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Financial Advisers in California

Financial Advisers in Sacramento, CA

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Here is a complete list of nearly every available Financial Advisers in Sacramento, CA.

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28 results found

Boyan Tassev Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Adviser at Primerica
Title:
financial adviser
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
Primerica - Citrus heightsFinancial Advisersince Jan 2012
Full Profile

Deanna Garcia Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Owner • Chief Executive • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser Life Insurance Consultant at World Financial Group (WFG)
Location:
Sacramento, California Area
Industry:
Real Estate
Work history:
World Financial Group (WFG) Financial Adviser Life Insurance Consultantsince Jan 2013Mid Michigan Real Estate Investments - Bridgeport, MichiganBroker / OwnerMar 2012 - Dec 2012
Skills:
1031 Exchanges, Property Management, Property Damage, Property Tax, Investment Properties,...
Full Profile

Gio Trinchera Sacramento, CA

Professions & Specialties

Banker • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Vice President • Assistant Branch Manager • Owner • Chief Executive • Marketing Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Relationship Manager • Account Service Manager • Client Service Officer • Recruitment • Business Administrator • Presenter • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Vice President Branch Manager and Business Relationship Manager at Citibank
Title:
Vice President/Branch Sales Management-Client Development/Relationship Management
Location:
Sacramento, California Area
Industry:
Banking
Work history:
Citibank - Stockton, California AreaVice President Branch Manager and Business Relationship Managersince Aug 2006U.S. Bank - Roseville, CAVice President Branch Manager and Business Relationship ManagerAug 2002 - Aug 2006
Languages:
Spanish, Italian
Full Profile

Esther Aw Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Representative • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Agent at at New York Life Insurance Company, Financial Adviser for at Eagle Strategies, LLC, Owner...
Title:
Owner at EMA Financial and Insurance Services
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Agent atsince Dec 1997Eagle Strategies, LLC Financial Adviser forsince Dec 1997
Full Profile

Carolyn Stiver Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Publisher • Publishing Professional • Client Service Officer • Commodities Clerk • Customer Service • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Adviser at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisersince Jul 2011Jostens Yearbook publisherApr 1999 - Jun 2011
Full Profile

Ronald Bankofier Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial adviser at KJL/KLC Farms
Location:
Sacramento, California Area
Industry:
Farming
Work history:
KJL/KLC Farms Financial adviser
Full Profile

Justin Ozeroff Sacramento, CA

Professions & Specialties

Financial Adviser • Mortgage Loan Officer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Representative • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Client Service Officer • Customer Service • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Registered Representative at Principal Financial Group at Principal Financial Group
Title:
Financial Adviser VALIC/AIG
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Principal Financial Group - Sacramento, California AreaRegistered Representative at Principal Financial Groupsince Jun 2011Countrywide Bank/Bank of America Mortgage Loan Officer/ Financial AdvisorJan 2006 - Jun 2011
Full Profile

Mark Sinclair Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Physical Therapists • Physical Therapist Assistant • Psychology Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager

Experience & Education

Position:
Stocks Trading Room Moderator at Millennium-Traders.com, Financial Adviser at C-Systems Financial
Title:
Stocks Trading Room Moderator at Millennium-Traders.com
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Millennium-Traders.com Stocks Trading Room Moderatorsince Dec 2012C-Systems Financial - Sacramento, California AreaFinancial Advisersince Nov 2011
Full Profile

Charles Kinnison Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Lecturer • Postsecondary Teacher • Higher Education Professional • School Administrator • Educational Manager • Team Member

Experience & Education

Position:
Financial Adviser at Kinnison Financial Strategies, Financial Adviser at Kinnison Financial Strategies
Title:
Financial Adviser at Kinnison Financial Strategies
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Kinnison Financial Strategies Financial AdviserKinnison Financial Strategies Financial Advisersince Jul 1988
Full Profile

Rudy Miramontes Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Advisor • Agent • Sales Representative

Experience & Education

Position:
Insurance and Financial Adviser at Farmers Insurance Group
Title:
Rudy Miramontes Insurance Advisor
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
Farmers Insurance Group - Sacramento, California AreaInsurance and Financial Advisersince Jan 2010Aflac AgentOct 2006 - Jan 2008
Full Profile

Casie Coers Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Administrative Assistant for an Independent Financial Adviser
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Charlie Kinnison Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Adviser at Kinnison Financial Strategies
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Garrick Gookin Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Woodbury Financial
Title:
Financial Advisor at Edward Jones
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Woodbury Financial Financial Advisorsince Jul 2010Edward Jones Financial AdviserFeb 2005 - Jul 2010
Full Profile

