Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in California

Financial Consultants in Sacramento, CA

Find a professional & check records

Here is a complete list of nearly every professional Financial Consultants nearby.

The Trustoria Professional Directory helps you discover the best Financial broker for your latest project.

Be sure to see other cities near you to locate the records of more service providers.

250 results found

Dorien Michaels Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entertainer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Every problem has a solution
Location:
Sacramento, California Area
Industry:
Executive Office
Work history:
Northwestern Mutual - San Francisco Bay AreaFinancial Advisorsince Aug 2012
Skills:
Team Building, Strategy, Entrepreneurship, Leadership, Start-ups, Building Coalitions, Manage...
Full Profile

Wade Lokka Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Edward Jones - Elk Grove, CAFinancial Advisorsince Jul 2000
Skills:
Estate Planning, Mutual Funds, 401k Rollovers, Fixed Annuities, Retirement Planning, Insurance,...
Full Profile

Maddy Lucas Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Title:
Financial Counselor at Sutter Health
Location:
Sacramento, California Area
Industry:
Health, Wellness and Fitness
Full Profile

Haazim Rashed Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Imam • Leader • Clergy • Managers • Chief Executive • Chief Executive Officer • Operations Manager • Corporate Executive • Skilled Professional • Management Team Executive • Community Service Manager • School Administrator • Educational Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at First Command Financial Services
Location:
Sacramento, California Area
Industry:
Nonprofit Organization Management
Work history:
First Command Financial Services Financial Advisorsince Jan 2010Masjid as Sabur Imam2007 - 2009
Languages:
German
Full Profile

Rick Wertheim Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Smith-Mottini Financial Advisors
Title:
Rick Wertheim - Financial Advisor at Smith-Mottini Financial Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Smith-Mottini Financial Advisors - Roseville, CAFinancial Advisorsince Jul 2012Next Level Advisors, Inc. - Roseville, CAFinancial AdvisorMay 2011 - Jul 2012
Skills:
Financial Planning, Investments, Retirement Planning, Financial Advice, Investment Advisory, Wealth ...
Languages:
Spanish
Full Profile

Barry Powell Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Construction • Director • Treasurer • Chairperson • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Commercial Announcer • Presenter • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Consultant-Financial Advisor at Powell Consulting (Sole Proprietorship), Director at Farm Credit...
Title:
Financial Consultant-Non Profit & Agriculture
Location:
Sacramento, California Area
Industry:
Wholesale
Work history:
Powell Consulting - Sacramento, California AreaConsultant-Financial Advisorsince Nov 2010Farm Credit West Directorsince Apr 2007
Skills:
Financial Planning, Financial Analysis, Budgeting, Strategic Planning, Business Planning, Business...
Certifications:
Board Leadership Fellow, National Association of Corporate Directors(NACD)
Premier Governance Series-Director Certification, FCC Services
Full Profile

R Stohl Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration

Experience & Education

Title:
Financial Advisor, MBA, CA Ins #0D18988
Location:
Sacramento, California Area
Industry:
Investment Management
Full Profile

Joan Simental Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Owner • Project Managers • Chief Executive • Manager • Operations Manager • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Lean Six Sigma Project Leader
Location:
Sacramento, California Area
Industry:
Management Consulting
Work history:
Asset Strategies Group, LLC Financial AdvisorSep 2008 - Jan 2010Simental Ventures, LLC OwnerApr 2003 - Jul 2008
Skills:
Manufacturing Operations Leadership, Materials and Resource Requirements Planning for...
Full Profile

Craig Arsenych Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Financial Analyst • Purchasing Managers • Estimator • Independent Business Owners • Director of Contracts • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Linux Administrator • Systems Administrator • Computer Systems Administrator • Contractor • Bachelor of Arts • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Title:
Government Business Capture Manager
Location:
Sacramento, California Area
Industry:
Defense & Space
Work history:
Health Net Federal Services - Rancho CordovaSr. Financial AnalystJul 2000 - Feb 2012United Dental Alliance - Austin, TXFinancial Consultant1999 - 2000
Skills:
Certified Cost Estimator, Proposal Writing, New Business Development, Strategic Planning, Cloud...
Languages:
French
Full Profile

