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Financial Consultants in California

Financial Consultants in Santa Maria, CA

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16 results found

Delores Martini Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President at D. Martini & Associates Inc., President/Financial Consultant at D. Martini and...
Title:
President/Financial Consultant at D,Martini and Associates, Inc.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
D. Martini & Associates Inc. Presidentsince Apr 2007D. Martini and Associates, Inc. - 2625 South Miller Suite 106, Santa Maria, CA 93455President/Financial Consultantsince Apr 2007
Skills:
Wealth Preservation, Investments, Financial Planning, Mutual Funds, Strategic Financial Planning,...
Certifications:
CFP®, College for Financial Planning
CRPC®, College for Financial Pllanning
Full Profile

Mike Gorbell Santa Maria, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
LPL Financial Advisor at Ogden Wealth Management
Title:
LPL Financial Advisor
Location:
Santa Maria, California
Industry:
Investment Management
Work history:
Ogden Wealth Management LPL Financial Advisorsince Jun 2004California Space Authority Founding Chief Financial OfficerJun 2000 - Apr 2003
Full Profile

Seth Leishman Santa Barbara, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, CPA CFP at Woodland Leishman & Associates
Title:
Financial Advisor, CPA CFP
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Woodland Leishman & Associates - Santa Maria, CAFinancial Advisor, CPA CFPsince Mar 2003
Languages:
English, Spanish
Certifications:
Certified Public Accountant, State of California
Certified Financial Planner, CFP Board
Full Profile

Eddie Murray Santa Barbara, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney, First Vice President at Morgan Stanley Smith Barney
Title:
First Vice President at Morgan Stanley
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Oct 2002Morgan Stanley Smith Barney - Santa Maria, CAFirst Vice Presidentsince Oct 2002
Full Profile

Eric Bravo Santa Maria, 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
Location:
Santa Maria, California
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2007
Full Profile

Theresia Wahlberg Santa Maria, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Advisor • Manager • Operations Manager

Experience & Education

Work

Company:
Great white dental, inc
Controller/financial advisor
Company:
Great white dental, inc - Santa Maria, CA
Asst. acct. manager

Skills

Programming with excel and Access
Full Profile

Cassandra Anthony Santa Maria, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Supporting Member • Administrative Associate • Team Member • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
H&r block
Tax associate
Company:
Ogden wealth management - Santa Maria, CA
Registered administrative associate
Full Profile

Theresia Wahlberg Santa Maria, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Advisor • Manager • Operations Manager

Experience & Education

Work

Company:
Great white dental, inc
Controller/financial advisor
Company:
Great white dental, inc - Santa Maria, CA
Asst. acct. manager
Full Profile

Michelle Schramm Santa Maria, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Supporting Member • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Accounting Manager at Zodiac Aerospace
Location:
Santa Maria, California
Industry:
Accounting
Work history:
Zodiac Aerospace Accounting Managersince Mar 2013KPMG - San Francisco Bay AreaSenior Audit AssociateNov 2010 - Feb 2013
Assistant to Financial Advisor at Ameriprise Financial Services
Full Profile

Robert Schaefer Santa Maria, CA

Professions & Specialties

Loan Officer • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Guild mortgage company, inc - Santa Maria, CA
Senior loan officer
Company:
Bank of america - Santa Maria, CA
Mortgage loan originator
Full Profile

David Monte Santa Maria, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Pastoral Worker • Clergy • Managers • Associate of Arts • Construction Administrator • Construction Manager

Experience & Education

Work

Company:
Ten talent partners
President
Company:
Sunrise therapeutic community
Founder and pastor
Full Profile

Rafael Guzman Santa Maria, CA

Professions & Specialties

Sales Support Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Economist • Apprentice • Student Worker

Experience & Education

Work

Company:
Apio inc
Sales analyst
Company:
U.s. department of labor - bureau of labor statistics - San Francisco, CA
Economist intern
Full Profile

Faye Chiaia Santa Maria, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Data Typist • Counselor • Supporting Member • Administrative Associate • Computer Operator Specialist • Advisor • Team Member • Administrative Clerk • Clerical Specialist • Cashier • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Allergan medical - Goleta, CA
Clinical projects assistant
Company:
Allergan medical - Santa Barbara, CA
Account support

Skills

Equipment: PCs, multi-function copiers, scanners, 10-key by touch, cash register, credit card...
Full Profile

Deborah Carter Las Vegas, NV

Professions & Specialties

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

Experience & Education

Position:
Financial Services Representative at COUNTRY Financial
Location:
Las Vegas, Nevada Area
Industry:
Financial Services
Work history:
COUNTRY Financial Financial Services Representativesince Apr 2010Morgan Stanley - Santa Maria, CAFinancial AdvisorSep 1999 - Nov 2008
Skills:
Life Insurance, Retirement Planning, IRAs, Disability Insurance, Long Term Care Insurance,...
Full Profile

Clayton Dietrich Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Business Development Associate • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Operations Manager • Vice President • Chief Executive • Student Worker

Experience & Education

Position:
Business Development Associate at PIMCO
Title:
Associate at PIMCO
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
PIMCO - Newport Beach, CABusiness Development Associatesince Mar 2011Morgan Stanley Smith Barney - Santa Maria, CAFinancial Advisor InternJan 2010 - May 2010
Full Profile

Josh Teran San Francisco, CA

Professions & Specialties

Analyst • Analysts • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Door-to-Door Sales • Team Member • Operations Manager

Experience & Education

Position:
Summer Analyst at J.P. Morgan, Owner at Central Coast Electronic Payments
Title:
Summer Analyst at J.P. Morgan
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
J.P. Morgan - San Francisco Bay AreaSummer Analystsince Apr 2013Central Coast Electronic Payments Ownersince Jul 2008
Skills:
Payments, B2B, Credit Cards, Start-ups, Marketing
Languages:
English, Spanish
Designed presentations on behalf of financial advisor for use in investment seminars
Full Profile

Financial Consultants near Santa Maria, CA04590135180225Santa BarbaraSan Luis ObispoPismo BeachCarpinteriaLompocBuelltonMorro BaySanta YnezTempletonCambria


Financial Consultants around Santa Maria, CA

Buellton  (2)
Cambria  (1)
Carpinteria  (6)
Lompoc  (3)
Morro Bay  (2)
Nipomo  (1)
Pismo Beach  (18)
Santa Barbara  (224)
Santa Ynez  (2)
Solvang  (1)
Templeton  (2)

Financial Consultants in California

Sub-specializations

Financial Consultant  (16)
Funder  (1)