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Financial Consultants in California

Financial Consultants in Laguna Beach, CA

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116 results found

Lee Jones Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Union Bank
Title:
Senior Financial Advisor
Location:
Orange County, California Area
Industry:
Banking
Work history:
Union Bank - Huntington Beach, CASenior Financial Advisorsince Jan 2012JPMorgan Chase - Laguna Hills, CAFinancial AdvisorOct 2004 - Dec 2011
Full Profile

Albert Bui Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Business Owners • Advisor • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sports Trainers

Experience & Education

Position:
Financial Consultant at Self Employed, Mortgage Planning Specialist at New American Funding
Title:
Mortgage Planning Specialist
Location:
Irvine, California
Industry:
Real Estate
Work history:
Self Employed - South Orange CountyFinancial Consultantsince Feb 2013New American Funding - IrvineMortgage Planning Specialistsince Jan 2012
Skills:
Information Systems, Real Estate Finance, Personal Finance, FHA, VA, Mortgage, Conventional,...
Full Profile

Michael Kerrigan Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Investor • Business Administrator • Owner • Operations Manager • Chief Executive • Correspondent • Reporter • Agent • Client Service Officer • Sales Representative • Customer Service • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Chase Investment Services Corp.
Title:
Experienced Sales Professional
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Chase Investment Services Corp. - Aliso Viejo, CAFinancial Advisorsince Mar 2011Jackson National Life - Greater Denver AreaInternal WholesalerAug 2007 - Jul 2010
Full Profile

Melinda Trevino Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Vice President of Finance • Financial Officer • Financial Manager • Vice President • Chief Executive • Operations Manager • Counselor • Publisher • Construction • Organization Management • Advisor • Publishing Professional • Master of Business Administration • Bachelor of Arts • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
CFO at Trevino Family Investments
Location:
Laguna Beach, California
Industry:
Accounting
Work history:
Trevino Family Investments - Laguna Beach, CACFOsince Sep 2007Alpha Chi Omega - Pi Chapter Financial AdvisorSep 2009 - Dec 2011
Skills:
Books, Financial Planning, Budgeting, Financial Reporting, Accounting, SEC reporting, Quickbooks,...
Full Profile

Bradley Harkless Dana Point, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Senior Advisor • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Market Analyst • Market Research Analyst • Operations Manager • National Sales Assistant • Accounting Bookkeeper • Bookkeeper • Automotive Professional

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Dana Point, California
Industry:
Automotive
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisorsince Jun 2012Global Automotive Strategies - Dana Point, CAManaging Director / Senior AdvisorOct 2005 - Jun 2012
Skills:
Strategic Planning, Sales Management, Marketing Management, Tactical Planning, Operations...
Full Profile

Alan Dickson Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chairperson • Partner • Chief Executive • Operations Manager • Representative

Experience & Education

Position:
Vice President, Financial Advisor, Corporate Retirement Director at Morgan Stanley
Title:
Vice President, Financial Advisor, Corporate Retirement Director at Morgan Stanley Wealth Management
Location:
Laguna Niguel, California
Industry:
Investment Management
Work history:
Morgan Stanley - 28202 Cabot Road, Ste. 500Vice President, Financial Advisor, Corporate Retirement Directorsince Sep 2011ENERGI PENSION SYSTEMS, INC PresidentJan 1997 - Nov 2011
Certifications:
CHARTERED RETIREMENT PLANS SPECIALIST sm, College for Financial Planning
Full Profile

Brad Knight Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Managed Futures Specialist at Vision Financial Markets LLC, Investment Advisor Representative and...
Title:
Investment Advisor and Wealth Manager at GOLD KEY Wealth Management
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Vision Financial Markets LLC - Laguna Hills, CAManaged Futures Specialistsince Apr 2012GOLD KEY Wealth Management, LLC - Laguna HillsInvestment Advisor Representative and Wealth Managersince May 2011
Skills:
Extensive leadership training, Intermediate accounting knowledge., Efficient, detail-oriented and...
Financial Advisor
Full Profile

