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Certified Financial Planners in California

Certified Financial Planners in Visalia, CA

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Here is a complete directory of nearly all local Certified Financial Planners in Visalia, CA.

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8 results found

Janet Martinusen Visalia, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at Martinusen and Associates, a private wealth advisory practice of Ameriprise Financial...
Title:
Wealth Advisor - Martinusen and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Location:
Visalia, California Area
Industry:
Financial Services
Work history:
Martinusen and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. Ownersince Jan 2010Janet W Martinusen, CFP Ownersince Feb 1988
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Jennifer Lindgren Visalia, CA

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner certificant at Eagle One Investments
Location:
Visalia, California Area
Industry:
Financial Services
Work history:
Eagle One Investments Certified Financial Planner certificant
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Marie Sherrill Visalia, CA

Professions & Specialties

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

Experience & Education

Position:
CFP at Sherrill Financial Services, Inc
Location:
Visalia, California Area
Industry:
Accounting
Work history:
Sherrill Financial Services, Inc CFP
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Janet Wassem Visalia, CA

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 Janet W Martinusen, CFP
Title:
Owner, Janet W Martinusen, CFP
Location:
Visalia, California Area
Industry:
Financial Services
Work history:
Janet W Martinusen, CFP Owner
Full Profile

John Engvall Fresno, CA

Professions & Specialties

Certified Financial Planner • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Division Manager • Operations Manager • Department Supervisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Master of Business Administration • Bachelor of Science • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Division Manager at Primary Residential Mortgage
Title:
Divison Manager at Primary Residential Mortgage
Location:
Fresno, California Area
Industry:
Financial Services
Work history:
Primary Residential Mortgage - Califronia/Nevada (#2 Division of PRMI)Division Managersince 2008First Mortgage Corporation - Central/Northern CARegional Manager2007 - 2008
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Brett Lew Visalia, CA

Professions & Specialties

Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Customer Service • Team Member • Financial Manager

Experience & Education

Position:
Commercial Relationship Manager at Wells Fargo Bank
Title:
Commercial Relationship Manager
Location:
Visalia, California Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Commercial Relationship Managersince Jul 2008Wells Fargo Bank Wealth Management Finacial Planner2007 - 2008
Skills:
Credit Analysis, Loans, Commercial Lending, Financial Analysis
Certified Financial Planner,CFP,
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Karen Lindberg Visalia, CA

Professions & Specialties

Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Karen Lindberg Financial Planning Services
Title:
Owner, Karen Lindberg Financial Planning Services
Location:
Visalia, California Area
Industry:
Financial Services
Work history:
Karen Lindberg Financial Planning Services Owner
CERTIFIED FINANCIAL PLANNER,tm,Professional
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D. Yahnian Visalia, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Law Specialist • Lawyers • Financial Manager

Experience & Education

Office:
3130 West Main Street, Suite F, Visalia, CA 93291
Admitted:
1980, California and U.S. District Court, Eastern District of California, 1984, U.S. Tax Court
Biography:
Certified Public Accountant, California, 1984. Certified Financial Planner, 1995. American...
Full Profile

Certified Financial Planners near Visalia, CA0612182430Fresno


Certified Financial Planners around Visalia, CA

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Certified Financial Planners in California