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Financial Consultants in California

Financial Consultants in Tustin, CA

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37 results found

Dan Trznadel Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Financial Director • Director • Chairperson • Financial Officer • Financial Manager • Operations Manager • Chief Executive • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Team Member • Air Transportation Worker • Technology Manager • Technical Managers • Research Scientist • Software Developers • IT Specialist

Experience & Education

Position:
Chief Financial Officer at Gate 5 Energy Partners, Inc., Chief Financial Officer at Tustin Chamber...
Title:
Consultant at Blythe Global Advisors, LLC
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Gate 5 Energy Partners, Inc. - Irvine, CAChief Financial Officersince Feb 2012Tustin Chamber of Commerce - Tustin, CAChief Financial Officersince Jan 2011
Skills:
Accounting, Finance, Financial Modeling, Mergers, Valuation, Sales, Tax, Financial Analysis
Full Profile

Lilet Ilog Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Receiving Clerk • Clerical Specialist • Controller • Bachelor of Science

Experience & Education

Work

Company:
St joseph health system
Cash posting representative
Company:
St jude medical center
Patient access specialist or financial counselor

Skills

Proficient in Microsoft Office, Excel, Word, Power Point , Electronic Mail,Meditech and Scheduler...
Full Profile

William Lyons Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Work

Company:
Registered investment advisor
Company:
Merrill lynch wealth management
Licensed financial advisor
Full Profile

Craig Takashima Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at ING, Financial Advisor at ING
Title:
Financial Advisor at ING
Location:
Orange County, California Area
Industry:
Religious Institutions
Work history:
ING - Tustin, CAFinancial Advisorsince Mar 2013ING Financial Advisorsince Mar 2013
Full Profile

Teresa Bonilla Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Managers • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Santa ana college
Company:
Experiece - Irvine, CA
Settlement/financial advisor, nationwide support services
Full Profile

Kenneth Dody Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tutor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Repairer • Operations Manager

Experience & Education

Position:
Wealth Tutor at ING Strategic Distributions, Specialist at United States Army Reserve, Real Estate...
Title:
Wealth Tutor at ING Strategic Distributions
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
ING Strategic Distributions - Tustin, CAWealth Tutorsince Apr 2012United States Army Reserve Specialistsince Dec 2009
or Financial Advisor
Full Profile

James Byrnes Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Hospital Care Professional • Certified Nurse Aide • Health Professional • Health Practitioner • Nurse • Nurse Practitioner • Agent • Sales Representative • Web Marketer • Managers • Advisor • Biller • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Community Liaison at Maxim Healthcare Services, Financial Advisor at World Financial Group (WFG)
Title:
Experienced in Healthcare, Sales, Management, & Client Relations.
Location:
Orange County, California Area
Industry:
Hospital & Health Care
Work history:
Maxim Healthcare Services - 17862 E Seventeenth St, Tustin CA 92780Community Liaisonsince Apr 2012World Financial Group (WFG) - Greater San Diego AreaFinancial Advisorsince Jan 2012
Full Profile

Jerry Keller Costa Mesa, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
FinancIal Consultant at HomeFree Consulting Group LLC
Title:
National Marketing Director of HomeFree Consulting Group LLC
Location:
Costa Mesa, California
Industry:
Financial Services
Work history:
HomeFree Consulting Group LLC - Orange County, CaliforniaFinancIal Consultantsince 20091st Equity Financial - Tustin, CALoan ConsultantSep 2003 - Dec 2008
Full Profile

Susan Green Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative • Master of Science • Corporate Executive • Chief Executive • Team Member • Publishing Professional

Experience & Education

Position:
Financial Strategist at Conaway & Conaway
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Conaway & Conaway - 151 Yorba St. Suite 200 Tustin, CA 92780Financial Strategistsince Jan 2013Morgan Stanley Wealth Management - Orange County, CaliforniaFinancial AdvisorFeb 2011 - Nov 2012
Certifications:
California Insurance License, California Department of Insurance
Series 7, Securities Registration
Full Profile

Dheeraj Mehta Tustin, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Position:
Banker at Bank of America
Location:
Tustin, California
Industry:
Banking
Work history:
Bank of America - Orange County, California AreaBankersince Jul 2011California State University, Fullerton - FullertonAssociateAug 2008 - Dec 2009
Skills:
Sales, Financial Advisory, Banking, Operations Management, Leadership
Personal and business financial advisor
Full Profile

