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Certified Financial Planners in US

West Virginia Certified Financial Planners Directory

Trustoria includes a professional profile for nearly every Certified Financial Planner in West Virginia.

Find more Certified Financial Planners and other Financial brokers near in West Virginia by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

24 results found

Cutter Houck Beckley, WV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Marketing Professional • Advertising Sales Agent • Financial Manager • Internet Marketing Manager • Web Marketer • Marketing Manager • Software Tester • Information Technology Specialist • Computer Specialist • IT Specialist • Analyst • Managers • Technical Specialist • Technical Support Specialists • Shift Manager • Analysts • Support Specialist • Recruitment

Experience & Education

Position:
Client and Community Relations at Ameriprise Financial Services, Inc.
Title:
Client and Community Relations with the office of Ray Morton CFP® AAMS® Ameriprise Financial
Location:
Beckley, West Virginia
Industry:
Marketing and Advertising
Work history:
Ameriprise Financial Services, Inc. - Charleston, West Virginia AreaClient and Community Relationssince Nov 2012WVNS-TV, West Virginia Media Holdings, LLC - Charleston, West Virginia AreaInternet Marketing SpecialistJan 2012 - Sep 2012
Skills:
Google Analytics, Procurement, Online Marketing, Customer Service, Online Advertising, Project...
Full Profile

Ed Miller Huntington, WV

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Sales Director • Director • Financial Manager • Chief Executive • Sales Manager • Operations Manager • Marketing Manager • Coordinator • Managers • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP® Vice President / Sr. Financial Advisor at Merrill Lynch, Area Coordinator for WV Blue &...
Title:
CFP®, Sr. Financial Advisor
Location:
Huntington, West Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Huntington, WVCFP® Vice President / Sr. Financial Advisorsince Apr 2003United States Naval Academy - West Virginia - Area 120Area Coordinator for WV Blue & Gold Officerssince Jan 2000
Full Profile

Peter Holloway Wheeling, WV

Professions & Specialties

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

Experience & Education

Position:
Sr VP at Hazlett, Burt, and Watson
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Hazlett, Burt, and Watson Sr VPsince 1981
Skills:
stocks, bonds, mutual funds, index funds, corporate and individual retirement plans, educational...
Full Profile

Lisa Dael Parkersburg, WV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Deputy Director • Chief Executive Officer • Deputy Manager • Chief Executive • Corporate Executive • Operations Manager • Financial Manager • Clerk • Coordinator • Business Administrator • Clerical Specialist • Managers • Technical Support Specialist • Systems Support Specialist • Support Specialists • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Employee Benefits Specialist • Compensations and Benefits • Articled Clerk • Lawyers

Experience & Education

Position:
Assistant Director, Non-Credit Programs at Lifelong and Distance Learning - Ohio University
Title:
Assistant Director at Ohio University
Location:
Parkersburg, West Virginia Area
Industry:
Higher Education
Work history:
Lifelong and Distance Learning - Ohio University Assistant Director, Non-Credit Programssince Jan 1998University of Akron CoordinatorJan 1996 - Jan 1997
Full Profile

Chris Freeman Wheeling, WV

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Master of Science • Management Consultant • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager

Experience & Education

Position:
MS, CFP® Investment Management Consultant at Raymond James Financial Services, Inc. member FINRA/SIPC
Title:
Branch Manager/Certified Financial Planner
Location:
Wheeling, West Virginia Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. member FINRA/SIPC - 1144 Market St Suite 200, Wheeling WV 26003MS, CFP® Investment Management Consultantsince May 2009
Skills:
Securities, Retirement Planning, Mutual Funds, Estate Planning, Financial Advisory, Finance, Risk...
Full Profile

Tim Procita Martinsburg, WV

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive Officer • Financial Manager • Chief Executive • Corporate Executive • Health Support Worker • Healthcare Support

Experience & Education

Position:
Financial Advisor, CFP ® at Northwestern Mutual
Location:
Martinsburg, West Virginia
Industry:
Financial Services
Work history:
Northwestern Mutual - WV, MD, VA, PA, DC, NCFinancial Advisor, CFP ®since Mar 2011MVB Bank - Martinsburg, WVPresident & CEO of MVB-East, Inc.Mar 2007 - Oct 2010
Skills:
Helping Clients Succeed, Educating Clients, Excellent Client Service, Listening & Communication ...
Certifications:
Certified Financial Planner ™ - CFP ®
Full Profile

