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Financial Consultants in California

Financial Consultants in Ventura, CA

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Here is a complete directory of most experienced Financial Consultants in Ventura, CA.

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27 results found

Jose Acevedo Ventura, CA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Butler • Personal Care Aide • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Personal Banker at Bank of America
Title:
Personal Banker
Location:
Ventura, California
Industry:
Banking
Work history:
Bank of America - Oxnard, CAPersonal Bankersince Oct 2009Wyndham Hotel Group - Manhattan, NyStewardNov 2008 - Sep 2009
Languages:
Spanish
Full Profile

John Girlando Ventura, CA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Owner • Chief Executive • Financial Manager • Advisor

Experience & Education

Position:
Owner at John Girlando Financial Services
Location:
Ventura, California
Industry:
Financial Services
Work history:
John Girlando Financial Services Ownersince Jan 1991Zeiders Personal Financial Counselor2012 - 2013
Full Profile

Abraham Chavez Ventura, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Php agency llc - Ventura, CA
Financial consultant
Full Profile

Matthew Shrope Ventura, CA

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at Chase Investments
Title:
Personal Banker
Location:
Ventura, California
Industry:
Financial Services
Work history:
Chase Investments - Ventura, CAPersonal Bankersince Jun 2011Independent Capital Management - Camarillo, CAFinancial AdvisorSep 2010 - May 2011
Full Profile

Sandy Jones Ventura, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Reservation Agent • Travel Agent

Experience & Education

Position:
On Call Branch Office Assistant at Edward Jones
Location:
Ventura, California
Industry:
Aviation & Aerospace
Work history:
Edward Jones On Call Branch Office Assistantsince Dec 2012Delta Airlines Reservation Sales AgentMay 2000 - Dec 2012
..administrative Assistance to the Financial Advisor
Full Profile

Aaron Sikes Ventura, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Santa barbara cottage hospital
Patient financial counselor ii
Company:
Albertsons - Santa Barbara, CA
Closing manager
Full Profile

Jeremy Chaffin Ventura, 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:
Vice President Financial Consultant at Charles Schwab
Title:
Vice President Financial Consultant
Location:
Ventura, California
Industry:
Financial Services
Work history:
Charles Schwab - Ventura CountyVice President Financial Consultantsince 1995
Full Profile

Francesca Ortiz Ventura, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Recruiter • Recruitment • Client Service Officer • Receptionist • Front Desk Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist • Bachelor of Science

Experience & Education

Work

Company:
Wells fargo financial advisors - Oxnard, CA
Financial advisor in training
Company:
Teksystems - Thousand Oaks, CA
It technical recruiter
Full Profile

Davin Carey Ventura, CA

Professions & Specialties

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

Experience & Education

Specialties:
Purchase Loan, Refinancing, Mortgage Planning
Work:
California Coast Lending
1445 Donlon St, Ste 6, Ventura, CA 93003
Experience:
8 years years
Broker / Financial Advisor
Full Profile

Milo Kaciak Ventura, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Department Manager • Partner • Department Supervisor • Manager • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Relations • Business Administrator • Organization Management • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Department Head at U.S. Navy - VX-30, Partner at Kaciak Investments L.L.C., Naval Flight Officer at ...
Title:
Department Head at U.S. Navy - VX-30
Location:
Ventura, California
Industry:
Military
Work history:
U.S. Navy - VX-30 - Naval Air Station Pt MuguDepartment Headsince Jul 2013Kaciak Investments L.L.C. Partnersince Jan 2004
Financial Advisor at American Express Financial Ad..
Full Profile

Eric Gonzalez Ventura, CA

Professions & Specialties

Owner • Chief Executive • Professional Handyman • Construction • Skilled Professional

Experience & Education

Position:
Owner at 101Lint-busters/Gonzalez Handyman
Title:
101Lint-busters
Location:
Ventura, California
Industry:
Construction
Work history:
101Lint-busters/Gonzalez Handyman - Ventura CountyOwnersince Feb 2001
Financial Advisor Magazine
Full Profile

John Graves Ventura, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Author • Investor

Experience & Education

Title:
Author at Safe Harbor International Publishing
Location:
Ventura, California
Industry:
Writing and Editing
Languages:
French, Spanish
Financial Advisor and RIA Practice Management Grou..
Full Profile

Michael Michel Ventura, CA

Professions & Specialties

Mortgage Loan Officer • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Football Coach • Sports Trainer • Sports Game Coach • Sports Trainers • Instructor • Pedagogue • General Education • Chief Executive

