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Financial Consultants in Sebastopol, CA

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5 results found

Dave Homan Sebastopol, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Online LeaderInternet Marketing ManagerWeb MarketerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMarketing ManagerAdvertising Sales AgentFinancial ManagerIT Analyst

Experience & Education

Position:
Financial Advisor at Willow Creek Wealth Management, Advisor at Intersect Marketing Group
Title:
Financial Advisor at Willow Creek Wealth Management
Location:
Sebastopol, California
Industry:
Financial Services
Work history:
Willow Creek Wealth Management - Sebastopol, CAFinancial Advisorsince Mar 2013Intersect Marketing Group - Sebastopol, CAAdvisorsince Jun 2012
Skills:
Social Media Marketing, Blog Marketing, Web Content Management, Personal Financial Planning,...

Jeanette Tan Sebastopol, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Accountant at Kokomo winery
Title:
Financial Consultant for Wineries
Location:
Sebastopol, California
Industry:
Financial Services
Work history:
Kokomo winery Accountantsince Mar 2011Sbragia Family Vineyards ConsultantFeb 2012 - Jan 2013
Languages:
French

Christopher Castro Santa Rosa, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeRepresentativeCarpentry WorkerSports Manager

Experience & Education

Work

Company:
Wells fargo advisors llc
Financial advisor training program
Company:
New york life insurance - Santa Rosa, CA
Agent /registered representative

Jim Maresca San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAuthorBoard MemberManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerCorporate ExecutiveChief ExecutiveSales ManagerMarketing ManagerNon-ProfitAdvisorComputer Software ProfessionalInformation Technology SpecialistSoftware DevelopersIT SpecialistHuman Resources SpecialistRecruitmentField Marketing SpecialistMarketing AdministratorSales RepresentativeHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Member, Board of Directors at Palm Drive Health Care District
Title:
Author "Sane Investing for Insane Times" & Financial Advisor offering securities per LPL Financial, member FINRA/SIPC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Palm Drive Health Care District - Sebastopol, CAMember, Board of Directorssince 2012Edward Jones - Guerneville, CAFinancial Advisor2008 - 2011

Sam Crump San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderFounding MemberChief ExecutiveMayorCivil ServantCity ManagerCaptainBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLaw SpecialistLawyers

Experience & Education

Position:
Founder at Crump & Associates
Title:
Crump & Associates
Location:
San Francisco Bay Area
Industry:
Government Relations
Work history:
Crump & Associates Foundersince Oct 2010Edward Jones - Novato, CAFinancial AdvisorSep 2011 - Apr 2013
Skills:
Policy, Public Policy, Nonprofits, Leadership, Negotiation, Strategic Planning, Non-profits, Public ...


Financial Consultants near Sebastopol, CA01122334455Santa RosaSan RafaelNovatoMill ValleyPetalumaCorte MaderaLarkspurSan AnselmoCotatiHealdsburg



Financial Consultants around Sebastopol, 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)
Middletown  (1)
Mill Valley  (21)
Novato  (24)
Oakville  (2)
Petaluma  (21)
Saint Helena  (1)
San Anselmo  (8)
San Rafael  (52)
Santa Rosa  (53)
Windsor  (4)
Woodacre  (1)
Yountville  (2)

Financial Consultants in California

Sub-specializations

Financial Consultant  (5)
Funder  (3)