Rick Murphy Parkersburg, WV

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Title:
Ameriprise Financial
Location:
Parkersburg, West Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Feb 1986
Full Profile

Rob Simmons Huntington, WV

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 • Pharmaceutical Sales Representative • Sales Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at RBC Wealth Managment
Title:
Certified Financial Planner & NFLPA Registered Player Financial Advisor
Location:
Huntington, West Virginia Area
Industry:
Financial Services
Work history:
RBC Wealth Managment Certified Financial PlannerPfizer Pharmaceuticals Pharmaceutical Sales RepJan 2002 - Dec 2004
Full Profile

Bret Hensley Huntington, WV

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Creative Financial Solutions, LLC
Location:
Huntington, West Virginia Area
Industry:
Financial Services
Work history:
Creative Financial Solutions, LLC Certified Financial Planner
Full Profile

Dwane Johnson Huntington, WV

Professions & Specialties

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

Experience & Education

Title:
CFP/Vice President of Investments at Raymond James & Associates, Inc
Location:
Huntington, West Virginia Area
Industry:
Financial Services
Full Profile

Ryan Elliott Parkersburg, WV

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 Northwestern Mutual
Title:
ChFC, CLU, CFP
Location:
Parkersburg, West Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jun 2000
Full Profile

David Mckinley Wheeling, WV

Professions & Specialties

Puchasing and Estimating Manager • Owner • Managing Member • Chief Executive Officer • Chairperson • Chief Executive • Manager • Operations Manager • Corporate Executive • Philanthropy Professional • Investor • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Social Workers • Financial Manager • Managers • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers

Experience & Education

Position:
Managing Member at Willow Glen Capital, LLC, Managing Member at McKinley Properties, LLC, President ...
Title:
Business Owner | Investor | Community Leader
Location:
Wheeling, West Virginia Area
Industry:
Investment Management
Work history:
Willow Glen Capital, LLC - West Virginia | Pennsylvania | OhioManaging Membersince Oct 2010McKinley Properties, LLC - West Virginia | Pennsylvania | OhioManaging Membersince Jan 2007
Skills:
Wealth Management, Investments, Management, Leadership, Real Estate Development, Strategy, Real...
Certified Financial Planner
Full Profile

Patrick Donahoe Charleston, WV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Member • Chairperson • Director • Manager • Operations Manager • Chief Executive • Author • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Baker • Management Team Executive • Financial Manager • Tax Accountant • Business Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Member at Tax Management Service International, LLC, President at Donahoe &...
Title:
Managing Member, Tax Management Service International, LLC
Location:
Charleston, West Virginia Area
Industry:
Accounting
Work history:
Tax Management Service International, LLC Managing Membersince Jun 2005Donahoe & Associates, Inc. CPA's Presidentsince Dec 1993
Languages:
English, German, Irish, Middle (900-1200)
Certifications:
Certified Public Accountant, West Virginia Board of Accountancy
Accredited Estate Planner, National Association of Estate Planners and Councils
Full Profile

Steve Sluss Charleston, WV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Conservator • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Mediator • Deputy Director • Chairperson • Board Member • Operations Manager • Deputy Manager • Chief Executive • Management Team Executive • Financial Manager • Community Service Manager • Government Administration Professional • Spokesperson • Representative

Experience & Education

Position:
Attorney at Law Office of Stephen C. Sluss, Administrator at American Legion Mountaineer Boys State
Location:
Charleston, West Virginia Area
Industry:
Law Practice
Work history:
Law Office of Stephen C. Sluss Attorneysince Jul 2001American Legion Mountaineer Boys State Administratorsince Jun 1976
Skills:
Elder Law, Estate Planning, Real Estate Law, West Virginia Property Tax Law, County and City...
Full Profile

James Winter Charleston, WV

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers

Experience & Education

Position:
Owner at Mountaineer Financial Planning LLC
Title:
Fee-Only Financial Planner and Owner of Mountaineer Financial Planning
Location:
Charleston, West Virginia Area
Industry:
Financial Services
Work history:
Mountaineer Financial Planning LLC Ownersince 2005West Virginia State University Visiting Professor for Finance2004 - 2005
Skills:
Financial Planning, Retirement Planning, Investments, Mutual Funds, 401k, Wealth Building, Debt...
Certified Financial Planner Board of Standards
Full Profile

Jonathan Nicholson Clarksburg, WV

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Equipment Operator • Contractor • Industrial Operator • Instructor • Pedagogue • Independent Business Owners • Loader • Advisor • Publisher • Security • Investor • Managers • Publishing Professional • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • HSE • Financial Manager

