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Financial Planners in Texas

Financial Planners in Austin, TX

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160 results found

Eric Poppa Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at MassMutual Southwest
Location:
Austin, Texas Area
Industry:
Investment Management
Work history:
MassMutual Southwest Financial Plannersince 2011
Full Profile

Lori Ford Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Volunteer • Leader • Management Analyst • Analysts • Non-Profit • Managers • College Advisor • Educational Counselor • Computer Software Professional • Software Developers • Project Manager • Business Consultant • Advisor • Business Teacher • Information Technology Specialist • IT Specialist • Produce Manager • Operations Manager • Chief Executive • Production Manager • Project Managers • Master of Business Administration • Psychologist • Market Research Analyst • Sales Agent • Sales Representative • Psychology Specialist

Experience & Education

Position:
Family Financial Planner, Organizer, College Advisor, PTA Volunteer, Scout Den Leader at Ford...
Title:
Product/Market Management Consultant
Location:
Austin, Texas Area
Industry:
Computer Software
Work history:
Ford Household Family Financial Planner, Organizer, College Advisor, PTA Volunteer, Scout Den LeaderInertial Technologies Product/Market Management ConsultantSep 2010 - Sep 2011
Skills:
Sales Enablement, Product Management, Competitive Analysis, Program Management, Strategic Planning, ...
Full Profile

Nedra Montgomery Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner Utility at Austin Energy
Location:
Austin, Texas Area
Industry:
Utilities
Work history:
Austin Energy Financial Planner Utility
Full Profile

Tommy Pietsch Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Security • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor at Pietsch Wealth Management
Title:
Wealth Advisor
Location:
Austin, Texas Area
Industry:
Investment Management
Work history:
Pietsch Wealth Management Wealth Advisorsince Apr 2010Lone Star Investment Professionals Financial PlannerMay 2008 - Aug 2010
Skills:
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial Planning, Estate...
Languages:
English, German
Full Profile

Daniel Larsen Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Managers • Student Worker • Sales Representative • Sports Trainers • Property Manager • Real Estate Manager

Experience & Education

Position:
Independent Financial Planner at Larsen Financial Management, Founder, Executive Director at Keep...
Title:
Independent Financial Planner
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Larsen Financial Management Independent Financial Plannersince Oct 2009Keep Austin Working - Austin, TXFounder, Executive Directorsince Nov 2011
Skills:
Investments, Investment Analysis, Personal Financial Planning, Client Service, Retirement Planning, ...
Languages:
Spanish (I get by)
Full Profile

Duane Moore Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Managing Partner • Financial Director • Chief Executive Officer • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • General and Operations Manager • Director of Operations • Operations Manager • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Managing Partner at Sterling Moore Advisors, Inc.
Title:
Partner at Sterling Moore Advisors, Inc.
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Sterling Moore Advisors, Inc. - Austin, Texas AreaManaging Partnersince 2012Thrivent Financial - Austin, Texas AreaInvestment Advisor / Financial PlannerJan 2011 - Oct 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Bruce Upham Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mayor • City Manager • Civil Servant • Certified Nurse Aide • Nurse • Nurse Practitioner • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Asset Strategies Group, LLC, Mayor at Village of Bear Creek
Title:
Financial Planner at Asset Strategies Group
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Asset Strategies Group, LLC Financial Plannersince Feb 2009Village of Bear Creek Mayorsince Nov 2004
Skills:
Estate Planning, Retirement, Securities, Long Term Care, Investment Advisory Representative,...
Full Profile

Scott Hamilton Austin, TX

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Program Director • Financial Manager • Production Manager • Operations Manager • Business Consultant • Managers • Financial Officer • Management Team Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • IT Specialist

Experience & Education

Position:
Investment Advisor, CFP (R) at Hamilton Financial Planning
Title:
Fee-Only Financial Planner
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Hamilton Financial Planning - Austin, TXInvestment Advisor, CFP (R)since Jan 2010Dell Product Manager / Program ManagerJan 1999 - Jan 2009
Skills:
Business Analysis, Strategic Financial Planning, Cross-functional Team Leadership, Product...
Certifications:
Certified Financial Planner (R), Certified Financial Planner Board of Standards
Full Profile

Brittany Farris Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Board Member • Vice President • Management Team Executive • Chief Executive • Supporting Member • Planner • Volunteer • Non-Profit • Team Member • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Science

Experience & Education

Position:
Operations Manager & Associate Planner at Stone Asset Management, Inc.
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Stone Asset Management, Inc. Operations Manager & Associate Plannersince Jun 2010JWA Financial Group, Inc. Associate Financial PlannerSep 2007 - May 2010
Full Profile

Mark Trice Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Speaker • Counselor • Spokesperson • Representative • Advisor • Educator • Instructor • Pedagogue • Education Professional • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trainer

