Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in California

Financial Consultants in Rocklin, CA

Find a professional & check records

Here is a complete list of most local Financial Consultants nearby.

The Trustoria Professional Directory helps everyone know the best service provider for their upcoming project.

Be sure to research other neighborhoods around Rocklin, CA to locate the histories of more service providers.

18 results found

Joe Morrell Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Social Workers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chairperson • Operations Manager • Chief Executive • Management Team Executive • Bachelor of Science • Business Administrator • Domestic Violence Advocate • Non-Profit

Experience & Education

Position:
Facility Administrator at DaVita, Financial Professional at Provident Generation of America, Inc.
Title:
Facility Administrator at DaVita
Location:
Sacramento, California Area
Industry:
Hospital & Health Care
Work history:
DaVita - Elk Grove, CAFacility Administratorsince May 2012Provident Generation of America, Inc. - Rocklin, CAFinancial Professionalsince Jun 2011
..odds without the help of a trusted financial advisor
Full Profile

Gary Grewal Roseville, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Substitute Teacher • Educator • Education Professional • Instructor • Stomatologist • Marketing Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at MassMutual Financial Group
Location:
Roseville, California
Industry:
Financial Services
Work history:
MassMutual Financial Group - Roseville, CAFinancial Advisorsince Oct 2010Rocklin Unified School District - Rocklin, CASubstitute TeacherMar 2010 - Nov 2011
Full Profile

Garrick Gookin Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Manager • Partner • Chief Executive • Operations Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Notary • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor Wealth Manager at South Placer Wealth Management Group, Managing Partner, Tax...
Title:
Managing Partner, Tax Preparer at South Placer Tax & Notary Services
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
South Placer Wealth Management Group Financial Advisor Wealth Managersince Jul 2010South Placer Tax & Notary Services - 4491 Pacific St. Suite B, Rocklin, CA 95677Managing Partner, Tax Preparersince Jan 2010
Full Profile

Paul Parenti Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Tax Accountant • Grinding and Polishing Worker

Experience & Education

Position:
Owner Operator at Parenti Accounting and Bookkeeping, CFO at Performance Polymer Technolgies LLC
Title:
Accounting and financial consultant
Location:
Sacramento, California Area
Industry:
Accounting
Work history:
Parenti Accounting and Bookkeeping - Rocklin, CAOwner Operatorsince Jul 2006Performance Polymer Technolgies LLC CFOsince Jun 2006
Skills:
Financial Reporting, Forecasting, Accounting, Managerial Finance, GAAP, Microsoft Excel, Cost...
Full Profile

Nicolas Delyon Rocklin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Sales Representative • Customer Service

Experience & Education

Position:
Financial Advisor / Partner at Delyon Wealth Management - Wells Fargo Advisors FiNet
Title:
Financial Advisor / Partner at Delyon Wealth Management - Wells Fargo Advisors Financial Network LLC
Location:
Rocklin, California
Industry:
Financial Services
Work history:
Delyon Wealth Management - Wells Fargo Advisors FiNet - Rocklin, CAFinancial Advisor / Partnersince May 2011Ostrofe Financial Consultants - Grass ValleyClient Service AssociateJan 2010 - May 2011
Skills:
Financial Planning, Retirement Income Planning, Portfolio Management, Risk Management, Asset...
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

Richard Davis Rocklin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Account Manager • Counselor • Clerical Specialist • Publishing Professional • Advisor • Bachelor of Arts

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Bimbo bakeries usa - Rocklin, CA
Sales
Full Profile

Danielle Stanton Folsom, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Folsom, California
Industry:
Financial Services
Work history:
Edward Jones - Folsom, CaliforniaFinancial Advisorsince Aug 2012Wells Fargo Bank - Rocklin, CaPersonal BankerAug 2008 - Aug 2012
Skills:
Portfolio Management, Finance, Sales, Retail Banking, Credit, Cross Selling, Series 7, Wealth...
Full Profile

Angelo Theodorou Roseville, 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
Title:
FA at Edward Jones
Location:
Granite Bay, California
Industry:
Financial Services
Work history:
Edward Jones - 6671 BLUE OAKS BLVD SUITE 4, ROCKLIN, CA 95765Financial Advisorsince Nov 2010
Full Profile

Mary Macillas Rocklin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Sales Representative • Sales Agent • Psychology Specialist

Experience & Education

Work

Company:
Clear point credit counseling solutions
Financial counselor
Company:
California state automobile association - Los Banos, CA
Sales representative
Full Profile

