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Financial Consultants in California

Financial Consultants in Fallbrook, CA

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9 results found

Michael Seibert Fallbrook, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Financial Director • Manager • Financial Officer • Financial Manager • Operations Manager • Counselor • Advisor • Master of Business Administration • Health Support Worker • Healthcare Support • Software Developer • Software Developers • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Work

Company:
Fort mojave indian tribe - Needles, CA
Controller/chief finance officer
Company:
Nextwave, wireless, inc - San Diego, CA
Financial consultant

Skills

Some of the financial systems that I have used include J.D. Edwards; Oracle; SAP; Hyperion...
Full Profile

Jeff Crane San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Baseball & Softball Manager at Oceanside Valley Little League, Financial Consultant at Thrivent ...
Title:
CFP(r), Financial Consultant @ Thrivent Financial, Servant Leader,
Location:
Greater San Diego Area
Industry:
Insurance
Work history:
Oceanside Valley Little League - Oceanside, CABaseball & Softball Managersince Mar 2010Thrivent Financial for Lutherans - Oceanside, CAFinancial Consultantsince Nov 1992
Skills:
Small Business, Leadership, Coaching Baseball, Sponsorship, Compassion, Integrity, Technical...
Languages:
Spanish
Certifications:
Certified Financial Planner, CFP Board
Chartered Life Underwriter, The American College
Full Profile

Jack Rutledge Fallbrook, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Partner • Chief Executive • Region Manager • Advertising Professional • Advertising Sales Agent • Area Manager • Managers

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Senior Financial Advisor- Merrill Lynch Global Wealth Management
Location:
Fallbrook, California
Industry:
Financial Services
Work history:
Merrill Lynch - Fallbrook, CASenior Financial Advisorsince Aug 1998MDI Treasurer- Board of DirectorsSep 2010 - Mar 2012
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Peter Hensley Fallbrook, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Baritone • Vocalist • Singer • Financial Manager

Experience & Education

Position:
Retired CPA, and CFP, Financial Advisor at La Jolla Chapter, SPEBSQSA,INC., Retired CPA, and CFP,...
Title:
Licensed Tax Practitioner at Peter Hensley
Location:
Fallbrook, California
Industry:
Financial Services
Work history:
La Jolla Chapter, SPEBSQSA,INC. Retired CPA, and CFP, Financial Advisorsince Aug 2002Pala Mesa Oaks Owners Assn Retired CPA, and CFP, Financial Advisorsince Aug 1995
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Angel Munoz Fallbrook, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technician • Technical Specialist • Technical Support Specialists • Industrial Operator • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Work

Company:
Vantage pointe senior residential housing - Oceanside, CA
Maintenance technician/portor
Company:
Tri city medical center - Oceanside, CA
Financial counselor recouping co-pays from patients time of discharge
Full Profile

Chip Hicks Fallbrook, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Vice President • Operations Manager • Chief Executive

Experience & Education

Work

Company:
Columbia bank
Vice president and trust business development officer
Company:
American marine bank - Bainbridge Island, WA
Lpl financial advisor and trust development officer
Full Profile

Don Kuhn San Diego, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chairman Emeritus • Financial Manager • Operations Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel • Leader • Managers • Vice President • Partner • Department Supervisor • Community Service Manager • Advisor • Non-Profit • Analysts • Sales Agent • Sales Representative • Government Administration Professional • Psychology Specialist

Experience & Education

Position:
Relationship Portfolio Manager / Director of Insurance Programs at FUTR Family Management, LLC,...
Title:
Wealth is more than Money. . .
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
FUTR Family Management, LLC - United StatesRelationship Portfolio Manager / Director of Insurance Programssince Nov 2012Estate Equities - West Coast, United States of AmericaInsurance Consultingsince Aug 2009
Languages:
Spanish
Financial Advisor Magazine
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Jamie Van Wagoner Temecula, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Supervisor • Managers • Counselor • Advisor • Senior Customer Service Representative • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Supervisor at Pacific Marine Credit Union
Title:
Branch Supervisor
Location:
Temecula, California
Industry:
Banking
Work history:
Pacific Marine Credit Union - Temecula, CABranch Supervisorsince Nov 2010JPMorgan Chase - Fallbrook, CAPersonal BankerMay 2010 - Nov 2010
Skills:
Customer Service, Banking, Credit, Loans, Team Building, Sales, Coaching, CRM, Management,...
Full Profile

Janice Swann Chekshani Cliffs, UT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Agent • Sales Representative • Software Tester • Computer Specialist • Director • Founder • Operations Manager • Founding Member • Chief Executive • Non-Profit • Financial Manager • Guide • Advisor • Office Clerk • Clerical Specialist • Analyst • Analysts • Tour Guide • Financial Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Science • Bachelor of Science • Family Practitioner • General Practitioner • Market Research Analyst • Physician

Experience & Education

Position:
Senior Customer Care at Allconnect
Title:
Senior Customer Care Agent at Allconnect
Location:
New Harmony, Utah
Industry:
Consumer Services
Work history:
Allconnect - St. George, UtahSenior Customer Caresince Jan 2011IZARAH Foundation - St. George, UtahDirector and FounderJan 2010 - Dec 2011
Financial Advisor at Private Wealth Management
Full Profile

Financial Consultants near Fallbrook, CA04649281,3921,8562,320San DiegoCarlsbadSan Juan CapistranoTemeculaCoronaEl ToroSan ClementeOceansideDel MarEscondido


Financial Consultants around Fallbrook, CA

Aguanga  (1)
Bonsall  (1)
Carlsbad  (97)
Corona  (38)
Dana Point  (18)
Del Mar  (27)
El Toro  (35)
Encinitas  (24)
Escondido  (25)
Hemet  (11)
Moreno Valley  (21)
Murrieta  (19)
Oceanside  (28)
Perris  (6)
Poway  (18)
San Clemente  (28)
San Diego  (2,316)
San Jacinto  (4)
San Marcos  (18)
Solana Beach  (5)
Sun City  (6)
Temecula  (56)
Vista  (10)
Wildomar  (3)
Winchester  (4)

Financial Consultants in California

Sub-specializations

Banker  (22)
Financial Consultant  (9)