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Certified Financial Planners in North Carolina

Certified Financial Planners in Wilmington, NC

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32 results found

Richard Pugh Jacksonville, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Planner • Security • Speaker • Spokesperson • Representative • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Zeiders Enterprises, Inc., Certified Finanical Planner at Pugh & ...
Title:
Certified Financial Planner
Location:
Jacksonville, North Carolina Area
Industry:
Financial Services
Work history:
Zeiders Enterprises, Inc. Certified Financial Plannersince 2012Pugh & Associates, Inc. / Financial Security Advisory, Inc. Certified Finanical Plannersince Jul 1993
Full Profile

Chad Pearson Wilmington, NC

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 • Vice President • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Services, First Vice President, CFP at UBS Financial Services
Title:
FVP, CFP at Pearson Patterson Group of UBS Financial Services, Inc.
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
UBS Financial Services Financial Advisorsince Jan 2009UBS Financial Services First Vice President, CFPsince Jan 2009
Full Profile

Charles Cooke Wilmington, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Legal Counsel • Financial Manager

Experience & Education

Position:
Wealth Advisor at Cooke Capital, LLC
Title:
Charles R. Cooke, CFP® Works With Successful Dentists To Make Wise Decisions With Their Wealth
Location:
Wilmington, North Carolina Area
Industry:
Investment Management
Work history:
Cooke Capital, LLC - Wilmington & Goldsboro NC AreaWealth Advisorsince Jul 2006Sterne Agee - Goldsboro, North Carolina AreaFinancial AdvisorJul 2004 - Jul 2006
Certifications:
CERTIFIED FINANCIAL PLANNER ™
Full Profile

Christopher Riley Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Fountain Financial Associates, Advisor at Fountain Financial Associates
Title:
Certified Financial Planner/Fountain Financial Associates. rileyc@financialnetwork.com
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Fountain Financial Associates Certified Financial Plannersince 2007Fountain Financial Associates Advisorsince 2007
Full Profile

Steven Krasnipol Wilmington, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Planner • Sports Trainer • Sports Trainers • Owner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Wealth Coach of North Carolina, CFP, CLU, ChFC, Special Care Planner at Wealth Coach of...
Title:
CFP, CLU, ChFC, Special Care Planner at Wealth Coach of North Carolina
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Wealth Coach of North Carolina OwnerWealth Coach of North Carolina CFP, CLU, ChFC, Special Care Plannersince Jun 2008
Full Profile

Peter Niemczyk Wilmington, NC

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at LPL Financial
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Full Profile

Michael Brown Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Vice President at First Citizens Bank, Vice President / Client Advisor / CFP(R) at First Citizens Bank
Title:
Vice President at First Citizens bank
Location:
Wilmington, North Carolina Area
Industry:
Banking
Work history:
First Citizens Bank - Wilmington, North Carolina AreaVice Presidentsince Feb 2003First Citizens Bank Vice President / Client Advisor / CFP(R)since Feb 2003
Full Profile

Lisa Pelosi Wilmington, NC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Analyst • Analysts • Financial Manager

Experience & Education

Position:
CFP/Accountant at HydroCision
Title:
CFP-Certified Financial Planner
Location:
Wilmington, North Carolina Area
Industry:
Medical Devices
Work history:
HydroCision CFP/Accountantsince 2005Pioneer Investments - Boston, MAManager- Retirement Plans, Analyst, Accountant1987 - 1995
Full Profile

Chris Dean Wilmington, NC

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:
Certified Financial Planner - CFP (R) at Raymond James
Title:
CERTIFIED FINANCIAL PLANNER - CFP(R)
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Raymond James Certified Financial Planner - CFP (R)since Feb 2006Morgan Stanley Financial AdvisorMay 1997 - Feb 2006
Full Profile

Lisa Pelosi Wilmington, NC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Analyst • Analysts • Financial Manager

Experience & Education

Position:
CFP/Accountant at HydroCision
Title:
CFP-Certified Financial Planner
Location:
Wilmington, North Carolina Area
Industry:
Medical Devices
Work history:
HydroCision CFP/Accountantsince 2005Pioneer Investments - Boston, MAManager- Retirement Plans, Analyst, Accountant1987 - 1995
Full Profile

Elaine Kontos Wilmington, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA at Elaine Kontos, CPA, CFP (Sole Proprietorship)
Title:
CPA at Elaine Kontos, CPA
Location:
Wilmington, North Carolina Area
Industry:
Accounting
Work history:
Elaine Kontos, CPA, CFP CPAsince Jan 1993
Full Profile

Sonny Rains Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Raymond James Financial
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Raymond James Financial Certified Financial Planner
Full Profile

Barbara Fleming Wilmington, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager

Experience & Education

Title:
Hospital & Health Care Professional
Location:
Wilmington, North Carolina Area
Industry:
Hospital & Health Care
Work history:
PPRES CFP professional1988 - 2011
Full Profile

