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Certified Financial Planners in Connecticut

Certified Financial Planners in Westport, CT

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Here is a complete list of most experienced Certified Financial Planners in Westport, CT.

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15 results found

John Rosenau Fairfield, CT

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sales Representative

Experience & Education

Position:
Certified Financial Planner(TM) professional at MONECO Advisors
Title:
Certified Financial Planner (TM) professional & Investment Advisor at MONECO Advisors
Location:
Fairfield, Connecticut
Industry:
Financial Services
Work history:
MONECO Advisors - Fairfield,CTCertified Financial Planner(TM) professionalsince Jan 1993Fleming, Relyea & Cox - Greenwich,CTFinancial PlannerMar 1990 - Dec 1992
Skills:
Financial Planning, Investment Advisory, Retirement Planning, Saving for Education, 401-k...
Full Profile

Adam Leapley Westport, CT

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President / Financial Advisor at Morgan Stanley Smith Barney
Title:
CFP®*, ChFC®*, Financial Advisor at Morgan Stanley Smith Barney
Location:
Westport, Connecticut
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Westport, CTSenior Vice President / Financial Advisorsince Jan 2011Chase Investment Services Corp. - Fairfield & Westport, CTSenior Financial AdvisorMar 2001 - Jan 2011
Certifications:
Certified Financial Planner®, Certified Financial Planner Board of Standards, Inc.*
Chartered Financial Consultant®*, The American College
Full Profile

Nancy Blackwell New Canaan, CT

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner (TM) at NB Financial, LLC
Title:
Certified Financial Planner(TM)
Location:
New Canaan, Connecticut
Industry:
Financial Services
Work history:
NB Financial, LLC - Westport, CTCertified Financial Planner (TM)since Jan 2008General Re Casualty Facultative Underwriter, Assistant Vice President1991 - 1999
Full Profile

Diann Mcchesney Ridgefield, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Team Member

Experience & Education

Position:
Financial Advisor at Asset Strategies, Inc.
Location:
Ridgefield, Connecticut
Industry:
Financial Services
Work history:
Asset Strategies, Inc. - Avon, CTFinancial Advisorsince Feb 2012Westport Resources - Westport, CTFinancial Planning SpecialistJun 2010 - Feb 2012
Certified Financial Planner,TM,practitioner at Ele..
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Cindy Raney Westport, CT

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Co-Founder • Financial Manager • Founder • Founding Member • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Staging, Relocation
Work:
The Riverside Realty Group
Westport, CT
(203) 989-3506 (Phone)
Certifications:
e-PRO, CFP
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Awards:
Voted Five Star Realtor by Connecticut Magazine, 2012 Top Producer Status, Top 1/2 of 1% of Realtors Nationwide
Languages:
English
Full Profile

Richard Freeman New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Master of Business Administration • Advisor • Board Member • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Round Table Services, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Round Table Services, LLC - Westport, CTPrincipalsince Jan 2001AXA Equitable Advisor1992 - 2001
Certifications:
Certified Financial Planner
Full Profile

Edward Kwiatkowski New York, NY

Professions & Specialties

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

Experience & Education

Position:
VP, Investments; Certified Financial Planner at Morgan Stanley Wealth Management
Title:
VP, Financial Advisor, CFP
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Westport, CTVP, Investments; Certified Financial Plannersince Aug 2012UBS Financial Services, Inc. - Westport, CTVP, InvestmentsJan 1998 - Aug 2012
Full Profile

Erin Campbell Dallas, TX

Professions & Specialties

Puchasing and Estimating Manager • Analyst • Speaker • Apprentice • Analysts • Spokesperson • Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Non-Profit • Financial Manager

Experience & Education

Position:
Senior Pricing Analyst at JPMorgan Chase
Title:
Senior Pricing Analyst at JPMorganChase
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Dallas, TXSenior Pricing Analystsince May 2009BBC Worldwide - London, United KingdomBusiness Information Services InternJul 2007 - Aug 2007
..Financial Planner at Carol Burton CFP
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Daniel Loft New York, NY

