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Certified Financial Planners in Pennsylvania

Certified Financial Planners in Wayne, PA

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14 results found

Greg Barber Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager • Chief Executive • Operations Manager • Bachelor of Science • Business Administrator • Student Worker

Experience & Education

Position:
Case Design Specialist at Highland Capital Brokerage
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Highland Capital Brokerage - King of Prussia, PACase Design Specialistsince Aug 2009Marciano Wealth Advisors - King of Prussia, PAReporting AssistantJun 2008 - Aug 2009
Full Profile

Nick Maningas Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Division Manager • Department Supervisor • Manager • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Division Manager - Home Equity Lending Division at Lincoln Mortgage Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lincoln Mortgage Company - Wayne , PADivision Manager - Home Equity Lending Divisionsince Feb 2013Security One Lending - Phoenixville, PAHome Equity Retirement SpecialistMay 2012 - Jan 2013
Full Profile

Bud Mauger Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
VP CFP® at Schiavi + Dattani
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Schiavi + Dattani - 2710 Centerville Rd, Suite 201 Wilmington DE 19808VP CFP®since Jan 2012Fidelity Investments VP CFP®Sep 2002 - Jan 2012
Full Profile

Ralph Richetti Philadelphia, PA

Professions & Specialties

Puchasing and Estimating Manager • Sales Person • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Chief Executive • Advisor • Financial Manager

Experience & Education

Position:
Senior Internal Sales Consultant at The Hartford Mutual Funds
Title:
Senior Sales Consultant
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Hartford Mutual Funds - Wayne, PASenior Internal Sales Consultantsince Aug 2010The Hartford Annuities Regional Marketing DirectorJul 2008 - Dec 2008
Skills:
Partner Relationships, Inside Sales, External Relationships
CFP Program
Full Profile

Michael Potter Philadelphia, PA

Professions & Specialties

Financial Services Sales Agent • Puchasing and Estimating Manager • Real Estate Appraiser • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychologist • Chairperson • Owner • Chief Executive • Investor • Psychology Specialist • Financial Manager • Finance and Accounting Specialist • Estimator • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Comercial/Industrial Real Estate Appraiser at Equity Appraisal Company, Inc.
Title:
Comercial/Industrial Real Estate Appraiser at Equity Appraisal Company
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
Equity Appraisal Company, Inc. - Springhouse, PAComercial/Industrial Real Estate Appraisersince Feb 2006Potter Properties, LLC - Bala Cynwyd, PAPresident1987 - 2012
Completed all 6 Certified Financial Planner (CFP) Courses
Full Profile

Joslyn Ewart Philadelphia, PA

Professions & Specialties

Puchasing and Estimating Manager • Founder • Chairperson • Founding Member • Chief Executive • Security • Financial Manager • School Administrator • Music Professor • Educational Manager • Music Professors • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Entrust Financial
Title:
Founder of Entrust Financial, LLC
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Entrust Financial - Wayne, PAPresidentsince 2000
Certifications:
Certified Divorce Financial Analyst, Institute for Divorce Financial Analysts
CERTIFIED FINANCIAL PLANNER®, Certified Financial Planner Board of Standards, Inc.
Full Profile

Jeff Cahn Wayne, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Human Resources Specialist • Recruitment • Financial Director • Chief Executive • Financial Manager • Financial Officer • Personnel Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Physical Therapist • Physical Therapists

Experience & Education

Position:
Executive Recruiter at Global Employment Solutions
Location:
Wayne, Pennsylvania
Industry:
Staffing and Recruiting
Work history:
Global Employment Solutions - Bala Cynwyd, PennsylvaniaExecutive Recruitersince Jul 2013QUAD656 - Wayne, PAManager, Permanent StaffingJul 2012 - Jan 2013
Brokerage Jobs | CFP
Full Profile