David Hill Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner & Financial Advisor at SGC Financial - Sacramento
Title:
Owner & Financial Advisor with SGC Financial - Sacramento
Location:
Sacramento, California
Industry:
Financial Services
Work history:
SGC Financial - Sacramento - Sacramento, CaliforniaOwner & Financial Advisorsince Mar 1987
Skills:
Estate Planning, Investments, Selling, Public Speaking, Insurance, Business Planning, Small...
Full Profile

Larry Hansen Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Benefits Specialist • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Planner • Advisor • Representative • Counselor • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Position:
Financial Advisor & CEO at Capital Planning Advisors, Inc.
Title:
Financial Advisor | Business Exit Planner | Executive Benefits Specialist | CEO: Capital Planning Advisors, Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Capital Planning Advisors, Inc. Financial Advisor & CEOsince Sep 2006The Todd Organization - Sacramento, California AreaExecutive Benefit ConsultantNov 2003 - Sep 2006
Skills:
Financial Planning, Business Planning, Financial Analysis, Succession Planning, Retirement...
Full Profile

Jeffrey Bedell Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Advisor • Representative • Law Specialist • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Clerical Specialist • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Attorney at Bedell Law Office, Financial Advisor & Investment Advisor Representative at Bedell...
Title:
Founder/Sole-Proprietor at Bedell Law Office
Location:
Sacramento, California Area
Industry:
Law Practice
Work history:
Bedell Law Office - Sacramento, California AreaAttorneysince Apr 2011Bedell Financial - Sacramento, California AreaFinancial Advisor & Investment Advisor Representativesince Jan 2010
Languages:
Spanish
Certifications:
Series 7: General Securities Representative, Financial Industry Regulatory Authority (FINRA)
Series 66: Uniformed Combined State Law Exam, North American Securities Administrator's Association
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

Jevon Webster Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Financial Management Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Inbound Marketer • Web Marketer • Philanthrope • Business Administrator • Non-Profit • Financial Manager • Marketing Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Lighthouse Strategic Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Lighthouse Strategic Advisors Financial Advisorsince Mar 2010Ameriprise Financial Services, Inc. Financial Advisor2004 - Apr 2010
Skills:
Wealth Management, Family Planning/Family Changes, Retirement Planning Strategies, Protection and...
Full Profile

Teresa Straub Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Employee Relations Manager • Human Resources Specialist • Employee Relations Specialist • Labor Relations Specialist • Recruitment • Accounts Payable • Accounts Payable Specialist • Auditor • Organization Management • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Independent Business Owners • Contractor • Chief Executive • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Finance & Human Resources Manager at California Agricultural Leadership Foundation
Title:
Finance & Human Resources Manager
Location:
Sacramento, California Area
Industry:
Nonprofit Organization Management
Work history:
California Agricultural Leadership Foundation Finance & Human Resources Managersince Feb 2008USA Self Employed Financial Consultant/AuditorApr 1998 - Nov 2008
Skills:
Accounting, Spreadsheets, Budgets, Customer Service, QuickBooks
Full Profile

Paul Nethercut Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Director • Treasurer • Financial Officer • Financial Manager • Programmer Analyst • Information Systems Analyst • IT Analyst • Security

Experience & Education

Position:
Financial Consultant at Various (WAPA, Sac RT, Rabobank, Verifone)
Title:
Financial Professional
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Various (WAPA, Sac RT, Rabobank, Verifone) - Sacramento Metro AreaFinancial Consultantsince Jul 2007California ISO - Folsom, CASenior Financial AnalystAug 2003 - Jun 2007
Full Profile

