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Financial Consultants in California

Financial Consultants in Modesto, CA

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125 results found

Domarina Awdow Modesto, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at JPMorgan Chase
Title:
Financial Advisor
Location:
Modesto, California Area
Industry:
Investment Management
Work history:
JPMorgan Chase Financial Advisorsince Sep 2012Merrill Lynch - Modesto, California AreaFinancial AdvisorJun 2010 - Jun 2012
Full Profile

Mike Zeiter Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Team Member • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Position:
Registered Investment Advisor at MML Investors Services, Inc., Chartered Financial Consultant at...
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
MML Investors Services, Inc. Registered Investment Advisorsince Sep 2007Miceli Financial Partners Chartered Financial Consultantsince Sep 2007
Skills:
1 Business continuation thru key person, buy-sell planning, 2 Employee benefits using multi-life...
Full Profile

Steven Meyer Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Certified Public Accountant • Bookkeeper • Counselor • Advisor • Manager • Financial Director • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Accounting Consultant at Steven M. Meyer Accounting
Title:
Accounting Professional
Location:
Modesto, California Area
Industry:
Accounting
Work history:
Steven M. Meyer Accounting Accounting Consultantsince 2010Liberty Packing Company and California Fruit and Tomato Kitchens General Accounting ManagerMay 2005 - May 2010
Skills:
Mas 90, AS400, Accura, Timberline, Signature (Comet), Trims, Quickbooks, Excel, Oracle, PDS,...
Full Profile

Jason Gordo Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Chief Executive Officer • Owner • Partner • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Founding Member • Operations Manager • Management Team Executive

Experience & Education

Position:
Wealth Advisor, CRPS® AIF® - CEO and Owner at Valley Wealth, Inc.
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Valley Wealth, Inc. Wealth Advisor, CRPS® AIF® - CEO and Ownersince Mar 2008Smith Barney Financial AdvisorApr 2001 - Mar 2008
Skills:
We are committed to bring total wealth management solutions to high networth clients, corporations, ...
Full Profile

Matt Gurule Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Banking Center Manager • Banking Manager • Financial Officer • Financial Manager • Bachelor of Science

Experience & Education

Position:
Assistant Controller at Stanislaus Food Products Co
Title:
Looking for Work
Location:
Modesto, California Area
Industry:
Accounting
Work history:
Stanislaus Food Products Co - Modesto, CaliforniaAssistant Controllersince Aug 2012Merrill Lynch Financial AdvisorJun 2010 - May 2012
Full Profile

Daniel Valencia Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Business Administrator • Team Member • Planner • Nurse • Nurse Practitioner • Operations Manager

Experience & Education

Title:
Financial Advisor, keen observer of finance, entrepreneurship and real estate.
Location:
Modesto, California Area
Industry:
Financial Services
Skills:
Visionary, Strategist, Entrepreneurship, Conceptual, Human Relations, Technical, Account...
Languages:
English, Spanish
Full Profile

Edwin Kumar Modesto, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Relationship Banker at JPMorgan Chase
Title:
hi
Location:
Modesto, California Area
Industry:
Information Services
Work history:
JPMorgan Chase Relationship Bankersince Oct 2009Merrill Lynch Financial AdvisorApr 2007 - Apr 2008
Languages:
Hindi
Full Profile

Martin Muse Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analyst • Analysts • Certified Pharmacy Technician • Physician • Druggist • Pharmacist • Master of Science • Data Analyst • Data Entry Specialist • Data Scientist • Chief Administrative Officer • Chief Executive • Model • Health Professional • Health Practitioner • Computer Systems Administrator • Software Developers • Computer Specialist • Operations Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Analyst / Contract & Fee Schedule Analyst at Humana (formally Arcadian Health Plan)
Title:
Financial Analyst / Contract & Fee Schedule Analyst at Humana (Arcadian Health Plan acquired by Humana)
Location:
Modesto, California Area
Industry:
Information Services
Work history:
Humana (formally Arcadian Health Plan) - Oakland, CalifroniaFinancial Analyst / Contract & Fee Schedule Analystsince Mar 2010Primed (Hill Physicians) - San Ramon, CaliforniaFinancial Consultant / Health Data AnalystFeb 2006 - Mar 2010
Full Profile

