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Financial Consultants in California

Financial Consultants in Monterey, CA

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26 results found

Elizabeth Loomis Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Client Development Manager • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Non-Profit • Operations Manager • Psychology Specialist

Experience & Education

Position:
Event Consultant at Third Rock Events
Location:
Monterey, California
Industry:
Financial Services
Work history:
Third Rock Events - Monterey, CaEvent Consultantsince Mar 2013Terwedo Financial Services℠, LLC - Edmonds,WAClient Development Manager2012 - 2012
..strategies to grow the practice of a financial advisor
Full Profile

Michelle Hazlett Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Recognition • Non-Profit • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Advisor, Retirement Specialist for Individuals and Companies at MORGAN STANLEY SMITH BARNEY
Title:
Morgan Stanley Wealth Management
Location:
Monterey, California
Industry:
Financial Services
Work history:
MORGAN STANLEY SMITH BARNEY - Monterey CaliforniaFinancial Advisor, Retirement Specialist for Individuals and Companiessince Aug 2009Carmel Art & Film Festival VIP Sponsor Relations-volunteer2010 - 2010
Full Profile

Matthew Huff Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Courier • Bicycle Messenger • Customer Service Supervisor • Managers • Customer Service • Client Service Officer • Hospital Care Professional • Health Professional • Health Practitioner • Supervisors

Experience & Education

Position:
Supervisor - Customer Service at Community Hospital of the Monterey Peninsula
Title:
.
Location:
Monterey, California
Industry:
Hospital & Health Care
Work history:
Community Hospital of the Monterey Peninsula - monterey, californiaSupervisor - Customer Servicesince Jul 2013Cottage Health System - Santa Barbara Cottage HospitalSupervisor - Patient AccessSep 2009 - Jul 2013
I served as a Patient Financial Counselor II for approximately 6 months..
Full Profile

Michael Boylan Monterey, CA

Professions & Specialties

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

Experience & Education

Title:
LUTCF,Investment Advisor Representative
Location:
Monterey, California
Industry:
Financial Services
Work history:
Bank West Investment Services Financial AdvisorMay 2011 - May 2013
Full Profile

Justin Nielson Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Analyst • Analysts • Market Analyst • Market Research Analyst

Experience & Education

Position:
Senior Analyst - Broadcast Radio/TV Industry at SNL Financial
Title:
Senior Analyst at SNL Kagan
Location:
Monterey, California
Industry:
Market Research
Work history:
SNL Financial Senior Analyst - Broadcast Radio/TV Industrysince Nov 2007Merrill Lynch Financial AdvisorOct 2005 - Sep 2007
Full Profile

Patrick Kenedy Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Sales Representative • Managers

Experience & Education

Position:
President at Kenedy Capital Consultants and LPL Financial
Title:
Retirement Income Specialist Monterey Area at Kenedy Capital Consultants, LPL Financial, 20 years experience
Location:
Monterey, California
Industry:
Investment Management
Work history:
Kenedy Capital Consultants and LPL Financial - Monterey, CA.Presidentsince Jun 2009Edward Jones - MontereyFinancial AdvisorApr 2001 - Jun 2009
Full Profile

Cathy Mcdougall Monterey, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Monterey, California
Industry:
Financial Services
Work history:
Edward Jones - Monterey, CAFinancial Advisorsince May 2012Fleet Numerical Meteorology and Oceanography Center - Monterey, CAN4 Department Head (Contracting, Procurement, and Facilities)Oct 2007 - May 2012
Full Profile

Craig Robertson Salinas, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Manager • Operations Manager • Chief Executive • School Administrator • Educational Manager • Non-Profit • Counselor • Advisor

Experience & Education

Position:
Financial Consultant at Robertson Consulting
Location:
Salinas, California Area
Industry:
Financial Services
Work history:
Robertson Consulting Financial ConsultantWald Ruhnke & Dost Architects, LLP - Monterey, CAChief Financial OfficerJan 2006 - Jan 2012
Skills:
Auditing, Accounting, Tax, Financial Audits, Financial Reporting
Full Profile

Haris Mutapcic Monterey, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
Monterey, California
Industry:
Financial Services
Work history:
Fidelity Investments - Monterey, CAFinancial Representativesince Feb 2013Merrill Lynch - Carmel, CaliforniaPMD Financial AdvisorMar 2012 - Feb 2013
Full Profile

Charles Cha Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Computer Scientists • IT Specialist • Mathematician

Experience & Education

Position:
Managing Director at CHA Financial, LLC
Location:
Monterey, California
Industry:
Financial Services
Work history:
CHA Financial, LLC Managing Directorsince Jan 2012AXA Advisors Financial Consultant2003 - Dec 2011
Languages:
Chinese
Full Profile

Mark Francis Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Paralegal • Litigation Support Specialist