Matthew Riley Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Engineer • Courier • Bicycle Messenger • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Domestic Engineer at None
Title:
Domestic Engineer
Location:
Sacramento, California Area
Industry:
Food & Beverages
Work history:
None Domestic Engineersince May 2010Ameriprise Financial Financial AdvisorJul 2008 - Feb 2009
Full Profile

Bryan Ludwig Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President of Operations • Purchasing Manager • Chief Administrative Officer • Sales Manager • Vice President • Chief Executive • Purchasing Managers • Operations Manager • Supplier • Equipment Tools Purchasing Agent • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Business Administrator • Advisor • Computer Software Professional • Software Developers

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Roseville, CAFinancial Advisorsince Jun 2011Edward Jones - Roseville, CAFinancial AdvisorAug 2008 - Jun 2011
Skills:
Retirement Planning, Strategic Financial Planning, Asset Allocation, Wealth Management, Mutual...
Full Profile

Juan Jimenez Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Sales Representative • Sales Agent • Account Service Manager • Client Service Officer • Representative • Supporting Member • Team Member • Bachelor of Science • Financial Manager • Customer Service

Experience & Education

Work

Company:
Whitehall-parker securities, inc
Independent financial consultant
Company:
Wells fargo, private client services
Financial consultant

Skills

Bilingual: Spanish. Security Research: Bloomberg, Morningstar, Thomson One, and Valueline
Full Profile

Julio Villanueva Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Work

Company:
Franklin templeton investments
Specialist - special products group - transfer agency
Company:
Estate of dr. kenneth m. johnson
Financial consultant/bookkeeper
Full Profile

James Hagen Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Production Director • Treasurer • Chairperson • Chief Executive • Operations Manager • Controlling Specialist • Budget Officer • Auditor • Financial Compliance Examiner • Master of Business Administration • Business Administrator

Experience & Education

Position:
Chief Financial Officer at Summit Funding, Inc
Location:
Sacramento, California
Industry:
Financial Services
Work history:
Summit Funding, Inc - Sacramento, CAChief Financial Officersince Jan 2013Independent Mortgage Bankers - Greater Denver AreaFinancial AdvisorNov 2011 - Dec 2012
Skills:
Trusted Advisor, Mortgage Banking, Financial Analysis, Risk Management, Budgets, USDA, Mortgage...
Full Profile

Geoffrey Lim Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Life Insurance Specialist at CSAA
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
CSAA Life Insurance SpecialistNew England Financial Financial AdvisorDec 2004 - Dec 2005
Full Profile

Dawn Wang Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

David Nealon Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Sacramento, California Area
Industry:
Investment Management
Full Profile

Aaron Rice Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Investment Officer at BBVA Compass
Title:
Personal Investment Officer at BBVA Investment Solutions, INC.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
BBVA Compass - Sacramento, California AreaPersonal Investment Officersince May 2012Wells Fargo Advisors, LLC Financial AdvisorMay 2010 - Apr 2012
Full Profile

Jennifer Bell Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Communications Officer • Chief Executive • Community Service Manager • Government Administration Professional • Operations Manager • Business Administrator • Organization Management • Clerical Specialist • Managers • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Communications Director at California State Assembly, Financial Advisor at Gamma Phi Beta Sorority
Title:
Communications Director at California State Assembly
Location:
Sacramento, California Area
Industry:
Government Administration
Work history:
California State Assembly - Sacramento, California AreaCommunications Directorsince Nov 2012Gamma Phi Beta Sorority - Epsilon Kappa ChapterFinancial Advisorsince Aug 2011
Skills:
Non-profits, Government, Public Speaking, Research, Financial Advisory
Full Profile

Justin Ozeroff Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch Investment Managers
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Merrill Lynch Investment Managers Financial Advisor
Full Profile

Pam Budenbender Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Advisor
Location:
Sacramento, California Area
Industry:
Investment Management
Full Profile

