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Financial Planners in Georgia

Financial Planners in Atlanta, GA

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250 results found

Jeff Cummins Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Architect • Manager Consulting • Operations Manager • Project Managers • Project Manager • Advisor • Senior Advisor • Computer Software Professional • Software Developers • Assembler • Business Consultant • Analyst • Analysts • Visual Basic Developer • C++ Developer • Information Technology Specialist • Programmer • Systems Analyst • IT Analyst • Software Developer • IT Specialist • Bachelor of Science • Nurse • Nurse Practitioner

Experience & Education

Position:
Senior EFT POS Consulting Manager at Simple Software Solutions, Inc.
Title:
Senior Payments Solution Architect
Location:
Greater Atlanta Area
Industry:
Computer Software
Work history:
Simple Software Solutions, Inc. - Greater Atlanta AreaSenior EFT POS Consulting Managersince Jun 2006The Coca-Cola Company Senior ConsultantFeb 2009 - Jul 2012
Skills:
Business Intelligence, Enterprise Architecture, Business Process Improvement, Process Improvement,...
Full Profile

Keith Hruby Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Speaker • Spokesperson • Representative • Secretary • Captain • Chief Administrative Officer • Chief Executive • Organization Management • Analysts • Nurse • Nurse Practitioner • Operations Manager • Financial Manager

Experience & Education

Position:
Submarine Officer at US Navy Reserve, Secretary at United States Naval Academy Alumni Association / ...
Title:
Financial Planner | Motivational Speaker | Submarine Officer
Location:
Japan
Industry:
Military
Work history:
US Navy Reserve - Atlanta, GASubmarine Officersince May 2011United States Naval Academy Alumni Association / CSRA Chapter Secretarysince Mar 2009
Skills:
Leadership, Public Speaking, Operational Efficiency, Process Efficiency, Creative Solutions,...
Languages:
English, Italian, German
Full Profile

Carmen Nicastro Atlanta, GA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Advisor • Financial Manager • Operations Manager • Bachelor of Science • IT Analyst

Experience & Education

Position:
Financial Planner at LongView Wealth Management
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
LongView Wealth Management Financial Plannersince May 2011Metropolitan Life Insurance Company Financial Services RepresentativeMar 2009 - May 2011
Full Profile

Todd Burkhalter Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Author • Advisor • Counselor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Tour Guide • Bachelor of Science • Human Resources Specialist • Recruitment • School Principal • School Administrator • Educational Manager • Brand Representative • Medical Practitioner

Experience & Education

Position:
Partner / Financial Planner at Ashworth & Sullivan Wealth Management Group, Contributing Author ...
Title:
Partner / Financial Planner at Ashworth & Sullivan Wealth Management Group
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Ashworth & Sullivan Wealth Management Group - Alpharetta, GeorgiaPartner / Financial Plannersince Feb 2013Financial Planning Magazine Contributing Authorsince May 2012
Skills:
Series 6, Retirement Planning, Retirement, 401k, IRAs, Fixed Annuities, Roth IRA, Strategic...
Full Profile

Michael Pemberton Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Planner at Certus Financial Group, LLC
Title:
Financial Planner helping women in transition and retirees achieve their financial goals
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Certus Financial Group, LLC - Greater Atlanta AreaFinancial Plannersince Apr 2009National Financial Services Group - Atlanta, GAFinancial PlannerJan 2007 - Mar 2009
Certifications:
Series 7, 6, 63, 65, 66 Licenses, FINRA SIPC
Full Profile

Philip Mcmullin Atlanta, GA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Marketing Manager • Chief Executive

Experience & Education

Position:
Branch Manager / Registered Principal at McMullin, Stone & Associates, Inc.
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
McMullin, Stone & Associates, Inc. Branch Manager / Registered Principalsince Dec 1995McMullin and Associates, Inc. PresidentJul 1976 - Nov 1995
Skills:
Our team serves a select group of Southeastern families and businesses managing their financial and ...
Full Profile

Russell Holcombe Atlanta, GA

Professions & Specialties

Portfolio Manager • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Planner • Property Manager • Real Estate Manager

Experience & Education

Position:
President at Holcombe Financial, Inc.
Title:
Safeguarding the lifestyle of High Net Worth Individuals
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Holcombe Financial, Inc. - Greater Atlanta AreaPresidentsince Jun 2007Applied Financial Group, Inc. Portfolio Manager/Financial PlannerJun 1993 - Jun 2007
Full Profile

