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Certified Financial Planners in Arizona

Certified Financial Planners in Tucson, AZ

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49 results found

Robert Fleming Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Associate Professor • Lecturer • Postsecondary Teacher • Commissioner • Law Specialist • Mediator • Lawyers

Experience & Education

Position:
Adjunct Professor at Stetson University College of Law, Commissioner - Disciplinary & Ethics...
Title:
Partner in the Tucson, Arizona, law firm Fleming & Curti, PLC
Location:
Tucson, Arizona
Industry:
Law Practice
Work history:
Stetson University College of Law Adjunct Professorsince Sep 2011CFP Board Commissioner - Disciplinary & Ethics Commissionsince Jan 2010
Skills:
Elder Law, Conservatorships, Estate Planning, Guardianship, Special Education, Personal Injury,...
Full Profile

Karen Little Tucson, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Data Entry Specialist • Data Scientist • Paralegal • Litigation Support Specialist • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Secure estate management - Tempe, AZ
Estate planner
Company:
Asset preservation specialist - Phoenix, AZ
Estate planner

Skills

Phone Sales, Out Side Sales, Office, Research, Customer Service Relationships, Multi-tasker,...
Full Profile

Sean Stuchen Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Photographer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at Merrill Lynch, Photographer at Sean Stuchen Photography
Title:
Sean Stuchen Photography
Location:
Tucson, Arizona Area
Industry:
Photography
Work history:
Merrill Lynch CERTIFIED FINANCIAL PLANNERsince Jan 2002Sean Stuchen Photography - Tucson, AZPhotographersince 2009
Languages:
Spanish
Full Profile

Sherry Hall Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, CFP, Certified Wealth Strategist at Hallmark Financial, LLC, Registered Rep at...
Title:
Financial Advisor
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Hallmark Financial, LLC - Oro Valley, AZFinancial Advisor, CFP, Certified Wealth Strategistsince Dec 2003First Allied Securities - Tucson, Arizona AreaRegistered Repsince Dec 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc
Certified Wealth Strategist, Cannon Financial Institute
Full Profile

Joe Wright Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified financial planner at Raymond James
Location:
Tucson, Arizona Area
Industry:
Investment Management
Work history:
Raymond James Certified financial planner
Full Profile

Thom Rooney Tucson, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Managing Member • Manager • Operations Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Analyst • Analysts

Experience & Education

Position:
Managing Member at AZ Southwest CPA Services, PLLC, Shareholder at Thomas G. Rooney, CPA, P.C.
Title:
Managing Member at AZ Southwest CPA Services, PLLC
Location:
Tucson, Arizona Area
Industry:
Accounting
Work history:
AZ Southwest CPA Services, PLLC - 4720 N. Oracle Road, Suite 100-AManaging MemberThomas G. Rooney, CPA, P.C. Shareholdersince Jun 2007
Certifications:
Certified Valuation Analyst, National Association of Certified Valuation Analysts (NACVA)
Full Profile

Deborah Pizer Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Chief Executive Officer • Owner • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Certified Public Accountant • Bookkeeper • Accounting Bookkeeper • Purchasing Agent • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Non-Profit

Experience & Education

Position:
Accounting Manager at CHRIS FISCHER PRODUCTIONS, INC.
Location:
Tucson, Arizona Area
Industry:
Accounting
Work history:
CHRIS FISCHER PRODUCTIONS, INC. Accounting Managersince May 2006CrossWalk Lutheran Ministries BookkeeperFeb 2007 - Mar 2009
A requirement of CFP
Full Profile

Karen Weaver Tucson, AZ

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 • Apprentice • Student Worker • Financial Manager

Experience & Education

Position:
Financial Planner at Raskob Kambourian Financial Advisors, LTD
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Raskob Kambourian Financial Advisors, LTD - 4100 N 1st Ave, Tucson AZ 85719Financial Plannersince Mar 2013Raskob Kambourian Financial Advisors, Ltd - 4100 N. 1st Avenue, Tucson, AZ 85719InternJun 2012 - Mar 2013
Full Profile

Timothy Heinan Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Operations Manager • Financial Manager • Organization Management • Non-Profit • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Executive Director at Blessed Nuno Society, Inc
Location:
Tucson, Arizona Area
Industry:
Non-Profit Organization Management
Work history:
Blessed Nuno Society, Inc Executive DirectorCanegie and Castelo Investment Review Owner/principal1990 - 2005
CFP
Full Profile

Lee Cooper Tucson, AZ

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 Ameriprise Financial Services, Inc.
Title:
CFP, ChFC at Ameriprise Financial Services, Inc.
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Tucson, Arizona AreaFinancial Advisorsince Feb 1987
Full Profile

