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Financial Consultants in California

Financial Consultants in Rancho Cordova, CA

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20 results found

Jessica Mazzeo Rancho Cordova, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Member Service Representative • Membership Advisor • Advisor • Sales Representative

Experience & Education

Work

Company:
Chw medical foundation
Patient financial advisor
Company:
Affiliated computer services (acs)
Onsite plan liaison for chw medical foundation
Full Profile

Lanita Allen Rancho Cordova, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Dispatcher • Representative • Operations Manager

Experience & Education

Work

Company:
Occ communications
Residental dispatcher
Company:
Ajilon accounting principles - Sacramento, CA
Student financial aid advisor
Full Profile

Dru Torvend Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Founder • Founding Member • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Consumer Goods Professional • Commodities Clerk • School Administrator • Educational Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at LPL Financial, Founder at Hometown Advisors
Title:
Financial Advisor, LPL Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
LPL Financial - 2377 Gold Meadow Way, Suite 100, Gold River, CA 95670Financial Advisorsince Jul 2009Hometown Advisors - 2377 Gold Meadow Way, Suite 100, Gold River, CA 95670Foundersince Jul 2009
Skills:
Investments, Strategic Planning, Retirement Planning, Insurance, Marketing, Financial Services,...
Full Profile

Aaron Goldman Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President- Financial Solutions Advisor at Merrill Edge
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Merrill Edge - Lincoln, CaAssistant Vice President- Financial Solutions Advisorsince Nov 2012Wells Fargo Advisors, LLC Financial AdvisorNov 2009 - Nov 2012
Full Profile

Chris Lumbus Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Analyst • Advisor • Analysts • Quality Engineer • Compliance Engineer • Operations Manager

Experience & Education

Title:
Independent Finacial Consultant
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Bubbling Knight Corp. Independent Financial ConsultantOct 2006 - Oct 2012Insweb Corp. - Gold River CAQuality Assurance Engineer/Rate AnalystAug 2002 - Sep 2006
Skills:
Investments, SQL, Microsoft Excel, Customer Service, Business Analysis, Analysis, Risk Management,...
Full Profile

Ed Dower Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • School Principal • Instructor • Pedagogue • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Guidance Counselor

Experience & Education

Position:
President, AEWA, Registered Principal, RJFS at American Eagle Wealth Advisors, Inc.
Title:
Provides Collaborative Wealth Management for successful individuals and families in the Greater Sacramento Area
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
American Eagle Wealth Advisors, Inc. - 11335 Gold Express Dr., Suite 125, Gold River, CA 95670President, AEWA, Registered Principal, RJFSsince Aug 1985Lodi Academy InstructorJul 1983 - Jul 1985
..be made to persons in states where the financial advisor is not registered
Full Profile

Paulo Sanchez Rancho Cordova, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Equipment Tools Purchasing Agent • Sales and Service Specialist • Sales Account Associate • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Agent • Sales Representative • Sales Executive • Data Scientist • Sales Manager

Experience & Education

Work

Company:
Rezolve student financial aid services inc - Sacramento, CA
Financial aid advisor
Company:
State farm insurance company - El Paso, TX
Spanish translation representative

Skills

Office/Clerical Proficiencies: Native fluency in English and Spanish Language, 55 wpm Typing Speed, ...
Full Profile

Robert Christiansen Rancho Cordova, 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
Title:
Cetera Advisor Networks, Memeber SIPC
Location:
Rancho Cordova, California
Industry:
Financial Services
Work history:
Cetera Advisor Networks - 3100 Zinfandel Dr. STE 280 Rancho Cordova, CA 95670Financial Advisorsince 2008PENSION PLANNERS SECURITIES, INC. - Citrus Heights, CAFinancial AdvisorMay 2003 - Aug 2008
Full Profile

David Lenser Sacramento, 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 Eagle Strategies, LLC
Title:
Financial Advisor at Eagle Strategies LLC
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Eagle Strategies, LLC Financial Advisorsince Sep 2012Edward Jones - Gold River, CAFinancial AdvisorJul 2007 - Sep 2012
Skills:
Strategic Financial Planning, Wealth Management
Full Profile

Jeffrey Heinle Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Primerica Financial Services
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Primerica Financial Services Financial AdvisorNCO Financial Systems - Rancho Cordova, CASupervisorJan 2003 - Jan 2010
Full Profile

Daniela Calvitti Rancho Cordova, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Intelliquote insurance services, inc
Controller
Company:
Calpine corporation - Folsom, CA
Financial consultant / manager, financial services
Full Profile