Bear Walters Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at California Asset Management (Sole Proprietorship)
Title:
Financial Advisor at California Asset Management
Location:
Modesto, California Area
Industry:
Investment Management
Work history:
California Asset Management Financial Advisor
Full Profile

A Gueye Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Master of Business Administration • Bachelor of Science • Comptroller and Auditor General • Chief Audit Executive • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Licensed investment representative / financial advisor edward jones
Company:
Modesto
Debt management strategy
Full Profile

Jim Leonard Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at World Financial Group
Title:
Financial Consultant
Location:
Modesto, California Area
Industry:
Insurance
Work history:
World Financial Group Financial Consultantsince Mar 2008
Full Profile

Stacy Paradise Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • High School Diploma • Nurse • Nurse Practitioner

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisorsince Apr 2007
Languages:
English
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Certified Special Needs Advisor, Merrill Lynch Internal
Full Profile

Allan Conan Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Database Administrator

Experience & Education

Work

Company:
Merrill lynch - Modesto, CA
Financial advisor
Company:
Aflac - Modesto, CA
Representative

Skills

Customer relationship management software, SalesForce and ACT; Microsoft Windows, Word, Excel,...
Full Profile

Paul Lamandia Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at A.G. Edwards
Location:
Modesto, California Area
Industry:
Investment Management
Work history:
A.G. Edwards Financial Consultant
Full Profile

Edwin Kumar Modesto, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Bachelor of Science • General Education • Educator • Education Professional • Instructor • Sales Executive • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Jp morgan chase
Licensed personal banker
Company:
Axa equitable llc - Fresno, CA
Financial consultant
Full Profile

Tim Buzzini Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Founder • Chief Executive • Founding Member • Operations Manager • Advisor • Business Administrator • Representative • Counselor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Defined Plan Advisors
Title:
Defined Plan Advisors - Owner
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Defined Plan Advisors - Modesto, California AreaOwnersince Sep 1996The Osborne Organization Plan ConsultantSep 1993 - Aug 1996
Skills:
Investments, Pensions, 401k, Retirement
Following a career as a financial advisor with a national brokerage firm
Full Profile

Evan Jones Modesto, CA

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Loan Officers • Apprentice • Student Worker

Experience & Education

Work

Company:
Merrill lynch - Modesto, CA
Financial advisor
Company:
Scottrade - Modesto, CA
Stockbroker

Skills

Financial advisor, financial analyst, sales, marketing, advanced excel, investment.
Full Profile

Allan Conan Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Aflac - Modesto, CA
Insurance agent
Full Profile

Bob Oconnor Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Patelco Credit Union
Location:
Modesto, California Area
Industry:
Banking
Work history:
Patelco Credit Union Financial Advisor
Full Profile

Domarina Awdow Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Jp morgan chase - Modesto, CA
Financial advisor
Company:
Merrill lynch - Modesto, CA
Financial advisor

Skills

Legal Research, Communication and interpersonal skills, Computer skills (Word,Excel,Outlook)
Full Profile

Allan Conan Modesto, CA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent

Experience & Education

Work

Company:
Allstate and nationwide
Financial services representative
Company:
Merrill lynch
Financial advisor
Full Profile

Ken Johnson Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Modesto, California Area
Industry:
Investment Management
Work history:
Smith Barney Financial Advisor
Full Profile

Marci Padilla Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Crewman • Team Member • High School Diploma

Experience & Education

Work

Company:
Firstsource solutions llc - Modesto, CA
Onsite financial counselor

Skills

Customer Service, Bilingual, Team Player, Multitasker, Determined & Driven
Full Profile

