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Financial Consultants in California

Financial Consultants in La Mesa, CA

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14 results found

Allan Paranada San Diego, CA

Professions & Specialties

Banker • Portfolio Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Loan Officers • Mortgage Specialist • Underwriter • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Loan Accountant • Financial Officer • Corporate Executive • Bachelor of Science • Sales Representative • Property Manager • Real Estate Manager • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Commercial Underwriter at Vibra Bank
Title:
Commercial Banker
Location:
Greater San Diego Area
Industry:
Banking
Work history:
Vibra Bank - Chula Vista, CACommercial Underwritersince Jul 2011First Citizens Bank / Temecula Valley Bank - El Cajon, CAVice President, Commercial Portfolio ManagerMay 2009 - Jun 2011
I served as the primary contact and financial advisor for designated customers
Full Profile

Bob Burton San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Contractor • Contractor • Accounts Payable • Accounts Payable Specialist • Advisor • Managers • Entertainer • Operations Manager • Chief Executive • Corporate Executive

Experience & Education

Position:
Financial Advisor at Dominion Financial Services, Inc.
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Dominion Financial Services, Inc. - La Mesa, CAFinancial Advisorsince Jul 2012Independent Capital Management - Greater San Diego AreaFinancial Services SpecialistApr 2011 - Jul 2012
Skills:
Retirement Planning, Retirement, Estate Planning, Securities, Disability Insurance, Insurance,...
Full Profile

Christine Dellacato La Mesa, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor with more than 20 years of experience, Branch Manager at LPL Financial
Title:
Branch Manager , Advisor at LPL Financial
Location:
La Mesa, California
Industry:
Financial Services
Work history:
LPL Financial Financial Advisor with more than 20 years of experience, Branch Managersince Jun 1995Merrill Lynch Financial ConsultantOct 1989 - May 1995
Skills:
Series 7, Wealth Management, Investments, Securities, Strategic Financial Planning, Investment...
Full Profile

Kevin Poe La Mesa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Coordinator • Managers

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
La Mesa, California
Industry:
Financial Services
Work history:
Edward Jones - La Mesa, CaliforniaFinancial Advisorsince Feb 2011Maritz Travel Company - Several domestic and international destinationsSr. Travel DirectorJun 2004 - Feb 2011
Full Profile

Dennis Santamaria La Mesa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Compliance Agent • Logistics Supply Chain Professional • Compliance Officer • Auditor • Logistician • Data Analyst • Data Entry Specialist • Data Scientist • Payroll Supervisor • Compensations and Benefits • Software Developers • IT Specialist

Experience & Education

Position:
Operations Compliance Specialist at Bridgepoint Education, Student Services Auditor at Ashford...
Title:
Operations Compliance Specialist at Bridgepoint Education
Location:
La Mesa, California
Industry:
Logistics and Supply Chain
Work history:
Bridgepoint Education - Greater San Diego AreaOperations Compliance Specialistsince Jun 2013Ashford University - Greater San Diego AreaStudent Services Auditorsince Dec 2012
Skills:
ITIL, SAP, Spanish, French, Oracle, Microsoft Operating Systems, Financial Modeling, Business...
Languages:
Spanish, French, English
Lead Financial Advisor and Data Analyst at Bridgepoint..
Full Profile

Angelica Traylor La Mesa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Administrative Assistant • Representative • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Fidelity bank - Atlanta, GA
Technical banking representative
Company:
Atlanta diabetes associates - Atlanta, GA
Financial counselor

Skills

Ability to work organized, with accuracy, independently and as a team player while under pressure...
Full Profile

Andrew Knutson San Diego, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Sagepoint Financial, Financial Advisor at Sagepoint Financial
Title:
Independent Financial Services Professional
Location:
Greater San Diego Area
Industry:
Financial Services
Work history:
Sagepoint Financial Financial Advisorsince 1994Sagepoint Financial - La Mesa CaFinancial Advisorsince Aug 1982
Skills:
Retirement, Series 63, Securities, Strategic Financial Planning, Investments, Wealth, Series 24,...
Full Profile

Mindy Crandall La Mesa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Controller • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Work

Company:
Rush press
Financial consultant
Company:
Century club of san diego / farmers insurance open - San Diego, CA
Finance director

Skills

Financial model development, analysis, budgeting, accounting procedures, process improvement
Full Profile

Todd Kiehnau La Mesa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Benefits Specialist • Compensations and Benefits • Advisor

Experience & Education

Work

Company:
Kiehnau & associates, inc
Colonial life and accident insurance company / institutional benefits specialist
Company:
Merrill lynch & co., inc - San Diego, CA
Commercial banking / financial consultant / registered investment advisor

Skills

MLPF&S: Certified Financial Manager
Full Profile

Robert Britton La Mesa, CA

Professions & Specialties

Counselor • Analyst • Advisor • Analysts

Experience & Education

Work

Company:
Wells fargo wealth management - San Diego, CA
Business systems consultant
Company:
Wells fargo wealth management - San Diego, CA
Investment management specialist/equity analyst
Full Profile

Robert Cfa La Mesa, CA

Professions & Specialties

Financial Analyst • Manager • Operations Manager • Counselor • Analyst • Advisor • Analysts

Experience & Education

Work

Company:
Wells fargo wealth management - San Diego, CA
Business systems consultant
Company:
Wells fargo wealth management - San Diego, CA
Investment management specialist/equity analyst
Full Profile

Diana Tarantino La Mesa, CA

Professions & Specialties

Financial Services Sales Agent • Doctor of Medicine • Account Manager

Experience & Education

Work

Company:
Mary c murphy md and leo j murphy md
Mary c murphy md
Company:
Practice development strategies - San Diego, CA
Patient account manager
Full Profile

Rick Mckee La Mesa, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive

Experience & Education

Work

Company:
Advanta home care
President
Company:
Lpl financial services, inc - San Diego, CA
Fixed income trader
Full Profile

Kimber Cannistraci La Mesa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Attorney • Lawyer • Supporting Member • Team Member

Experience & Education

Office:
Nicholas A. Leto, Jr.
7777 Alvarado Road, Suite 227, La Mesa, CA 91942
Phone:
(619) 232-7384 (Phone)
Specialties:
Family Law, High Net Worth Divorce
ISLN:
918233576
Admitted:
2000, California
Biography:
Recipient: The Annual Anson Levitan Public Law Internship Award, 1997. Associate Financial...
Full Profile

Financial Consultants near La Mesa, CA04649281,3921,8562,320San DiegoChula VistaEl CajonNational CityBonitaSpring ValleySanteeLemon Grove


Financial Consultants around La Mesa, CA

Bonita  (6)
Chula Vista  (27)
El Cajon  (18)
Lemon Grove  (1)
San Diego  (2,316)
Santee  (4)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (14)