Merv Anderson Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Advisor • Guide • Tour Guide

Experience & Education

Position:
Financial Advisor at Anderson Financial Solutions, Accountant/Financial Advisor at Anderson...
Title:
CPA and Investment Advisor
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Anderson Financial Solutions Financial Advisorsince Jan 2010Anderson Accounting, Inc - Orange County, California AreaAccountant/Financial Advisorsince Oct 1999
Full Profile

Laura Tuthill Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chairperson • Board Member • Financial Officer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Property Manager • Real Estate Manager • Entertainer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Financial Officer at Rakuten.com Shopping
Title:
CFO at Rakuten.com Shopping
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Rakuten.com Shopping - Aliso Viejo, CAChief Financial Officersince Jan 2010Tri-Acumen Consulting PresidentMay 2009 - Jan 2010
Certifications:
CPA
Full Profile

Nancy Tassel Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Area Manager • Managers • Territory Account Manager • Operations Manager • Business Development Manager

Experience & Education

Work

Company:
Life technologies
New business development specialist
Company:
Newport private capital
Financial advisor
Full Profile

Bob Meier Huntington Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chief Operating Officer • Owner • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Investor • Business Consultant • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at LBZ, CEO/COO at Meier Consulting Services Inc, Investor/Principal at GEOS Inc
Title:
CEO/COO Meier Consulting Services Inc
Location:
Huntington Beach, California
Industry:
Venture Capital & Private Equity
Work history:
LBZ - Huntington Beach, CaFinancial Advisorsince 2010Meier Consulting Services Inc - Huntington Beach, CACEO/COOsince 2005
Skills:
Strategic Planning, Financial Analysis, Venture Capital, Entrepreneurship, Business Planning,...
Full Profile

Grant Johnson Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Law Specialist • Lawyer • Financial Director • Financial Officer • Financial Manager • Vice President • Chief Executive • Management Team Executive • Operations Manager • Managers • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Grant Johnson
Title:
Financial Advisor
Location:
Orange County, California Area
Industry:
Law Practice
Work history:
Grant Johnson - Laguna Niguel, CAFinancial Advisorsince Jan 2010Latham & Watkins LLP - 555 W 5th Street, Los Angeles, CA 90013Chief Financial OfficerMay 1999 - Jan 2010
Full Profile

Charles Krugh Santa Ana, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Chief Executive Officer • Chairperson • Sales Manager • Sales Director • Corporate Executive • Chief Executive • Financial Manager • Underwriter

Experience & Education

Position:
CEO at Doctor's Financial Network
Title:
Provider of Financial Security to Physicians and Dentists across the Country
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Doctor's Financial Network - San Clemente, CACEOsince Jan 2003MassMutual Financial Group - Newport Beach, CASales ManagerJul 2001 - Jan 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Chartered Life Underwriter, The American College
Full Profile

Stella Shim Laguna Beach, CA

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Bachelor of Arts • Analysts • Team Member • Research Specialist • Research Scientist • Student Worker

Experience & Education

Work

Company:
Morgan stanley
Wealth management financial advisor
Company:
Bbcn bank - New York, NY
Avp & loan officer
Full Profile

Ray Valencia Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Financial Director • Financial Officer • Financial Manager • Customer Service • Client Service Officer • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Bookkeeper • Human Resources Specialist • Recruitment • Business Administrator • Advisor • Computer Software Professional • Software Developers

Experience & Education

Position:
Firm Director at Independent Firm
Title:
Firm Director
Location:
Laguna Beach, California
Industry:
Executive Office
Work history:
Independent Firm - Laguna Beach, CAFirm Directorsince 2011Trilogy Financial - Irvine, CAFinancial Advisor2010 - Sep 2011
Full Profile

