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Financial Planners in Virginia

Financial Planners in Arlington, VA

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19 results found

Greg Caramanica Washington, DC

Professions & Specialties

Financial Consultant • Financial Planner • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Investment Analyst • Puchasing and Estimating Manager • Planner • Independent Contractor • Supporting Member • Management Consultant • Contractor • Team Member • Management Analyst • Analysts • Board Member • Management Team Executive • Operations Manager • Financial Manager • Independent Business Owners • Chief Executive • Technology Director • Technology Manager • Technical Managers • Software Developers • Sales Representative • Professional Development Teacher

Experience & Education

Position:
Financial Planner, Sole Proprietor at Arlington Wealth Planning, Lead Associate, Business Analytics ...
Title:
Financial Consultant and Planner
Location:
Washington D.C. Metro Area
Industry:
Management Consulting
Work history:
Arlington Wealth Planning - Arlington,VaFinancial Planner, Sole Proprietorsince Jan 2012Booz Allen Hamilton - VA/DCLead Associate, Business Analyticssince Oct 2007
Certifications:
General Securities Representative (FINRA Series 7), Financial Industry Regulatory Administration
Uniform Securities Agent State Law (Series 63), NASAA
Full Profile

Albert Lok Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Program Analyst at CACI International Inc
Location:
Arlington, Virginia
Industry:
Financial Services
Work history:
CACI International Inc - Arlington, VirginiaProgram Analystsince Oct 2011Morse Capital Partners - Richmond, Virginia AreaJr. Financial PlannerMay 2010 - Oct 2011
Skills:
Portfolio Management, Risk Management, Strategic Financial Planning, Investments, Financial Analysis
Full Profile

Marcio Silveira Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Founder • Director of Operations • Founding Member • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Advisor • Analysts

Experience & Education

Position:
Founder & Financial Planner at Pavlov Financial Planning
Location:
Arlington, Virginia
Industry:
Financial Services
Work history:
Pavlov Financial Planning - Arlington, VAFounder & Financial Plannersince 2010LEBLON Holdings LLC - New York, NYDirector of Operations and Business Analytics2006 - 2009
Languages:
Spanish, Portuguese, Russian, French
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Financial Analyst, CFA Institute
Full Profile

Marco Fernandes Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Administrator • Operations Manager • Team Member • HR Manager • Corporate Executive

Experience & Education

Work

Company:
Ubs financial services, private wealth management
Wealth advisor/financial planner
Company:
Ubs financial services, private wealth management
Branch office administrator
Full Profile

Yunpeng Li Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Transamerica
Financial planner
Company:
Huchang investment llc
Assistant to real estate finance
Full Profile

Tianying Wang Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mathematics Professor • Mathematical Science Teacher • Apprentice • Student Worker

Experience & Education

Work

Company:
Seattle central community college - Seattle, WA
Accounting and math tutor
Company:
China construction bank - Jinan, CN
Financial planner intern
Full Profile

Lauraine Taylay Arlington, VA

Professions & Specialties

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

Experience & Education

Work

Company:
First citizens bank (formerly temecula valley bank) - Temecula, CA
Financial analyst i
Company:
Temecula valley bank - Temecula, CA
Financial planner
Full Profile

Jordon Cox Washington, DC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Team Leader • Army Sergeant • Equipment Operator • Industrial Operator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Contracts Manager at Scitor Corporation
Title:
Contracts Manager
Location:
Washington D.C. Metro Area
Industry:
Defense & Space
Work history:
Scitor Corporation - Arlington, VAContracts Managersince Mar 2012Lockheed Martin - PentagonTACE Manager - Project ControlJan 2011 - Mar 2012
Skills:
Government Contracting, Security Clearance, DoD, Program Management, Government, PMP, Information...
Full Profile

Mark Katzenberger Washington, DC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Business Analyst • Evangelist • Advisor • Analyst • Analysts • Preacher • Religious Worker • Computer Software Professional • Software Developers • Team Member • Information Technology Specialist • Computer Systems Administrator • IT Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Senior Lead Consultant at Catapult Systems
Location:
Washington D.C. Metro Area
Industry:
Computer Software
Work history:
Catapult Systems - Arlington, VASenior Lead Consultantsince Feb 2013CIBER, Inc. Senior Business Analyst & CRM EvangelistMar 2011 - Feb 2013
Associate Financial Planner/Database Analyst at Edelman Fina..
Full Profile