Paul Lamandia Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at A.G. Edwards
Location:
Modesto, California Area
Industry:
Investment Management
Work history:
A.G. Edwards Financial Consultant
Full Profile

Allan Conan Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers • Customer Service • Client Service Officer

Experience & Education

Title:
Financial Advisor
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Aflac Insurance AgentMar 2011 - Aug 2011Ameriprise Financial Services / IDS Life Insurance Financial AdvisorMar 1993 - Jul 2010
Skills:
Retirement Planning, Wealth Management, Investments, Series 7, Insurance, Strategic Financial Planning
Languages:
English, Hebrew
Full Profile

Matt Wall Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Integral Investment Advisors, Inc
Location:
Modesto, California Area
Industry:
Investment Management
Work history:
Integral Investment Advisors, Inc Financial Advisor
Full Profile

Todd Simonson Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Modesto, California Area
Industry:
Investment Management
Full Profile

Renee Lovitt Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at The Golden 1 Credit Union
Location:
Modesto, California Area
Industry:
Banking
Full Profile

Ernestina Santana Modesto, CA

Professions & Specialties

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

Experience & Education

Position:
Real Estate Agent at PMZ Real Estate
Location:
Modesto, California Area
Industry:
Insurance
Work history:
PMZ Real Estate Real Estate Agentsince Dec 2012PFS Investments Financial AdvisorMar 2011 - May 2011
Full Profile

Adela Zarate Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Zarate Foods Inc.
Location:
Modesto, California Area
Industry:
Wholesale
Work history:
Zarate Foods Inc. Financial Advisor
Full Profile

Adela Marcos Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Zarate Foods Inc.
Location:
Modesto, California Area
Industry:
Wholesale
Full Profile

David Wheeland Modesto, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant / Branch at Center Street Securities
Title:
Financial / Business Consultant
Location:
Modesto, California
Industry:
Financial Services
Work history:
Center Street Securities - Modesto, California AreaFinancial Consultant / Branchsince 2011Multi-Financial Securities - Modesto, CAFinancial Consultant / Branch Manager1999 - 2011
Skills:
Portfolio Protection, Retirement Income Strategies, Retirement Plans, Retirement, Portfolio...
Full Profile

Brad Blakeley Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Army Lieutenant Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Brad Blakekey Financial Advisor at Wells Fargo Advisors LLC
Title:
Financial Advisor - Wells Fargo Advisors, LLC.
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - Private Client Group - 1549 McHenryBrad Blakekey Financial Advisorsince Dec 2010
Skills:
Investments, Asset Allocation, Retirement Planning, Series 7, Insurance, Financial Advisory,...
Full Profile

Kim Hembree Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Title Examiner • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Insurance Agent at Miller Financial Design, Financial Consultant at Miller Financial Design,...
Title:
Financial Advisor at Miller Financial Design
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Miller Financial Design Insurance Agentsince Jun 2007Miller Financial Design Financial Consultantsince Sep 2006
Full Profile

Darrin Conrad Modesto, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Modesto, California AreaFinancial Advisorsince Jul 2011Morgan Stanley Smith Barney - Modesto, California AreaFinancial AdvisorNov 2006 - Jul 2011
Skills:
Series 7, Finance, Navy
Full Profile

Monica Zorn Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Counselor • Advisor • Orderly • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Consultant at RoseRyan
Title:
Financial Consultant at RoseRyan
Location:
Modesto, California Area
Industry:
Accounting
Work history:
RoseRyan Senior Consultantsince Dec 2006Maxtor Director of Finance1992 - 2006
Full Profile

Karen Dejong Modesto, 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 DeJong Financial Group
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
DeJong Financial Group - 1130 L Street Suite B , Modesto, CAFinancial Advisorsince Sep 2011Financial Network Investment Corporation, Member SIPC Financial AdvisorDec 1999 - Sep 2011
Skills:
Securities
Full Profile