Darren Whissen Santa Ana, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Board Member • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Atomi Financial Advisors, Lead Portfolio Manager at Courtlandt, Board Member...
Title:
Financial Advisor | Portfolio Manager
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Atomi Financial Advisors - Newport Beach, CAPresidentCourtlandt - Newport Beach, CALead Portfolio Manager
Skills:
Retirement Planning, Wealth Management, Investments, Investment Advisory, Life Insurance, Personal...
Full Profile

Diane Wegener Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Otolaryngologist • Surgeon • Laryngologist • Surgical Specialist • Physician • Psychology Specialist • Health Professional • Health Practitioner • Analysts • Advisor

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Laguna Beach, California
Industry:
Financial Services
Work history:
Edward Jones - Laguna Beach, CaliforniaFinancial Advisorsince Apr 1996University of California Irvine Medical Center - Orange, CaliforniaDepartment Administrator - Manament Services OfficerJan 1990 - Apr 1996
Full Profile

Mark Stelling Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Advisor • Counselor • Advisor • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Financial Advisor, CRPC at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Laguna Hills, California
Industry:
Financial Services
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisor, CRPCsince Oct 2010GCAP Services,Inc. Senior ConsultantSep 2008 - Jan 2010
Full Profile

Park Randazzo Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Speaker • Spokesperson • Representative

Experience & Education

Position:
Investment Advisor at Select Portfolio Management, Motivational Speaker at Southern California
Title:
Financial Advisor at Select Portfolio Management
Location:
Irvine, California
Industry:
Higher Education
Work history:
Select Portfolio Management - Aliso Viejo, CAInvestment Advisorsince Jan 2012Southern California Motivational Speakersince Jan 2002
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Nancy Hemedy Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Thomas financial group
Financial consultant
Company:
Pacific vantage gmac - Rancho Santa Margarita, CA
Full Profile

Douglas Frazier Santa Ana, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
LPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM) at Pence Wealth Management
Title:
LPL Financial Advisor at Pence Wealth Management
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Pence Wealth Management - Newport Beach, CALPL Financial Advisor CERTIFIED FINANCIAL PLANNER (TM)since May 2007Morgan Stanley - Laguna Hills, CAVice PresidentOct 1997 - Apr 2003
Full Profile

Mario Zita Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President of Marketing • Vice President • Chief Executive • Marketing Manager • Servicer • Brand Planner • Brand Representative • Region Manager • Operations Manager • Area Manager • Managers • Human Resources Specialist • Workforce Development Specialist • Training and Development • Recruitment • Psychology Specialist • Software Developers

Experience & Education

Position:
Financial Advisor | Wealth Management at Merrill Lynch
Title:
Financial Advisor, Wealth Management Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Laguna Hills, CAFinancial Advisor | Wealth Managementsince Jun 2012Fidelity National Commerce Velocity - Irvine, CAVice President MarketingMar 2011 - Feb 2012
Certifications:
Life & Disability Licensed, State of California
Securities 66 & 7 Licensed, FINRA
Full Profile

Nessa Englebright Laguna Beach, 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 Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Laguna Niguel, California
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Oct 2003
Languages:
English
Full Profile

Laura Greenberg Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Edward Jones - Laguna Hills, CAFinancial Advisorsince 2009Merrill Lynch Financial Advisor2008 - 2009
Full Profile

Pat Cahill Santa Ana, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Smith Barney, financial advisor at LPL Finanical
Title:
financial advisor at LPL Finanical
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Smith Barney CFPLPL Finanical - Laguna Hills CaFinancial advisorsince Dec 2011
Full Profile

Gatti Ron Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
President at Laguna Beach Financial and Insurance Solutions, Inc.
Title:
President
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Laguna Beach Financial and Insurance Solutions, Inc. - Laguna Beach, CAPresidentsince Sep 2008AIG Retirement V.P. Relationship ManagementNov 1988 - May 2008
Premier Financial Advisor Qualifier
Full Profile

