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Certified Financial Planners in California

Certified Financial Planners in Van Nuys, CA

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9 results found

Mark Pash Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Founder • Chief Executive • Founding Member • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner at Pash & Benson, Chairman - Founder at Center for Progressive...
Title:
Chairman - Founder at Center for Progressive Economics
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Pash & Benson Certified Financial PlannerCenter for Progressive Economics - Encino, CAChairman - Foundersince 2010
Full Profile

Rennie Gabriel Van Nuys, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Sports Trainer • Sports Trainers

Experience & Education

Specialties:
Property Management
Work:
ValleyVintage.com
5101 Sophia Ave, Encino, CA 91436
Experience:
42 years years
Licenses:
00585475 (CLU, CFP)
Full Profile

Laurann Malachowski Los Angeles, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Area Sales Manager • Agent • Sales Representative • Sales Agent • Regional Sales Consultant • Chairperson • Financial Director • Board Member • Director • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Human Resources Specialist • Recruitment • Entertainment Professional • Entertainer • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Sales Manager at Combined Worksite Solutions
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
Combined Worksite Solutions - Greater Los Angeles AreaRegional Sales Managersince May 2013LISI - Van Nuys, CABroker Sales RepresentativeMar 2012 - May 2013
CFP
Full Profile

Alan Goodstein Van Nuys, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Representative

Experience & Education

Position:
President at Goodstein Wealth Management LLC
Title:
Pres. at Goodstein Wealth Management LLC.
Location:
Encino, California
Industry:
Investment Management
Work history:
Goodstein Wealth Management LLC - EncinoPresidentsince Jan 2001
Skills:
Strategic Financial Planning, Securities, FINRA, Investments
Certifications:
certified financial planner, cfp board
Full Profile

Jeff Joslin Van Nuys, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Talent Agent • Recruitment • Sales Manager • Sales Director • Director • Financial Manager • Operations Manager • Speaker • Area Manager • Managers • Spokesperson • Representative • Bachelor of Science

Experience & Education

Work

Company:
Booker
Talent agent - actor-consultant
Company:
Blue ridge x-ray - Arden, NC
Ct sales manager
Full Profile

Judy Bernstein Van Nuys, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Sales Executive • Auditor • Controller • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Owner • Chairperson • Sales Manager • Operations Manager • Chief Executive • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Short sales, Residential sales, First time home buyers, Distressed properties, Probate, Relocation
Work:
Prudential California Realty
Encino, CA
(818) 723-9560 (Phone)
Certifications:
SRES, CPA, CFP, MBT, CDPE, CNE, HAFA. SFR,
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Awards:
TOP 100 IN GREATER LOS ANGELES 2012 IN PRODUCTION, LEADING EDGER SOCIETY - PRUDENTIAL
Skills:
CPA, CFP, MBT, CDPE, CNE, HAFA. SFR,
Full Profile

Jeff Pittman Santa Barbara, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Region Manager • Operations Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Chief Executive • Compliance Manager • Financial Manager • Financial Compliance Examiner • Auditor • Financial Analyst • Management Consultant • Advisor • Supporting Member • Management Analyst • Analysts • Team Member • School Principal • School Administrator • Educational Manager • Master of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
SVP, Director of Wealth Management at Montecito Bank & Trust
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Montecito Bank & Trust - Montecito, CASVP, Director of Wealth Managementsince Nov 2011Wells Fargo Wealth Management Group - Santa Barbara, California AreaSVP & Regional DirectorJan 2004 - Oct 2011
CFP
Full Profile

Aubrey Dinneen Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Marketing Intern • Marketing Professional • Advertising Sales Agent • Account Manager • Supervisor • Business Administrator • Managers • Bachelor of Arts • Associate of Arts • Entertainment Professional • Entertainer • Financial Manager • Operations Manager

Experience & Education

Title:
Student at California State University, Northridge
Location:
Orange County, California Area
Industry:
Music
Work history:
Hopeless/Sub City Records - Van Nuys, CaMarketing and PR InternAug 2010 - Jan 2011Gold Label Limousine Account ManagerApr 2010 - Sep 2010
Skills:
Customer Service, Account Management, Shipping, Sales, Logistics, Microsoft Office, Microsoft...
Finance Major working towards the CFP program offered at CSUN
Full Profile

Joseph Pannone Providence, RI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Program Director • Operations Manager • Customer Service • Client Service Officer • Sports Trainer • Sports Trainers • Marketing Manager • Financial Manager • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Administrative Clerk • Clerical Specialist

Experience & Education

Position:
Recruiter at Sovereign Bank
Location:
Providence, Rhode Island Area
Industry:
Staffing and Recruiting
Work history:
Sovereign Bank - East Providence, RIRecruitersince May 2011Adecco - Encino, CAClient Program ManagerJul 2009 - Feb 2010
Full Profile

Certified Financial Planners near Van Nuys, CA0160320480640800Los AngelesBeverly HillsCalabasasWoodland HillsSanta MonicaNorth HollywoodChatsworthPacific PalisadesNorthridgeTopanga


Certified Financial Planners around Van Nuys, CA

Beverly Hills  (19)
Calabasas  (11)
Chatsworth  (3)
Los Angeles  (796)
Northridge  (2)
Santa Monica  (7)
Topanga  (1)

Certified Financial Planners in California

Sub-specializations