Edwin Andrews Arlington, VA

Professions & Specialties

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

Experience & Education

Position:
ERS Consultant at Deloitte
Location:
Arlington, Virginia
Industry:
Financial Services
Work history:
Deloitte ERS Consultantsince Sep 2012Wells Fargo Advisors InternMay 2009 - Aug 2009
Full Profile

Walter Nockett Washington, DC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Analyst • Non-Profit • Team Member • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Consulting Associate at Cambridge Associates
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Cambridge Associates - Arlington, VAConsulting Associatesince Mar 2013Cambridge Associates - Arlington, VAInvestment Performance AnalystJun 2010 - Mar 2013
Skills:
Investments, Investment Strategies, Portfolio Management, Asset Management, Economics
Worked directly with a financial planner to recruit and profile potential..
Full Profile

Wendy Hendricks Arlington, VA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Manager • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Bachelor of Science

Experience & Education

Work

Company:
Fetch sport (retail) - San Francisco, CA
Director of operations, sales & inventory
Company:
Williams-sonoma, inc. pottery barn kids - San Francisco, CA
Inventory planning manager
Full Profile

Jin Huang Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Master of Science • Software Developer • Software Developers • Student Worker

Experience & Education

Work

Company:
Fj capital management, a hedge fund specializing in the financial services sector
Hedge fund analyst
Company:
Capitol partners, a mid-atlantic region's premier private equity firm - Washington, DC
Private equity associate (part-time internship)

Skills

In-depth Excel Modeling, VBA, Matlab, SAS, Bloomberg Terminal, SNL Terminal
Full Profile

Richard Nguyen Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Recruitment • Buyer and Seller • Sales Representative • Student Worker

Experience & Education

Work

Company:
Nam viet restaurant
General manager
Company:
National datacare corporation - Chantilly, VA
Account specialist

Skills

Bookkeeping, Accounts Receivables, Billing and Invoicing, Inventory Management, Costs and Profit...
Full Profile

Jia Huang Arlington, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Financial Analyst • Apprentice • Student Worker • Supporting Member • Business Administrator • Process Analyst • Analysts • Team Member • Data Entry Specialist • Data Scientist • Operations Manager

Experience & Education

Work

Company:
U.s. small business administration, investment division - Washington, DC
Financial analyst intern
Company:
Novahill partners, llc (boutique investment bank) - Washington, DC
Corporate finance intern

Skills

Financial Analysis, Financial Modelling, Data Mining, Strategic Planning,
Full Profile

Vahid Khorsandian Arlington, VA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Apprentice • Student Worker • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Buchanan & edwards
Financial analyst
Company:
Buchanan & edwards - Washington, DC
Finance/accounting intern
Full Profile

Sarah Waite Seattle, WA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Management Team Executive • Buyer and Seller • Team Member

Experience & Education

Position:
Planning Manager - Individualist & Savvy at Nordstrom
Title:
Planning Manager
Location:
Greater Seattle Area
Industry:
Retail
Work history:
Nordstrom - Seattle, WAPlanning Manager - Individualist & Savvysince 2012Nordstrom - Seattle, WAMultichannel Planning Manager - t.b.d.Sep 2010 - Jun 2012
Full Profile

Justin Hales Bannockburn, IL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Analyst • Supporting Member • Representative • Analysts • Team Member • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Advisor • Financial Manager • Community Service Manager

Experience & Education

Position:
Retirement Analyst at Hillshire Brands
Location:
Deerfield, Illinois
Industry:
Financial Services
Work history:
Hillshire Brands - Chicago, ILRetirement Analystsince Jan 2013Alliance Pension Consultants, LLC - Deerfield, ILAssociate AdministratorJan 2012 - Dec 2012
Financial Planner that dealt with software and han..
Full Profile

Michael Strohmier Evansville, IN

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Operations • Operations Manager • Manager • Shift Supervisor • Analysts • Operations Officer • Shift Manager • Managers • Bachelors Degree • Information Technology Specialist • IT Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Stock Broker Trainee at Scottrade
Title:
Stock Broker Trainee
Location:
Evansville, Indiana Area
Industry:
Financial Services
Work history:
Scottrade Stock Broker Traineesince May 2013Strohmier Consulting LLC - Ashburn, VADirector of OperationsFeb 2010 - Feb 2012
Financial Planner at Ameriprise Financial Services
Full Profile

Financial Planners near Arlington, VA070140210280350WashingtonAlexandriaFalls Church


Financial Planners around Arlington, VA

Alexandria  (13)
Falls Church  (4)
Washington  (348)

Financial Planners in Virginia

Sub-specializations

Financial Planner  (19)