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Financial Consultants in California

Financial Consultants in Pacific Palisades, CA

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11 results found

Tiffany Brain Pacific Palisades, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Manager • Financial Manager • Operations Manager • Area Manager • Managers • Advisor • Chief Executive

Experience & Education

Title:
Tiffany Brain, Financial Professional, CRPC ®, CIMA ®, CFP ®
Location:
Pacific Palisades, California
Industry:
Financial Services
Work history:
Merrill Lynch - Seattle, WAFinancial AdvisorMar 2010 - Jul 2012UBS Financial Services Inc. Director2004 - 2009
Skills:
Mutual Funds, Alternative Investments, Series 63, Wealth Management, Asset Allocation, Investment...
Full Profile

Richard Gaughan Pacific Palisades, CA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Deputy Manager • Chief Executive • Operations Manager • Managers

Experience & Education

Work

Company:
Ameriprise financial inc - Woodland Hills, CA
Sales/trading and financial advisor
Company:
Shoreline trading group - Santa Monica, CA
Institutional sales/trader
Full Profile

Barrett Porter Pacific Palisades, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Abacus Wealth Partners
Title:
Fee-only Financial Planner
Location:
Pacific Palisades, California
Industry:
Financial Services
Work history:
Abacus Wealth Partners Financial Advisorsince 2007
Skills:
Financial Management, Financial Planning, Retirement Planning, Investments
Full Profile

Sharon Hart Pacific Palisades, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Merrill Edge Financial Solutions Advisor
Location:
Pacific Palisades, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor AssociateDec 2009 - Feb 2011JPMorgan Chase Marketing & Communications SpecialistFeb 2006 - May 2009
Full Profile

Richard Peck Pacific Palisades, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Cetera Advisor Networks LLC, Financial Advisor at Cetera Advisor Networks LLC
Title:
Financial Advisor at Cetera Advisor Networks LLC
Location:
Pacific Palisades, California
Industry:
Financial Services
Work history:
Cetera Advisor Networks LLC Financial Advisorsince Feb 2008Cetera Advisor Networks LLC - 1390 Willow Pass Rd,Suite 900 Concord, CA 94520Financial Advisorsince May 1992
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Brittany Letto Los Angeles, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Speaker • Volunteer • Spokesperson • Representative • Non-Profit • Agent • Sales Representative • Manager • Operations Manager

Experience & Education

Position:
Financial Analyst & Trader at Doheny Asset Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Doheny Asset Management - Los Angeles, CAFinancial Analyst & Tradersince Jul 2010PGA TOUR - Pacific Palisades, CATournament ServicesSep 2009 - Feb 2010
Under Financial Advisor
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Carly Gallo Pacific Palisades, CA

Professions & Specialties

Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Rebuilding together montgomery county
Capacitycorps member, americorps program
Company:
Nordstrom
Sales associate
Full Profile

Nicholas Greene Pacific Palisades, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Outside Sales Representative • Sales Representative • Director • Operations Manager • Bachelor of Arts • Business Administrator

Experience & Education

Work

Company:
Mundo investments llc.
Business development
Company:
Altec capital services - Phoenix, AZ
Outside sales associate/utility and energy division

Skills

MS Office Suite/Mac/Goldmine/ References and letters of recommendation available upon request
Full Profile

Ashlee Frame Pacific Palisades, CA

Professions & Specialties

Financial Services Sales Agent • Manager • Operations Manager • Therapist • Physical Therapy Specialist • Music Professors

Experience & Education

Work

Company:
The raleigh house of hope - Denver, CO
House manager/therapist
Company:
Cherry creek school district - Denver, CO
Substitute and teachers assistant
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Erik Pichel Pacific Palisades, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Budget Officer • Financial Compliance Examiner • Auditor • Bachelor of Science • Team Member

Experience & Education

Work

Company:
Strategic directions international, inc
Financial analyst
Company:
Gpa architects inc - Los Angeles, CA
Cost/budget analyst
Full Profile

Sara Stein San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Produce Manager • Operations Manager • Production Manager • Master of Business Administration • Bachelor of Science • Analyst • Analysts • Advisor

Experience & Education

Work

Company:
Armanino mckenna llp
Manager, intacct consulting
Company:
Mynewplace - San Francisco, CA
Senior product manager
Full Profile

Financial Consultants near Pacific Palisades, CA01,0592,1183,1774,2365,295Los AngelesWoodland HillsBeverly HillsSanta MonicaVan NuysCalabasasEl SegundoVeniceInglewoodMalibu


Financial Consultants around Pacific Palisades, CA

Beverly Hills  (132)
Calabasas  (48)
El Segundo  (45)
Inglewood  (13)
Los Angeles  (5,293)
Malibu  (13)
Santa Monica  (117)
Topanga  (1)
Van Nuys  (102)
Venice  (23)
Woodland Hills  (139)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (11)