William Cering Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Leader • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Market Research Analyst

Experience & Education

Position:
District Leader at Genworth Financial, Financial Adviser, Registered Investment Advisor at...
Title:
District Leader at Genworth Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Genworth Financial - San Francisco Bay Area-SacramentoDistrict Leadersince Jan 2010C-systems financial Financial Adviser, Registered Investment Advisorsince Mar 2009
Skills:
Mutual Funds, Investments, Securities, Strategic Financial Planning, Equities, Portfolio...
Full Profile

Matt Copeland Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Sales Manager • Sales Director • Chief Executive • Agent • Sales Representative • Insurance Professional • Underwriter • Counselor • Advisor

Experience & Education

Position:
Owner/Agent at State Farm Agent
Title:
Owner, State Farm
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
State Farm Agent Owner/Agentsince Mar 2005ATT Technical Sales/Account Manager-Network SalesJan 1995 - Feb 2004
Full Profile

Mark Pratt Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Adviser at New York Life Insurance Company
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Financial Advisersince Sep 2001First Northern Bank Financial AdviserJul 1996 - Sep 2001
Full Profile

Chris Packard Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Adviser at Packard Financial
Title:
Financial Adviser
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Packard Financial Financial Advisersince 2003
Skills:
Financial Modeling, Financial Analysis, Investments, Alternative Investments, Wealth Management,...
Full Profile

Kia Jafari Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Associate Attorney • Lawyers • Supervisor • Managers

Experience & Education

Work

Company:
Law offices of guenard & bozarth, llp - Elk Grove, CA
Associate attorney
Company:
Sky dental corporation - Pittsburg, CA
Financial adviser and marketing supervisor
Full Profile

Andy Bondar Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser, CEO at Bondar & Associates
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Esther Aw Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Adviser at EMA Financial & Insurance Services
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
EMA Financial & Insurance Services Financial Adviser
Full Profile

Esther Aw Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Adviser at EMA Financial & Insurance Services
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Jay Jones Sacramento, CA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Partner • Vice President of Sales • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Agent • Sales Agent • Sales Representative • Operations Manager • Instructor • Pedagogue • Business Administrator • Area Manager • Managers • Spokesperson • Representative • Advisor • Underwriter • Insurance Benefit Counselor • Workers Compensation Claims Examiner • Casualty Insurance Claims Examiner • Liability Specialist • Insurance Professional • Property Manager • Real Estate Manager • Sports Trainers

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Sacramento, California AreaFinancial Associatesince Mar 2013CLS Investments, LLC - West CoastVice President of SalesMar 2011 - Dec 2012
Certifications:
Series 6, 7 & 63, FINRA
Life, Health, Annuity, Variable License, CA Deptartment of Insurance
Financial Adviser at Lutheran Brotherhood aka Thri..
Full Profile

Thomas Coursey Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Representative • Advisor

Experience & Education

Title:
Former Agency Owner at Allstate
Location:
Sacramento, California Area
Industry:
Insurance
Full Profile

Tommy Coursey Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Representative • Advisor

Experience & Education

Title:
Former Agency Owner at Allstate
Location:
Sacramento, California Area
Industry:
Insurance
Full Profile

Tom Coursey Sacramento, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Representative • Advisor

Experience & Education

Title:
Former Agency Owner at Allstate
Location:
Sacramento, California Area
Industry:
Insurance
Full Profile

Joshua Miller Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Office Administrator • Operations Manager • Independent Business Owners • Supporting Member • Coordinator • Advisor • Team Member • Managers • General Education • Customer Service

Experience & Education

Work

Company:
Robert c. miller, d.d.s.
Dental office administrator
Company:
Rosetta credit services - Sacramento, CA
A.e/virtual assistant
Full Profile

Ryan Payne San Francisco, CA

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Advisor • Managers • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Financial Advisor at Alamo Capital
Title:
Financial Adviser at Alamo Capital
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Alamo Capital - Walnut Creek, CAFinancial Advisorsince May 2013California State University, Sacramento Student Assistant at The Center for EntrepreneurshipJan 2012 - Sep 2012
Full Profile

Nick Lessing Baltimore, MD

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Marketing Manager • Marketing Administrator • Manager • Operations Manager • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Apprentice • Student Worker

Experience & Education

Position:
Marketing at State of California
Location:
Baltimore, Maryland Area
Industry:
Information Technology and Services
Work history:
State of California Marketingsince Aug 2013ProSync Technology Group, LLC Marketing ManagerSep 2009 - Aug 2013
Full Profile