Experience & Education

Position:
Comprehensive Financial Planner | Estate Planning Strategist | Family Financial Planner | President ...
Title:
Financial Solutions Coach & Speaker | Certified Financial Educator® (CFEd) | President & Owner at ClearVista Financial
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
ClearVista Financial - Austin, Texas AreaComprehensive Financial Planner | Estate Planning Strategist | Family Financial Planner | Presidentsince 2008Heartland Institute of Financial Education Financial Education Consultant | Certified Financial Educator® (CFEd) | Instructor2010 - Oct 2011
Skills:
Financial Planning, Retirement Income Strategies, Investment Advisory, Wealth Management, Long-term ...
Full Profile

Linda Hernandez Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Dancing Teacher • Clerk • Managers • Clerical Specialist

Experience & Education

Work

Company:
Mueller law
Virtual tour app new business development
Company:
Financial planner
Full Profile

Katherine Mcknight Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial planner at Virginia College, Financial Planner II at Education Corporation of America
Title:
Financial planner at Virginia College
Location:
Austin, Texas Area
Industry:
Higher Education
Work history:
Virginia College Financial plannerEducation Corporation of America Financial Planner IIsince 2006
Full Profile

Bob Hall Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician

Experience & Education

Position:
Senior Marketing Manager, WW Financial Services at Apple, Inc.
Title:
Senior Marketing Manager at Apple, Inc.
Location:
Austin, Texas Area
Industry:
Computer Hardware
Work history:
Apple, Inc. Senior Marketing Manager, WW Financial Servicessince Feb 2006American Express Financial PlannerJan 2003 - Jun 2004
Skills:
Marketing Communications, Process Improvement, International Business, Marketing Strategy, Team...
Languages:
Spanish
Full Profile

David Lafary Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Engineering Technician • Technicians • Operations Engineer • Field Engineer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Store Salesperson • Retail Professional • Retail Salesperson • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Financial Planner at Modern Woodmen of America
Title:
Modern Woodmen Fraternal Financial Representative
Location:
Austin, Texas Area
Industry:
Insurance
Work history:
Modern Woodmen of America - BastropFinancial Plannersince Dec 2012Raven Industries Engineering TechnicianApr 2010 - Jul 2012
Skills:
Electronics, Test Equipment, Electrical Engineering, Hardware Architecture, Embedded Systems,...
Full Profile

Casey Hall Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Financial Management Professionals
Title:
CERTIFIED FINANCIAL PLANNER™ professional
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Financial Management Professionals - Austin, TexasFinancial Plannersince Sep 2006
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards Inc.
Full Profile

Kathy Scanlon Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Owner • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Financial Officer • Financial Manager

Experience & Education

Position:
Partner at Scanlon & Scanlon, CPAs, Owner at Scanlon Financial Services, Director at Pedernales ...
Title:
Financial Planner
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Scanlon & Scanlon, CPAs - 11940 Jollyville Road, Suite 322N, Austin, Texas 78759Partnersince Oct 2010Scanlon Financial Services - 11940 Jollyville Road, Suite 322N, Austin, TX 78759Ownersince Oct 2010
Certifications:
Certified Public Accountant, Texas State Board of Public Accountancy
Certified Financial Planner, Certified Financial Planning Board of Standards, Inc.
Full Profile

Will Wike Austin, TX

Professions & Specialties

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

Experience & Education

Title:
Good Person
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Ames & Weinheimer,LLC Financial PlannerMar 2008 - Jan 2012
Skills:
Investment Strategies, Retirement Planning, Risk Management, Personal Finance, Financial Planning,...
Full Profile

D M Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at XXI Century Investments
Location:
Austin, Texas Area
Industry:
Capital Markets
Work history:
XXI Century Investments Financial Planner
Full Profile

Matthew Posey Austin, TX

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Mortgage Banker at AmeriPro Funding
Location:
Austin, Texas Area
Industry:
Real Estate
Work history:
AmeriPro Funding Mortgage Bankersince Aug 2004Resource Consulting Group Financial PlannerFeb 2001 - Feb 2004
Full Profile

Anna Donal Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Virginia College
Location:
Austin, Texas Area
Industry:
Higher Education
Work history:
Virginia College Financial Planner
Full Profile

Ryan Cfp Austin, TX

Professions & Specialties

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

Experience & Education

Work

Company:
International capital management corporation
Financial planner
Full Profile

Nedra Montgomery Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at City of Austin - Austin Energy
Location:
Austin, Texas Area
Industry:
Utilities
Work history:
City of Austin - Austin Energy Financial Planner
Full Profile

