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Financial Consultants in California

Financial Consultants in Camarillo, CA

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30 results found

Jonathan Payne Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher • Vice President • Chief Executive • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Investment Advisor Representative at Tactical Wealth Solutions
Title:
Investment Advisor Representative, Tactical Wealth Solutions
Location:
Camarillo, California
Industry:
Financial Services
Work history:
Tactical Wealth Solutions - Camarillo, CAInvestment Advisor Representativesince Oct 2012Wells Fargo Advisors, LLC - 1000 Town Center Drive Oxnard, CA 93036Financial AdvisorFeb 2010 - Jul 2012
Full Profile

Marie Gayet Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accountant

Experience & Education

Work

Company:
Chw/dignity health - Camarillo, CA
General accountant
Company:
Mp productions - Santa Barbara, CA
Financial consultant

Skills

Legal research, Contracts, Admin, unclaimed property, filing, record keeping, auditing, internet...
Full Profile

Robert Lockyer Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Programmer • Programmer • Chief Executive • Sales Manager

Experience & Education

Work

Company:
Ut, nv
Financial advisor
Company:
Branch office of axa advisors, llc
Trainer position for the branch office of axa advisors
Full Profile

Vianey Arroyo Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officers • Customer Service

Experience & Education

Work

Company:
Wfg - Westlake Village, CA
Financial advisor
Company:
Sure path financial solutions - Simi Valley, CA
Loan modification specialist
Full Profile

Samson Ghaffari Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Operations Manager • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at Samson Financial, Inc (securites offered through LPL Financial)
Title:
Financial Advisor at Samson Financial, Inc.
Location:
Camarillo, California
Industry:
Financial Services
Work history:
Samson Financial, Inc (securites offered through LPL Financial) - 2435 Ventura Blvd, Suite AFinancial Advisorsince Sep 2011Edward Jones - CamarilloFinancial AdvisorDec 2005 - Sep 2011
Full Profile

Matthew Shrope Ventura, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Advisor

Experience & Education

Position:
Personal Banker at Chase Investments
Title:
Personal Banker
Location:
Ventura, California
Industry:
Financial Services
Work history:
Chase Investments - Ventura, CAPersonal Bankersince Jun 2011Independent Capital Management - Camarillo, CAFinancial AdvisorSep 2010 - May 2011
Full Profile

Chad Jennings Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Senior Manager • Operations Manager • Inside Sales Representative • Sales Representative • Promoter • Entertainment Professional • Entertainer • Accounting Analyst • Financial Analyst • Analyst • Analysts

Experience & Education

Position:
Finance Manager at Power-One
Title:
Finance Manager at Power-One, Inc.
Location:
Camarillo, California
Industry:
Electrical/Electronic Manufacturing
Work history:
Power-One Finance Managersince Mar 2009Edward Jones Investments Financial AdvisorOct 2008 - Mar 2009
Full Profile

Leticia Estoppey Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Manager • Operations Manager • Business Administrator • Consumer Goods Professional • Commodities Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Analyst

Experience & Education

Position:
Accounting Manager at Vitesse Semiconductor
Location:
Camarillo, California
Industry:
Semiconductors
Work history:
Vitesse Semiconductor Accounting Managersince Mar 2010Deckers Outdoor Corporation Financial ConsultantDec 2008 - Jun 2010
Full Profile

Lisa Lewis Camarillo, CA

Professions & Specialties

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

Experience & Education

Position:
Financial advisor at Independent Capital Management
Location:
Camarillo, California
Industry:
Financial Services
Work history:
Independent Capital Management - Camarillo, CAFinancial advisorsince 1998
Skills:
Retirement Planning, 401k Rollovers, Wealth Management, Retirement, Series 7, Fixed Annuities,...
Full Profile

Robert Henderson Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Manager • Operations Manager • Account Manager

Experience & Education

Work

Company:
Orr & associates insurance services - Chatsworth, CA
Sales agent/account manager
Company:
Wm financial services - Irvine, CA
Senior financial consultant
Full Profile

Shamsuddin Asrani Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Sales Representative

Experience & Education

Work

Company:
World financial group
Financial consultant
Company:
Rapid tax service - Redlands, CA
Office administrator
Full Profile

Christopher Hernandez Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Sales Account Associate • Sales Executive • Sales Manager • Advisor • Tax Accountant

Experience & Education

Work

Company:
Heymont & company
Registered investment sales associate
Company:
Morgan stanley - San Francisco, CA
Financial advisor associate
Full Profile