Experience & Education

Work

Company:
Grossman imaging center of cmh, llc
Marketing and customer relations representative
Company:
Gem mortgage
Mortgage loan originator
Full Profile

Paul Sullivan Ventura, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator • Customer Service • Marketing Manager • Sales Representative • Market Analyst • Market Research Analyst • Operations Manager • Database Administration Professional • Database Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Partnervest advisory services - Santa Barbara, CA
National relationship manager
Company:
Td ameritrade - Santa Barbara, CA
Branch manager

Skills

Series 7, Series 24, Series 66, Series 26, Variable Life, Property & Casualty Insurance Broker...
Full Profile

Kimberly Mccartney Ventura, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Development Director • HR Manager • Owner • Chairperson • Chief Executive • Security • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers

Experience & Education

Work

Company:
University of california
Senior director of development, arts & lectures
Company:
University of california - San Diego, CA
Director of development, division of arts & humanities

Skills

Ayurvedic Health Practioner, Registered Yoga Instructor - 500 hour
Full Profile

Jessica Entrekin Ventura, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Manager • Chairperson • Operations Manager • Chief Executive • Sports Trainer • Sports Trainers • Student Worker

Experience & Education

Work

Company:
Water polo club oklahoma state university
President and coach
Company:
Rtj management, llc
Committee chairman
Full Profile

Celita Scott Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Manager • Financial Officer • Financial Manager • Operations Manager • Team Member • Recognition • Psychologist • Psychology Specialist • Managers • Analysts • Loan Accountant

Experience & Education

Position:
Director of Finance at Hilton Worldwide
Location:
Greater Los Angeles Area
Industry:
Accounting
Work history:
Hilton Worldwide Director of Financesince Jun 2012EZ Shipper Racks - Westlake VillageAccounting ManagerMay 2012 - Jun 2012
Languages:
Spanish
Serve as financial advisor to hotel management and ownershi..
Full Profile

Justin Quan Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Operations Manager • Master of Business Administration • Bachelor of Science • Master of Science • Arts and Crafts Specialist • Craft Artist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Floral Designer

Experience & Education

Position:
President at Moonlight Feather, Inc.
Location:
Greater Los Angeles Area
Industry:
Retail
Work history:
Moonlight Feather, Inc. - Ventura, CAPresidentsince Apr 2008Morgan Stanley Smith Barney - Oxnard, CAFinancial AdvisorAug 2009 - Mar 2010
Full Profile

Hugh Carter Lawrence, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • PR and Communications Professional • Public Relations Professinal • Corporate Executive • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Vice President, External Affairs at Lawrence, KS Chamber of Commerce
Location:
Lawrence, Kansas Area
Industry:
Public Relations and Communications
Work history:
Lawrence, KS Chamber of Commerce - 646 Vermont St, Suite 200, Lawrence, KS 66044Vice President, External Affairssince Feb 2013UBS & Wells Fargo Advisors, LLC Financial AdvisorApr 2005 - Aug 2012
Full Profile

Katie Milligan Salt Lake City, UT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Apprentice • Advisor • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Psychology Specialist • Nurse • Nurse Practitioner • Student Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Housing and Financial Counselor at Community Development Corporation of Utah
Title:
Housing Counselor at Community Development Corporation of Utah
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Community Development Corporation of Utah - Community Development Corporation of UtahHousing and Financial Counselorsince Feb 2010Marina Funding Group - Ventura, CAIntern at mortgage brokerage and financial planning firmMay 2009 - Dec 2009
Full Profile

Chris Blanton Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Founder • Operations Manager • Founding Member • Chief Executive • Sales Director • Regional Vice President • Marketing Manager • Philanthrope • Leader • Non-Profit • Managers • Psychologist • Senior Online Leader • Web Marketer • Internet Marketing Manager • Database Administration Professional • Database Administrator • Psychology Specialist

Experience & Education

Position:
Wealth Manager at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Los Angeles Area
Industry:
Internet
Work history:
Merrill Lynch - Westlake Village, CAWealth Managersince Mar 2013Scratch Brands - Ventura, CAFounderJan 2010 - Jan 2013
Skills:
Strategic Planning, Team Leadership, Start-ups, Entrepreneurship, E-commerce, Executive Management, ...
Languages:
English, Japanese, Korean, Mandarin, French
Full Profile

Michael Stewart Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Life Coach • Advisor • Trainer