Joshua Fillion Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder at COA Foundation, CEO at JSF Financial Inc
Title:
Financial Consultant
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
COA Foundation Foundersince Jan 2007JSF Financial Inc CEOsince Jan 2003
Full Profile

Paul Romo Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/Founder at Impact Financial Advisors, Financial Advisor at Mutual of Omaha, Ambassador at ...
Title:
President/Founder at Impact Financial Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Impact Financial Advisors - Davis, CAPresident/Foundersince Jan 2013Mutual of Omaha Financial Advisorsince Jan 2007
Full Profile

Steve Barrilleaux Sacramento, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Operations Manager • Corporate Executive • Chief Executive • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Independent Financial Advisor at Safe Harbor Pension & Wealth
Title:
Certified Financial Planner TM
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Safe Harbor Pension & Wealth - Roseville, CAIndependent Financial Advisorsince Aug 2009Merrill Lynch Financial AdvisorApr 2004 - Aug 2009
Full Profile

Jonathan Hullihen Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Counselor • Subject Matter Expert • Team Member • Advisor • Skilled Professional • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Operations • Operations Manager • Model

Experience & Education

Position:
Specialist, Financial Advisor Service Team, Transfer Agent at Franklin Templeton Investments
Title:
Transfer Agent Specialist
Location:
Antelope, California
Industry:
Financial Services
Work history:
Franklin Templeton Investments - Rancho Cordova, CaliforniaSpecialist, Financial Advisor Service Team, Transfer Agentsince Mar 2006UPS - West Sacramento, CAOperations Supervisor , Shipping LogisticsJul 1999 - Jul 2006
Full Profile

Al Roche Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Client Service Officer • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Midtown Financial
Title:
Financial Advisor
Location:
United States
Industry:
Financial Services
Work history:
Midtown Financial - Sacramento, CAFinancial Advisorsince Mar 2001Giselle's Travel - Sacramento, CAManager, Incentive & Group DivisionFeb 1991 - Jan 2000
Full Profile

Bryan Wertzer Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Sutley Wertzer, Inc., Registered Principal at Independent Financial Group, LLC
Title:
Financial Advisor at Sutley Wertzer, Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Sutley Wertzer, Inc. - Sacramento, California AreaOwnersince Jun 1993Independent Financial Group, LLC - Greater San Diego AreaRegistered Principalsince Feb 2009
Full Profile

Violetta Terpeluk Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Consultant • Management Analyst • Analysts • Advisor • Operations Manager

Experience & Education

Position:
Financial Advisor and Business Financial Advisor at Ameriprise Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor and Business Financial Advisorsince 2002PricewaterhouseCoopers Management Consultant1999 - 2001
Full Profile

Dick Andrade Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Senior Financial Consultant at Wachovia
Location:
Sacramento, California Area
Industry:
Banking
Full Profile

Tim Chafin Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at LPL Financial, CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
LPL Financial Financial Advisorsince Aug 2007LPL Financial CERTIFIED FINANCIAL PLANNER™since Jan 2006
Skills:
401k/IRA rollovers, wealth preservation, income distribution planning
Full Profile

Eric Sams Sacramento, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Sams Investment Strategies
Title:
Certified Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Sams Investment Strategies Certified Financial Plannersince Dec 2008UBS Financial Services Financial Advisor2002 - Dec 2008
Full Profile

Mark Schumacher Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Automotive Professional

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Edward Jones - Lincoln, CAFinancial Advisorsince May 2008Enterprise Rent A Car Branch ManagerJul 2005 - Mar 2008
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Jana Fisher Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Daycare Provider • Childcare Workers • Operations Associate • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Psychology Specialist

Experience & Education

Position:
Full Time Mom and Daycare Provider at Home
Title:
In-Home Daycare Provider Little Dolphins Daycare lic#62058
Location:
Sacramento, California Area
Industry:
Education Management
Work history:
Home Full Time Mom and Daycare Providersince Nov 2007Charles Schwab Client Services RepJun 2006 - Mar 2007
Full Profile

