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Certified Financial Planners in DC

Certified Financial Planners in Washington, DC

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250 results found

Timothy Schoeffler Washington, DC

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Business Consultant • Agent • Sales Representative • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (tm) at CIC Wealth Management Group
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
CIC Wealth Management Group CERTIFIED FINANCIAL PLANNER (tm)since Mar 2010Curian Capital Senior Regional Business Consultant2007 - 2010
Skills:
Fixed Annuities, Certified Financial Planner, Wealth Management, Retirement Planning, Asset...
Full Profile

Dave Spence Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Founder • Director • Chairperson • Board Member • Financial Manager • Founding Member • Chief Executive • Operations Manager • Management Team Executive • Financial Analyst • Sales Representative • IT Specialist

Experience & Education

Position:
LPL Investment Advisor Representative, Rollover IRA Expert, CFP®, CPA and Founder at Palladium...
Title:
CPA & CFP®| Fee Only Investment Advice | IRA Rollover Expert | Estate Planning | Business Succession Planning
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Palladium Wealth Management - Northern VirginiaLPL Investment Advisor Representative, Rollover IRA Expert, CFP®, CPA and Foundersince 2006Omega Systems Group Incorporated - Washington, D.C. areaDirector, Enterprise Risk Management Consultingsince 1995
Skills:
Retirement Planning, 401 K Rollovers, Retirement Plan Distribution, Charitable Giving, Wealth...
Certifications:
CPA - Certified Public Accountant, Virginia Society of CPAs
CFP® - Certified Financial Planner, CFP Board of Standards
Full Profile

Thomas Maiden Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER practitioner, specializing in insurance, in Shepherdstown, West Virginia.
Location:
Washington D.C. Metro Area
Industry:
Insurance
Full Profile

Jennifer Jank Washington, DC

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 • Operations Manager • Master of Business Administration • Advisor

Experience & Education

Position:
CFP® Professional at Raymond James Financial Services, Inc., Member FINRA/SIPC
Title:
Certified Financial Planner™ Professional at Raymond James Financial Services, Inc., Member FINRA/SIPC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc., Member FINRA/SIPC CFP® Professionalsince Jun 2010AXA Advisors Financial AdvisorApr 2009 - Jun 2010
Full Profile

Nancy Gallagher Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Office Assistant • Project Manager • Office Clerk • Clerical Specialist • Customer Service • Client Service Officer • Notary • Lawyers • Financial Manager • Project Managers

Experience & Education

Position:
Executive Assistant for Thomas Francis Clark, CFP, ChFC at Clark Financial Partners
Title:
Retirement Plan Specialist at Blue Ocean Partners, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Clark Financial Partners - Vienna, VAExecutive Assistant for Thomas Francis Clark, CFP, ChFCsince Aug 2005Servus Financial - Herndon, SterlingProject Manager/school liaison , Corporate Trainer, Customer Service Rep.Apr 1996 - May 2003
Skills:
Retirement, Investments
Certifications:
Series 7 Licensed, FINRA
Insurance Licensed in Virginia, Virginia Bureau of Insurance
Full Profile

Larry Bell Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Juris Doctor • Non-Profit • Director • Financial Manager • Operations Manager • Advocate • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lawyers • Advertising Sales Agent

Experience & Education

Position:
Principal at ADVISORS,LLC
Title:
ADVISORS,LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
ADVISORS,LLC Principalsince Jan 2001Bisys Sr Counsel Advanced Markets1998 - 2003
CFP
Full Profile

Dawn Mba Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Master of Business Administration • Operations Manager • Supporting Member • Business Administrator • Team Member

Experience & Education

Position:
President at DACQ Management, LLC
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
DACQ Management, LLC Presidentsince Apr 2010
Skills:
Streamlining RIA operations, Building Enterprise Value, Providing Client Support, Manage Software...
Full Profile

Bassam Sebti Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Master of Nurse Anesthesia • Editor • Financial Manager