Richard Midgley Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Basketball Coach • Sports Game Coach • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Sports Person • Athletes • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Teacher and Basketball Coach at Modesto Christian High School
Location:
Modesto, California Area
Industry:
Sports
Work history:
Modesto Christian High School Teacher and Basketball Coachsince Jun 2011Wells Fargo Advisors, LLC Financial AdvisorMar 2010 - Jul 2011
Skills:
Sports, Sports Marketing, Sports Management, Fundraising, Coaching, Basketball
Full Profile

Karen Dejong Modesto, 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 DeJong Financial Group
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
DeJong Financial Group - 1130 L Street Suite B , Modesto, CAFinancial Advisorsince Sep 2011Financial Network Investment Corporation, Member SIPC Financial AdvisorDec 1999 - Sep 2011
Full Profile

Christina Stokman Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Management Team Executive • Operations Manager • Non-Profit

Experience & Education

Title:
Financial Advisor
Location:
Modesto, California Area
Industry:
Investment Management
Work history:
McHenry Golf Center ManagementDec 2006 - Aug 2007Tilden Park Golf Course Sales AssociateMay 2006 - May 2007
Full Profile

Jerimie Zamora Modesto, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Edward Jones - Sonora, CAFinancial Advisorsince Dec 2007US Bank Financial SpecialistJun 2005 - Nov 2007
Full Profile

Angela Silva Modesto, 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 Edward Jones, Financial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Feb 2010
Skills:
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial...
Full Profile

Abdou Gueye Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Representative • Chief Executive • Operations Manager

Experience & Education

Title:
Consultant Financial Advisor at ALSF
Location:
Modesto, California Area
Industry:
Management Consulting
Full Profile

Michael Zeiter Modesto, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant at Miceli Financial Partners
Location:
Modesto, California Area
Industry:
Financial Services
Full Profile

Michael Faircloth Modesto, 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:
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisor, Vice Presidentsince Sep 2008
Languages:
English
Certifications:
Chartered Retirement Plans Specialist, College For Financial Planning
Full Profile

Heather Hill Modesto, 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 Mass Mutual
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Mass Mutual Financial Advisor
Full Profile

Michele Weber Modesto, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Modesto, California Area
Industry:
Financial Services
Full Profile

Audrey Baker Modesto, CA

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor at Valley Wealth, Inc.
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Valley Wealth, Inc. - Modesto, California AreaWealth Advisorsince Aug 2011Northwestern Mutual Financial Network Financial AdvisorMar 2004 - Jul 2011
Skills:
Strategic Financial Planning, Investments, Financial Services, Mutual Funds, Financial Advisory,...
Full Profile

Diane Hinkley Modesto, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Owner • Financial Officer • Financial Manager • Chief Executive • Counselor • Administrative Associate • Coordinator • Advisor • Administrative Clerk • Clerical Specialist • Managers • Bookkeeper • Finance and Accounting Specialist • Accounting Bookkeeper

Experience & Education

Position:
Treasurer at Marriage 911 God's Way, Counselor / Owner at New Beginnings Financial Coaching and...
Title:
Treasurer at Marriage 911 God's Way
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Marriage 911 God's Way - Modesto, California AreaTreasurersince Oct 2012New Beginnings Financial Coaching and Bookkeeping Services - Modesto, California AreaCounselor / Ownersince Aug 2010
Certified Financial counselor and Dave Ramsey Financial Peac..
Full Profile

David Earle Modesto, CA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Wealth Advisor, Senior Consultant,ICS at Morgan Stanley Smith Barney
Title:
Senior V.P., Wealth Advisor | Wealth Management | Advance Planning | High Net Worth Advisory Morgan Stanley Smith Barney
Location:
Modesto, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Senior Vice President, Wealth Advisor, Senior Consultant,ICSsince 1990Merrill Lynch Financial Advisor1984 - 1989
Skills:
Series 7, Wealth Management, Alternative Investments, Asset Managment, Mutual Funds, Risk...
Full Profile


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