Experience & Education

Work

Company:
Morgan stanley wealth management - Monterey, CA
Financial advisor
Company:
Law offices of schlossberg & umholtz
Hearing representative/paralegal

Skills

Broad knowledge of the law in general, including business and property matters. Extensive knowledge ...
Full Profile

Lauren Lamb Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Contractor • File Keeper • Clerical Specialist • Legal Aide • Paralegal • Independent Business Owners

Experience & Education

Work

Company:
Lamb developments, llc
Financial consultant (contractor)
Company:
Law offices of steven g. nordhoff
File clerk / legal assistant
Full Profile

Angelica Garcia Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Biller • Oncologist • Medical Practice Professional • Surgical Specialist • Medical Practitioner

Experience & Education

Position:
Certified Medical Biller at Monterey Bay Oncology, Financial Counselor at Pacific Cancer Care
Title:
Financial Counselor at Pacific Cancer Care
Location:
Monterey, California
Industry:
Medical Practice
Work history:
Monterey Bay Oncology Certified Medical Billersince Nov 1999Pacific Cancer Care Financial Counselorsince Sep 1999
Skills:
Healthcare, Medical Education, Healthcare Information Technology, Medical Records
Full Profile

Jonathan Carr San Jose, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Financial Director • Operations Manager • Financial Officer • Financial Manager • Investor • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Managers • Chief Executive • International Affairs • Managers • Master of Business Administration • Fisher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Project Finance at ENN Mojave Energy, LLC
Title:
Director of Project Finance at ENN Mojave Energy
Location:
San Jose, California
Industry:
Renewables & Environment
Work history:
ENN Mojave Energy, LLC - San Jose, CADirector, Project Financesince Jan 2013Foresight Renewables, LLC - San Francisco Bay AreaDirector of FinanceJul 2010 - Dec 2012
Senior Financial Consultant at Strategic Finance Group
Full Profile

Sharon Pira Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Sports Trainer • Sports Trainers • Training and Coaching Professional • Professional Development Teacher • Vice President • Marketing Manager • Coordinator • Managers • Baker • Psychologist • Internet Marketing Manager • Web Marketer • Psychology Specialist

Experience & Education

Position:
C.E.O. and Professional Certified Coach at Sharon Pira Coaching and Consulting
Title:
C.E.O
Location:
Monterey, California
Industry:
Professional Training & Coaching
Work history:
Sharon Pira Coaching and Consulting - Monterey, CAC.E.O. and Professional Certified Coachsince Jul 2008Julie Anne Jones, Inc. Director of CoachingJan 2010 - Dec 2010
Skills:
Representative, Certified Coach, Small Business, Coaching, Leadership, Business Strategy, Business...
Full Profile

Meyzel Santiago Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Medical Practice Professional • Medical Practitioner • Sales Representative • Sales Agent • Client Service Officer • Bachelor of Business Administration • Human Resources Specialist • Recruitment • Project Manager • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Region Manager • Project Managers

Experience & Education

Position:
Student at Hartnell Community College
Title:
student at nursing student
Location:
Monterey, California
Industry:
Medical Practice
Work history:
Hartnell Community College - monterey, caStudentsince 2011Paychex Sales RepresentativeMay 2008 - Nov 2009
Financial Advisor at Edward Jones
Full Profile

Maia Ventura Monterey, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Crew Leader • Operations Manager • Client Service Officer • Bachelor of Arts • Customer Service

Experience & Education

Work

Company:
Us census bureau - Salinas, CA
Crew leader
Company:
Panetta institute & national corporation for community service - csumb campus
Americorps vista
Full Profile

Stephen Maxner Monterey, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Master of Business Administration • Bachelor of Arts • Chief Executive

Experience & Education

Work

Company:
Chasedream
Consultant
Company:
Chinese high school students at elite schools
Teacher
Full Profile

Peter Chiewpanich Seaside, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Bachelor of Science

Experience & Education

Work

Company:
Alberto's ristorante
Server
Company:
Cypress coast auto group - Seaside, CA
Sales consultant
Full Profile

Dan Darchuck Monterey, CA

Professions & Specialties

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

Experience & Education

Location:
Monterey, California
Industry:
Investment Management
Skills:
Asset Managment, Wealth Management, Investments, Investment Advisory, Wealth Management Services,...
Certifications:
Certified Financial Planner (CFP), CFP Board
Chartered Financial Consultant (ChFC), The American College
Full Profile

Aiperi Alybaeva San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Volunteer • Business Administrator • Non-Profit • Food Server • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Sales Execution Team at Northwestern Mutual, Associate Financial Advisor at Northwestern Mutual
Title:
Sales Execution Team at Northwestern Mutual
Location:
San Francisco, California
Industry:
Investment Management
Work history:
Northwestern Mutual Sales Execution Teamsince Mar 2013Northwestern Mutual - San Francisco Bay AreaAssociate Financial Advisorsince Oct 2012
Skills:
MS Office Suite, Research, Editing, Russian, English, German, Kyrgyz, Customer Relations, Social...
Languages:
German, Russian, Kyrgyz
Full Profile