Experience & Education

Position:
Arabic Online Communications Associate at The World Bank
Location:
Washington, District Of Columbia
Industry:
Program Development
Work history:
The World Bank - Washington, DCArabic Online Communications Associatesince May 2013General Dynamics Information Technology - Rockville, MDSenior Arabic Editor/Iraq Assignment EditorJan 2011 - Apr 2013
Skills:
Editing, Social Media, Web Design, Journalism, Newspaper, Copy Editing, Storytelling, News Writing, ...
Languages:
Arabic, English
and CFP
Full Profile

Jason Crawford Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Grinding and Polishing Worker

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ professional at AXA Advisors, LLC (703) 205-0402
Title:
CERTIFIED FINANCIAL PLANNER™ professional at AXA Advisors, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC (703) 205-0402 CERTIFIED FINANCIAL PLANNER™ professionalsince Jun 2002
Full Profile

Chris Rivers Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Counselor • Advisor • Financial Manager

Experience & Education

Position:
Principal at Armstrong Fleming and Moore, Registered Rep at Commonwealth Financial Network
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Armstrong Fleming and Moore - 1850 M Street NW, Suite 250, Washington, DC 20036Principalsince Jul 2000Commonwealth Financial Network - 1850 M Street NW, Suite 250, Washington, DC 20036Registered Repsince Jul 2009
Certifications:
CERTIFIED FINANCIAL PLANNER(tm) Professional, Certified Financial Planner Board of Standards
Full Profile

Gordon Bernhardt Washington, DC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers

Experience & Education

Position:
President & CEO at Bernhardt Wealth Management
Title:
Elite financial advisor providing wealth management to successful entrepreneurs, executives, retirees and their families
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Bernhardt Wealth Management - McLean, VaPresident & CEOsince Jul 1994ENVIRON Assistant ControllerAug 1990 - Aug 1992
Skills:
Wealth Management, Investments, Strategic Financial Planning, Retirement Planning, Estate Planning, ...
Certifications:
Certified Public Accountant, American Institute of Certified Public Accountants
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Bill Hensel Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Narrator • Acting Professional • Reciter • Impersonator • Owner • Chief Executive • Financial Manager • Independent Contractor • Guide • Contractor • Tour Guide • Independent Business Owners • Non-Profit

Experience & Education

Position:
Voice Talent at Potomac Talking Books, Owner and Freelance Voice Talent at Bill Hensel Voiceovers,...
Title:
Experienced Voiceover | Audio Describer | Narrator | Actor. Have Pipes, Will Travel!
Location:
Washington D.C. Metro Area
Industry:
Performing Arts
Work history:
Potomac Talking Books Voice Talentsince Nov 2010Bill Hensel Voiceovers Owner and Freelance Voice Talentsince Jan 1996
Skills:
Commercial Voiceover, Audiobook Narration, Audio Document Production, Word, PowerPoint, Excel,...
Languages:
French
Narrated CFP Training CD-ROM program for Key Corp and Ameri..
Full Profile

Al Thomson Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Senior Vice President • Chief Executive • Financial Manager • Vice President • Operations Manager • Agent • Sales Representative • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Public Relations Professinal • Lawyers

Experience & Education

Position:
President (Enrolled Agent, CFP) at The Thomson Management Group, Inc., Senior Vice President...
Title:
President, The Thomson Management Group, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
The Thomson Management Group, Inc. President (Enrolled Agent, CFP)since 1978FitzGibbon Media, Inc. - Washington DCSenior Vice President Finance & Administrationsince 2010
Skills:
Non-profits, Tax, Strategic Communications, Fundraising, Tax Preparation, Public Speaking, Public...
Full Profile

Timothy Forde Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Advisor • Operations Manager • Investor • Team Member • Law Clerk • Law Specialist • Judicial Law Clerk • Lawyers • Juris Doctor • Editor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisor at Ed Markey for U.S. Senate, Member, Public Policy Council at CFP Board of Standards,...
Title:
President, Fundamental Strategies LLC
Location:
Washington D.C. Metro Area
Industry:
Government Relations
Work history:
Ed Markey for U.S. Senate - Charlestown, MAAdvisorsince Jan 2013CFP Board of Standards, Inc. Member, Public Policy Councilsince Mar 2010
Skills:
Securities, Investments, Corporate Governance, Policy Analysis, Public Policy, Politics, Financial...
Full Profile