Chris Deangelis Wilmington, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service • Client Service Officer • Team Leader • Financial Manager • Health Information Manager • Community Health • Wellness and Fitness • Social Workers • Health Services Administrator • Medical Services Manager • Health Services Manager • Psychology Specialist • Sales Representative • Sales Agent • Social Worker • Child Protective Services Specialist • Coordinator • Representative • Philanthrope • Managers • Doctor of Medicine • Bachelor of Arts • Human Resources Specialist • Recruitment • Psychologist • Industrial-Organizational Psychologist • Industrial Psychologist • Computer Specialist

Experience & Education

Position:
Director of Community Relations/Administrator In Training at Meridian Senior Living-Hermitage House
Title:
Director of Community Relations/Administrator In Training at Meridian Senior Living
Location:
Wilmington, North Carolina
Industry:
Hospital & Health Care
Work history:
Meridian Senior Living-Hermitage House - Castle Hayne, NCDirector of Community Relations/Administrator In Trainingsince Jun 2012Kindred Healthcare - Wilmington, North CarolinaDirector of Patient ExperienceAug 2011 - Jun 2012
Skills:
Management, Marketing, Risk Management, Performance Improvement, Medical Case Management, Medical...
Languages:
Spanish
Full Profile

Michael Boggio Wilmington, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Analysts • Financial Manager • Technology Director • Technology Manager • Technical Managers • Operations Manager • Business Administrator • Analysts • Non-Profit • Hospital Care Professional • Health Professional • Health Practitioner • Bachelor of Science • Master of Science • Trust Law Attorney • Lawyers • Real Estate Manager

Experience & Education

Position:
Managing Director / Chief Investment Strategist at IronGate Investment Management, Wealth Advisor...
Title:
Managing Director / Chief Investment Strategist at IronGate Investment Management
Location:
Wilmington, North Carolina
Industry:
Financial Services
Work history:
IronGate Investment Management - Wilmington, North Carolina AreaManaging Director / Chief Investment Strategistsince Jun 2012IronGate Partners, Inc. - Wilmington, North Carolina AreaWealth Advisorsince Jun 2012
Skills:
Wealth Management, Risk Management, Managed Volatility, Asset Allocation, Investment Strategies,...
Certified Financial Planner (CFP)
Full Profile

Michael Mclamb Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Representative • Team Member • Operations Manager • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Wilmington, North Carolina
Industry:
Financial Services
Work history:
Edward Jones - Wilmington, North CarolinaFinancial Advisorsince Oct 2012Edward Jones - Greater St. Louis AreaFinancial Advisor Career Development AssociateJun 2012 - Feb 2013
CFP Board Certified Curriculum
Full Profile

Heather Jarvis Wilmington, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Program Director • Founding Member • Chief Executive • Operations Manager • Financial Manager • Human Resources Specialist • Recruitment • Organization Management • Non-Profit

Experience & Education

Position:
Heather Jarvis at Heather Jarvis, Student Loan Expert
Title:
Student Loan Expert
Location:
Wilmington, North Carolina Area
Industry:
Higher Education
Work history:
Heather Jarvis, Student Loan Expert Heather Jarvissince Jan 2011Equal Justice Works Senior Program ManagerAug 2005 - Jan 2011
Skills:
Student Loans, Legal Education, Higher Education, Policy, Non-profits, Public Speaking, Teaching,...
Full Profile

Jason Wheeler Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Owner & Wealth Consultant at Pathfinder Wealth Consulting
Title:
Owner, Pathfinder Wealth Consulting
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Pathfinder Wealth Consulting Owner & Wealth Consultantsince Jun 2005Morgan Stanley Financial AdvisorJun 2001 - Jun 2005
Certified Financial Planner
Full Profile

Ross Marino Wilmington, NC

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chief Executive Officer • Corporate Executive • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Inbound Marketer • Web Marketer • Advisor • Sales Representative • Trust Law Attorney • Lawyers

Experience & Education

Position:
Chief Executive Officer at 401(k) Rekon, Branch Manager at Raymond James Financial Services, Inc.
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
401(k) Rekon Chief Executive Officersince Mar 2009Raymond James Financial Services, Inc. Branch Managersince Mar 1993
Skills:
Helping financial advisors and RIAs build more successful retirement plan practices by leveraging...
CERTIFIED FINANCIAL PLANNER
Full Profile

John Hunt Wilmington, NC

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager

Experience & Education

Title:
Sr. VP at SunTrust Private Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Banking
Certified Financial Planner Board of Standards
Full Profile

Marlene Trevisan Wilmington, NC

Professions & Specialties

Puchasing and Estimating Manager • Marketing Professional • Advertising Sales Agent • Human Resources Specialist • Recruitment • Sports Trainer • Sports Trainers • Leader • Life Coach • Managers • Advisor • Wellness and Fitness • Owner • Chief Executive • Psychology Specialist • Financial Manager • Property Manager • Real Estate Manager • Professional Development Teacher • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Health and Wealth Coach at Isagenix International
Title:
Independent Marketer, Executive Recruiter and National Cleansing Coach for the world's leader in nutritional cleansing.
Location:
Wilmington, North Carolina Area
Industry:
Health, Wellness and Fitness
Work history:
Isagenix International Health and Wealth Coachsince Nov 2003Launch Your Life, Inc OwnerSep 1996 - Oct 2004
Certified Financial Planner at RTD Financial Advis..
Full Profile