Gina Castellino Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Bachelors Degree • Managers

Experience & Education

Position:
Admissions Manager at Universal Technical Institute
Location:
Sacramento, California Area
Industry:
Education Management
Work history:
Universal Technical Institute Admissions Managersince May 2013Universal Technical Institute Financial AdvisorMar 2012 - May 2013
Full Profile

Justin Ozeroff Sacramento, CA

Professions & Specialties

Financial Adviser • Mortgage Loan Officer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Representative • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Client Service Officer • Customer Service • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Registered Representative at Principal Financial Group at Principal Financial Group
Title:
Financial Adviser VALIC/AIG
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Principal Financial Group - Sacramento, California AreaRegistered Representative at Principal Financial Groupsince Jun 2011Countrywide Bank/Bank of America Mortgage Loan Officer/ Financial AdvisorJan 2006 - Jun 2011
Full Profile

Rick Domenick Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Master of Science • Higher Education Professional • School Administrator • Educational Manager • Sales Representative • Operations Manager

Experience & Education

Position:
Personal Financial Representative at Allstate Financial Services, LLC
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Allstate Financial Services, LLC Personal Financial Representativesince Aug 2001Morgan Stanley Dean Witter Financial Advisor1996 - 2001
Full Profile

Mark Morgan Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPS at Morgan Stanley...
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Folsom, CAExecutive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPSsince Mar 1983
Certifications:
Certified Investment Management Analyst, Investment Management Consultants Association
Chartered Retirement Plan Specialist, College for Financial Planning
Full Profile

David Jiru Sacramento, CA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Speaker • Spokesperson • Representative • Educator • Education Professional • Instructor • Education Manager • Education Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Education Director - Financial Counselor at CLC, Incorporated
Title:
Experienced speaker and educator on financial issues
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
CLC, Incorporated - Sacramento, California AreaEducation Director - Financial Counselorsince Jun 2007Wells Fargo Bank Licensed Private BankerJan 2005 - Jun 2007
Skills:
Public Speaking, Financial Coaching, Credit Repair, Debt Management, Retail Banking, Mortgage...
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

David Culp Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Elsevier Inc Sales RepresentativeJan 1995 - Feb 2011Diehl, Steinheimer, Riggio, Haydel & Mordaunt AttorneyJan 1991 - Jan 1995
Skills:
Sales, CRM
Full Profile

Philip Bodine Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO/President at Verdeo Financial and Insurance Services, FInancial Advisor/Stratagist at Verdeo...
Title:
CEO/President of Verdeo Financial and Insurance Services, Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Verdeo Financial and Insurance Services CEO/Presidentsince Sep 1989Verdeo Financial FInancial Advisor/Stratagistsince 1989
Skills:
Financial Planning, Asset Management, Insurance, Strategic Planning, Estate Planning, Retirement...
Full Profile

Austin Bennett Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Bennett Financial Strategies, Investment Advisor Representative at Bennett...
Title:
Investment Advisor Representative at Bennett Financial Strategies
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Bennett Financial Strategies Financial ConsultantBennett Financial Strategies Investment Advisor Representativesince Sep 2012
Skills:
Retirement Planning, Fixed Annuities, Mutual Funds, 401k, Retirement
Full Profile

Kimberly Ogden Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Vice President • Operations Manager • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent

Experience & Education

Position:
Vice President, Financial Advisor & Certified Financial Planner™ at Atherton Wealth Advisors
Title:
Financial Advisor, Wealth Manager, & CFP at Atherton Wealth Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Atherton Wealth Advisors Vice President, Financial Advisor & Certified Financial Planner™since Oct 2005Adeza Biomedical Sales RepresentativeSep 2003 - Oct 2005
Full Profile


Financial Consultants near Sacramento, CA012345West Sacramento