Rhett Mcmurry Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Chief Administrative Officer • Operations Manager • Director of Operations • Chief Executive • Financial Manager • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts

Experience & Education

Position:
Director, Administrative Operations at Wyndham Worldwide, Operations Manager at CFP
Title:
Director, Administrative Operations at Wyndham Worldwide
Location:
Washington D.C. Metro Area
Industry:
Hospitality
Work history:
Wyndham Worldwide - Washington D.C. Metro AreaDirector, Administrative Operationssince Aug 2013CFP - Bethesda, MDOperations Managersince Jun 2011
Full Profile

Richard Pinion Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Director • Financial Manager • Chief Executive • Financial Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor

Experience & Education

Position:
President & Certified Financial Planner® at Pinion Financial Services, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Pinion Financial Services, LLC President & Certified Financial Planner®since 1985
Full Profile

Michael Messinger Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Managers • Associate Professor • Lecturer • Postsecondary Teacher • Director • Operations Manager • Financial Manager • Host

Experience & Education

Position:
Area Coordinator at Cyprus Friendship Program, Adjunct Professor at George Mason University School...
Title:
Area Coordinator at Cyprus Friendship Program
Location:
Washington D.C. Metro Area
Industry:
Legal Services
Work history:
Cyprus Friendship Program - Washington D.C. Metro AreaArea Coordinatorsince Sep 2009George Mason University School of Law - Arlington, VAAdjunct Professorsince Jan 2004
Skills:
Patents, Cleantech, Research, Public Speaking, Policy Analysis, Patent Prosecution, Start-ups,...
CFP focuses on fostering trust and understanding t..
Full Profile

Liz Dombrowski Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Support Specialist • Client Service Officer • International Affairs • Supervisor • Managers • Customer Service • Financial Manager

Experience & Education

Position:
Support Specialist at CFP Board
Location:
Washington D.C. Metro Area
Industry:
International Affairs
Work history:
CFP Board Support Specialistsince Jul 2011American University Supervisor, American University PhonathonNov 2008 - May 2011
Languages:
French
Full Profile

Miguel-angel Lopez Washington, DC

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 • Financial Manager • Lodging Manager • Operations Manager • Managers

Experience & Education

Position:
Financial Consultant at Wells Fargo Advisors, LLC, CERTIFIED FINANCIAL PLANNER™ at Wells Fargo...
Title:
Financial Consultant, CERTIFIED FINANCIAL PLANNER™ at Wells Fargo Advisors, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Consultantsince Feb 2009Wells Fargo Advisors, LLC CERTIFIED FINANCIAL PLANNER™since Feb 2009
Full Profile

John Splain Washington, DC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Advisor • Analyst • Analysts

Experience & Education

Position:
VP, Investments, The McPherson Splain Group at Raymond James
Title:
Vice President, Investments of The McPherson Splain Group of Raymond James
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Raymond James VP, Investments, The McPherson Splain Groupsince Jul 1993Ferris, Baker Watts Vice President, Investment AdvisorJun 1986 - Jul 1993
Full Profile

Roy Werthmuller Washington, DC

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Board Member • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Construction • Contractor • Security • Independent Business Owners • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Psychology Specialist • Student Worker

Experience & Education

Position:
President at Personal Financial Solutions
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Personal Financial Solutions - McLean, VirginiaPresidentsince Jan 2013Lee Hecht Harrison Fellow Wednesday Group Member2013 - 2013
Full Profile

Vitali Nazlymov Washington, DC

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Financial Director • Chief Information Officer • Chief Executive • Financial Manager • Operations Manager • Financial Officer • Technology Director • Technology Manager • Technical Managers • Financial Analyst • Model

