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Certified Financial Planners in Virginia

Certified Financial Planners in Williamsburg, VA

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Here is a complete directory of nearly every experienced Certified Financial Planners near you.

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8 results found

Jeff Dominguez Williamsburg, VA

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ Professional, Certified in Long -Term Care (CLTC) at Williamsburg...
Title:
CFP®, CLTC, CERTIFIED FINANCIAL PLANNER™
Location:
Williamsburg, Virginia
Industry:
Financial Services
Work history:
Williamsburg Financial Group CERTIFIED FINANCIAL PLANNER™ Professional, Certified in Long -Term Care (CLTC)since Jan 2010
Full Profile

Robin Tugwell Williamsburg, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager • Chief Executive • Credit Analyst • Loan Accountant

Experience & Education

Work

Company:
Monarch bank
Private client advisor, svp
Company:
Suntrust bank - Williamsburg, VA
Client advisor, fvp
Full Profile

John Thompson Williamsburg, VA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Organization Management • Director • Financial Manager • Operations Manager • Production Manager • Management Team Executive • Wellness and Fitness • Computer Software Professional • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Judge

Experience & Education

Position:
Charitable Estate Planner at American Heart Association
Location:
Williamsburg, Virginia
Industry:
Nonprofit Organization Management
Work history:
American Heart Association Charitable Estate Plannersince Jul 2002Arthritis Foundation - Chattanooga, Tennessee AreaDirector, Planned GivingFeb 1995 - Jul 2002
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Mindi Risch Williamsburg, VA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Financial Manager • Compliance Manager

Experience & Education

Title:
Certified Financial Planner(R)
Location:
Williamsburg, Virginia
Industry:
Financial Services
Work history:
Witt Mares Financial Vision, LLC Certifed Financial Planner and Compliance OfficerApr 2007 - Mar 2011
Full Profile

Stuart Mchenry Williamsburg, VA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Financial Manager • Sales Manager

Experience & Education

Work

Company:
Wal-mart store
Sales associate
Company:
Open heart financial, llc - Waldorf, MD
Financial advisor
Full Profile

Kevin Miller Williamsburg, VA

Professions & Specialties

Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner at 1900 Investments, Owner at Miller Management
Title:
Owner - 1900 Investments
Location:
Williamsburg, Virginia
Industry:
Investment Management
Work history:
1900 Investments - Williamsburg VirginiaOwnersince Jan 2012Miller Management - Williamsburg VAOwnersince Sep 1996
CFP
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Michael Sun Williamsburg, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • English Language Teacher • Training and Coaching Professional • High School Teacher • Secondary School Teacher • Professional Development Teacher • Language Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Corporate Executive • Chief Executive • Financial Manager

Experience & Education

Position:
English Teacher at Bridge Linguatec
Location:
Chile
Industry:
Professional Training & Coaching
Work history:
Bridge Linguatec - ChileEnglish Teachersince Mar 2013Witt Mares Financial Vision - Williamsburg, VAFinancial PlannerNov 2010 - Dec 2012
Certified Financial Planner Professional Education..
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Peter Gore Williamsburg, VA

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive • School Principal • Associate Professor • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Computer Scientists

Experience & Education

Position:
President & Registered Principal at Gore Capital Management - Williamsburg, VA, Adjunct...
Title:
President & Register Principal of Gore Capital Management
Location:
Williamsburg, Virginia
Industry:
Financial Services
Work history:
Gore Capital Management - Williamsburg, VA President & Registered Principalsince Jan 2010College of William & Mary - Mason School of Business - Williamsburg, VA Adjunct Professor - Economics & Financesince Sep 2009
Certifications:
Chartered Financial Analyst - CFA, CFA Institute - Charlottesville, VA
Certified Financial Planner - CFP, Certified Financial Planner Board of Standards Inc.
Full Profile

Certified Financial Planners near Williamsburg, VA0123Newport NewsSuffolkHayesYorktown


Certified Financial Planners around Williamsburg, VA

Hayes  (1)
Newport News  (3)
Suffolk  (2)
Yorktown  (1)

Certified Financial Planners in Virginia

Sub-specializations