David Bowen Tucson, AZ

Professions & Specialties

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

Experience & Education

Title:
LPL Advisor at David Bowen, CFP®
Location:
Tucson, Arizona Area
Industry:
Financial Services
Skills:
Financial Planners, Estate Planning, Long-term Care
Certifications:
Certified Financial Planner Practicioner, Certified Financial Planner Board of Standards
Full Profile

John Patzman Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Investment Advisor Representative at Wealth Rescue Strategies, Inc.
Title:
MBA,CLU,CFP
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Wealth Rescue Strategies, Inc. - Tucson, Arizona AreaInvestment Advisor Representativesince Sep 1998
Full Profile

Michael Treiberg Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
President at Treiberg Wealth Management, Inc., CERTIFIED FINANCIAL PLANNER at Treiberg Wealth...
Title:
President at Treiberg Wealth Management, Inc.
Location:
Tucson, Arizona Area
Industry:
Investment Management
Work history:
Treiberg Wealth Management, Inc. Presidentsince Oct 2001Treiberg Wealth Management, Inc. CERTIFIED FINANCIAL PLANNERsince Oct 2001
Full Profile

Ken Morris Tucson, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Chief Executive Officer • Director • Financial Manager • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Executive/Spa Director at Canyon Ranch
Title:
MBA, Certified Financial Planner®
Location:
Tucson, Arizona Area
Industry:
Hospitality
Work history:
Canyon Ranch Executive/Spa Directorsince Aug 2008Merrill Lynch Financial AdvisorJan 2006 - Jul 2008
Full Profile

Myron Rottenstein Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
CFP, CIMA, Institutional Consultant, First Vice President - Investments at UBS Financial Services,...
Title:
Institutional Consultant at UBS Financial Services, Inc.
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. CFP, CIMA, Institutional Consultant, First Vice President - Investmentssince Mar 1990
Full Profile

Steve Popelka Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
Owner at Popelka Group, Certified Financial Planner at Popelka Group
Title:
at
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Popelka Group Ownersince Jan 2001Popelka Group Certified Financial Plannersince Jan 2001
Full Profile

Marshall Coyne Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at COYNE FINANCIAL SVCS. LLC
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
COYNE FINANCIAL SVCS. LLC Presidentsince Jan 1980
Full Profile

Sharon Kornreich Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
Assistant to CFP at Carlin Financial Group
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Carlin Financial Group Assistant to CFP
Full Profile

Steven Popelka Tucson, AZ

Professions & Specialties

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

Experience & Education

Title:
Owner at Popelka Group Certified Financial Planner at Popelka Group
Location:
Tucson, Arizona Area
Industry:
Financial Services
Full Profile

Sheldon Fishman Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Earthlink
Location:
Tucson, Arizona Area
Industry:
Information Technology and Services
Full Profile

Matthew Miller Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
CFP at Wealth Management Partners
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Wealth Management Partners CFP
Full Profile

Rich Ellingson Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
CFP at LNSONS ENTERPRISES
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
LNSONS ENTERPRISES CFP
Full Profile

Darrell Graber Tucson, AZ

Professions & Specialties

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

Experience & Education

Title:
CFP at ING Financial Partners
Location:
Tucson, Arizona Area
Industry:
Financial Services
Full Profile

Wendy Von Fabrice Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Produce Manager • Production Manager • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Subject Matter Expert • Skilled Professional • Customer Service • Client Service Officer • Director • Operations Manager • Financial Manager • Crewman • Managers • Business Consultant • Advisor • Team Member • Sales Representative • Oncologist • Psychologist • Medical Practice Professional • Medical Practitioner • Computer Software Professional • Software Developers • Master of Science • Nurse • Nurse Practitioner • Psychology Specialist

Experience & Education

Position:
Product Manager, Account Manager, Subject Matter Expert at BusinessOne Technologies
Title:
at BusinessOne Technologies
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
BusinessOne Technologies - Bensalem, PAProduct Manager, Account Manager, Subject Matter Expertsince Aug 2008New Level Partners Business Development,Oct 2006 - Dec 2007
Skills:
Managed Care, Pharmaceutical Industry, Competitive Intelligence, Account Management, Healthcare,...
Full Profile

Gerald Lankin Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Director of Business Development • Manager • Chairperson • Senior Manager • Director • Business Development Manager • Operations Manager • Chief Executive • Marketing Manager • SEO Specialist • Web Marketer • Financial Manager • Master of Science • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President 2012-2013 at Rotary International, Senior Manager & Director of Tucson Business...
Title:
Manager and Director of Business Development at Helix House, an Internet Marketing Agency
Location:
Tucson, Arizona Area
Industry:
Internet
Work history:
Rotary International - Tucson, ArizonaPresident 2012-2013since 2012Helix House - Internet Marketing Agency - Tucson, AZSenior Manager & Director of Tucson Business Developmentsince Sep 2010
Certifications:
Certified Financial Planner CFP, College of Fianancial Planning - Denver CO
Full Profile