Justin Luca Wayne, PA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Stock Broker • Puchasing and Estimating Manager • Investment Analyst • Capital Markets Professional • Advisor • Analysts • Account Service Manager • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Business Administration • Financial Manager • Chief Executive • Financial Analyst • Customer Service

Experience & Education

Work

Company:
Financial planner - wienken & associates (now ufinancial)
Investment advisor
Company:
Merrill lynch - global private client group - Wayne, PA
Financial advisor

Skills

CFP - CERTIFIED FINANCIAL PLANNER Practitioner
Full Profile

Nidhi Shah Philadelphia, PA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Tax Accountant • Supporting Member • Team Member • Financial Manager

Experience & Education

Title:
Credit Risk Analyst at CertainTeed Corporation
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Crothall Healthcare - Wayne, PAJunior AccountantApr 2011 - Jun 2011Liberty Tax Service Associate Tax PreparerJan 2009 - Apr 2010
Skills:
Financial Analysis, Account Reconciliation
CFP
Full Profile

Charlotte Smith Wayne, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Penn liberty wealth advisors - Wayne, PA
Financial consultant
Full Profile

Angela Wagner New London Township, PA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Law Specialist • Lawyers • Operations Manager • Juris Doctor • Bachelor of Science • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Planned Giving Advisory Board at The Catholic University of America, Senior Estate Planner at...
Title:
at
Location:
Lincoln University, Pennsylvania
Industry:
Law Practice
Work history:
The Catholic University of America Planned Giving Advisory Boardsince Jan 2013Janney Montgomery Scott Senior Estate Plannersince Feb 2007
Skills:
Estate Planning, Wills, Trusts, Legal Research, Probate, Powers of Attorney, Estate Administration, ...
Full Profile

Vasilios Kalogredis Wayne, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Associate Editor • Author • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Financial Manager

Experience & Education

Office:
987 Old Eagle School, Suite 704, Wayne, PA 19087
Admitted:
1974, Pennsylvania
Biography:
Delta Epsilon Sigma. Order of the Coif. Associate Editor, Villanova Law Review, 1974. Contributing...
Full Profile

Laurie Lynch Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Business Manager • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Financial Manager • Operations Manager • Hospitality Manager • Tourism Professional • Hospitality Professional • Management Team Executive • Sales Representative • IT Specialist

Experience & Education

Position:
Client Services and Office Manager Financial Services at Middleton Gardiner Group, LLC
Title:
Operations, Financial Services, Client Services
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Middleton Gardiner Group, LLC Client Services and Office Manager Financial Servicessince 2009Create A Scene Business Manager2005 - 2008
a CFP
Full Profile

Dana Rigg Dallas, TX

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Model • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Realtor, HHS, ABR at Dave Perry-Miller & Assoc. division of Ebby Halliday.. DFW
Title:
Luxury Portfolio Realtor ... Dave Perry Miller & Associates, division of Ebby Halliday Realtors, Dallas, TX
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
Dave Perry-Miller & Assoc. division of Ebby Halliday.. DFW - 5950 Berkshire Lane, Dallas, Texas 75225Realtor, HHS, ABRsince Jan 2004PASS-Professional American Security Systems - Wayne, PAPresident/CEOAug 1996 - Aug 2002
Position Certified Financial Planner
Full Profile

Certified Financial Planners near Wayne, PA0125250375500625PhiladelphiaConshohockenBlue BellPlymouth MeetingValley ForgeMediaOaksPhoenixvilleNorristownCollegeville


Certified Financial Planners around Wayne, PA

Berwyn  (1)
Blue Bell  (8)
Collegeville  (2)
Conshohocken  (15)
Devon  (1)
Glen Mills  (1)
Media  (3)
Norristown  (3)
Oaks  (3)
Philadelphia  (623)
Phoenixville  (3)
Ridley Park  (1)
Swarthmore  (1)
Valley Forge  (5)

Certified Financial Planners in Pennsylvania

Sub-specializations