Cj Stevens Camarillo, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
Jpmorgan chase bank
Private client banker
Company:
Morgan stanley
Financial advisor associate
Full Profile

Jonathan Payne Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor - sales
Company:
Sandler sales institute
Business development leader
Full Profile

Burt Williamson Camarillo, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Advisor • Counselor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Doctor of Medicine • Business Administrator • Restaurants Professional • Food service • Chief Executive • Operations Manager • Sales Representative

Experience & Education

Position:
Financial Strategist at PlanPrep LLC
Title:
PlanPrep - Practical financial advice for a world of uncertainty
Location:
Camarillo, California
Industry:
Financial Services
Work history:
PlanPrep LLC - Camarillo, CAFinancial Strategistsince Jun 2006United Capital Financial Advisers Consultant2010 - 2010
Skills:
Financial Planning, Investment Management, Retirement Planning, Life Insurance, Business Succession ...
Financial Advisor at AMEX Financiasl Advisors
Full Profile

Kenneth Wilkinson Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Agent • Counselor • Supporting Member • Leader • Service Manager • Advisor • Team Member • Managers • Service Operations Expert • High School Diploma • Database Administration Professional • Database Administrator • Customer Service • Operations Manager

Experience & Education

Work

Company:
At&t advertising solutions
Advertising premise sales representative -yp
Company:
Ohio national financial services
Life insurance general agent and independent broker

Skills

Life, Health & Disability Insurance Licensed since August 2006 to current, Google AdWords...
Full Profile

Joel Marler Camarillo, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Payroll Administrator • Payroll Supervisor • Compensations and Benefits • HR Manager • Operations Manager • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Bachelor of Science • Business Administrator

Experience & Education

Work

Company:
Clipper windpower, llc
Corporate payroll manager
Company:
Reiter affiliated companies, llc - Oxnard, CA
Corporate payroll manager

Skills

Account Reconciliation, Tax Filings, Tax Deposits, Oracle, ADP, Peachtree, Abecas, MS Excel, MS...
Full Profile

Seth Escobar Camarillo, CA

Professions & Specialties

Financial Services Sales Agent • Development Director • Team Leader • HR Manager • Operations Manager • Training Specialist • Workforce Development Specialist • Training and Development

Experience & Education

Work

Company:
American international group (aig)
Talent development manager - aig
Company:
American international group (aig)
Training specialist, senior team lead - aig
Full Profile

Alberto Camacho Camarillo, CA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Credit Analyst • Loan Accountant

Experience & Education

Work

Company:
Massmutual
Finacialservices professional
Company:
New england financial, a metlife company
Financial adviser
Full Profile

Jill Escobar Camarillo, CA

Professions & Specialties

Financial Services Sales Agent • Account Service Manager • Client Service Officer • Representative • Customer Service • Operations Manager

Experience & Education

Work

Company:
Odu-usa - Camarillo, CA
Account executive
Company:
Bank of america - Thousand Oaks, CA
Senior loan servicing representative
Full Profile

David Machacek Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Client Service Officer • Chief Administrative Officer • Deputy Director • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Deputy Manager • Volunteer • Organization Management • Managers • Non-Profit • Postsecondary Teacher • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at SagePoint Financial, Financial Services Specialist at Independent Capital...
Title:
Financial Advisor at SagePoint Financial, Inc.
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
SagePoint Financial - Camarillo, CAFinancial Advisorsince Oct 2010Independent Capital Management - Camarillo, CAFinancial Services Specialistsince Oct 2010
Skills:
Research, Non-profits, Mentoring, Public Speaking, Retirement Planning, Investment Advisory, Life...
Full Profile

Scott Davenport Morristown, TN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Market Analyst • Market Research Analyst • Manager • Chief Executive • Operations Manager • Clerk • Office Runner • Counselor • Clerical Specialist • Courier • Advisor • Author • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor & Option Strategy Specialist at Merrill Lynch Wealth Management
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Morristown, Tennessee
Industry:
Investment Management
Work history:
Merrill Lynch Wealth Management - Morristown, TNFinancial Advisor & Option Strategy Specialistsince Feb 2013Index Futures Group - Camarillo, CASenior Futures & Options Strategist/ Market AnalystOct 2012 - Feb 2013
Full Profile

Kevin Tolsma Los Angeles, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Security • School Principal • School Administrator • Educational Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
IMPORTANT DISCLOSURES at Financial Pointe
Title:
Financial Advisor, CFP® at Financial Pointe
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Financial Pointe - Westlake Village, CaliforniaIMPORTANT DISCLOSURESsince Jan 2013Independent Financial Group, LLC - Camarillo, California 93010Registered PrincipalDec 2008 - Dec 2012
Full Profile

