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Financial Consultants in California

Financial Consultants in Petaluma, CA

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Here is a complete directory of nearly every professional Financial Consultants in Petaluma, CA.

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21 results found

Steve Murray Petaluma, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Contractor • Bachelor of Science • Independent Business Owners • Insurance Professional • Underwriter • Operations Manager

Experience & Education

Work

Company:
Ehealth insurance - San Francisco, CA
Insurance agent
Company:
Valic
Financial advisor
Full Profile

Norman Graham Petaluma, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Rbc wealth management - San Francisco, CA
Financial advisor
Company:
Rbc wealth management - San Francisco, CA
Financial advisor
Full Profile

Darrel Lavilla Petaluma, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, AAMS® at Edward Jones
Title:
Financial Advisor, AAMS®
Location:
Petaluma, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor, AAMS®since Jan 2005
Certifications:
Accredited Asset Management Specialist®, College of Financial Planning
Full Profile

Michael Lightner Petaluma, 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:
Petaluma, California
Industry:
Financial Services
Full Profile

Matthew Foster Petaluma, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President, Financial Solutions Advisor at Merrill Lynch
Title:
Experienced Financial Advisor
Location:
Petaluma, California
Industry:
Financial Services
Work history:
Merrill Lynch - Rohnert Park CAAssistant Vice President, Financial Solutions Advisorsince Aug 2011Smith Barney Registered Client Service Associate/Financial Planning SpecialistJan 2007 - Mar 2012
Full Profile

Galen Beasley Petaluma, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Journeyman • Shipfitter • Skilled Professional • Layout Worker • Boilermaker • Boiler Installer

Experience & Education

Work

Company:
Vigor marine - Portland, OR
Journeyman shipfitter/ boilermaker
Company:
Galen beasley investments llc
Financial consultant
Full Profile

E. Wannen Petaluma, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advisor • Senior Sales Representative • Senior Customer Service Representative • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Work

Company:
Harrington investments, inc
Portfolio manager/investment advisor
Company:
Stubhub.com - San Francisco, CA
Senior sales representative
Full Profile

Betsy Fryday Novato, CA

Professions & Specialties

Financial Consultant • Credit Manager • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Production Manager • Production Director • Supporting Member • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Production Manager at Gap Inc/Athleta
Title:
Associate Production Manager at Athleta
Location:
Novato, California
Industry:
Retail
Work history:
Gap Inc/Athleta - Petaluma, CAAssociate Production Managersince Jul 2013Nordstrom Product Group - Seattle, WAProduct DeveloperFeb 2012 - Jun 2013
Skills:
Global Sourcing, Garment Construction, Pricing Negotiation, Pricing Strategy, Product Development,...
Languages:
Spanish
Financial Advisor at VALIC
Full Profile

Scott Campagna Petaluma, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Training Specialist • Workforce Development Specialist • Training and Development • Customer Service • Supporting Member • Team Member • Software Developers • Database Administration Professional • Database Administrator • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Mfoundry/fis
Client services manager
Company:
Morgan stanley smith barney - San Francisco, CA
Senior training specialist

Skills

Scott is interested in emerging technologies and utilizing current technologies to make life more...
Full Profile

Henry Cohn Petaluma, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Controller • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Bachelor of Science

Experience & Education

Work

Company:
Career accomplishments
Company:
Jewish community center of san francisco
Controller
Full Profile

Michael Ruhumbika Petaluma, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Sales Representative • Sales Agent • Client Service Officer • Customer Service • Agent • Project Manager • Business Administrator • Personal Care Aide • Operations Manager • Project Managers

Experience & Education

Work

Company:
Bullhorn inc
Account executive
Company:
Oracle inc - Redwood Shores, CA
Application sales representative
Full Profile

Rick Warner Petaluma, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Buyer • Buyer and Seller • Team Member • Representative • Counselor • Advisor • Partner • Financial Director • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Relocation
Work:
Keller Williams
Petaluma, CA
(707) 549-6108 (Phone)
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Community Activities and Memberships - Mentor Me - Next Gen for Petaluma Hospitals PYSL Soccer Coach Wilson Elementary School Board Member (Wilmar School District) PTA Member Wilson Elementary School
About:
Rick Warner ranks among Sonoma County's premier real estate agents. Deeply connected to his...
..for five years for Morgan Stanley as a Financial Advisor
Full Profile

Rick Warner Petaluma, CA

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Broker Associate • Real Estate Sales Agent • Agent • Sales Representative • Financial Manager • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Short-Sale
Work:
Keller Williams Realty
1380 North Petaluma Blvd, Petaluma, CA 94954
Experience:
10 years years
..for five years for Morgan Stanley as a Financial Advisor
Full Profile

Noah Zim San Francisco, CA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Customer Service