Experience & Education

Position:
First Vice President/Portfolio Manager at Morgan Stanley
Title:
First VP, Portfolio Manager at Morgan Stanley
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Morgan Stanley First Vice President/Portfolio Managersince 2002Johns Manville Personal Injury Trust Financial/Investment AnalystJan 1999 - Dec 2001
Full Profile

Greg Schaekel Washington, DC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Data Modeler • Data Analyst • Data Entry Specialist • Data Scientist • Model • Financial Manager • Computer Scientists

Experience & Education

Position:
Financial Planner, Candidate for CFP® Certification at Self Employed Financial Planner
Title:
Financial Planner, Candidate for CFP® Certification
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Self Employed Financial Planner - Washington D.C. Metro AreaFinancial Planner, Candidate for CFP® Certificationsince Jan 2012Fannie Mae - Herndon, VALead Data ModelerJan 2007 - Aug 2012
Certifications:
Candidate for CFP® Certification, Certified Financial Planner Board of Standards, Inc.
Full Profile

Brian Baltz Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Legal Intern • Lawyers • Student Lawyer • Financial Manager • Operations Manager • Non-Profit • Organization Management

Experience & Education

Position:
Public Policy Counsel at CFP Board
Title:
Public Policy Counsel at Certified Financial Planner Board of Standards, Inc.
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
CFP Board Public Policy Counselsince May 2009Financial Industry Regulatory Authority Legal InternSep 2008 - Nov 2008
Skills:
Securities, investment management, federal taxation
Full Profile

Obie O'bryon Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at UBS
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
UBS CFP
Full Profile

Zach Gelnett Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Analyst • Senior Advisor • Analysts • Advisor • Financial Manager • Counselor • Supervisor • Contractor • Subject Matter Expert • Organization Management • Business Consultant • Managers • Skilled Professional • Project Managers • Operations Manager • Programmer • Computer Programmer • DB Administrator • Information Technology Specialist • Software Developer • Software Developers • Database Administration Professional • Database Administrator • IT Specialist • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Model • Bachelor of Business Administration • Consumer Goods Professional • Commodities Clerk • Fraud Specialist • Financial Compliance Examiner • Auditor • Independent Business Owners

Experience & Education

Position:
Database/Business Analyst at CFP Board
Location:
Washington D.C. Metro Area
Industry:
Telecommunications
Work history:
CFP Board Database/Business Analystsince Apr 2013Genesis Solutions Senior ConsultantMay 2011 - Apr 2013
Skills:
SQL Server, SSIS, Stored Procedures, Oracle, T-SQL, PL/SQL, C#, SQL Server 2000-2008, SQL*Plus,...
Full Profile

Tim Shean Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Vice President at Potomac Financial Private Client Group, LLC
Title:
Vice President at Potomac Financial Private Client Group
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Potomac Financial Private Client Group, LLC Vice Presidentsince Apr 2006PriceWaterhouseCoopers LLC Principal1996 - 2002
Full Profile

Lois Fishman Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Owner at Fishman Financial Services
Title:
Owner, Fishman Financial Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Fishman Financial Services - Rockville, MarylandOwnersince Jan 1983
Skills:
Retirement Planning, Estate Planning, Long Term Care, Writing, Newsletters, Disability Insurance,...
Full Profile

Jeff Schatz Washington, DC

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 • Fraud Specialist • Financial Compliance Examiner • Auditor • Operations Manager • Information Technology Specialist • IT Specialist • Sales Engineering Specialist • Sales Engineer • Sales Representative

Experience & Education

Position:
Financial Planning and Operations Support at English & Associates
Title:
Candidate for CFP ® Certification - will complete experience requirement September 2013
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
English & Associates - Tysons CornerFinancial Planning and Operations Supportsince Jun 2012Financial Network Investment Corporation, Member SIPC Financial AdvisorDec 2010 - May 2012
Full Profile

Brian Conover Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director of Operations • Manager • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Surgeon • Surgical Specialist