Myron Hicks Tucson, AZ

Professions & Specialties

Vice President • Chief Executive • Marketing Manager • Investor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Technical Managers

Experience & Education

Position:
Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Vice President - Investment Officersince Aug 2002Morgan Stanley Vice President - Branch ManagerJan 1991 - Aug 2002
Certified Financial Planner
Full Profile

Stewart Gooding Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Sales Director • Chief Executive • Sales Manager • Counselor • Non-Profit • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Custodial Worker • Cleaners • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
VP Retirement Plan Consultant at VALIC
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
VALIC VP Retirement Plan Consultantsince Jan 2011M&I Bank Western Regional Sales Director, VP Institutional Trust Sales2005 - Jan 2011
Skills:
401k, Retirement, Mutual Funds, Investments, Qualified Retirement Plans, Non-profits, Mergers,...
CFP
Full Profile

Janet Davis Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Partner • Chairperson • Chief Executive • Butler • Personal Care Aide • Associate Professor • Lecturer • Postsecondary Teacher • Operations Manager • Financial Manager • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Kleinhans, Lashbrook, Butler & Davis PLLC, Adjunct Professor at California Lutheran...
Title:
Partner at Kleinhans, Lashbrook, Butler & Davis PLLC
Location:
Tucson, Arizona Area
Industry:
Accounting
Work history:
Kleinhans, Lashbrook, Butler & Davis PLLC - Tucson, AZPartnersince Aug 2011California Lutheran University Adjunct Professorsince Dec 2010
Certified Financial Planner at The Lubitz Financia..
Full Profile

Robert Becker Tucson, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Marketing Manager • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Sunrise Wealth Management, LLC
Title:
Experienced Financial Planner and Investment Advisor
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Sunrise Wealth Management, LLC Partnersince Aug 2008
Skills:
Investment Properties, Wealth Management, Investment Management, Real Estate, Retirement Planning,...
Certified Financial Planner Board of Standards
Full Profile

Kim Clark Tucson, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Office Assistant • Independent Consultant • Office Clerk • Clerical Specialist • Counselor • Advisor • Book Critic • Press Writer • Correspondent • Reporter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Information Technology Specialist • Computer Systems Administrator • IT Specialist • Chief Executive • Financial Manager • Student Worker • Nurse • Nurse Practitioner • Recruitment

Experience & Education

Position:
Independent Consultant at Tastefully Simple, Book reviewer at Fiverr (Fiverr.com), Office Manager...
Title:
Office Manager at Financial Planning
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Tastefully Simple Independent Consultantsince Sep 2012Fiverr (Fiverr.com) Book reviewersince Aug 2012
and eventually CFP
Full Profile

Jere Webb Tucson, AZ

Professions & Specialties

Owner • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Agriculture • Financial Manager • Non-Profit

Experience & Education

Position:
Owner at Webb Network, Owner at Webb Network
Title:
Owner, Webb Network
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Webb Network Ownersince Jan 2008Webb Network Ownersince Jan 1982
Certified Financial Planner
Full Profile

Aaron Brewer Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
Private Client Advisor at J.P. Morgan
Title:
JPMorgan Private Client Advisor
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
J.P. Morgan - Tucson, Arizona AreaPrivate Client Advisorsince Mar 2012Chase Investment Services Corp. - Tucson, Arizona AreaFinancial AdvisorOct 2009 - Feb 2012
Skills:
Retirement Planning, Investment Strategies, Asset Allocation, Series 63, Strategic Financial Planning
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards
Full Profile

Beth Kruchek Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Owner • Manager • Chief Executive • Operations Manager • Law Specialist • Law Clerk • Lawyers • Judicial Law Clerk • Financial Manager

Experience & Education

Position:
Owner/manager at Kruchek Law, PLLC
Title:
Owner, Kruchek Law, PLLC
Location:
Tucson, Arizona Area
Industry:
Law Practice
Work history:
Kruchek Law, PLLC - Tucson, ArizonaOwner/managersince Mar 2013Arizona Court of Appeals Law ClerkAug 2003 - Aug 2006
Skills:
Wills, Trusts, Estate Tax Planning, Powers of Attorney, Living Will, Anatomical Gift Registration,...
Full Profile

Amy Wolken Tucson, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 1999Gene DelVecchio, CFP Financial ParaplannerMar 1989 - May 1999
Skills:
Personal financial planning for investments, retirement, cash flow management strategies,...
Full Profile

Shannon Trezza Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Paralegal • Litigation Support Specialist • Financial Manager • Operations Manager

