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Certified Financial Planners in Washington

Certified Financial Planners in Vancouver, WA

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12 results found

Cassie Johnson Portland, OR

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at VALIC, Financial Planner at VALIC
Title:
CFP at VALIC
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
VALIC CFPsince Dec 2000VALIC - Vancouver, WAFinancial Plannersince Dec 2000
Full Profile

Kory Johnson Vancouver, WA

Professions & Specialties

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

Experience & Education

Position:
CFP at VALIC
Location:
Vancouver, Washington
Industry:
Financial Services
Work history:
VALIC - Vancouver, WACFPsince Feb 1999
Full Profile

Becky Salsburg Portland, OR

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Manager

Experience & Education

Position:
Financial Planner at Johnson Bixby & Associates, LLC
Title:
Becky Salsburg, CFP®, EA
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Johnson Bixby & Associates, LLC - Vancouver WAFinancial Plannersince 2010
Full Profile

Kelly Jandreau Portland, OR

Professions & Specialties

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

Experience & Education

Position:
Licensed Sales Assistant at Delta Financial Group
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Delta Financial Group Licensed Sales Assistantsince Dec 2008Financial Advisors, Inc. - Vancouver, WALicensed Sales AssistantJun 1996 - Aug 2008
CFP,R,through KMS Financial Services
Full Profile

Brett Bryant Vancouver, WA

Professions & Specialties

Financial Adviser • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Executive Vice President • Vice President • Chief Executive • Financial Manager • Operations Manager • Account Service Manager • Client Service Officer • Bachelor of Science • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Market Executive - SW Washington & Oregon at Heritage Bank
Title:
Market Executive at Heritage Bank
Location:
Vancouver, Washington
Industry:
Banking
Work history:
Heritage Bank - Vancouver, WAMarket Executive - SW Washington & Oregonsince Jul 2011First Independent Bank Executive Vice President and Chief Relationship OfficerFeb 2003 - Jul 2011
Skills:
Commercial Banking, Wealth Management, Retail Banking, Retail, Financial Reporting
Certifications:
Certified Trust & Financial Adviser CTFA®, Institute of Certified Bankers
Certified Financial Planner CFP®, Certified Financial Planner Board of Standards
Full Profile

Jessica Richey Portland, OR

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Certified Financial Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Vice President • Chief Executive • Operations Manager • Bachelor of Arts • Client Service Officer • Customer Service • Advisor

Experience & Education

Position:
Portfolio Manager at Vista Capital Partners
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Vista Capital Partners - Portland, Oregon AreaPortfolio Managersince Nov 2012Vista Capital Partners - Portland, Oregon AreaPortfolio AdministratorJun 2011 - Dec 2012
CFP Certification Curriculum
Full Profile

Adam Cornwell Portland, OR

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Photographer • Owner • Financial Manager • Chief Executive • Marketing Manager • Advisor • Bachelor of Arts • Brand Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Portfolio Manager at Vista Capital Partners
Title:
Trusted Financial Advisor. Amateur Wildlife Photographer. Aspiring Adventurer.
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Vista Capital Partners - Portland, OregonPortfolio Managersince Jul 2006ForSite, LLC - Vancouver, WAOwner2001 - 2005
Skills:
Wealth Management, Financial Planning, Retirement Planning, Investment Management, Investments,...
Certifications:
Chartered Financial Analyst, CFA Institute
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc
Full Profile

Ben Carson Vancouver, WA

Professions & Specialties

Counselor • Advisor • Fisher • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Counselor at Fisher Investments, Committee Board Member/Golf Tournament Chairman at...
Title:
Investment Counselor at Fisher Investments
Location:
Vancouver, Washington
Industry:
Research
Work history:
Fisher Investments - Camas, WAInvestment Counselorsince May 2013Ducks Unlimited Vancouver Chapter - Vancouver, WACommittee Board Member/Golf Tournament Chairmansince Aug 2009
Skills:
Business Development, Relationship Management, Investment Strategies, Investment Advisory,...
Certified Financial Planner
Full Profile

Paul Ewart Vancouver, WA

Professions & Specialties

Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Bachelor of Science • Financial Manager

Experience & Education

Position:
Personal Financial Representative at Allstate Insurance
Location:
Vancouver, Washington
Industry:
Financial Services
Work history:
Allstate Insurance Personal Financial Representativesince Mar 1990US Bank of Oregon Financial Analyst-Corporate Credit ServicesJan 1980 - 1990
CFP Curriculum
Full Profile

Harry White Vancouver, WA

Professions & Specialties

Puchasing and Estimating Manager • Advertising Professional • Advertising Sales Agent • Business Administrator • Bachelor of Science • Financial Manager • Operations Manager

Experience & Education

Title:
Professional
Location:
Vancouver, Washington
Industry:
Marketing and Advertising
Greene Consulting Online CFP Certification Education Program Students and A..
Full Profile

Akhil Ram Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Materials Engineer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Bachelor of Engineering • Financial Manager

Experience & Education

Position:
Verification Engineer at Intel Corporation
Location:
Phoenix, Arizona Area
Industry:
Computer Hardware
Work history:
Intel Corporation - Phoenix, Arizona AreaVerification Engineersince Mar 2013AXA Advisors, LLC - Portland, Oregon AreaFinancial AdvisorMar 2012 - Sep 2012
Skills:
Financial Analysis, Financial Modeling, Asset Allocation, Business Development, Investments, Logic...
Languages:
English, Hindi, Tamil, Spanish
Brokerage Jobs | CFP
Full Profile

Carol Damm Boston, MA

Professions & Specialties

Chief Communications Officer • Chief Executive • Project Managers • Computer Network Consultant • Technical Support Specialist • Software Engineer • Computer Consultant • IT Consultant • Systems Support Specialist • Support Specialists • Software Developers • Project Manager

Experience & Education

Position:
Director of Communications & Outreach at Waldorf School of Lexington
Location:
Greater Boston Area
Industry:
Computer Networking
Work history:
Waldorf School of Lexington Director of Communications & Outreachsince Aug 2012McCarthy Medical Marketing, Inc. - Vancouver, WAProject ManagerOct 2007 - Nov 2011
Languages:
French, German
TOTAL CFP
Full Profile

Certified Financial Planners near Vancouver, WA04794141188235PortlandBeavertonHappy ValleySaint Helens


Certified Financial Planners around Vancouver, WA

Beaverton  (5)
Happy Valley  (2)
Portland  (232)
Saint Helens  (1)

Certified Financial Planners in Washington