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Financial Consultants in California

Financial Consultants in Danville, CA

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30 results found

Michael Doumani Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Fb financial services/sorrento pacific inc - Fremont, CA
Investment officer
Company:
Mechanics investments & insurance services, inc - Concord, CA
Financial consultant
Full Profile

Mani Bajwa Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Team Member • Student Worker • Operations Manager

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Ansarada
Business development
Full Profile

David Weiner Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Consultant • Advisor • Controller • Independent Business Owners • Financial Director • Treasurer • Financial Officer • Financial Manager • Master of Business Administration • Supplier • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Independent Consultant at David Weiner
Title:
Independent Accounting/Financial Consultant at David Weiner
Location:
Danville, California
Industry:
Accounting
Work history:
David Weiner Independent Consultantsince 2001Meridian Place Development Treasurer2000 - 2012
Skills:
Clean-up, Turn around, Business Approach to Operations, Accounting, Business, Risk Management,...
Full Profile

Richard Powell Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investor • Project Manager • Banking Manager • Director • Financial Officer • Financial Manager • Project Managers • Operations Manager

Experience & Education

Title:
Private Investor, Financial Consultant
Location:
Danville, California
Industry:
Management Consulting
Work history:
University of California Sr. Banking ManagerJul 2006 - Sep 2011Thoratec Director of TreasuryJan 2001 - Oct 2005
Full Profile

Kevin Thatcher Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Manager • Financial Officer • Financial Manager • Operations Manager • Analyst • Analysts

Experience & Education

Work

Company:
Valent usa corporation - ($600m agricultural chemicals manufacturer serving north/latin america; owned by sumitomo chemical corp)
Senior business planning manager | senior business planning analyst
Company:
Merrill lynch & american express financial advisors - leading financial management and advisory firms - Oakland, CA
Financial advisor

Skills

SAP BPC, JD Edwards, Microsoft Office (Excel, PowerPoint, Word), OutlookSoft
Full Profile

Moji Hakimi Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Director • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Reliantems corp
Program manager
Company:
Empirerealty associates - Danville, CA
Financial consultant for residential and commercial real estate

Skills

Fourier Transform Infrared Spectroscopy (FTIR) Atomic/Magnetic Force Microscopy (AFM /MFM) ...
Full Profile

Thomas Akright Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Bachelor of Science • Master of Business Administration

Experience & Education

Work

Company:
Ncnuaaa
Senior financial consultant
Company:
Chief financial officer - San Francisco, CA
Full Profile

Nicholas Garcia Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Axa advisors, llc
Financial consultant
Company:
Ups store - Danville, CA
Sales associate

Skills

Hold the Series 7 and 66 licenses, Financial Modeling, Sales, Client relationship management,...
Full Profile

Harish Kumar Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Marketing Manager • Marketing Administrator • Founding Member • Chief Executive • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Solar topps - Phoenix, AZ
Marketing manager
Company:
Merrill lynch - Phoenix, AZ
Financial advisor
Full Profile

Maryanne Wu Danville, CA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Compliance Manager • Chief Administrative Officer • Financial Manager • Chief Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
Citigroup
Guided portfolio manager/financial advisor - san ramon
Company:
Citigroup - San Francisco, CA
Avp - division compliance manager / administrative principal san francisco
Full Profile

Brian Wisniewski Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Manager • Manager • Operations Manager

Experience & Education

Work

Company:
180 squared, inc.
Senior manager
Company:
Morgan stanley smith barney - Pleasanton, CA
Financial advisor, wealth manager
Full Profile

Dee Gill Danville, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Mass mutual financial group
Manager /financial advisor
Full Profile

Elizabeth Saffo Danville, CA

Professions & Specialties

Commercial Lender • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Marketing Professional • Advertising Sales Agent • Operations Manager • School Administrator • Educational Manager

Experience & Education

Work

Company:
Professional sabbatical
Company:
Alta alliance bank - Oakland, CA
Senior vice president & commercial lender
Full Profile

Melanie Foster Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Relations • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Director • Owner • Chief Executive • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment • Advisor

Experience & Education

Work

Company:
Redfin real estate
Real estate
Company:
Foster realty
Real estate broker
Full Profile