Bob Loweth Wilmington, NC

Professions & Specialties

School Principal • School Administrator • Educational Manager • Management Consultant • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Production Manager

Experience & Education

Title:
Principal at Rexroad Loweth Wealth Management
Location:
Wilmington, North Carolina
Industry:
Financial Services
Work history:
Coopers & Lybrand - Washington, DCManagement Consultant1988 - 1990RJR Nabisco - Winston Salem, NCGroup Product Manager, Planters Life Savers Division1985 - 1988
Skills:
Estate Planning, Investments, Asset Management, Business Planning, Investment Advisory, Asset...
Certified Financial Planner
Full Profile

Chantelle Marvin Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Process Engineer • Industrial Engineer • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Title:
Personal Financial Consultant
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Corning Incorporated - Wilmington, North Carolina AreaProcess Engineer/SupervisorApr 2008 - Jan 2013Hamilton Sundstrand Supply Chain ManagerJul 2005 - Apr 2008
Languages:
Spanish
Certifications:
Six Sigma Green Belt
Certified Financial Planner - candidate
Full Profile

Laurie Taylor Wilmington, NC

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Secretary • Organization Management • Financial Manager • Social Workers

Experience & Education

Position:
Vice President of Development at Lower Cape Fear Hospice & LifeCareCenter, Secretary, Board of...
Title:
VP Development Lower Cape Fear Hospice & LifeCareCenter
Location:
Wilmington, North Carolina Area
Industry:
Nonprofit Organization Management
Work history:
Lower Cape Fear Hospice & LifeCareCenter Vice President of Developmentsince Nov 2004New Hanover Community Foundation Secretary, Board of Directorssince Feb 2003
Skills:
Fundraising, Non-profits, Planned Giving, Annual Giving, Stewardship, Endowments, Board...
Full Profile

Matthew Brenneman Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Financial Manager

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Aug 2006Other Investment and Insurance Companies Financial RepresentativeJul 2005 - Aug 2006
Skills:
To learn about my specialites, visit my web site at http://www, nmfn, com/matthewbrenneman
Certified Financial Planner Board of Standards
Full Profile

Keith Carter Wilmington, NC

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Manager • Information Technology Director • Financial Manager

Experience & Education

Position:
Investment Advisor at Ascendor Wealth, LLC
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Ascendor Wealth, LLC Investment Advisorsince Feb 2011International Paper IT managerOct 1983 - Mar 2009
CFP Certification
Full Profile

Lloyd Frazee Wilmington, NC

Professions & Specialties

Puchasing and Estimating Manager • Leader • Senior Advisor • Managers • Advisor • Senior Director • Senior Manager • Operations Manager • Deputy Manager • Chief Executive • Financial Manager • Computational Scientist • IT Manager • Computer Scientists

Experience & Education

Position:
Senior Consultant at Information & Technology Services
Title:
Experienced Technology Leader
Location:
Wilmington, North Carolina Area
Industry:
Pharmaceuticals
Work history:
Information & Technology Services Senior Consultantsince Jan 2009Pfizer, Inc. Senior Director, Research & Development Informatics, IT Project Management OfficeJan 2007 - Dec 2008
..Certification in Financial Planning,CFP,
Full Profile

Walker Abney Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Oct 2006
CERTIFIED FINANCIAL PLANNER
Full Profile

Lynne Trotta Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Planning Specialist at IronGate Partners, Inc.
Title:
College Planning and Financial Services
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
IronGate Partners, Inc. - WilmingtonFinancial Planning Specialistsince Apr 2012
CFP
Full Profile

K Brenneman Wilmington, NC

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Certified Financial Planner,CFP,
Full Profile

Clay Blue Wilmington, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Master of Science • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Controller

Experience & Education

Position:
President at Murphy Investment Group, Inc.
Location:
Wilmington, North Carolina Area
Industry:
Individual & Family Services
Work history:
Murphy Investment Group, Inc. Presidentsince May 2006
Certifications:
Certified Public Accountant, North Carolina State Board of Certified Public Accountant Examiners
Certified Management Accountant, Institute of Management Accountants
Full Profile

Robert Hochuli Wilmington, NC

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Financial Manager

Experience & Education

Office:
219 Racine Drive, Wilmington, NC 28403
Admitted:
1983, North Carolina
Biography:
Only attorney in Wilmington who is also a CFP.
Full Profile

Certified Financial Planners near Wilmington, NC03691215FayettevilleJacksonvilleFaisonCastle HayneOak Island


Certified Financial Planners around Wilmington, NC

Castle Hayne  (1)
Faison  (1)
Fayetteville  (13)
Jacksonville  (4)
Oak Island  (1)

Certified Financial Planners in North Carolina

Sub-specializations