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Certified Financial Planners in California

Certified Financial Planners in Woodland Hills, CA

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8 results found

Russell Livergood Woodland Hills, CA

Professions & Specialties

Certified Financial Planner • Personal Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Representative • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Certified Financial Planner, Russell Livergood, CFP
Title:
Certified Financial Planner, Russell Livergood, CFP
Location:
Woodland Hills, California
Industry:
Financial Services
Work history:
Certified Financial Planner, Russell Livergood, CFP Ownersince 1981
Full Profile

Keri Nelson Los Angeles, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Supervisor • Office Clerk • Clerical Specialist • Managers • Insurance Professional • Underwriter • Financial Manager

Experience & Education

Position:
Office manager/ Personal lines Insurance Professional at The Trident Agency
Title:
Office manager Insurance Agent at The Trident Agency
Location:
Greater Los Angeles Area
Industry:
Insurance
Work history:
The Trident Agency - Woodland Hills CaOffice manager/ Personal lines Insurance Professionalsince Apr 1999Warner Center Marriott Reservations SupervisorJan 1992 - Apr 1999
CFP
Full Profile

Robert Evans Woodland Hills, CA

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
birddog
Location:
Winnetka, California
Industry:
Real Estate
CFP
Full Profile

Elliott Friedman Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President at Wells Fargo Advisors, Senior Vice President- Investments at Wells Fargo...
Title:
Senior Vice President- Investments at Wells Fargo Advisors
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Woodland Hills, CA. 91367Senior Vice Presidentsince Feb 1999Wells Fargo Advisors - 5820 Canoga Ave., Suite 100, Woodland Hills, Ca. 91367Senior Vice President- Investmentssince Feb 1999
Languages:
Spanish
Full Profile

Kelli Lem Los Angeles, CA

Professions & Specialties

Puchasing and Estimating Manager • Deputy Director • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Title:
Estate & Business Planning
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Capitas Financial - Woodland Hills, CAAssociate Director of National AccountsMay 2009 - Nov 2012Entrepreneurial Management Center Programs AssistantNov 2007 - May 2009
CFP/MBA
Full Profile

Alex Zhuk Woodland Hills, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Chairperson • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Work

Company:
Transamerica moving equipment leasing, inc
Coo and president of west coast
Company:
Us bancorp financial
Senior financial advisor
Full Profile

Elizabeth Moore Woodland Hills, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Manager • Chief Executive • Operations Manager • Financial Manager • Bachelor of Science • Managers

Experience & Education

Work

Company:
Hutchinson and bloodgood, llp, certified public accountants
Non-equity partner
Company:
Audit manager
Full Profile

Rubik Babaians Glendale, CA

Professions & Specialties

Co-Founder • Director • Treasurer • Founder • Founding Member • Chief Executive • Operations Manager • Financial Officer • Financial Manager • Philanthrope • Non-Profit • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Founder, Director & Treasurer at Arpa Foundation for Film Music and Arts,...
Title:
Owner-Officer-Principal, Financial Technology Management, Inc.
Location:
Glendale, California
Industry:
Accounting
Work history:
Arpa Foundation for Film Music and Arts - Los Angeles, CACo-Founder, Director & Treasurersince Jan 1995Financial Technology Management, Inc. - Glendale-CaliforniaOwner-Officer-Principalsince Jan 1989
Certified Financial Planner
Full Profile

Certified Financial Planners near Woodland Hills, CA0160320480640800Los AngelesBeverly HillsThousand OaksCalabasasVan NuysSanta MonicaNorth HollywoodChatsworthSimi ValleyPacific Palisades


Certified Financial Planners around Woodland Hills, CA

Beverly Hills  (19)
Calabasas  (11)
Chatsworth  (3)
Los Angeles  (796)
Malibu  (1)
Northridge  (2)
Santa Monica  (7)
Simi Valley  (3)
Thousand Oaks  (14)
Topanga  (1)
Van Nuys  (9)

Certified Financial Planners in California

Sub-specializations