Patty Ault Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Consultant • Information Technology Specialist • IT Consultant • IT Specialist • Client Manager • Agent • Sales Agent • Client Service Officer • Sales Representative • Customer Service

Experience & Education

Position:
Computer Consultant at Kairos A.T.I. Inc.
Location:
Orange County, California Area
Industry:
Information Technology and Services
Work history:
Kairos A.T.I. Inc. - Orange County, California AreaComputer Consultantsince Mar 2013Michele Young - Securities America - Tustin, CAClient Services ManagerFeb 2011 - Mar 2013
Assist financial advisor with client reviews
Full Profile

Manuel Velasquez Irvine, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Financial Analyst • Chief Accountant • Account Manager • Senior Analyst • Analyst • Analysts

Experience & Education

Position:
Financial Consultant at PBC Company
Title:
Finance and Accounting, MBA
Location:
Irvine, California
Industry:
Accounting
Work history:
PBC Company - Tustin, CAFinancial Consultantsince Sep 2010Bank of America - Irvine, CASenior Financial Analyst/Senior AccountantAug 2005 - Apr 2010
Languages:
Tagalog
Full Profile

Scott Baynes Santa Ana, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Advertising Professional • Advertising Sales Agent • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at ING Insurance / Investment Management
Title:
ING Financial/Retirement Planner
Location:
Orange County, California Area
Industry:
Marketing and Advertising
Work history:
ING Insurance / Investment Management - Tustin CaFinancial Advisorsince Apr 2012Preferred Trust Company - Henderson NevadaTransfer managerApr 2011 - Dec 2011
Certifications:
Life and Health License
Full Profile

Jonathan Fine Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Independent Business Owners • Contractor

Experience & Education

Work

Company:
Edwards lifesciences
Contractor - senior financial analyst
Company:
Fine financial consulting, tustin
Financial consultant
Full Profile

Christina Grimes Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Property Manager • Real Estate Manager • Leasing Professional • Licensed Real Estate Broker • Real Estate Sales Agent • Supporting Member • Team Member • Founding Member • Chief Executive

Experience & Education

Work

Company:
Aflac incorporated
Insurance agent
Company:
Life pro inc - Costa Mesa, CA
Certified financial advisor
Full Profile

Daniel Correa Tustin, CA

Professions & Specialties

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

Experience & Education

Position:
Professional at Morgan Stanley Smith Barney
Title:
Professional
Location:
Tustin, California
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Santa Ana, CAProfessionalsince Nov 1993
Financial Advisor
Full Profile

Lisa Curtis Tustin, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Levy restaurants - Los Angeles, CA
Controller/senior accounting manager, staples center
Company:
Apple rogue apartments llc - Laguna Beach, CA
Financial consultant
Full Profile

Joe Davidson Santa Ana, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Client Service Officer • Sales Representative • Financial Analyst • Auditor • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Chairperson • Chief Executive • Doctor of Education • Clergy • Customer Service • Supporting Member • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Human Resources Specialist • Recruitment • Comedian • Entertainer

Experience & Education

Position:
Payroll Processor at Big Fish Payroll Services, Owner | Enrolled Agent | Registered Tax Preparer at ...
Title:
Enrolled Agent, Financial Analyst, Operations Audit Specialist, Accountant, Auditor, Customer Service Expert
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Big Fish Payroll Services - Orange, CAPayroll Processorsince Jul 2012TaxAdviceGuys.com Owner | Enrolled Agent | Registered Tax Preparersince Aug 2010
Senior Representative | Financial Advisor at Primerica
Full Profile

Aaron Yip Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Marketing Professional • Advertising Sales Agent • Control Clerk • Counselor • Representative • Manager in Training • Custodian • Business Administrator • Team Member • Clerical Specialist • Advisor • Managers • Custodial Worker • Cleaners • Software Tester • Computer Specialist • Support Specialist • Agent • Travel Agent • Travel Counselor • Sales Representative • Psychologist • Owner • Chief Executive • Operations Manager • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Quality Control Specialist at REO World
Location:
Tustin, California
Industry:
Financial Services
Work history:
REO World - Newport Beach, CAQuality Control Specialistsince Apr 2013710 Technologies - Monterey Park, CAInternet Marketing InternDec 2012 - Mar 2013
Skills:
Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Microsoft Word,...
Financial Advisor at Ameriprise Financial
Full Profile