Jon Potcinske Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Founder • Chief Executive • Corporate Executive • Founding Member • DB Administrator • Database Administration Professional • Database Administrator • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, CEO, Founder at Green Mill Mortgage
Title:
President, CEO, Founder - Green Mill Financial, Inc. dba Green Mill Mortgage
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Green Mill Mortgage - Austin and Houston Texas locationsPresident, CEO, Foundersince Mar 1996Wholesale Lending Account Manager AccuBanc MortgageJun 1995 - Mar 1996
Languages:
Spanish
Full Profile

Jeff Montgomery Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Board Member • Chief Operating Officer • Chief Executive • Corporate Executive • Management Team Executive • Operations Manager • General and Operations Manager • Director of Operations • General Counsel • Of Counsel • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entrepreneur • Managers • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Chairman and Chief Executive Officer at AFAM Capital
Title:
Chairman and CEO at AFAM Capital
Location:
Austin, Texas Area
Industry:
Investment Management
Work history:
AFAM Capital - Corporate Headquarters: Austin, TXChairman and Chief Executive Officersince 2008
Full Profile

Helen Kocurek Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Articled Clerk • Law Specialist • Of Counsel • Lawyers • Jurist • Legal Counsel • Counselor • Advisor

Experience & Education

Position:
Attorney & Counselor at Law at Helen Kocurek, Esq.
Title:
Attorney & Counselor at Law
Location:
Austin, Texas Area
Industry:
Law Practice
Work history:
Helen Kocurek, Esq. Attorney & Counselor at Lawsince Feb 2007Richardson + Burgess LLP - Austin. TexasOf CounselJan 2011 - May 2013
Full Profile

Colin Russell Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mechanical Engineer • Mechanical Engineering Professional • Mechanical Engineering • Technical Support Specialist • Systems Support Specialist • Support Specialists • Independent Contractor • Contractor • Counter Manager • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Independent Business Owners

Experience & Education

Position:
Financial Planner at Self Employed
Title:
Mechanical Engineer with Management, Technical Support, and Sales Experience
Location:
Austin, Texas Area
Industry:
Mechanical or Industrial Engineering
Work history:
Self Employed Financial Plannersince Jan 2003Austin Scientific Customer Service Manager for Cryogenic Manufacturing CompanyMay 2001 - Nov 2002
Skills:
Manufacturing, Engineering, Pro Engineer, Mechanical Engineering, Robotics, Design for...
Full Profile

Jenny Fleming Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive

Experience & Education

Position:
Partner at Equistar Wealth Management LLC
Title:
Owner, EquiStar Wealth Managment LLC
Location:
Austin, Texas Area
Industry:
Investment Management
Work history:
Equistar Wealth Management LLC Partnersince Sep 2008AustinAsset Management Company Financial PlannerMay 2005 - Sep 2008
Full Profile

Dusty Harshman Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Owner at Human Financial
Title:
Financial Planner/Owner, Human Financial.LLC
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Human Financial Owner
Full Profile

Ethan Luman Austin, TX

Professions & Specialties

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

Experience & Education

Title:
Financial Planner
Location:
Austin, Texas
Industry:
Financial Services
Full Profile

Christian Roman Austin, TX

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:
Financial Planner Analyst at Rudd and Wisdom
Title:
Internation Intern- Financial Planning en Rudd and Wisdom
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Rudd and Wisdom Financial Planner Analystsince Mar 2009Raiffeisen Bank Internation Intern- Financial InstitutionApr 2008 - Oct 2008
Full Profile

Christopher Ha Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Texas Asset Management
Title:
Financial Planner
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Texas Asset Management Financial Plannersince Sep 2009Texas Tech University School of Law Student2006 - 2009
Skills:
Mutual Funds, Estate Planning, Personal Finance, Investments, Bonds
Full Profile

Mary Voll Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Title:
Financial Planner at Per Stirling Capital Management, LLC
Location:
Austin, Texas Area
Industry:
Financial Services
Full Profile

William Crane Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Accounting Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Accounting Analyst • Financial Analyst • Government Administration Professional • Field Engineer • Community Service Manager

Experience & Education

Title:
Independent Accounting Professional
Location:
Austin, Texas Area
Industry:
Accounting
Work history:
Texas Department of Criminal Justice Financial AuditorNov 2001 - Aug 2003Solectron Technology Financial PlannerAug 1996 - Sep 2001
Full Profile

Casey Fox Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Bachelor of Electrical Engineering • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Planning Specialist at New England Securities
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
New England Securities Financial Planning Specialistsince Apr 2005Cingular Wireless/AT&T Corporate Account ExecutiveMay 2001 - Apr 2005
Full Profile

