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Certified Financial Planners in Texas

Certified Financial Planners in Waco, TX

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7 results found

Nichole Guthrie Waco, TX

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Estate Planner at Texas Farm Bureau Insurance Companies
Location:
Waco, Texas Area
Industry:
Insurance
Full Profile

Nancy Potts Waco, TX

Professions & Specialties

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

Experience & Education

Position:
Certified Public Accountant, Certified Financial Planner at Nancy Potts, CPA, CFP
Title:
Accountant
Location:
Woodway, Texas
Industry:
Accounting
Work history:
Nancy Potts, CPA, CFP - 10013 Forest View, Waco, Tx 76712Certified Public Accountant, Certified Financial Plannersince Jan 1973Neurosurgical Associates - Waco, TexasClinic AdministratorOct 1999 - May 2012
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Mark Hobbs Waco, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Financial Director • Chief Executive Officer • Vice President • Vice President of Finance • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Bachelor of Business Administration • Property Manager • Real Estate Manager • Advisor

Experience & Education

Position:
Partner/Attorney at Beard Kultgen Brophy Bostwick Dickson & Squires, LLP
Title:
Estate Planning and Business Law Attorney
Location:
Waco, Texas Area
Industry:
Law Practice
Work history:
Beard Kultgen Brophy Bostwick Dickson & Squires, LLP - Waco, Texas AreaPartner/Attorneysince Aug 2005Intrinsity, Inc. - Austin, Texas AreaFinance ManagerMar 2001 - Aug 2002
Skills:
Estate Planning, Probate, Trusts, Corporate Law, Nonprofit Law, Tax Law, Business Formation,...
Certifications:
Board Certified - Estate Planning and Probate Law, Texas Board of Legal Specialization
Full Profile

George Kidwell Waco, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Bailey & Associates, Inc.
Location:
Waco, Texas
Industry:
Insurance
Work history:
Bailey & Associates, Inc. Presidentsince 1987
CFP
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Annelise Hardegree Waco, TX

Professions & Specialties

Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Independent Contractor • Office Assistant • Contractor • Office Clerk • Clerical Specialist • Independent Business Owners

Experience & Education

Position:
Copy Editor It's Friday, but Sunday is Coming - Dr. Grady King at Self Employed (Self-employed)
Title:
Student at Baylor University
Location:
Waco, Texas Area
Industry:
Publishing
Work history:
Self Employed Copy Editor It's Friday, but Sunday is Coming - Dr. Grady Kingsince Jun 2009Earl Davidson, CFP Office AssistantMay 2005 - Aug 2006
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Kevin Hays Burleson, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Director • Financial Officer • Financial Manager • Controller • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Shipman companies, lp - Burleson, TX
Chief financial officer, controller
Company:
Charles d. jones capital management, inc - Waco, TX
Certified financial planner and account administrator
Full Profile

Ali Fawaz Dallas, TX

Professions & Specialties

Region Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Work

Company:
Pinnacle financial services
Regional director
Company:
North star insurance solutions - Dallas, TX
Retirement & advanced market director

Skills

PROFESSIONAL DESIGNATIONS Series 6 - Series 63 - Series 65 - Life, Accident Health & HMO...
Full Profile

Certified Financial Planners near Waco, TX02468KilleenTemple


Certified Financial Planners around Waco, TX

Killeen  (7)
Temple  (1)

Certified Financial Planners in Texas

Sub-specializations