Michael Hatton Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Product Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Investor • Analysts • Marketing Manager

Experience & Education

Position:
Product/Operations Specialist at NASDAQ, Multimedia Product Specialist at NASDAQ OMX
Title:
Retirement Education | Financial Consultant | Defined Contribution Plans | 401K, 403B, IRA
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
NASDAQ Product/Operations Specialistsince Dec 1999NASDAQ OMX Multimedia Product Specialistsince Dec 1999
Full Profile

Matthew Carpenter New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Correspondent • Reporter • International Affairs • Interpreter • Translator • Editor • Bilingual Communications Specialist • Linguist • Language Specialist • Movie Producer • Film and Video Producer • Art Producer • Media Producer • Volunteer • Leader • Security • Organization Management • Contractor • Non-Profit • Managers • Teaching Assistant • Educational Assistant Teacher • Postsecondary Teacher • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive

Experience & Education

Position:
United Nations Correspondent at Yomiuri Shimbun (読売新聞)
Title:
United Nations Correspondent for Yomiuri Shimbun
Location:
Greater New York City Area
Industry:
International Affairs
Work history:
Yomiuri Shimbun (読売新聞) - New York, NYUnited Nations Correspondentsince May 2013Self Employed - New York, NYFreelance Translator, Interpreter, and EditorAug 2012 - Apr 2013
Languages:
Japanese, English
Financial Advisor at Ameriprise Financial Services
Full Profile

Bruce Anderson Chicago, IL

Professions & Specialties

Financial Consultant • Repossessor • Collections Specialist • Financial Services Professional • Financial Services Sales Agent • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Associate of Arts • Bachelor of Arts

Experience & Education

Position:
Commercial Lines Underwriter at Sequoia Insurance, Tactical Information Operations NCO at United...
Title:
Commercial Lines Underwriter at Sequoia Insurance
Location:
Chicago, Illinois
Industry:
Insurance
Work history:
Sequoia Insurance - Monterey, CACommercial Lines Underwritersince Oct 2011United States Army Reserve - Dublin, CATactical Information Operations NCOsince Jul 2011
Financial Advisor at Ameriprise Financial Services
Full Profile

Jacqueline Rigard Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Designers • Owner • Chief Executive Officer • Co-Founder • Chief Executive • Corporate Executive • Founder • Founding Member • Administrative Associate • Administrative Clerk • Clerical Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher • Operations Manager • Project Managers • Skilled Professional • Software Developers

Experience & Education

Position:
Designer at JRee Creations, IBO at Divelopent-WakeUpNow at Divelopent, Owner/CEO at With Best...
Title:
IBO at Divelopent-WakeUpNow
Location:
Sacramento, California Area
Industry:
Professional Training & Coaching
Work history:
JRee Creations Designersince Nov 2011Divelopent - World WideIBO at Divelopent-WakeUpNowsince Jan 2011
I support the financial advisor with technology specific and ser..
Full Profile

Allison Schneider Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Research Associate • Research Assistant • Researcher • Research Specialist • Research Scientist • Survey Researcher • Program Coordinator • Apprentice • Organization Management • Managers • Human Resources Specialist • Recruitment • Chief Administrative Officer • Chief Executive • Community Service Manager • Operations Manager • Bachelor of Arts • Government Administration Professional • Student Worker

Experience & Education

Position:
Management Associate- Global Business at United States Postal Service, SAT Guru at Catalyst Prep LLC
Title:
Management Associate- USPS
Location:
Washington D.C. Metro Area
Industry:
International Trade and Development
Work history:
United States Postal Service - Washington, DCManagement Associate- Global Businesssince Jul 2012Catalyst Prep LLC - Washington D.C. Metro AreaSAT Gurusince 2011
Languages:
English, Chinese, Spanish
Full Profile

Financial Consultants near Monterey, CA073146219292365San JoseSalinasCupertinoCampbellLos GatosSanta CruzMorgan HillCapitolaWatsonvilleSaratoga


Financial Consultants around Monterey, CA

Aptos  (3)
Aromas  (1)
Ben Lomond  (1)
Campbell  (44)
Capitola  (11)
Carmel  (8)
Cupertino  (44)
Gilroy  (8)
Gonzales  (2)
Greenfield  (1)
Hollister  (3)
Los Gatos  (33)
Marina  (1)
Morgan Hill  (16)
Mount Hermon  (1)
Pebble Beach  (1)
Salinas  (63)
San Jose  (361)
San Martin  (1)
Santa Cruz  (26)
Saratoga  (8)
Seaside  (4)
Soquel  (5)
Watsonville  (10)

Financial Consultants in California

Sub-specializations

Financial Consultant  (26)
Financial Management Analyst  (2)
Funder  (2)