Cindy Arce-shaddix Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Agent • Sales Representative • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Claims Manager at Texas Municipal League Intergovernmental Risk Pool
Title:
Assistant Claims Manager at Texas Municipal League IRP
Location:
Austin, Texas Area
Industry:
Insurance
Work history:
Texas Municipal League Intergovernmental Risk Pool Assistant Claims Managersince Aug 1989Waddell & Reed - San Antonio, Texas AreaFinancial Planner/BrokerJan 1987 - Aug 1989
Skills:
Employment Law, Liability, Litigation Management, Claims Management, Professional Liability,...
Full Profile

Casey Fox Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Bachelor of Electrical Engineering • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Planning Specialist at New England Securities
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
New England Securities Financial Planning Specialistsince Apr 2005Cingular Wireless/AT&T Corporate Account ExecutiveMay 2001 - Apr 2005
Full Profile

Stephen Los Austin, TX

Professions & Specialties

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

Experience & Education

Title:
Financial Planner
Location:
Austin, Texas Area
Industry:
Financial Services
Full Profile

Steve Los Austin, TX

Professions & Specialties

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

Experience & Education

Title:
Financial Planner
Location:
Austin, Texas Area
Industry:
Financial Services
Full Profile

Jan Cox Austin, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Data Analyst • Information Technology Specialist • Data Entry Specialist • Data Scientist • IT Specialist • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Marketing
Location:
Austin, Texas Area
Industry:
Information Technology and Services
Work history:
Hoovers Inc. Data Analyst2011 - 2012AXA Advisors Financial PlannerJan 2000 - Apr 2001
Full Profile

Julian Jr Austin, TX

Professions & Specialties

Financial Consultant • Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Security • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Financial Advisor III at USAA
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
USAA Financial Advisor IIIsince Jun 2008PPA Advisory Services, Inc. Associate Financial PlannerFeb 2005 - Jun 2008
Full Profile

Chuck Gates Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner Utility at Austin Energy
Location:
Austin, Texas
Industry:
Utilities
Work history:
Austin Energy - Austin, Texas AreaFinancial Planner Utilitysince May 2009US Air Force Reserve Electrical Environmental SpecialistJul 1995 - Apr 2012
Skills:
Energy, Program Management, Process Improvement
Full Profile

Deborah Lupo Austin, TX

Professions & Specialties

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

Experience & Education

Title:
Income Tax and Financial Planning
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
USAA Financial Planner2007 - 2008DG Lupo Principal2000 - 2006
Certifications:
Certified Public Accountant, Colorado
Certified Financial Planner, Colorado
Full Profile

Chris Considine Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President -Financial Planner at Wachovia Wealth Management
Title:
Financial Planner at Wachovia Wealth Management
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Wachovia Wealth Management Senior Vice President -Financial Plannersince Jan 2005Arthur Andersen LLP Tax Senior1998 - 2001
Skills:
Wealth Management
Full Profile

Sylvia Johnson Austin, TX

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Financial Advisor at Sylvia Johnson Financial Advisor
Title:
Financial Advisor
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Sylvia Johnson Financial Advisor Financial Advisorsince Sep 2006Prodigy Communications/SBC Director Employee Relations2000 - 2001
Full Profile

Elliott Weir Austin, TX

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Asset Strategies Group
Location:
Austin, Texas Area
Industry:
Financial Services
Full Profile

Nancy Maugel Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner and Principal at Financial Network Investment Corporation, member SPIC
Title:
Principal, Financial Network Investment Corporation, member SIPC
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Financial Network Investment Corporation, member SPIC Financial Planner and Principalsince May 1979
Full Profile

Jose Lara Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Utility Financial Planner at Austin Energy
Location:
Austin, Texas Area
Industry:
Utilities
Work history:
Austin Energy Utility Financial Plannersince May 2008City of Georgetown Chief Utility AnalystDec 2002 - May 2008
Full Profile

Katie Dushkin Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Project Manager at GrantWorks, Inc.
Title:
Project Manager, GrantWorks Inc.
Location:
Austin, Texas Area
Industry:
Government Relations
Work history:
GrantWorks, Inc. Project Managersince Jun 2009Ameriprise Financial Services, Inc. Financial Planner2008 - 2009
Full Profile

Anna Donald Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Finance Planner at Virginia College, Financial Planner Officer at Virginia College at Austin...
Title:
Finance Planner at Virginia College
Location:
Austin, Texas Area
Industry:
Higher Education
Work history:
Virginia College Finance PlannerVirginia College at Austin (Education Corporation of America) Financial Planner Officersince 2009
Full Profile

Michael Caufield Austin, TX

Professions & Specialties

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

Experience & Education

Work

Company:
Coldrock management services
Small business consultant
Company:
Ameriprise financial
Financial advisor

Skills

MS Office, Data Entry, Photoshop, Logo Design, Data Analysis, Strategic Planning, Inventory...
Full Profile


Financial Planners near Austin, TX01234PflugervilleCedar ParkLeander