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Certified Financial Planners in Delaware

Certified Financial Planners in Wilmington, DE

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Here is a complete directory of nearly every available Certified Financial Planners in Wilmington, DE.

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17 results found

Jay Katz Wilmington, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Tax Preparer • Tax Accountant • Financial Manager

Experience & Education

Position:
Attorney at Attorney Tax Representation & Estate Planner, P.A.
Title:
--Tax Attorney/Author--IRS Audit Collection Tax Preparation and Planning Email Profjayk@aol.com
Location:
Wilmington, Delaware
Industry:
Law Practice
Work history:
Attorney Tax Representation & Estate Planner, P.A. - DelawareAttorneysince Jun 2004Widener Law School Professor1992 - 2000
Full Profile

Keith Jaskulski Wilmington, DE

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 • Doctor of Medicine • Underwriter • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc. at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 2500 Grubb Rd., Suite 211, Wilmington, DE 19810Financial Advisor at Ameriprise Financial Services, Inc.since Sep 2002
Certifications:
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
Full Profile

Deborah Sanders Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Fiduciary • Trust Law Attorney • Lawyers • Manager • Financial Manager • Operations Manager • Advisor

Experience & Education

Work

Company:
Wachovia/wells fargo trust company
Fiduciary risk manager
Company:
Wachovia/wells fargo trust company
Senior trust advisor
Full Profile

Gregory Coverdale Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Financial Manager • Management Team Executive • Operations Manager • Business Administrator • Advisor

Experience & Education

Work

Company:
Committees service
National committee member
Company:
Civitas partners
Managing principal / certified financial planner
Full Profile

Heather Flanagan Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Planner • Speaker • Spokesperson • Representative • Reporter • Business Development Manager • Operations Manager • Corporate Executive • Management Team Executive • Financial Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Law Specialist • Lawyers • Trust Law Attorney

Experience & Education

Position:
Vice President - Senior Wealth Planner at PNC Delaware Trust Company
Title:
Vice President - Senior Wealth Planner at PNC Trust Company
Location:
Wilmington, Delaware
Industry:
Banking
Work history:
PNC Delaware Trust Company - Wilmington, DelawareVice President - Senior Wealth Plannersince Apr 2012Private Practice AttorneyJul 2011 - Apr 2012
Full Profile

Dave Diamond Wilmington, DE

Professions & Specialties

Puchasing and Estimating Manager • Law Specialist • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Trust Law Attorney • Financial Manager • Master of Business Administration • Psychologist • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Attorney at Gordon, Fournaris & Mammarella, P.A.
Title:
Attorney at Gordon, Fournaris & Mammarella
Location:
Wilmington, Delaware
Industry:
Law Practice
Work history:
Gordon, Fournaris & Mammarella, P.A. - Wilmington, DelawareAttorneysince Mar 2012J.P. Morgan Managing Director and President of J.P. Morgan Trust Company of DelawareJun 1997 - Mar 2012
Skills:
Estate Planning, Trusts, Wealth Management, High Net Worth Individuals, Trust Services, Wealth...
Certified Financial Planner
Full Profile

Kathleen O'brien Wilmington, DE

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Master of Science • Advisor

Experience & Education

Position:
Vice President, Senior Trust Administrator at Wells Fargo Bank N.A.
Title:
Vice President & Senior Trust Administrator at Wells Fargo Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Bank N.A. - Wilmington, DelawareVice President, Senior Trust Administratorsince Jul 2012TESSERA Elder Consulting, LLC - Wheaton, ILFounderAug 2010 - Jul 2012
Certifications:
Certified Trust and Financial Advisor
Certified Senior Advisor
Full Profile

Paul Shickel Wilmington, DE

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Manager • Chief Executive • Operations Manager • Client Manager • Client Service Officer • Customer Service • Sales Manager • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • Property Manager • Real Estate Manager • Reporter

Experience & Education

Position:
Senior Loan Workout Represenative at M&T Bank
Title:
Special Assets at M&T Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
M&T Bank - Wilmington, DelawareSenior Loan Workout Represenativesince 2011Florida Bank Vice President/Client Manager2010 - Oct 2010
CFP
Full Profile

Lisa Lamarche Wilmington, DE

Professions & Specialties

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

Experience & Education

Position:
Principal at Milestone Wealth Advisors, Registered Representative at LPL Financial
Title:
Assisting affluent women, entrepreneurs and retirees with the financial complexities that come with life's transitions.
Location:
Wilmington, Delaware
Industry:
Investment Management
Work history:
Milestone Wealth Advisors - Greenville, DelawarePrincipalsince May 2009LPL Financial Registered Representativesince 2001
Skills:
Retirement Planning, Investment Management, Comprehensive Financial Planning, Divorce Transition,...
Certifications:
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant(MD)
Full Profile

