Programmer

Experience & Education

Position:
Wealth Advisor at LifePoint Wealth Management
Title:
LifePoint Wealth Management Wealth Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
LifePoint Wealth Management - Torrance, CAWealth Advisorsince Mar 1986CorpHQ Executive Vice President Sales/MarketingFeb 1997 - Nov 1999
..necessary while working through my CFP,Certified Financial Planning,Training
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Marc Kawakami Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Operations Manager • Business Administrator • Real Estate Manager

Experience & Education

Position:
Principal at New River Associates
Title:
Financial Services Professional
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
New River Associates - Torrance, CAPrincipalsince Jun 2007ING Advisors Network - El Segundo, CAHead of Advisory ServicesMar 2004 - May 2007
including Certified Financial Planner
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Casey Mervine Torrance, CA

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 Consultant at Charles Schwab
Title:
V.P. - Financial Consultant
Location:
Torrance, California
Industry:
Financial Services
Work history:
Charles Schwab - Torrance, CAFinancial Consultantsince Jan 1996
Certifications:
Accredited Asset Management Specialist, College for Financial Planning
CFP Certification Professional Education Program
Full Profile

Stephen Love Torrance, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator

Experience & Education

Position:
Retired Partner at Stephen B Love, Partner at PDM,LLP, Partner at PDM, LLP
Title:
Partner at PDM, LLP CPA'S
Location:
Torrance, California
Industry:
Accounting
Work history:
Stephen B Love Retired Partnersince Jul 2013PDM,LLP - Torrance, CAPartnersince Jul 2006
CFP
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David Lu Torrance, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Agent • Sales Representative • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Insurance Broker at Lodestone Capital Solutions LLC, Financial Planner at Lodestone Capital...
Title:
Financial Planner & Real Estate & Insurance Broker
Location:
Torrance, California
Industry:
Investment Management
Work history:
Lodestone Capital Solutions LLC - TorranceInsurance Brokersince Feb 2011Lodestone Capital Solutions LLC - Torrance, CAFinancial Plannersince Jan 2011
Skills:
Commercial Real Estate, Real Estate Transactions, Strategic Financial Planning, Property...
Brokerage Jobs | CFP
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Jennifer Li Torrance, CA

Professions & Specialties

Supporting Member • Non-Profit • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planning Associate at EP Wealth Advisors
Location:
Torrance, California
Industry:
Financial Services
Work history:
EP Wealth Advisors - Torrance, CaliforniaFinancial Planning Associatesince Jul 2012
Languages:
Mandarin Chinese
CFP Certificate
Full Profile

Michelle Marcellais Torrance, CA

Professions & Specialties

Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Paralegal • Litigation Support Specialist • Financial Director • Chief Administrative Officer • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Work

Company:
Law & mediation offices of pauline rosen
Paralegal & office manager
Company:
Schafer ambulance - Los Angeles, CA
Administrative assistant to cfo

Skills

Technologically proficient; able to conduct internet research and operate MS Office, Legal...
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Norton Hindley Houston, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Hospital Care Professional • Health Professional • Health Practitioner • Operations Manager • Financial Manager • School Administrator • Educational Manager • Supervisors • Agent • Sales Representative • Sales Agent • Superintendent • Assistant Manager • Advisor • Team Member • Managers • Appraiser • Finance and Accounting Specialist • Estimator • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Underwriter • Bachelor of Arts • Information Technology Specialist • IT Specialist

Experience & Education

Position:
President at The Hindley Group, LLC, Adjunct Professor at The University of Texas Health Science...
Title:
President at The Hindley Group
Location:
Houston, Texas Area
Industry:
Hospital & Health Care
Work history:
The Hindley Group, LLC Presidentsince 1988The University of Texas Health Science Center at Houston Adjunct Professorsince 1987
Certifications:
Accredited Senior Appraiser (Business Valuation), American Society of Appraisers
Chartered Life Underwriter, American Society of Appraisers
Full Profile

Melissa Dlouhy Seattle, WA

Professions & Specialties

Puchasing and Estimating Manager • Personnel Recruiter • Human Resources Specialist • Personnel Specialist • Recruitment • Sales Person • Client Service Officer • Sales Representative • Customer Service • Sales Executive • Instructor • Pedagogue • Business Administrator • Manufacturing Laborer • Laborer • Bachelor of Arts • Advertising Professional • Advertising Sales Agent • Chief Executive • Sales Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Recruitment Coordinator at Get You Organised, Sales Assistant at ESR Group Holdings
Title:
Recruitment Coordinator at Get You Organised
Location:
Sydney Area, Australia
Industry:
Human Resources
Work history:
Get You Organised - Surry Hills, NSWRecruitment Coordinatorsince Apr 2013ESR Group Holdings - Artarmon, NSWSales Assistantsince Sep 2012
CFP
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Philip Kavesh Orange, CA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive

Experience & Education

Company:
Satellite Office - By Appointment Only
Address:
333 City Boulevard West 17Th Floor, Orange, CA 92668 - Property Information
Company:
Satellite Office - By Appointment Only
Address:
5000 Birch Street Suite 7600, Newport Beach, CA 92660 - Property Information
Specialties:
Trusts - 45%(41 years, 12,000+ cases)
Estate Planning - 45%(41 years, 12,000+ cases)
Licenses:
California - Active     1980
Pennsylvania - Retired     1979
Experience:
President at The Ultimate Estate Planner     2004-present
Principal at Kavesh, Minor & Otis, Inc.     1981-present
School:
Haverford College     
Degree:
Undergraduate
School:
Dickinson SOL     
Degree:
JD - Juris Doctor - Law
Languages:
English
Awards:
ChFC, Financial & Insurance Planning - The American College     1986
CFP, Financial Planning - College for Financial Planning     1982
Associations:
WealthCounsel - Member     2000-present
Los Angeles County Bar Association - Member     1980-present

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical...

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Certified Financial Planners near Torrance, CA0160320480640800Los AngelesLong BeachEl SegundoManhattan BeachRedondo BeachGardenaHermosa BeachLakewoodLomita


Certified Financial Planners around Torrance, CA

El Segundo  (8)
Gardena  (1)
Lakewood  (1)
Lomita  (1)
Long Beach  (12)
Los Angeles  (796)

Certified Financial Planners in California

Sub-specializations