Eric Pepper Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Acting Branch Manager at Prospect Mortgage, LLC, Mortgage Consultant at Prospect Mortgage, LLC,...
Title:
Branch Manager at Prospect Mortgage, LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Prospect Mortgage, LLC - Atlanta, GAActing Branch Managersince Jun 2012Prospect Mortgage, LLC Mortgage Consultantsince 2008
Full Profile

Philip Mcmullin Atlanta, GA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Marketing Manager • Chief Executive

Experience & Education

Position:
Branch Manager / Registered Principal at McMullin, Stone & Associates, Inc.
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
McMullin, Stone & Associates, Inc. Branch Manager / Registered Principalsince Dec 1995McMullin and Associates, Inc. PresidentJul 1976 - Nov 1995
Skills:
Our team serves a select group of Southeastern families and businesses managing their financial and ...
Full Profile

Michael Dikonda Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Operations Manager • Associate Professor • Lecturer • Postsecondary Teacher • Human Resources Specialist • Recruitment • Director • Financial Manager • Marketing Manager • Community Service Manager • Brand Planner • Brand Representative • Sports Trainer • Sports Trainers • Business Administrator • Office Clerk • Clerical Specialist • Government Administration Professional • Automotive Specialist • Automotive Professional • Sales Representative

Experience & Education

Position:
Manager, Financial Planner Program and Professional Programs at Oglethorpe University, Adjunct...
Location:
Greater Atlanta Area
Industry:
Higher Education
Work history:
Oglethorpe University Manager, Financial Planner Program and Professional Programssince Jul 2009Oglethorpe University Adjunct Professor of Businesssince Aug 2008
Skills:
Management, Business Analysis, Entrepreneurship and higher education in business
Full Profile

Taylor Stanfill Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyer • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Position:
Financial Planner at Ronald Blue & Co.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. Financial Plannersince Aug 2010Novare Group Asset ManagerFeb 2007 - Dec 2010
Full Profile

Andrew Allen Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Project Managers

Experience & Education

Position:
Financial Planner at Capital Directions, LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Capital Directions, LLC - Atlanta, GAFinancial Plannersince Aug 2011Cerner Corporation - Kansas City, MissouriProject ManagerAug 2006 - Aug 2011
Skills:
Strategic Financial Planning, Retirement Planning, Project Management, Wealth Management, Portfolio ...
Full Profile

Matt Godleski Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Operations Associate • Supporting Member • Planner • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Advisor • Non-Profit • Tax Accountant • Financial Manager • Event Manager • Psychology Specialist

Experience & Education

Position:
Operations/Trading Associate & Financial Planner at Keeble & Pyke, LLC.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Keeble & Pyke, LLC. Operations/Trading Associate & Financial Plannersince Oct 2010GV Financial Advisors Associate PlannerJan 2009 - Jun 2010
Skills:
Microsoft Office Suite, NaviPlan, Portfolio Center, Laserfiche, Zephyr
Full Profile

Bryan Koepp Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Vice-President - Financial Planning Strategist at BB&T Wealth Management
Title:
Financial Planner at BB&T Wealth Management
Location:
Greater Atlanta Area
Industry:
Banking
Work history:
BB&T Wealth Management Vice-President - Financial Planning Strategistsince Feb 2008
Full Profile

Lori Kulp Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Tax Accountant • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Instructor • Pedagogue • Advisor • Chief Executive

Experience & Education

Position:
Senior Tax Accountant/Enrolled Agent at HRP Hitesh CPA
Title:
Senior Tax Accountant IRS Enrolled Agent
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
HRP Hitesh CPA - Duluth, GeorgiaSenior Tax Accountant/Enrolled Agentsince Jan 2008H&R Block Senior Tax Instructor, Advisor, Financial PlannerDec 1995 - Apr 2007
Skills:
IRS Enrolled Agent, Peachtree, Quickbooks, IRS Offer&Compromise
Full Profile

Dennis Gordon Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Planner • Team Member • Director • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Advertising Professional • Advertising Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at Ignite - Turning Energy into Income
Title:
Ignite Associate - Turning Energy into Income
Location:
Greater Atlanta Area
Industry:
Marketing and Advertising
Work history:
Ignite - Turning Energy into Income - Dallas, GADirectorsince May 2011Prudential Financial Retirement/Financial PlannerJan 1994 - Dec 2005
Skills:
Microsoft Office, Contract Negotiation, Investments, Insurance, Customer Relations, Small Business, ...
Full Profile

Tamara Shelabarger Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Health Coach • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Lawyer