Experience & Education

Position:
LPL Financial Advisor at Zim Wealth Management
Title:
LPL Financial Advisor @ Zim Wealth Management For Business Owners & CEOs
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Zim Wealth Management - Petaluma, CALPL Financial Advisorsince Sep 2012Wells Fargo Advisors, LLC - San Rafael, CAFinancial Advisor, Fundamental Choice Portfolio ManagerSep 2008 - Aug 2012
Skills:
Personal Financial Planning, Asset Management, Estate Planning, Trust Administration, Insurance...
Certifications:
Chartered Retirement Planning Counselor (SM), College of Financial Planning
Full Profile

Kathryn Brown San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Finance Manager • Manager • Chief Executive • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Title:
Financial Consultant at Medtronic Vascular
Location:
San Francisco Bay Area
Industry:
Medical Devices
Work history:
Medtronic Vascular Financial ConsultantAug 2010 - Jun 2012Medtronic Vascular Senior Finance ManagerMar 2000 - Aug 2010
Full Profile

Michael Anderson San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
CPA at Pisenti & Brinker LLP
Title:
CPA at Pisenti & Brinker
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Pisenti & Brinker LLP - Petaluma, CACPAsince Feb 2009Fireman's Fund Insurance Company Finance DirectorApr 1987 - Jan 2009
Full Profile

Mark Zaifman San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Personnel Coordinator • Personnel Specialist • Recruitment • Chief Executive • Software Developers

Experience & Education

Position:
Holistic Fee-Only Financial Planning | Investment Management | Retirement Planning at Spiritus...
Title:
Fee-Only Financial Planner | Registered Investment Advisor | Investment Management | Retirement Planning
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Spiritus Financial Planning - Petaluma, CAHolistic Fee-Only Financial Planning | Investment Management | Retirement Planningsince Jan 2003Texas Instruments Technical Staffing Manager2001 - 2002
Skills:
Financial Planning, Tax, Investment Advisory, Business Strategy, Investments, Business Planning,...
Financial Advisor Magazine
Full Profile

Dick Mcdonnell San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Inspector • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • International Affairs • Construction • Program Director • Development Director • Chief Executive • Financial Officer • Financial Manager • Operations Manager • HR Manager • Bachelor of Arts

Experience & Education

Position:
Senior Energy Inspector, RECO at Save Energy Company
Title:
Senior Energy Inspector, RECO Division, Save Energy Company
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Save Energy Company - Petaluma, CASenior Energy Inspector, RECOsince Nov 2011Keller Williams Realty Licensed North Carolina Real Estate BrokerOct 2006 - May 2012
Full Profile

John Kavanaugh Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Operations Manager • Territory Account Manager • Sales Agent • Sales Representative • Senior Customer Service Representative • Client Service Officer • Construction • Contractor • Business Administrator • Area Manager • Managers • Bachelor of Science • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
National Corporate Sales Manager at BlueTarp Financial
Location:
Greater Los Angeles Area
Industry:
Renewables & Environment
Work history:
BlueTarp Financial - Western USNational Corporate Sales Managersince Aug 2012Enphase Energy - Petaluma, CABusiness Development Mgr- Project FinanceDec 2011 - Aug 2012
Financial Advisor at Merrill Lynch
Full Profile

Brian Lisankie Sarasota, FL

Professions & Specialties

Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Chairperson • Sales Director • Chief Executive • Sales Manager • Manager • Operations Manager

Experience & Education

Position:
President at Aimpoint Inc
Title:
President, Aimpoint Inc
Location:
Sarasota, Florida
Industry:
Sporting Goods
Work history:
Aimpoint Inc Presidentsince Sep 2005CamelBak LLC - Petaluma, CASales Director - Government & IndustrialJun 2004 - Sep 2005
Financial Consultant at Prime Computer Inc
Full Profile

David Thurber San Francisco, CA

Professions & Specialties

Mortgage Loan Officer • Loan Specialist • Banker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Advisor

Experience & Education

Position:
Mortgage Loan Specialist at Bank of America
Title:
Mortgage Loan Officer at Bank of America
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Bank of America - Santa Rosa, CAMortgage Loan Specialistsince Aug 2012JPMorgan Chase - Santa Rosa, CALicensed Personal BankerJul 2011 - Aug 2012
Financial Advisor at Chase
Full Profile

Financial Consultants near Petaluma, CA01122334455Santa RosaSan RafaelVallejoNovatoRichmondMill ValleySausalitoCorte MaderaSan AnselmoLarkspur


Financial Consultants around Petaluma, CA

Angwin  (3)
Bodega Bay  (1)
Calistoga  (1)
Corte Madera  (9)
Cotati  (7)
Fairfax  (2)
Forestville  (1)
Glen Ellen  (1)
Healdsburg  (6)
Larkspur  (8)
Marshall  (2)
Mill Valley  (21)
Novato  (24)
Oakville  (2)
Richmond  (23)
Saint Helena  (1)
San Anselmo  (8)
San Rafael  (52)
Santa Rosa  (53)
Sausalito  (12)
Sebastopol  (5)
Vallejo  (24)
Windsor  (4)
Woodacre  (1)
Yountville  (2)

Financial Consultants in California

Sub-specializations

Financial Consultant  (21)
Financial Management Analyst  (2)
Funder  (5)