Mary Macillas Rocklin, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Clear point credit counseling solutions - Sacramento, CA
Financial counselor
Company:
California state automobile association - Los Banos, CA
Sales representative
Full Profile

Gerald Ray Rocklin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Bachelor of Science • Management Analyst • Analysts • Vice President • Chief Executive

Experience & Education

Work

Company:
Great circle financial
Independent financial advisor
Company:
State farm - Portola, CA
Agent
Full Profile

Joel Heffren Rocklin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
Principal funds dist - Sacramento, CA
Company:
Bank of america merrill lynch - Sacramento, CA
Financial advisor
Full Profile

Eeden Lee Sacramento, CA

Professions & Specialties

Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Sales Account Associate • Supplier • Sales Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Doctor of Social Welfare • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Client Service Officer • Financial Manager • Operations Manager • Information Technology Specialist • IT Analyst • IT Specialist • Supervisors

Experience & Education

Position:
BUSINESS ANALYSIS SPECIALIST at United Natural Foods, Sales Associate at DSW
Title:
Business Analysis Specialist at United Natural Foods
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
United Natural Foods - Rocklin, CABUSINESS ANALYSIS SPECIALISTsince Jan 2012DSW Sales Associatesince Aug 2008
FINANCIAL ADVISOR at Ameriprise Financial Services
Full Profile

Robyn Russell Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Office Assistant • Counselor • Office Clerk • Clerical Specialist • Advisor • Bookkeeper • Independent Director • Non-Executive Director • Management Analysts • Arts and Crafts Specialist • Craft Artist • Personal Care Aide • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk • Medical Record Transcriber • Medical Assistant • Home Health Aide • Home Health Attendant • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Master of Education • Surgical Specialist

Experience & Education

Position:
Office Manager/ Bookkeeper at Countis Laboratories, Inc & Countis Industries, Inc, Scentsy...
Title:
Office Manager/ bookkeeper at Countis Laboratories, Inc & Countis Industries, Inc
Location:
Sacramento, California Area
Industry:
Arts and Crafts
Work history:
Countis Laboratories, Inc & Countis Industries, Inc - Grass Valley, CAOffice Manager/ Bookkeepersince Jul 2011Scentsy Wickless Candles-Independent Consultant - Rocklin CAScentsy Independent Directorsince Feb 2010
Financial Advisor
Full Profile

Ravi Dhaliwal Rocklin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Portfolio Manager • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Compensation Analyst • Financial Analyst • Compensations and Benefits • Computer Software Professional • Software Developers • Bank Examiner • Certified Public Accountant • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Programmer Analyst • Information Technology Specialist • Information Systems Analyst • IT Analyst • IT Specialist • Compliance Officer • Business Administrator • Analysts • Director of Quality Control • Board Member • Compliance Manager • Management Team Executive • Financial Manager • Sales Agent • Sales Representative • Bachelor of Science

Experience & Education

Position:
Senior Compensation Analyst at Oracle
Title:
Senior Compensation Analyst
Location:
Rocklin, California
Industry:
Computer Software
Work history:
Oracle - Sacramento, California AreaSenior Compensation Analystsince Jun 2007Oracle - Sacramento, California AreaSr. Financial AnalystJun 2006 - 2007
Languages:
Hindi, Punjabi
Financial Advisor/Compliance Officer,part-time,at..
Full Profile

Eeden Lee Rocklin, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Manager • Operations Manager • Systems Analyst • IT Analyst

Experience & Education

Work

Company:
United natural foods, inc
Business analysis specialist
Company:
Braziel & associates, npb financial group, llc
Investment analyst
Full Profile

Malachi Hackett Rocklin, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Counselor • Licensed Embalmer • Advisor • Undertakers

Experience & Education

Work

Company:
Jp morgan chase
Licensed personal banker
Company:
Mercedes benz of el dorado hills - El Dorado, CA
Client care representative- sales
Full Profile

Eeden Lee Rocklin, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Operations Manager • Analyst • Analysts

Experience & Education

Work

Company:
United natural foods, inc
Business analysis specialist
Company:
Braziel & associates, npb financial group, llc
Investment analyst
Full Profile

Financial Consultants near Rocklin, CA0189378567756945SacramentoRosevilleFolsomRancho CordovaAuburnCitrus HeightsLincolnCarmichaelGrass ValleyFair Oaks


Financial Consultants around Rocklin, CA

Auburn  (15)
Carmichael  (8)
Fair Oaks  (4)
Folsom  (51)
Grass Valley  (4)
Lincoln  (9)
Loomis  (3)
Rescue  (1)
Roseville  (123)
Sacramento  (942)
Wheatland  (3)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (18)