Dita Shemke Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Founder • Founding Member • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor, Shemke-Dixon Wealth Advisory Group - Stifel Nicolaus at Stifel Financial Corp.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Irvine Spectrum, Orange County, CAFinancial Advisor, Shemke-Dixon Wealth Advisory Group - Stifel Nicolaussince May 2011Morgan Stanley Smith Barney - Laguna Niguel, CAFinancial Advisor, Wealth Planning Specialist2000 - 2011
Languages:
Spanish, Tagalog
Full Profile

Shermamat Abdullozoda Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Economic Development Specialist • Mathematics • Economic Research Analyst • Economic Expert • Economist • Mathematician • Speaker • Spokesperson • Representative

Experience & Education

Work

Company:
Julias ecs
Independant financial advisor/expert
Company:
Department of treasury - Tashkent
Director of finance for economic development

Skills

International Relations, Finance & Economics, Leadership, Management, Key Strengths, Team...
Full Profile

Herbert Chasman Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Attorney At Law • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant CA Insurance Lic. # 0C50524 at Shuster Financial Group, Financial Consultant...
Title:
Attorney at Law at Herbert Chasman and Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Shuster Financial Group - Irvine, CAFinancial Consultant CA Insurance Lic. # 0C50524since Jan 2011Shuster Financial Services Financial Consultant
Full Profile

Drew Davies Laguna Beach, CA

Professions & Specialties

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

Experience & Education

Work

Company:
La jolla pacific, ltd
Sales and project coordinator
Company:
Ubs financial services - Encino, CA
Financial advisor internship

Skills

Skills/Software Proficient in Microsoft Windows, Excel, Word, PowerPoint, Outlook and various...
Full Profile

John C Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Corporate Executive • Chief Executive • Financial Analyst • Master of Business Administration • Bachelor of Science • Business Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Manager at Chaddock Financial
Title:
Estate Planning
Location:
Laguna Niguel, California
Industry:
Investment Management
Work history:
Chaddock Financial Managersince Jan 2002JTC Real Estate Consulting Financial Consultant2002 - 2004
Full Profile

Jim Johnson Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Chief Executive

Experience & Education

Position:
Financial Services at Edward Jones
Title:
Financial Advisor
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Edward Jones - Laguna Hills, CAFinancial Servicessince Jun 2013Morgan Stanley Smith Barney Financial AdvisorJun 2011 - Mar 2013
Full Profile

Crystal Hickey Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Personal Trainer • Fitness Trainer • Bachelor of Science

Experience & Education

Work

Company:
Wells fargo advisors
Registered client associate
Company:
Morgan stanley smith barney - Laguna Niguel, CA
Financial advisor

Skills

Strong customer service and communication skills; both written and verbally - Self-starter - Hard...
Full Profile

Jared Soto Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Software Developer • Software Developers • Analysts • Advisor

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Lenscrafters, inc
Operations manager

Skills

Proficient with Excel, Access, Word, and other MS Office applications, Adobe Design Suite, SAP, MS...
Full Profile

Robert Ahearn Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Business Administrator • Team Member • Underwriter • Juris Doctor • Bachelor of Science • Chief Executive • Supervising Planner • Operations Manager • Financial Manager • Tax Accountant

Experience & Education

Work

Company:
B&d advisors, llc and bowditch & dewey, llp - Worcester, MA
Financial advisor and attorney
Company:
Morgan stanley - Wellesley, MA
Financial advisor, estate planning consultant and retirement planning specialist
Full Profile

Minoo Heidari Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Ophthalmologist • Optician • Licensed Dispensing Optician • Physician • Co-Owner • Sales Manager • Operations Manager • Owner • Chief Executive • Business Administrator • Data Scientist • Retail Sales Manager

Experience & Education

Work

Company:
Dr. shahla abedi
Ophthalmologist assistance / optician
Company:
World financial group
Financial advisor

Skills

Sales, Marketing, Optician, Medical & Vision billing, Purchasing / Buying/ dispencing /...
Full Profile