Eric Smith Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Trainer

Experience & Education

Position:
Owner and Attorney at Lifetime Legal, Financial Consultant at LPL, Owner at Lifetime Planning, Inc.
Title:
Retirement Money Coach, helping professionals and successful savers write their retirement "script."
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Lifetime Legal - Camarillo, CAOwner and Attorneysince Jun 2012LPL Financial Consultantsince May 2011
Skills:
Estate Planning, Retirement Planning, Wealth Management, Retirement Savings, Investment Advisory,...
Languages:
English, Spanish
Full Profile

Jorge Zambrano Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AIG Advisor Group
Title:
Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
AIG Advisor Group - Camarillo, CAFinancial Consultantsince Feb 2004Reno Hilton Hotel Resort Information Systems1990 - 1994
Languages:
English, Spanish
Full Profile

Martin O'doherty Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Construction • Project Managers • Managers • Senior Manager • Operations Manager

Experience & Education

Position:
Construction Project Manager II at URS Corporation, Construction Management
Title:
Project Manager at URS Corporation
Location:
Greater Los Angeles Area
Industry:
Architecture & Planning
Work history:
URS Corporation, Construction Management - Greater Los Angeles AreaConstruction Project Manager IIsince Sep 2006TLW Sports Company, LLC - Camarillo, CAFinancial ConsultantNov 2003 - Sep 2006
Full Profile

Charles Winckler Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Board Member • Treasurer • Operations Manager • Chief Executive • Management Team Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Tax Preparer • Tax Accountant • Computer Software Professional • Software Developers

Experience & Education

Position:
CFO at NeuoSigma, Inc., Financial Consultant at Row 44, Inc.
Title:
CFO-NeuroSigma & Sr. Financial Consultant-Row 44
Location:
Greater Los Angeles Area
Industry:
Venture Capital & Private Equity
Work history:
NeuoSigma, Inc. - Westwood, CACFOsince Aug 2010Row 44, Inc. Financial Consultantsince Jul 2008
Skills:
Financial Modeling, Mergers, Due Diligence, Start-ups, Accounting, Internal Controls, Financial...
Full Profile

Paul Kiner Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Assistant Manager • Managers • Customer Service • Client Service Officer • Clergy • Advisor • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Branch Manager at JPMorgan Chase
Location:
Orange County, California Area
Industry:
Banking
Work history:
JPMorgan Chase - Orange County, California AreaVP Branch ManagerAug 2011 - Mar 2013JP Morgan Chase Asst Manager SalesJan 2010 - Aug 2011
Financial Advisor at Independent Capital Managemen..
Full Profile

Jenny Yang Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Biotechnology Professional • Biologist • Biological Scientist • Accounting Analyst • Financial Analyst

Experience & Education

Position:
Transfer Pricing Tax Manager at Amgen
Location:
Greater Los Angeles Area
Industry:
Biotechnology
Work history:
Amgen - Thousand Oaks, CATransfer Pricing Tax Managersince Nov 2011Amgen Cost Accounting ManagerNov 2006 - Nov 2011
Financial Consultant at WellPoint
Full Profile

Colin Gray Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Administrator • Operations Manager • Supervisor • Managers • Logistician • Student Worker

Experience & Education

Position:
Senior Client Relationship Specialist at Charles Schwab
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Charles Schwab - Phoenix, Arizona AreaSenior Client Relationship Specialistsince May 2013Edward Jones - Mesa, AZFinancial AdvisorJan 2012 - Jun 2013
Skills:
Financial Analysis, Excel, Word, Customer Relations, Financial Planning, Financial Markets,...
Full Profile

Financial Consultants near Camarillo, CA0285684112140Woodland HillsThousand OaksSanta ClaritaCalabasasNorthridgeVenturaSimi ValleyOxnardChatsworthMalibu


Financial Consultants around Camarillo, CA

Calabasas  (48)
Carpinteria  (6)
Chatsworth  (14)
Fillmore  (1)
Malibu  (13)
Moorpark  (7)
Northridge  (32)
Ojai  (4)
Oxnard  (27)
Santa Clarita  (53)
Santa Paula  (1)
Simi Valley  (27)
Somis  (1)
Thousand Oaks  (126)
Topanga  (1)
Ventura  (27)
Woodland Hills  (139)

Financial Consultants in California

Sub-specializations

Financial Adviser  (2)
Financial Consultant  (30)