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Certified Financial Planners in Washington

Certified Financial Planners in Yakima, WA

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13 results found

Clark Permann Yakima, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Doctor of Medicine

Experience & Education

Position:
Owner/President at Financial Management, Inc., President/CFP Practioner at Financial Management, Inc.
Location:
Yakima, Washington Area
Industry:
Financial Services
Work history:
Financial Management, Inc. Owner/Presidentsince Oct 1991Financial Management, Inc. President/CFP Practionersince 1991
Skills:
Personal F'inancial Planning, Estate and Retirement Planning, Investment Management
Full Profile

Marie Cobb Yakima, WA

Professions & Specialties

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

Experience & Education

Position:
Investment Representative at Meister & Associates, Bradley Meister CFP, ChFC (Sole Proprietorship)
Title:
Investment Representative at Meister & Associates, Bradley Meister CFP, ChFC
Location:
Yakima, Washington Area
Industry:
Financial Services
Work history:
Meister & Associates, Bradley Meister CFP, ChFC Investment Representative
Full Profile

James Jongeward Yakima, WA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CPA/CFP TAX/FINANCIAL PLANNER at IDEAL COMPANY
Location:
Yakima, Washington Area
Industry:
Accounting
Full Profile

Ford Barrett Yakima, WA

Professions & Specialties

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

Experience & Education

Position:
CFP at Financial Alternatives
Location:
Yakima, Washington Area
Industry:
Financial Services
Work history:
Financial Alternatives CFP
Full Profile

Paul Merz Yakima, WA

Professions & Specialties

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

Experience & Education

Position:
CFP®/Financial Advisor at Prospera Wealth
Location:
Yakima, Washington Area
Industry:
Investment Management
Work history:
Prospera Wealth CFP®/Financial Advisor
Full Profile

Joy Stenehjem Yakima, WA

Professions & Specialties

Partner • Chief Executive • Advisor • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Leonard Rickey Investment Advisors
Location:
Yakima, Washington Area
Industry:
Financial Services
Work history:
Leonard Rickey Investment Advisors Partnersince Sep 2000Ernst & Young Senior AuditorSep 1998 - Sep 2000
Certified Financial Planner Board of Standards
Full Profile

Steve Bogen Yakima, WA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Certified Nurse Aide • Hospital Care Professional • Nurse • Nurse Practitioner • Health Professional • Health Practitioner • Financial Manager • Psychology Specialist • Psychologist • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice-President at Care-Finders Inc., Director of Insurance Consulting and Recovery at Care-Finders...
Title:
Vice-President of Care-Finders Inc.
Location:
Yakima, Washington Area
Industry:
Hospital & Health Care
Work history:
Care-Finders Inc. - Wenatchee, WA.Vice-Presidentsince 2011Care-Finders Insurance Consulting - Wenatchee, waDirector of Insurance Consulting and Recoverysince Mar 2011
Full Profile

Scott Harris Yakima, WA

Professions & Specialties

Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Owner at Retirement Solutions
Title:
Owner, Retirement Solutions
Location:
Yakima, Washington Area
Industry:
Investment Management
Work history:
Retirement Solutions Owner
Certified Financial Planner
Full Profile

Ryan Franklin Yakima, WA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Senior Manager • Operations Manager

Experience & Education

Position:
Financial Planner and Investment Advisor at Moss Adams Wealth Advisors, LLC
Title:
Senior Financial Advisor at Moss Adams Wealth Advisors
Location:
Yakima, Washington Area
Industry:
Investment Management
Work history:
Moss Adams Wealth Advisors, LLC Financial Planner and Investment Advisorsince Jan 2003Moss Adams LLP Senior Manager1998 - 2010
Certifications:
Certified Financial Planner (CFP), Certified Financial Planner Board of Standards
Certified Public Accountant, Washington State Board of Accountancy
Full Profile

Sherry Gustin Yakima, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Yakima, Washington Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 1997InterWest Bank Investment Advisor1993 - 1997
Skills:
CERTIFIED FINANCIAL PLANNER(TM) practitioner, Chartered retirement planning counselor(SM)
Full Profile

Stephen Bogen Yakima, WA

Professions & Specialties

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

Experience & Education

Title:
Director of Financial Planning at Telos wealth management
Location:
Yakima, Washington Area
Industry:
Financial Services
Full Profile

Steve Bogen Yakima, WA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Advisor

Experience & Education

Title:
Vice-President of Care-Finders Inc.
Location:
Yakima, Washington Area
Industry:
Hospital & Health Care
Full Profile

Todd Petit Yakima, WA

Professions & Specialties

Puchasing and Estimating Manager • Partner • General Partner • Chief Executive • Financial Manager • Tax Preparer • Tax Accountant • Sales Representative

Experience & Education

Position:
Partner at Petit Sturtz & Petit
Location:
Yakima, Washington Area
Industry:
Accounting
Work history:
Petit Sturtz & Petit Partnersince Jan 2000
Skills:
Specialties include Federal and State tax preparation, IRS representation for audit and collection...
..of Enrolled Agents includes a Certified Financial Planner and securities broker..
Full Profile

Certified Financial Planners near Yakima, WA012WenatcheeGrandview


Certified Financial Planners around Yakima, WA

Grandview  (1)
Wenatchee  (2)

Certified Financial Planners in Washington

Sub-specializations