Christopher Loughnane Santa Ana, CA

Professions & Specialties

Loan Officer • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Sr. Loan Officer at New American Funding
Location:
Orange County, California Area
Industry:
Real Estate
Work history:
New American Funding - Tustin, CaSr. Loan Officersince Aug 2012Greenlight Financial Services Sr. Loan officerNov 2010 - Aug 2012
Skills:
Refinance, Mortgage Lending, Loans, First Time Home Buyers, Real Estate Financing, Mortgage...
Financial Advisor at Morgan Stanley
Full Profile

Dane Ferguson Tustin, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Assistant Director of Operations at Absolute Exhibits, Inc.
Title:
Director of Operations at Absolute Exhibits, Inc
Location:
Tustin, California
Industry:
Business Supplies and Equipment
Work history:
Absolute Exhibits, Inc. Assistant Director of Operationssince Sep 2011JP Morgan Chase Personal Banker IIApr 2010 - 2011
Financial Advisor at Tax & Financial Group
Full Profile

Marcel Kimura Tustin, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Financial Director • Financial Officer • Financial Manager • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Professional

Experience & Education

Position:
Sales Manager at Mercedes Benz of Beverly Hills
Location:
Tustin, California
Industry:
Automotive
Work history:
Mercedes Benz of Beverly Hills - Beverly HillsSales Managersince Mar 2012MBZ of South Bay Finance MgrSep 2005 - Mar 2012
Financial Consultant at Smith Barney
Full Profile

Tomas Gotor Tustin, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Controller • Vice President • Chief Executive

Experience & Education

Work

Company:
Auto one warranty specialists - Irvine, CA
Collections manager
Company:
Millennium meat - Sunset Beach, CA
Self/controller
Full Profile

Aneesa Memon Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Founder • Founding Member • Chief Executive • Student Worker

Experience & Education

Work

Company:
Sendgrid - Orange, CA
Product manager
Company:
Broadbean technology - Newport Beach, CA
Product manager

Skills

Excel, Powerpoint, Word, Outlook, SPSS, HTML, Pivotal Tracker (Scrum), Mingle (Scrum), Agile SDLC,...
Full Profile

Mr Suda Tustin, CA

Professions & Specialties

Counselor • Advisor • Manager • Program Director • Operations Manager • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
Adus consulting, llc
Principal & consultant
Company:
Rockwell collins - Tustin, CA
Consultant/program manager

Skills

Bank Credit Certified
Full Profile

Daryl Holzberg Tustin, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • District Manager • Territory Sales Manager • Region Manager • Sales Manager • Area Manager • Managers • Chief Executive • Operations Manager • HR Manager

Experience & Education

Work

Company:
My customer data
District manager
Company:
District sales manager
Full Profile

Moses Jung Tustin, CA

Professions & Specialties

Financial Planner • Stock Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Bachelor of Arts • Chief Executive

Experience & Education

Work

Company:
Independent practise, orange county
Financial planner
Company:
Scottrade, inc - Long Beach, CA
Branch stockbroker
Full Profile

Samuel Sargent Tustin, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Engineer • Manager • Operations Manager • Project Managers • Project Manager • Systems Architect • Software Developers • Sales Manager • Team Member

Experience & Education

Work

Company:
Coastalcoms - Dana Point, CA
Sales engineer/project manager
Company:
Armelin widget corporation - Huntington Beach, CA
Sales engineer/systems engineer

Skills

Salesforce, Advanced Milestone Certified, Quickbooks
Full Profile

Moses Jung Tustin, CA

Professions & Specialties

Financial Planner • Stock Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Bachelor of Arts • Chief Executive

Experience & Education

Work

Company:
Independent practise, orange county
Financial planner
Company:
Scottrade, inc - Long Beach, CA
Branch stockbroker
Full Profile

Brian Kaess Tustin, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Financial Analyst • Bachelor of Science

Experience & Education

Work

Company:
Capital source bank
Senior alm analyst
Company:
Ameriquest mortgage corporation - Orange, CA
Senior alm analyst
Full Profile

Kenneth Ngo Tustin, CA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Student Worker

Experience & Education

Work

Company:
Kenn capital
Proprietary trader
Company:
Sureprep
Tax data verification specialist
Full Profile

Sharon Chong Tustin, CA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Account Manager