Experience & Education

Position:
Independent Health Coach at Take Shape For Life (Self-employed), Accountant at The Evangelistic...
Title:
Financial Planner
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Take Shape For Life Independent Health Coachsince Dec 2012The Evangelistic Association of Russia (TEAR) Accountantsince 2005
Skills:
Certified Financial Planner
Full Profile

Jen Bachelor Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Compass Financial Consulting, LLC
Title:
Financial Planner
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Compass Financial Consulting, LLC Financial PlannerHenssler Financial Group Financial Planner1999 - 2006
Full Profile

Valerie Fricks Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Capstone Financial Partners
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Capstone Financial Partners Financial Plannersince Oct 2002
Skills:
I specialize in working with attorneys and law firms, business owners, executives, and high net...
Full Profile

Bobbie Munroe Atlanta, GA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chairperson • Board Member • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner (TM) / Owner at Fraser Financial, Chairman / Board Member at Richard C...
Title:
Financial Planner / Owner Fraser Financial
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Fraser Financial Certified Financial Planner (TM) / Ownersince Jan 1999Richard C Munroe Foundation Chairman / Board Membersince 1993
Skills:
Strategic Financial Planning, Investments, Retirement, Financial Planners, Small Business,...
Full Profile

Cal Anderson Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Senior Customer Service Representative • Sales Executive • Recruitment

Experience & Education

Position:
Financial Planner at The Piedmont Group of Atlanta, LLC, Strategic Partner at Piedmont Benefits...
Title:
Financial Planner
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
The Piedmont Group of Atlanta, LLC Financial Plannersince 2009Piedmont Benefits Group, LLC Strategic Partnersince 2009
Skills:
Life Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Employee Benefits,...
Full Profile

Pam Hoppe Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Supporting Member • Team Member • Higher Education Professional • School Administrator • Educational Manager • Special Education Professors

Experience & Education

Position:
ChFC, CASL, Financial Planner, Special Needs Financial Planner at New England Financial
Title:
Special Needs Financial Planner with New England Financial, a MetLife Company
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
New England Financial - Atlanta, GAChFC, CASL, Financial Planner, Special Needs Financial Plannersince May 1991PHN Capital Funding - Atlanta, GAVice President New Business DevelopmentOct 1989 - May 1991
Full Profile

Bruce Starks Atlanta, GA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Lead Teacher • Instructor • Pedagogue • Adjunct Instructor • Educator • Education Professional • Lecturer • Postsecondary Teacher • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • School Administrator • Educational Manager • Account Manager • Vice President • Chief Executive • Operations Manager • Financial Officer • Analysts

Experience & Education

Position:
Senior Instructor and Curriculum Developer at Greene Consulting Associates, LLC, Capstone Course...
Title:
Senior Instructor and Curriculum Developer at Greene Consulting Associates, LLC
Location:
Atlanta, Georgia
Industry:
Financial Services
Work history:
Greene Consulting Associates, LLC - Greater Atlanta AreaSenior Instructor and Curriculum DeveloperUniversity of Georgia, Terry College of Business - Greater Atlanta AreaCapstone Course Instructor
Certifications:
Certified Public Accountant
Certified Financial Planner
Full Profile

Jonathan Cooper Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at SM Consulting
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
SM Consulting Financial Planner
Full Profile

Latasha Mccaskill Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Everest Institute
Location:
Greater Atlanta Area
Industry:
Education Management
Work history:
Everest Institute Financial Planner
Full Profile

Melba Moaa Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Primerica
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Primerica Financial Planner
Full Profile

Brian Pierce Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Catalyst Wealth Management, President at Johns Creek NRG
Title:
Financial Planner
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Catalyst Wealth Management Financial Plannersince Aug 2009Johns Creek NRG - John's Creek, GAPresidentsince Sep 2011
Full Profile

Renee Lewitinn Atlanta, GA

Professions & Specialties

Financial Planner • Portfolio Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Planner at Smith & Howard Wealth Management LLC, Portfolio Manager/Financial Planner...
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Smith & Howard Wealth Management LLC Financial Plannersince Feb 2010Summit Wealth Management (formerly Worsham & Sammons) Portfolio Manager/Financial Plannersince Apr 2005
Skills:
Proficient with Excel, NaviPlan Extended, MoneyTree, Centerpiece/PortfolioCenter, Advent Axys,...
Full Profile

Glenda Waldschmidt Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner at Ronald Blue & Co.
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Ronald Blue & Co. Senior Financial Planner
Full Profile