Jeffrey Goble Rancho Cordova, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Examiner • Inspector • Bachelor of Science • Insurance Examining Clerk • Claims Examiner • Student Worker

Experience & Education

Work

Company:
Pacific specialty insurance company - Menlo Park, CA
Temporary homeowners examiner
Company:
Edward jones - Rancho Cordova, CA
Financial advisor
Full Profile

Aleksandr Skiba Rancho Cordova, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Advisor • Delivery Sales Worker • Deliverer

Experience & Education

Work

Company:
Primerica, inc
Captive agent/financial advisor
Company:
Alcatraz express
Expedite delivery driver
Full Profile

Frank Luongo Rancho Cordova, CA

Professions & Specialties

Financial Services Sales Agent • Leader • Supervisor • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Manager • Operations Manager • Marketing Manager • Brand Representative

Experience & Education

Position:
Wholesale National Sales Leader at Liberty Home Equity Solutions
Location:
Rancho Cordova, California
Industry:
Financial Services
Work history:
Liberty Home Equity Solutions - Rancho Cordova, CAWholesale National Sales Leadersince Mar 2012Genworth Financial Home Equity Access - Rancho Cordova, CAInside Sales SupervisorMar 2011 - Mar 2012
..you by working with an independent financial consultant
Full Profile

Brent Pierce Sacramento, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Agent • Sales Representative • Video Editing Professional • Video Editor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Research Scientist • Physical Education Professors

Experience & Education

Position:
Transfer Agent Administration Analyst at Franklin Templeton Investments, Videographer at XOS Digital
Title:
Analyst at Franklin Templeton Investments
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Franklin Templeton Investments - Rancho Cordova, CATransfer Agent Administration Analystsince Jan 2011XOS Digital Videographersince 2010
Skills:
Investments, Microsoft Excel, Mutual Funds, Financial Analysis
Financial Advisor Service Team at Franklin Templet..
Full Profile

James Bistrain Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Account Executive at Fidelity Investments
Title:
Account Executive
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Fidelity Investments - Roseville, CAAccount Executivesince May 2012TD Ameritrade - Roseville, CAInvestment ConsultantJul 2006 - Apr 2012
Financial Advisor at Morgan Stanley
Full Profile

Ko Chang Rancho Cordova, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Engineer • Technician • Technical Specialist • Technical Support Specialists • Computer Laboratory Assistant • Computer Laboratory Technician • Computer Scientists • Supporting Member • Business Administrator • Managers • Team Member • Chief Accountant • Account Manager • Bachelor of Science • Bachelor of Arts • Operations Manager

Experience & Education

Work

Company:
Intel - Folsom, CA
Program engineer technician
Company:
Schoolcraft community college - Livonia, MI
Computer lab assistant

Skills

Graphics Design, Interior Design, and Web Design.
Full Profile

Anthony Moore Rancho Cordova, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Human Resources Specialist • Recruitment • Customer Service • Managers • Advisor

Experience & Education

Work

Company:
Advance call center technologies - Carmichael, CA
Customer service agent
Company:
Goodwill industries sjv - Stockton, CA
Employment specialist
Full Profile

Ade Jagun Washington, DC

Professions & Specialties

Contract Recruiter • Human Resources Specialist • Recruitment • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
New york avenue - Washington, DC
Senior contract specialist - december
Company:
Paul & thecla personal care homes corporation - York, PA
President/ceo

Skills

Contracts (federal); Grants; PeopleSoft Grants (Functional)
Full Profile

Angie Castro Van Nuys, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Agent • Sales Representative • Client Service Officer • Customer Service • Owner • Plant Manager • Chief Executive • Production Manager • Curriculum Coordinator • Instructional Coordinator • Curriculum Specialist • Training Implementation Specialist • Educational Manager • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Aames homes loans/home funds direct - Sherman Oaks, CA
Sr. loan agent
Company:
Ameriquest mortgage - Oxnard, CA
Loan agent

Skills

Account Executive, Office Manager, Sr. Loan Officer, Financial Advisor, Customer Service,...
Full Profile

Financial Consultants near Rancho Cordova, CA0189378567756945SacramentoRosevilleFolsomElk GroveCitrus HeightsCarmichaelFair OaksNorth Highlands


Financial Consultants around Rancho Cordova, CA

Carmichael  (8)
Elk Grove  (18)
Fair Oaks  (4)
Folsom  (51)
Roseville  (123)
Sacramento  (942)

Financial Consultants in California

Sub-specializations

Financial Consultant  (20)
Financial Management Analyst  (4)
Funder  (9)