Experience & Education

Position:
Owner at AZ Statewide Paralegal
Location:
Tucson, Arizona Area
Industry:
Legal Services
Work history:
AZ Statewide Paralegal Ownersince Aug 2006American Airlines International AAdvantage Resolution1991 - 2005
Certifications:
Arizona Certified Legal Document Preparer, AZCLDP, Arizona Supreme Court
Certified Estate Planner, CEP®, National Institute of Certified Estate Planners®
Full Profile

Willow Frazier Tucson, AZ

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Services Professional
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Morgan Stanley, Smith Barney VP, InvestmentsApr 1980 - Jul 2001Retired Financial ConsultantApr 1980 - Apr 2001
Skills:
Certified Financial Planner
Full Profile

Theresa Thorson Tucson, AZ

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager • Counselor • Senior Advisor

Experience & Education

Title:
Vice President - Investments at UBS Financial Services Inc.
Location:
Tucson, Arizona Area
Industry:
Investment Management
CFP
Full Profile

Jerry Lankin Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Computer Software Professional • Software Developers • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Business Development at National PC Solutions
Location:
Tucson, Arizona Area
Industry:
Computer Software
Work history:
National PC Solutions Business Developmentsince Sep 2010Baja Nueva PresidentMay 2006 - Jul 2010
Full Profile

Adam Roth Tucson, AZ

Professions & Specialties

School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Principal at Roth Financial
Title:
Roth Financial
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Roth Financial Principalsince Feb 2010Roth Financial Services Registered Representative2011 - 2011
Skills:
Retirement Planning, Retirement, Financial Planning, IRA's, Investments, Insurance, Mutual Funds,...
Languages:
Spanish, Portuguese
Brokerage Jobs | CFP
Full Profile

Matt Sullivan Tucson, AZ

Professions & Specialties

Advisor • Representative • Manager • Operations Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Investment Advisor Representative at Imus Wilkinson Investment Management
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Imus Wilkinson Investment Management - 1820 E River Rd, Tucson, AZ 85718Investment Advisor Representativesince Aug 2013Southwest Securities - Oro Valley, AZBranch ManagerAug 2012 - Mar 2013
Certifications:
CFP®, Certified Financial Planner Board of Standards
Full Profile

Rebecca Williams Tucson, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Master of Science • Financial Manager • Advisor • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Morgan Stanley - Tucson, Arizona Area, United StatesFinancial Advisorsince Apr 1995
Certifications:
CERTIFIED FINANCIAL PLANNER ™, Certified Financial Planner Board of Standards
Chartered Life Underwriter - CLU@, The American College
Full Profile

John Everhart Tucson, AZ

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Chairperson • Chief Executive • Financial Manager • Operations Manager • Deliveryman • Organization Management • Courier

Experience & Education

Position:
Agent at copperstate Insurance
Location:
Tucson, Arizona Area
Industry:
Insurance
Work history:
Copperstate Insurance Agentsince Aug 2006Bisbee rotary club Former member2006 - 2012
Full Profile

Michael Radcliff Tucson, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor

Experience & Education

Position:
Senior Financial Advisor, First Vice President-Wealth Management at Merrill Lynch Wealth...
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Tucson, Arizona Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisor, First Vice President-Wealth Managementsince Nov 2005
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Kathryn Wood Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Advisor • Technician • Office Assistant • Technical Specialist • Technical Support Specialists • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
162nd fighter wing, arizona air national guard
Freedom of information act & privacy act manager
Company:
162nd fighter wing, arizona air national guard - Tucson, AZ
Base records manager (brm)
Full Profile

Wendy Hinrichs Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Title:
at CognetX and BusinessOne Technologies
Location:
Tucson, Arizona Area
Industry:
Financial Services
Full Profile

Wendy Fabrice Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Title:
at BusinessOne Technologies
Location:
Tucson, Arizona Area
Industry:
Financial Services
Full Profile

Wendy Von Tucson, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Services Professional
Location:
Tucson, Arizona Area
Industry:
Financial Services
CFP at Smith Barney
Full Profile

Beth Young Tucson, AZ

Professions & Specialties

Loan Officer • Loan Officers • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Puchasing and Estimating Manager • Counselor • Business Administrator • Advisor • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Sunwest mortgage co
Senior loan officer
Company:
L&g mortgagebanc
Sr. loan officer
Full Profile

Michelle Shepis Tucson, AZ

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Director • Operations Manager • Nurse Practitioner • Psychology Specialist • Financial Manager

Experience & Education

Work

Company:
Brightstar home care - Tucson, AZ
Home health case manager
Company:
Crdentia home care - Tucson, AZ
Director of nursing

Skills

Nurse Case Manager , Extensive wound and IV experience.
Full Profile

Certified Financial Planners near Tucson, AZ01Marana


Certified Financial Planners around Tucson, AZ

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Certified Financial Planners in Arizona

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