Experience & Education

Position:
Equipment Operator II at Key Energy Services
Location:
Clarksburg, West Virginia
Industry:
Oil & Energy
Work history:
Key Energy Services - Jane Lew, WVEquipment Operator IIsince Jun 2013Key Energy Services - Jane Lew, WVTrainerJun 2011 - May 2013
Skills:
Energy, Gas, Natural Gas, Safety Management Systems, Management, Oil/Gas, Occupational Health,...
Full Profile

Chase Cappellari Charleston, WV

Professions & Specialties

Lead Technician • Security • Lead Worker • Production Worker • Chairperson • Chief Executive • Instructor • Pedagogue • Information Technology Administrator • Computer Systems Administrator • Operations Manager • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Technology Instructor at St. Francis de Sales School, Lead Technician/President at Compute One
Title:
Lead Technician/President at Compute One,LLC
Location:
Charleston, West Virginia Area
Industry:
Computer & Network Security
Work history:
St. Francis de Sales School Technology Instructorsince Dec 2008Compute One - Charleston, West Virginia AreaLead Technician/Presidentsince Apr 2008
CFP
Full Profile

Jonathab Nicholson Wheeling, WV

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Equipment Operator • Supervisor • Industrial Operator • Managers • Safety Coordinator • Technician • Advisor • Publisher • Technical Specialist • Technical Support Specialists • Publishing Professional • Certified Nurse Aide • Nurse • Nurse Practitioner • Organic Chemist • Chemical Professional • Chemist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Equipment Operator at Key Energy Services
Location:
Wheeling, West Virginia Area
Industry:
Oil & Energy
Work history:
Key Energy Services Equipment Operatorsince May 2010Beverage Distributors Inc., Delivery SupervisorAug 2009 - May 2010
Skills:
Breaking down complex scenarios into simple steps for people of all education levels
Full Profile

Natalie Corrigan Huntington, WV

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Financial Manager

Experience & Education

Position:
Attorney at Campbell Woods, PLLC
Location:
Huntington, West Virginia Area
Industry:
Legal Services
Work history:
Campbell Woods, PLLC Attorneysince Jun 2010
Full Profile

Steve Hussey Parkersburg, WV

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 Smith Barney
Location:
Parkersburg, West Virginia Area
Industry:
Financial Services
Work history:
Smith Barney Financial Advisorsince Sep 2006Edward Jones Financial AdvisorApr 2001 - Sep 2006
I am currently studying for the CFP certification after 7 years working as a finan..
Full Profile

Kenneth Silverstein Charleston, WV

Professions & Specialties

Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Editorial Writer • Reporter • Financial Manager

Experience & Education

Work

Company:
Csmonitor
Writer
Company:
Forbes
Writer and columnist
Full Profile

Bill Mckee Charleston, WV

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Bachelor of Science • Business Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Member at A &F Financial Advisors, LLC, Member at Rabbit Resources, LLC, Member at Arnett...
Title:
Management, tax, and investment consulting
Location:
Charleston, West Virginia Area
Industry:
Management Consulting
Work history:
A &F Financial Advisors, LLC Membersince Jan 2000Rabbit Resources, LLC Membersince 2000
Skills:
Tax, Accounting
Full Profile

Corey Culp Chesapeake, VA

Professions & Specialties

Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Brokerage Director at MassMutual Financial Group
Location:
Chesapeake, Virginia
Industry:
Financial Services
Work history:
MassMutual Financial Group - Servicing Virginia and the surrounding areaBrokerage Directorsince Mar 2013The Hartford - States of VA, MD, DC,WVRegional Life Director- Independent DistributionSep 2011 - Mar 2013
Skills:
Investments, Life Insurance, Series 63, Series 7, Retirement Planning, Mutual Funds, Long Term Care ...
Brokerage Jobs | CFP
Full Profile

Doug Mccarthy Winchester, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Clergy

Experience & Education

Position:
Attorney/Partner at McCarthy & Akers, P.L.C.
Location:
Winchester, Virginia
Industry:
Law Practice
Work history:
McCarthy & Akers, P.L.C. - Winchester, VA & Martinsburg, WVAttorney/Partnersince Jan 2013J. Douglas McCarthy & Associates, P.C. CEOJan 2005 - Jan 2013
Skills:
Estate Planning, Civil Litigation, Real Estate, Corporate Law, Wills, Trusts, Real Estate...
Languages:
Spanish
Full Profile