Justin Patellaro Danville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Accounting Clerk • Accounting Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Z -line designs, inc
A/r specialist
Company:
Amplify services, llc
General accountant (contract)
Full Profile

Cecilia Halim Danville, CA

Professions & Specialties

Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Customer Relations • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelors Degree

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Relocation
Work:
Keller Williams
Danville, CA
(925) 303-4864 (Phone)
License #01481383
Certifications:
CPFS
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Reading, spending time with my family, networking
..change and worked as a Stock Broker/Financial Advisor for a major financial investment..
Full Profile

Jp Mcdermott San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Regional Vice President • Chief Executive Officer • District Manager • Chief Human Resources Officer • Chief Executive • Corporate Executive • Region Manager • Personnel Administrator • HR Manager • Community Service Manager • Computer Network Professional • Network Administrator • Army Lieutenant Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Government Administration Professional • Training and Coaching Professional • Professional Development Teacher • Mediator • Sports Trainers • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at MassMutual San Francisco, Member, Board of Directors at Council of Business...
Title:
Financial Advisor at MassMutual San Francisco
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
MassMutual San Francisco - Walnut Creek, CAFinancial Advisorsince 2008Council of Business Advisors - San FranciscoMember, Board of Directorssince Jan 2013
Skills:
Coaching, Insurance, Retirement Planning, Public Speaking, Microsoft Office, Securities, Long Term...
Languages:
Spanish
Full Profile

Rob Pedersen Rio Vista, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Pedersen and Associates
Location:
Rio Vista, California
Industry:
Financial Services
Work history:
Pedersen and Associates - Rio Vista, CAFinancial Consultantsince Oct 1984The O.N. Equity Sales Company Financial Consultant2011 - 2013
Full Profile

Jim Crocker San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Advisor at Cascadia Wealth Management
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Cascadia Wealth Management Financial Advisorsince Apr 2011Rotary Club of Danville, CA - Danville, CAPresidentJul 2012 - Jun 2013
Full Profile

Dana Wellington San Francisco, CA

Professions & Specialties

Senior Broker • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Broker Associate at J Rockcliff Realtors
Title:
Senior Broker Associate, MIRM, GRI, CDPE, CPM, CPS, eGreen
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
J Rockcliff Realtors - Danville, CA 94506Senior Broker Associatesince Aug 2010North Point Group Financial Advisor/ Mortgage ConsultantAug 2010 - Aug 2012
Skills:
Retirement Planning, Strategic Financial Planning, Wealth Management, Loans, Refinance, Residential ...
Full Profile

Roy Carney San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • Carnival Worker • Recreation Attendant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Carney Financial and Insurance Services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Carney Financial and Insurance Services - 4185 Blackhawk Plaza Circle # 102 Danville,CA 94506Ownersince May 2009Griessel Group PartnerMar 2001 - May 2009
Skills:
401k Rollovers, Estate Planning, Retirement Planning, Fixed Annuities, Disability Insurance,...
Financial Advisor with 20 plus years experience he..
Full Profile

Gail Majerus San Francisco, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Agent • Sales Representative • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Private Client Mortgage Banker/Broker; Certified Homeownership and Financial Consultant at CMG...
Title:
Private Mortgage Banker; Consultant at CMG Financial Services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
CMG Financial Services Inc. Private Client Mortgage Banker/Broker; Certified Homeownership and Financial Consultantsince Jun 2011RPM Mortgage, Inc. Mortgage ConsultantApr 2004 - Apr 2011
Full Profile

Mark Boriskin Austin, TX

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Vice President - Investments, Financial Advisor at JPMorgan Securities LLC
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation - Austin, Texas AreaFinancial AdvisorJan 2011 - May 2013Wells Fargo - Austin, Texas AreaPrivate BankerApr 2006 - Dec 2010
Languages:
English
Full Profile

Greg Gaskin San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Principal at Gaskin Wealth Management
Title:
Principal at Gaskin Wealth Mangement
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Gaskin Wealth Management - Danville,caPrincipalsince Apr 2007Morgan Stanley Smith Barney Financial advisorJun 1993 - Apr 2007
Full Profile

Ray Gogolewski San Diego, CA

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Services Professional
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Gogolewski Consultants - Danville,CAPresidentJan 1994 - Dec 1997
Full Profile