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Athletes • Advisor • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entertainment Professional • Entertainer • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Consumers Insurance Inc.
Title:
Principal, Consumers Insurance Inc.
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Consumers Insurance Inc. - Westport, CTPrincipalsince Jan 2001
Skills:
Life Insurance, Risk Management, Insurance Planning, Risk Arbitrage, Policy Analysis, Wealth...
Full Profile

Michael Loft New York, NY

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Army Lieutenant Colonel • Concierge • Independent Consultant • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Statistician • Underwriter • Data Entry Specialist • Data Scientist • Financial Manager

Experience & Education

Position:
Principal at Consumers Insurance Inc.
Title:
Principal, Consumers Insurance Inc.
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Consumers Insurance Inc. - Westport, CTPrincipalsince Jan 1975
Skills:
Insurance Planning, Wealth Transfer Planning, Wealth Transfer, Portfolio Management, Policy...
Full Profile

Anne Crane New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Financial Manager • Team Member

Experience & Education

Position:
Partner, Trusts and Estates Attorney at Berkowitz Trager & Trager LLC, member at Estate...
Title:
Trusts and Estates Attorney at Berkowitz Trager & Trager
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Berkowitz Trager & Trager LLC - Westport, CTPartner, Trusts and Estates Attorneysince Aug 2011Estate Planning Council of Lower Fairfield County Membersince 2000
Skills:
Estate Planning, Probate, Trusts, Tax, Estate Administration, Wills
Full Profile

Christopher Delaura New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Position:
Chief Operating Officer at Westport Resources
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Westport Resources - Westport, CTChief Operating Officersince Apr 2013Westport Resources - Westport, CTFinancial Planning SpecialistJan 2010 - Apr 2013
Skills:
Series 7, 63, 65, CFP
Full Profile

Anne Lantz New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Human Resources Specialist • Recruitment • Market Analyst • Market Research Analyst • Consumer Goods Professional • Commodities Clerk • Financial Manager • Operations Manager

Experience & Education

Position:
Talent/HR Consultant at Critical Mix, Talent/HR Consultant at Firefly Millward Brown
Title:
Talent/HR Consultant at Critical Mix
Location:
Greater New York City Area
Industry:
Market Research
Work history:
Critical Mix - WestportTalent/HR Consultantsince May 2013Firefly Millward Brown - Westport, CTTalent/HR Consultantsince Jun 2012
Skills:
Market Research, Customer Insight, Marketing Research, Advertising Research, Qualitative, Financial ...
Financial Planning,CFP,
Full Profile

Alexander Oracheff New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Euro Pacific Capital
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Euro Pacific Capital - Westport CTSenior Financial Advisorsince 2011TD Ameritrade Senior Financial AdvisorJan 2008 - Jan 2011
Skills:
Series 63, Series 7
Brokerage Jobs | CFP
Full Profile

Jonathan Piazza-harper New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Chairperson • Financial Director • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Managers • Biologist • Biological Scientist

Experience & Education

Position:
President at Topside Marine Services LLC, Associate Financial Advisor at Northwestern Mutual, CFO...
Title:
Associate Financial Advisor at Northwestern Mutual
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Topside Marine Services LLC - Boston MAPresidentsince Mar 2013Northwestern Mutual - Westport CTAssociate Financial Advisorsince Jan 2012
Skills:
Entrepreneurship, Small Business Financial Management, Strategic Financial Planning, Financial...
CFP
Full Profile

Certified Financial Planners near Westport, CT03691215StamfordHuntington StationGreenwichFairfieldBridgeportNorwalkWiltonDanburyNew CanaanRiverside


Certified Financial Planners around Westport, CT

Bridgeport  (6)
Danbury  (4)
Fairfield  (7)
Georgetown  (1)
Greenwich  (11)
New Canaan  (2)
Newtown  (1)
Norwalk  (5)
Ridgefield  (1)
Riverside  (2)
Southport  (1)
Stamford  (15)
Wilton  (4)

Certified Financial Planners in Connecticut

Sub-specializations