Jessica Holt Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Team Member

Experience & Education

Work

Company:
Park city medical
Financial counselor
Company:
Teehee engineering, inc
Proposal writer/ project coordinator
Full Profile

Michael Kerrigan Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Operations Manager • Director of Operations • Chief Executive • Advisor

Experience & Education

Work

Company:
Jp morgan chase
Vice president of investements/financial advisor
Company:
Lpl financial - Woodland Hills, CA
Branch operations manager/financial advisor
Full Profile

Angela Wixted Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper • Account Manager

Experience & Education

Work

Company:
Seabreeze management company
Chief financial officer
Company:
Wixted financial services - Aliso Viejo, CA
Financial consultant

Skills

Active CPA, Knowledge of Excel, Word, Quickbooks, and MAS 90
Full Profile

Thomas Trauger Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Work

Company:
My new financial advisor - Santa Barbara, CA
Associate, customer development at my new financial advisor
Company:
Keller williams realty - Santa Barbara, CA
Real estate intern
Full Profile

Lisa Hartung Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
CIMA, CFM, Vice President at Merrill Lynch, Senior Financial Advisor at Merrill Lynch
Title:
Vice President, Senior Financial Advisor at Merrill Lynch
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch CIMA, CFM, Vice Presidentsince Nov 1998Merrill Lynch - Laguna Hills, CASenior Financial Advisorsince Nov 1998
Full Profile

Adrian Soumeeh Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Analyst • Supporting Member • Analysts • Team Member • Operations Manager

Experience & Education

Work

Company:
Lido isle advisors - Newport Beach, CA
Registered commodity futures/options representative- energy and grains trade desk analyst
Company:
Capstone affluent strategies wealth management - Irvine, CA
Financial advisor associate
Full Profile

Robert Clark Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Plant Manager • Production Manager • Coordinator • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Wellington foods, inc - Corona, CA
Quantitative and financial consultant (internship)
Company:
Plant manager/coordinator (internship)
Full Profile

Amir Soumeeh Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Analysts • Sales Executive • Sales Manager • Operations Manager • Student Worker

Experience & Education

Work

Company:
Capstone affluent strategies wealth management
Financial advisor associate
Company:
Children hope international literacy & development - Laguna Niguel, CA
Grant proposal writer
Full Profile

Samar Cfp Laguna Beach, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer

Experience & Education

Work

Company:
E*trade financial
Financial consultant
Company:
Fidelity investments - Irvine, CA
Financial representative

Skills

Series 7, Series 66, CFP
Full Profile

Tim Brady Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Account Service Manager • Client Service Officer • Customer Service • Retail Professional • Retail Salesperson • Sales Representative

Experience & Education

Work

Company:
Partners capital
Account executive
Company:
Edward jones - Aliso Viejo, CA
Financial advisor

Skills

Technical Analysis, Forex, Stocks, Investment Strategies, Sales
Full Profile

Gregory Case Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Embassy suites arcadia/pasadena - Arcadia, CA
General manager
Company:
Independent capital management - Camarillo, CA
Financial advisor
Full Profile

Craig Mason Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Mason asset management
Financial consultant/owner
Company:
Firstline mortgage - Irvine, CA
Branch manager

Skills

Sales Management/Training, Presentation/Seminar Sales, Recruiting
Full Profile

A.j. Mobasser Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Sales Manager • Sales Director • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Cybernet manufacturing
Sales manager
Company:
Cti corporation and global trading corporation
Financial advisor, ceo
Full Profile

Danielle Oyhancabal Laguna Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor

Experience & Education

Work

Company:
Personal lines insurance broker oig, inc
Financial advisor
Company:
Stone equity group
Real estate advisor
Full Profile


Financial Consultants near Laguna Beach, CA04198381,2571,6762,095Santa AnaIrvineNewport BeachHuntington BeachCosta MesaAnaheimSan Juan CapistranoOrangeFullertonTustin