Benjamin Agron San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Team Member • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Advisor at Mechanics Bank
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Mechanics Bank Financial Advisorsince Jan 2013Wells Fargo Advisors - Danville, CAFinancial AdvisorFeb 2012 - Jan 2013
Skills:
Series 7, Private Banking, Investments, Wealth Management, Banking, Mutual Funds, Retirement...
Full Profile

Daniel Hsu San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Professional • SEO Specialist • Advertising Sales Agent • Web Marketer • Owner • Chief Executive • Marketing Manager • Advisor • Customer Service • Client Service Officer • Internet Marketing Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer • Recruitment

Experience & Education

Position:
Owner at T.I.L. Darling - The Online Clothing Boutique, Digital Marketing Advisor at Loxley Public...
Title:
Digital Marketer at Loxley Public Company Limited
Location:
San Francisco Bay Area
Industry:
Apparel & Fashion
Work history:
T.I.L. Darling - The Online Clothing Boutique - Danville, CAOwnersince Mar 2008Loxley Public Company Limited - Danville, CADigital Marketing Advisorsince Apr 2013
Skills:
Business Development, Social Media Marketing, Online Marketing, Strategic Planning, Advertising,...
Languages:
English
Financial Advisor at Independent Financial Advisor
Full Profile

Adam Mcnulty San Francisco, CA

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • School Principal • School Administrator • Educational Manager • Advisor • Representative • Vice President • Financial Manager • Chief Executive • Customer Service

Experience & Education

Position:
Senior Account Executive at Liberty Group, Certified Financial Planner at OneVision Advisors
Title:
Senior Account Executive at Liberty Group
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Liberty Group - Oakland, CASenior Account Executivesince Aug 2004OneVision Advisors - Oakland, CACertified Financial Plannersince Jan 2001
Skills:
Retirement Planning, Wealth Management, Account Management, Fixed Annuities, Finance, Estate Planning
Senior Vice President / Financial Consultant at Sterling Financial Investm..
Full Profile

Ryan Sutherland San Luis Obispo, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Litigation Support Specialist

Experience & Education

Position:
Vice President & Trust Officer at Central Coast Wealth Management LLC
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Central Coast Wealth Management LLC Vice President & Trust Officersince Jan 2008Rabobank Trust Administration OfficerAug 2004 - Dec 2007
Certifications:
Certified Trust and Financial Advisor (CTFA), American Bankers Association
Certified Retirement Plan Specialist (CRPS), College for Financial Planning
Full Profile

Elena Bogorad San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Director • Production Manager • Operations Manager • Information Technology Specialist • IT Specialist • Chief Executive • Founding Member • Master of Business Administration • Master of Science • Non-Profit • Security • Arts and Crafts Specialist • Craft Artist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Product Manager at Authentise, Director of Public Relations at Alamo Danville Artists' Society (ADAS)
Title:
Product Manager at Authentise
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Authentise - Mountain View, CAProduct Managersince Apr 2013Alamo Danville Artists' Society (ADAS) - Blackhawk, CADirector of Public Relationssince Jan 2012
Skills:
Online Advertising, Business Development, Product Development, Business Planning, Digital...
Languages:
Russian, Spanish
Certifications:
Series 7 & 63 & 65, National Association of Securities Dealers
Financial Advisor at Prudential Financial
Full Profile

Financial Consultants near Danville, CA03774111148185OaklandWalnut CreekPleasantonConcordFremontSan RamonBerkeleyHaywardAlamedaLafayette


Financial Consultants around Danville, CA

Alameda  (25)
Alamo  (6)
Antioch  (17)
Berkeley  (57)
Clayton  (4)
Concord  (76)
Fremont  (68)
Hayward  (52)
Lafayette  (25)
Livermore  (16)
Moraga  (9)
Newark  (13)
Oakland  (181)
Orinda  (10)
Pleasanton  (89)
San Leandro  (17)
San Lorenzo  (5)
San Ramon  (63)
Union City  (17)
Walnut Creek  (141)

Financial Consultants in California

Sub-specializations

Financial Consultant  (30)
Financial Management Analyst  (4)
Funder  (1)