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Financial Consultants in California

Financial Consultants in Lake Nacimiento, CA

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7 results found

Andrea Klipfel San Luis Obispo, CA

Professions & Specialties

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

Experience & Education

Position:
Sr. Financial Advisor - Meritage Asset Management Group at Wells Fargo Advisors, member at Rotary...
Title:
Sr. Financial Advisor at Meritage Asset Management Group/Wells Fargo Advisors Financial Network
Location:
San Luis Obispo, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - 104 Gateway Center Drive Suite A Paso Robles, CA 93446Sr. Financial Advisor - Meritage Asset Management Groupsince Mar 2013Rotary Club of Morro Bay Membersince 2006
Skills:
Strategic Financial Planning, 401k Rollovers, Investments, Insurance, IRAs, Financial Analysis,...
Full Profile

Joel Dunbar Lake Nacimiento, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Teller

Experience & Education

Work

Company:
Jp morgan chase
Private banker
Company:
Morgan stanley wealth management - San Luis Obispo, CA
Financial advisor

Skills

Management, Sales, Sales Training, Customer Service, Team Leadership
Full Profile

Smith, Jamie Lake Nacimiento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Vice President • Chief Executive • Managers • Automotive Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President of Marketing at Firestone Walker Brewing Co.
Location:
Paso Robles, California
Industry:
Food & Beverages
Work history:
Firestone Walker Brewing Co. - Paso Robles, CAVice President of Marketingsince Dec 2004Charles Schwab Financial ConsultantNov 1999 - Aug 2004
Full Profile

Kevin Klipfel Lake Nacimiento, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, AAMS, Meritage Asset Management Group at Wells Fargo Advisors
Title:
Senior Financial Advisor at Meritage Asset Management Group
Location:
Paso Robles, California
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Paso RoblesSenior Financial Advisor, AAMS, Meritage Asset Management Groupsince Mar 2013Edward Jones Financial AdvisorDec 2007 - Mar 2013
Certifications:
AAMS, College for Financial Planning
Full Profile

Christopher Arena Lake Nacimiento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Recognition • General Contractor • Construction Manager • Instructor • Pedagogue • Apprentice • Carpentry Worker • Referee • Judge • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Accounting Manager at Scientific Drilling, Applied Technologies Center
Title:
Accounting Manager at Scientific Drilling
Location:
Paso Robles, California
Industry:
Accounting
Work history:
Scientific Drilling, Applied Technologies Center - Paso Robles, CAAccounting Managersince May 2013KPMG - San Francisco Bay AreaAudit ManagerSep 2007 - May 2013
Skills:
Certified Public Accountant, Master in Business Administration, Adobe Creative Suite, Microsoft...
Languages:
Spanish
Full Profile

Eric Smith Lake Nacimiento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • News Anchor • Commercial Announcer • Presenter • Investor • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Residential sales, First time home buyers, Distressed properties, Property Management, TIC
Work:
Anchor Real Estate
Paso Robles, CA
(805) 618-2932 (Phone)
License #01798129
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Multi-family, TIC
Interests:
Homes for sale, Distressed Real Estate, Multi-Unit Apartment Buildings, Using Retirement Dollars (IRA, 401k) for Real Estate Investing
About:
Eric Smith is the broker for Anchor Real Estate. He has spent the past 10 years as a successful...
financial advisor and retirement specialist teachi..
Full Profile

Dale Ciciora Santa Ana, CA

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller • Consumer Goods Professional • Supplier • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Executive • Operations Manager • Corporate Executive • Purchasing Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Security • Advisor • Managers • Automotive Specialist • Automotive Professional • Entertainer

Experience & Education

Position:
Chief Financial Officer & Controller (Interim) at Jessica Cosmetics
Title:
Chief Financial Officer & Controller
Location:
Orange County, California Area
Industry:
Consumer Goods
Work history:
Jessica Cosmetics - North Hollywood, CAChief Financial Officer & Controller (Interim)since Dec 2012Open Solutions - Glastonbury, CTSenior Financial ConsultantDec 2011 - Nov 2012
Skills:
Complete P&L Responsibility, International Management Experience, Working Capital Management,...
Full Profile

Financial Consultants near Lake Nacimiento, CA01938577695San Luis ObispoPismo BeachSanta MariaLompocMorro BayGonzalesTempletonGreenfieldNipomoCambria


Financial Consultants around Lake Nacimiento, CA

Cambria  (1)
Gonzales  (2)
Greenfield  (1)
King City  (1)
Lompoc  (3)
Morro Bay  (2)
Nipomo  (1)
Pismo Beach  (18)
Santa Maria  (16)
Templeton  (2)

Financial Consultants in California

Sub-specializations

Financial Consultant  (7)