John Cummings Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
FINANCIAL PLANNER at NEW YORK LIFE INS
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
NEW YORK LIFE INS FINANCIAL PLANNER
Full Profile

Belinda Harrison Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Notary Public • Notary • Lawyer • Substitute Teacher • Educator • Education Professional • Instructor • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Primerica, Substitute and After School teacher at Wesley International Academy, Notary...
Title:
Notary Public, Substitute/Afterschool Teacher, Taxes, Financial Planner
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Primerica OwnerWesley International Academy Substitute and After School teachersince 2011
Skills:
Retirement Planning, Public Speaking, Customer Service, Small Business, Training, Term Life...
Full Profile

Carolyn Robin Atlanta, GA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Consultant • Recognition • Management Analyst • Analysts

Experience & Education

Position:
Financial Consultant at TIAA-CREF
Title:
Financial Planner, Retirement Specialist, Management and Benefits Administration.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
TIAA-CREF - Greater Atlanta AreaFinancial Consultantsince Feb 2008TIAA-CREF - Charlotte, North Carolina AreaWealth Management ConsultantAug 2006 - Feb 2008
Full Profile

Steven Rubinstein Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Supporting Member • Team Member • Manager • Operations Manager • Financial Manager • Consumer Goods Professional • Commodities Clerk • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retired at Retired - Tax Attorney, Financial Planner, and Investment Manager
Title:
Associate at Homrich Berg
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Retired - Tax Attorney, Financial Planner, and Investment Manager Retiredsince Jun 2012Homrich Berg AssociateSep 2005 - Jun 2012
Skills:
Personal financial planner, Investment advisory, Retirement planning, Wealth accumulation, 401K...
Full Profile

Myriah Marinov Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Accounts Receivable • Bookkeeper • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Accounting Specialist at Premiere Global
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
Premiere Global Accounting Specialistsince Dec 2006IronStone Bank Financial PlannerMar 2005 - Jan 2007
Full Profile

Mark Buhrke Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • School Principal • School Administrator • Educational Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Principal & Financial Advisor at Kovack Securities, Owner at Values Based Financial...
Title:
Registered Principal & Financial Advisor at Kovack Securities
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Kovack Securities - Greater Atlanta AreaRegistered Principal & Financial Advisorsince Jan 2010Values Based Financial Planner Ownersince Jan 2002
Skills:
Strategic Financial Planning, Retirement Planning, Finance, Investment Advisory, Retirement, Wealth ...
Full Profile

Angela Taliaferro Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Mass Mutual Insurance
Title:
Financial Planner
Location:
Atlanta, Georgia
Industry:
Financial Services
Work history:
Mass Mutual Insurance - AtlantaFinancial Plannersince Jun 2011
Full Profile

Charlene Mitchell Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Owner • Chief Executive • Wellness and Fitness • Trainer

Experience & Education

Position:
Financial Planner at Primerica, Owner at Milk & Honey Investments Inc.
Title:
Beachbody Coach Charlene
Location:
Greater Atlanta Area
Industry:
Health, Wellness and Fitness
Work history:
Primerica Financial Plannersince Aug 2012Milk & Honey Investments Inc. Ownersince Sep 2007
Full Profile

Al Searcy Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Representative • Manager • Operations Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Searcy, Weems-Scott & Cleare
Title:
Retirement Planner/Wealth Manager
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Searcy, Weems-Scott & Cleare Principalsince Apr 1987
Full Profile

Julie Matulia Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
Financial Planner at Peachtree Planning
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Peachtree Planning Financial Plannersince Dec 2006Total Employee Benefits President,May 1988 - Jul 1990
Skills:
Small Business: Executive Compensation, Succesion, and Benefit Planning, Federal Employees...
Full Profile

Nathan Isenhardt Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Graphic Design Specialist • Graphic Designer • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial planner at Tax Plus Inc., Graphic Design/Website Consulting at Tax Plus, Inc., Tax...
Title:
Registered Tax Return Preparer at Tax Plus, Inc.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Tax Plus Inc. Financial plannersince Jan 2005Tax Plus, Inc. Graphic Design/Website Consultingsince 2001
Full Profile

Dennis Booker Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Personal Wealth Advisor at Buckhead Investment Partners
Title:
Financial Planner & Investment Advisor at Buckhead Investment Partners
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Buckhead Investment Partners Personal Wealth Advisorsince Feb 2010Charles Schwab Vice President - Financial ConsultantJul 2000 - Feb 2010
Skills:
Financial Planning, Wealth Management, Alternative Investments, Portfolio Management
Full Profile