Experience & Education

Work

Company:
Onewest bank
Personal banker ii
Company:
Us bancorp - Newport Beach, CA
Personal banker
Full Profile

Amanda Waller Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Marketing Manager • Doctor of Dental Surgery

Experience & Education

Position:
Lead at popchips
Location:
Greater Los Angeles Area
Industry:
Food & Beverages
Work history:
Popchips Leadsince Mar 2012Yasser Sadek, DDS - Tustin, CAMarketing Coordinator and Financial AdvisorAug 2011 - Mar 2012
Skills:
Marketing, Social Media, Event Management, Facebook, Social Networking, Customer Service, Social...
Full Profile

Jeff Chang San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Floor Associate • Sales Executive • Retail Professional • Retail Salesperson • Information Technology Specialist • IT Specialist • Sales Manager • Sales Director • Client Service Officer • Buyer and Seller • Sales Representative • Operations Manager • Financial Officer • Financial Manager • Customer Service • Bachelor of Science • Business Administrator • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sale Associate at KBA Docusys, Inc
Title:
Sales Associate at KBA Docusys, Inc
Location:
San Francisco, California
Industry:
Information Technology and Services
Work history:
KBA Docusys, Inc - San Francisco Bay AreaSale Associatesince Apr 2013Lifeline Security and Automation Inc. - San BrunoBranch and Sales Manager2010 - 2013
Languages:
Chinese, Cantonese
Financial Advisor at Northwestern Mutual
Full Profile

Daniel Chang Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Construction • Managers • Sales Executive • Entertainment Professional • Entertainer • Program Director • Sales Manager • Operations Manager • Project Managers • Economist • Master of Business Administration • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Sales Executive - Industry Solutions Practice at AT&T
Title:
Global Technology Leader - Sports at AT&T
Location:
Los Angeles, California
Industry:
Telecommunications
Work history:
AT&T - Cerritos, CASales Executive - Industry Solutions Practicesince Nov 2012AT&T - Cerritos, CASenior Technical Program ManagerJan 2012 - Nov 2012
Skills:
Financial Advisory, Sales Management, Sales Operations, Change Management, Direct Sales, Team...
Languages:
English, Korean
Certifications:
FINRA Series 7
FINRA Series 66
Full Profile

Jon Erickson Las Vegas, NV

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, VP at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management | The Fontan Erickson Group
Location:
Las Vegas, Nevada Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Las Vegas, Nevada AreaFinancial Advisor, VPsince 2011Wells Fargo Advisors - Las Vegas, Nevada AreaInvestment Specialist2003 - 2011
Certifications:
Series 7, Financial Industry Regulatory Authority (FINRA)
Series 63, Financial Industry Regulatory Authority (FINRA)
Full Profile

Felicia Garman Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Subject Matter Expert • Supporting Member • Team Member • Analysts • Skilled Professional • Budget Officer • Financial Compliance Examiner • Auditor • Security • Controlling Specialist • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Financial Analyst • Controller • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Manager • Chief Executive • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Systems Analyst • Information Technology Specialist • Computer Specialist • IT Analyst • IT Specialist • Bachelor of Business Administration • Technicians

Experience & Education

Position:
Management and Program Analyst at Navy Facilities Engineering Service Center
Location:
Greater Los Angeles Area
Industry:
Defense & Space
Work history:
Navy Facilities Engineering Service Center - Port Hueneme, CaManagement and Program Analystsince Aug 2011Naval Surface Warfare Center - Corona, CaDirective Budget AnalystJan 2010 - Aug 2011
Certifications:
Microsoft Office Excel Certified, Microsoft
Microsoft Office Access Certified, Microsoft
Financial Advisor at American Express Financial Ad..
Full Profile

Financial Consultants near Tustin, CA04198381,2571,6762,095Santa AnaIrvineNewport BeachLaguna BeachCosta MesaAnaheimOrangeBreaFullertonGarden Grove


Financial Consultants around Tustin, CA

Anaheim  (62)
Brea  (41)
Costa Mesa  (69)
Fullerton  (38)
Garden Grove  (23)
Irvine  (353)
Laguna Beach  (116)
Newport Beach  (218)
Orange  (52)
Placentia  (7)
Santa Ana  (2,095)
Yorba Linda  (9)

Financial Consultants in California

Sub-specializations

Financial Consultant  (37)
Financial Management Analyst  (9)
Funder  (13)