Experience & Education

Position:
Director of Operations at Peter J. Chipouras, CFP
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Peter J. Chipouras, CFP - Leesburg, VADirector of Operationssince Jan 2013CVTSA - Falls Church, VAManager, Marketing & CommunicationsDec 2011 - May 2012
Skills:
Marketing, Healthcare, Advertising, Strategic Communications, Direct Marketing, Selling, Hospitals, ...
Languages:
Spanish
Full Profile

Theodore Davis Washington, DC

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:
Davis and Devine, A financial advisory practice of Ameriprise Financial Services, Inc. at...
Title:
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services Inc. Davis and Devine, A financial advisory practice of Ameriprise Financial Services, Inc.since Aug 2002
Full Profile

Robert Redpath Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at wellsfargoadvisors
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Wellsfargoadvisors CFP
Full Profile

Ernest Burley Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Bachelors Degree • Supporting Member • Team Member • Entertainer • Horse Racer • Racer

Experience & Education

Position:
Owner at Burley Insurance and Financial Services, Inc.
Title:
Owner of Burley Insurance and Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Burley Insurance and Financial Services, Inc. Ownersince Jan 1997
Certifications:
CERTIFIED FINANCIAL PLANNER(TM) professional, Board of Standards
Chartered Financial Consultant(R), The American College
Full Profile

Mawe Takyi Washington, DC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • School Principal • School Administrator • Educational Manager • Financial Analyst • Financial Manager

Experience & Education

Position:
Financial Advisor at Dent Asset Management
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Dent Asset Management Financial Advisorsince Sep 2005Dent Asset Management/RJFS Financial AnalystSep 2004 - Sep 2005
Full Profile

Steve Thomsen Washington, DC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Vice President, Financial Advisor at Merrill Lynch Wealth Management
Title:
CFP®, Vice President, Financial Advisor at Merrill Lynch
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Vice President, Financial Advisorsince Apr 2007Eric James & Associates Insurance AgentDec 2005 - Dec 2006
Skills:
CFP, Series 65, Mutual Funds, Series 63, Series 7, Certified Financial Planner
Full Profile

Caroline Bonaviri Washington, DC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Legal Intern • Lawyers • Student Lawyer • Financial Manager

Experience & Education

Position:
Attorney at Stein Sperling
Title:
Estate Planning Attorney at Stein Sperling Bennett De Jong Driscoll PC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Stein Sperling - Rockville, MDAttorneysince Jun 2010American Cancer Society Legal InternFeb 2010 - May 2010
Full Profile

Jackie Gentry Washington, DC

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ Professional at Raymond James Financial Services, Inc. Member FINRA/SIPC
Title:
CERTIFIED FINANCIAL PLANNER® Professional at Raymond James Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - 46161 Westlake Dr., Suite 330, Sterling, VA 20165 Phone (703) 406-8440CERTIFIED FINANCIAL PLANNER™ Professionalsince 2004
Full Profile

Paul Horenkamp Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Marketing Manager • Financial Manager • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Business Consultant • Advisor • Operations Manager

Experience & Education

Position:
Marketing Manager at CFP Board
Location:
Washington D.C. Metro Area
Industry:
Marketing and Advertising
Work history:
CFP Board Marketing Managersince Oct 2010Arnold Worldwide Advertising/New Business ConsultantJul 2010 - Oct 2010
Full Profile

Mitchell Berlin Washington, DC

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 • Counselor • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 2011Ameriprise Financial Services, Inc. Branch Manager/Financial AdvisorOct 2009 - May 2011
Full Profile

Patrick Heijmen Washington, DC

Professions & Specialties

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

Experience & Education

Position:
CFP, CTFA, Senior Vice President at Middleburg Investment Group
Title:
CFP, CTFA, SVP at Middleburg Investment Group
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Middleburg Investment Group - Middleburg, VACFP, CTFA, Senior Vice Presidentsince Sep 2005TFB Wealth Management Services AVP2003 - 2005
Skills:
Financial Planning, Asset Management, Retirement Planning, Sales Management, Series 7, Mutual...
Full Profile