Dan Dubay Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Principal at PPA Advisors
Title:
Managing Principal of PPA Advisors
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
PPA Advisors Managing Principalsince Apr 1994Asset Managent Group, Inc. Financial PlannerAug 1988 - Apr 1994
Skills:
Retirement Planning, Financial Planning, Estate Planning, Investments, Investment Advisory,...
Full Profile

Steven Wykoff Atlanta, GA

Professions & Specialties

Financial Planner • Certified Financial Planner • Stock Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Capital Markets Professional • Model • Financial Manager

Experience & Education

Position:
Senior Financial Planner CFP at Mersereau, Lazenby & Rockas, LLC
Title:
Senior Financial Planner at Mersereau, Lazenby & Rockas L.L.C.
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Mersereau, Lazenby & Rockas, LLC Senior Financial Planner CFPsince 2005
Full Profile

Barry Kaplan Atlanta, GA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Investment Officer • Operations Manager • Management Analysts • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager, Chief Investment Officer, CFP, EA, at Cambridge Wealth Counsel
Title:
Wealth Manager, Chief Investment Officer, CFP, EA at Cambridge Wealth Counsel
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Cambridge Wealth Counsel - Greater Atlanta AreaWealth Manager, Chief Investment Officer, CFP, EA,since Jun 2003Ayco Financial PlannerOct 2000 - Jun 2003
Skills:
Financial Planning, Estate Planning, Retirement Planning, Asset Allocation, Wealth Management,...
Full Profile

Ron Kern Atlanta, GA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Information Officer • Technology Director • Financial Officer • Financial Manager • Chief Executive • Technology Manager • Technical Managers • Psychologist • Master of Science • Bachelor of Science • Computational Scientist • Information Technology Specialist • IT Analyst • Information Systems Analyst • Database Administration Professional • Database Administrator • Computer Scientists • IT Specialist • Logistics Supply Chain Professional • Advisor • Business Consultant • Independent Business Owners • Tax Accountant • Logistician • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Psychology Specialist

Experience & Education

Position:
Stay At Home Father at Our Nuclear Family
Location:
Greater Atlanta Area
Industry:
Individual & Family Services
Work history:
Our Nuclear Family - Greater Atlanta AreaStay At Home Fathersince 2012Oglethorpe University Financial Planning Program2009 - 2011
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Amaris Washington Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Psychologist • Receptionist • Front Desk Clerk • Front Office Receptionist • Director • Operations Manager • Customer Service • Client Service Officer • Psychology Specialist • Chief Executive • Corporate Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science

Experience & Education

Title:
Business
Location:
Greater Atlanta Area
Industry:
Higher Education
Work history:
Everest Institute - Marietta, GAStudent Financial PlannerFeb 2009 - Jan 2011Everest Institute - Marietta, GAReceptionistOct 2007 - Feb 2009
Skills:
Microsoft Office 2007, Clerical Skills, Financial Aid
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Amelia Ostenson Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Planner • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate at Homrich Berg
Title:
Associate Financial Planner at Homrich Berg
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Homrich Berg - Greater Atlanta AreaAssociatesince Dec 2011Centurion Advisory Group Staff PlannerMay 2009 - Nov 2011
Skills:
Financial Planning, Retirement Planning, Comprehensive Wealth Management, Cash Flow Management,...
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Deronye Robinson Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Independent Business Owners • Independent Contractor • Contractor • Finance and Accounting Specialist • Accounting Bookkeeper • Security • Managers • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
AP Specialist at NorthStar Memorial Group, Accountant at Contract Accounting (Self-employed),...
Title:
AP Specialist at NorthStar Memorial Group
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
NorthStar Memorial Group - Houston, Texas AreaAP Specialistsince Jun 2012Contract Accounting Accountantsince Dec 2008
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Ryan Halpern Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Associate • Supporting Member • Team Member

Experience & Education

Position:
Financial Planner at Brightworth
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Brightworth - Atlanta, GAFinancial Plannersince Mar 2013Pathstone Family Office - Atlanta, GASenior Associate - Family Office ServicesFeb 2011 - Mar 2013
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Cindy Derso Atlanta, GA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner-Vice President at Proactive Wealth Strategies
Title:
Owner, Proactive Wealth Strategies
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Proactive Wealth Strategies Owner-Vice Presidentsince Mar 2005Nationwide Financial Financial PlannerJan 2000 - Mar 2005
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Financial Planners near Atlanta, GA012Decatur