Leonard Kingsley Wilmington, DE

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Business Analyst • Advisor • Analyst • Analysts • Executive Compensation • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Attorney At Law • Lawyers • Juris Doctor • Master of Business Administration • Bachelor of Science • Associate of Arts • High School Diploma

Experience & Education

Position:
Wealth Planning Consultant at WSFS Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
WSFS Bank - Greenville, DelawareWealth Planning Consultantsince Feb 2013Commonwealth of PA - Harrisburg, PABusiness AnalystJan 2012 - Feb 2013
Languages:
Chinese
Certifications:
Certified Financial Planner™ professional, CFP® Board
Attorney at Law, New Jersey Supreme Court
Full Profile

Celia Panzer Wilmington, DE

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Chief Executive Officer • Assistant Vice President • Corporate Executive • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist • Physical Therapists

Experience & Education

Position:
CEO and Principal at Wealth Management of Delaware Valley, LLC
Title:
Principal/Wealth Management of Delaware Valley, LLC
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wealth Management of Delaware Valley, LLC - Wilmington, DelawareCEO and Principalsince Jun 2012Janney Montgomery Scott Associate Vice PresidentJul 1997 - Oct 2001
Brokerage Jobs | CFP
Full Profile

Thomas Cutonilli Wilmington, DE

Professions & Specialties

Production Manager • Production Director • Manager • Purchasing Managers • Operations Manager • Warehouse Manager • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Director of Contracts

Experience & Education

Work

Company:
Omnicare - King of Prussia, PA
Procurement/production/warehouse manager
Company:
Drug information association - Horsham, PA
Procurement/contract/facilities manager
Full Profile

Steven Director Wilmington, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Director • Chairperson • Chairman of the Board • Board Member • Operations Manager • Chief Executive • Financial Manager • Management Team Executive • Secretary • Speaker • Spokesperson • Representative

Experience & Education

Office:
Bayard, P.A.
222 Delaware Avenue, Suite 900, Wilmington, DE 19801
Phone:
(302) 429-4222 (Phone)
Specialties:
Business Transactions, Taxation
ISLN:
907838720
Admitted:
1977, Delaware, 1993, Maryland
Biography:
Steven R. Director (Steve) is a director at Bayard. Steve has over 30 years of experience in the...
Full Profile

Diann Jones Middletown, DE

Professions & Specialties

Estate Planner • Financial Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Financial Manager • Chief Executive • Founding Member • Counselor • Representative • Non-Profit • Planner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Special Needs Planning and Resources, LLC
Title:
President & Special Needs Financial and Estate Planner
Location:
Middletown, Delaware
Industry:
Financial Services
Work history:
Special Needs Planning and Resources, LLC - Middletown, DEPresidentsince Jun 2012Nationwide Financial - Middletown, DESpecial Needs Planner and Financial Consultant2008 - 2012
Skills:
Special Needs Estate and Financial Planner, Special Needs Trusts, Estate Planning, Strategic...
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

James Lee Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Advisor • Founder • Manager • Founding Member • Chief Executive • Operations Manager • Financial Manager • Model • Technical Specialist • Technical Support Specialists • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder at Strategic Foresight Investments
Title:
Investment Advisor and Futurist
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Strategic Foresight Investments - Wilmington, DEFoundersince Sep 2012Lau Associates - Wilmington, DEPortfolio ManagerJan 1998 - Mar 2011
Certifications:
Chartered Market Technician (CMT), Market Technicians Association
Chartered Financial Analyst (CFA), CFA Institute
Certified Financial Planner,CFP
Full Profile

George Slook Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Consultant • Advisor • Associate Professor • Lecturer • Postsecondary Teacher • Non-Profit • Admiral • Master of Business Administration • Master of Science • Financial Officer • Financial Manager

Experience & Education

Position:
Business Consultant at Metafocus, Inc., Business Consultant at Widener SBDC, Adjunct Professor at...
Title:
Small Business Consultant
Location:
Greater Philadelphia Area
Industry:
Management Consulting
Work history:
Metafocus, Inc. - Southampton, PABusiness Consultantsince 1993Widener SBDC - Chester, PABusiness Consultantsince 2009
Full Profile

Certified Financial Planners near Wilmington, DE036912West ChesterNewarkMediaChesterBearHockessinSwarthmoreConcordvilleGlen Mills


Certified Financial Planners around Wilmington, DE

Bear  (1)
Chester  (2)
Concordville  (1)
Glen Mills  (1)
Hockessin  (1)
Media  (3)
Newark  (5)
Swarthmore  (1)
West Chester  (12)

Certified Financial Planners in Delaware

Sub-specializations