Rex Staples Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher • Of Counsel • Jurist • Legal Counsel • Sales Representative • Advisor • Psychology Specialist

Experience & Education

Position:
Director of Investigations at Certified Financial Planner Board of Standards, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Certified Financial Planner Board of Standards, Inc. Director of Investigationssince Apr 2012QLTS School - London, United KingdomStudentJun 2011 - Apr 2012
Full Profile

Neil Cain Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Director of Investments at Washington Retirement Planning Specialists
Title:
Retirement, Investments & Estate Planning
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Washington Retirement Planning Specialists Director of Investmentssince Oct 2007Morgan Stanley Smith Barney Research Assistant on Team FreimanSep 2005 - Oct 2007
CFP Candidate
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Jalal Sheikh Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Microbiologist • Biotechnology Professional • Biologist • Biological Scientist • Reviewer • Controlling Specialist • Controller • Doctor of Medical Dentistry • Oral Surgeon • Dental Specialist • Stomatologist • Commissioner • Mediator • Financial Manager • Laboratory Scientist • Researcher • Survey Researcher • Community Service Manager • Computer Specialist

Experience & Education

Position:
Microbiologist and Regulatory Reviewer at DMD/OIR/CDRH/FDA
Location:
Washington D.C. Metro Area
Industry:
Biotechnology
Work history:
DMD/OIR/CDRH/FDA Microbiologist and Regulatory Reviewersince Nov 2012FDA - Rockville, MDFDA Commissioner's Fellow/ Regulatory ReviewerOct 2011 - Nov 2012
..in an extensive training program of CFP and also CBER to understand the regulatory rol..
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Mara Bralove Washington, DC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Advisor, CFP®* at Morgan Stanley
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley Vice President, Financial Advisor, CFP®*since Jun 2004Bralove/Hollman Special Events OwnerJul 1998 - May 2004
Languages:
French, Italian
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Joe Kristovich Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Financial Manager • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Economist • Investor • Non-Profit • Managers • Business Consultant • Advisor • Analysts • Nurse • Nurse Practitioner

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ & Managing Partner at Lifetime Wealth Advisors, LLC.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Lifetime Wealth Advisors, LLC. CERTIFIED FINANCIAL PLANNER™ & Managing Partnersince Jan 2008
Skills:
I work primarily with small business owners, corporate executives and professionals to assist them...
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Michael Wilden Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner® at Morgan Stanley
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley Certified Financial Planner®since Dec 2001
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Brian Richmond Washington, DC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Financial Director • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science

Experience & Education

Position:
President, CFO at InvestForLess, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
InvestForLess, LLC President, CFOsince Mar 2010The Meakem Group of Wells Fargo Advisors, LLC Financial AdvisorFeb 2007 - May 2010
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Eric Burstock Washington, DC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Financial Manager

Experience & Education

Position:
CPA, Certified Tax Coach at Advanced Tax Solutions
Title:
CPA, Financial Planner at Eric G. Burstock, CPA,CFP
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Advanced Tax Solutions CPA, Certified Tax Coachsince 1980Amtrak Accountant1977 - 1980
Skills:
Strategic Financial Planning, Retirement Planning, Retirement, Investments, Estate Planning,...
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Kevin Keller Washington, DC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Chief Operating Officer • Corporate Executive • Chief Executive • Financial Manager • Operations Manager • General and Operations Manager • Director of Operations • Organization Management

Experience & Education

Position:
CEO at Certified Financial Planner Board of Standards
Title:
CEO at CFP Board
Location:
Washington D.C. Metro Area
Industry:
Nonprofit Organization Management
Work history:
Certified Financial Planner Board of Standards CEOsince 2007Association for Financial Professionals Chief Operating Officer1990 - 2007
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Mark Rizzieri Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor, First Vice President, CFP at Morgan Stanley Smith Barney, First Vice President at...
Title:
First Vice President at Morgan Stanley
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Wealth Advisor, First Vice President, CFPsince Jan 1995Morgan Stanley First Vice Presidentsince Jan 1994
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