Experience & Education

Position:
Defensive Back Coach at Ventura Community College
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Ventura Community College - Ventura, CADefensive Back Coachsince Jan 2011Stewart Consulting Financial Consultant/Life Coach1994 - 2010
Full Profile

Jim Coleman Los Angeles, 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 Mutual Securities, Inc
Title:
Financial Advisor at Mutal Securities
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Mutual Securities, Inc - 2021 Sperry Ave. #43 Ventura, Ca. 93003Financial Advisorsince Jan 2009
Full Profile

Whitney Collins Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Health Information Manager • Certified Nurse Aide • Health Services Administrator • Medical Services Manager • Health Services Manager • Nurse • Nurse Practitioner • Psychology Specialist • Hunter • Government Administration Professional • Human Resources Specialist • Recruitment • Chief Administrative Officer • Community Service Manager • Chief Executive • Psychologist • Talent Agent • Marketing Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Web Marketer • Internet Marketing Manager • Non-Profit • Advisor • Publishing Professional • Sales Representative • Property Manager • Real Estate Manager • Entertainer

Experience & Education

Position:
W.I.A. Job Developer & Case Manager at Ventura Unified School District
Title:
Job Developer at Ventura Unified School District
Location:
Greater Los Angeles Area
Industry:
Government Administration
Work history:
Ventura Unified School District - Ventura Unified School District, Ventura Adult and Continuing Education, and TecW.I.A. Job Developer & Case Managersince Oct 2010Santa Barbara Workforce Investment Board - Santa Barbara County, CACareer Employment SpecialistJun 2009 - Sep 2010
Skills:
Account Management, Adobe Creative Suite, Talent Acquisition, Insurance, Outlook, Public Speaking,...
Financial Advisor at UBS
Full Profile

Linda Gassaway Los Angeles, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Co-Founder • Financial Officer • Financial Manager • Chief Executive • Founder • Founding Member • Chief Operating Officer • Operations Manager • General and Operations Manager • Director of Operations • Bachelor of Science • Business Administrator • Advisor • Industrial Operator • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Chief Financial Officer at North American Oil and Gas, Partner - Oil & Gas Consulting Firm at...
Title:
Chief Financial Officer - North American Oil and Gas
Location:
Greater Los Angeles Area
Industry:
Oil & Energy
Work history:
North American Oil and Gas - Ventura, CAChief Financial Officersince Nov 2012Nine, llc - Ventura, CAPartner - Oil & Gas Consulting Firmsince Mar 2001
Financial Consultant at Marine Emporium Landing
Full Profile

Andrea Sansing Los Angeles, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics Professor • Mathematical Science Teacher • Relationship Manager • Account Service Manager • Client Service Officer • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Server • Customer Service

Experience & Education

Position:
Teacher at Buena High School
Location:
Greater Los Angeles Area
Industry:
Primary/Secondary Education
Work history:
Buena High School - Ventura, CATeachersince Aug 2011Bandit's Bar and Grill ServerApr 2009 - Feb 2011
Financial Advisor at Ameriprise
Full Profile

David Marshall Austin, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chief Administrative Officer • Financial Director • Owner • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • Supervisors • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Executive Officer at Seahaven Resources Group, LLC
Title:
Healthcare Executive
Location:
Austin, Texas Area
Industry:
Hospital & Health Care
Work history:
Seahaven Resources Group, LLC - Anaheim, CaChief Executive Officersince Jan 2011Affinity Home Health Care Services, Inc. - Riverside, CaChief Financial Officer, OwnerApr 2009 - Mar 2012
Skills:
Sales Operations, Office Administration, Sales Growth, Healthcare, Hospitals, Home Care, Nursing,...
Financial Consultant at LPL
Full Profile

Financial Consultants near Ventura, CA04590135180225Santa BarbaraWoodland HillsThousand OaksCalabasasCamarilloSimi ValleyOxnardChatsworthMalibuMoorpark


Financial Consultants around Ventura, CA

Calabasas  (48)
Camarillo  (30)
Carpinteria  (6)
Chatsworth  (14)
Fillmore  (1)
Malibu  (13)
Moorpark  (7)
Ojai  (4)
Oxnard  (27)
Santa Barbara  (224)
Santa Paula  (1)
Simi Valley  (27)
Somis  (1)
Thousand Oaks  (126)
Topanga  (1)
Woodland Hills  (139)

Financial Consultants in California

Sub-specializations

Financial Associate  (1)
Financial Consultant  (27)