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Financial Planners in Maryland

Financial Planners in Baltimore, MD

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172 results found

Jean-robert Anantua Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chairperson • Chief Executive Officer • Founder • Chief Executive • Corporate Executive • Founding Member • Operations Manager • Agent • Sales Representative • Personnel Specialist • Human Resources Specialist • Recruitment • Organization Management • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Manager • Project Managers • Managers • Advisor • Psychology Specialist

Experience & Education

Position:
Partner at Small Business Alliance Group, Independent Agent at American Classic Agency, Financial...
Title:
Partner at Small Business Alliance Group
Location:
Baltimore, Maryland Area
Industry:
Nonprofit Organization Management
Work history:
Small Business Alliance Group - DC Metro Area and NYPartnersince Jul 2012American Classic Agency - MDIndependent Agentsince Jan 2011
Languages:
French
Full Profile

Ngi Ngo Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Program Director • Customer Relations • Operations Manager • Analyst • Analysts • Managers • Student Worker

Experience & Education

Position:
Senior Financial Analyst at AAI Corporation
Title:
Financial Analyst at AAI Corporation
Location:
Baltimore, Maryland Area
Industry:
Defense & Space
Work history:
AAI Corporation - Hunt Valley, MDSenior Financial Analystsince Oct 2011Northrop Grumman Corporation Program Financial Planner and Program AnalystOct 2010 - Oct 2011
Full Profile

Brandon Barrett Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Supporting Member • Team Member • Matlab Developer • Data Analyst • Software Developer • Software Developers • Data Entry Specialist • Data Scientist • Financial Manager • Operations Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Planner at Kissinger Financial Services, Inc.
Title:
Registered Representative at Kissinger Financial Services, Inc.
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Kissinger Financial Services, Inc. - Hunt Valley, MarylandFinancial Plannersince Jan 2011Arcstone Capital LLC AssociateMay 2009 - Dec 2011
Skills:
Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Financial Modeling, Mutual...
Certifications:
H&R Block Income Tax Course, Certificate of Completion
General Securities Representative Examination (Series 7), Financial Industry Regulatory Authority (FINRA)
Full Profile

Martin Lo Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Financial Manager • Psychology Specialist

Experience & Education

Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
The Financial Consulate Fee-only Financial Planner2010 - 2010Lincoln Financial Group Fee-based Financial Planner2006 - 2008
Skills:
I specialize in wealth preservation through estate planning and risk management techniques, I work...
Full Profile

Kathryn Hollander Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Agent • Sales Representative • Certified Nurse Practitioner • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Community Service Manager • Operations Manager • Recruitment

Experience & Education

Position:
Regional Compliance Lead at Lincoln Financial Advisors
Title:
Regional Compliance Lead
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Regional Compliance Leadsince Sep 2007Lincoln Financial Advisors Financial PlannerMay 2004 - Apr 2013
Languages:
Chinese
Full Profile

Mike Morris Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Recognition • Analysts • Master of Business Administration • Information Technology Specialist • Systems Support Specialist • Support Specialists • IT Specialist • Student Worker

Experience & Education

Position:
Financial Planner at Northrop Grumman Corporation, Accountant at Northrop Grumman Corporation
Title:
Financial Planner at Northrop Grumman Corporation
Location:
Baltimore, Maryland Area
Industry:
Defense & Space
Work history:
Northrop Grumman Corporation - Baltimore, Maryland AreaFinancial Plannersince Mar 2013Northrop Grumman Corporation - Baltimore, Maryland AreaAccountantsince Jun 2011
Full Profile

Nick Vasiliadis Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Doctor of Medicine • Master of Science • Business Consultant • Advisor • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner at New York Life
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
New York Life Financial PlannerFerris, Baker Watts Financial Planner2002 - 2004
Full Profile

Brian Walsh Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Agent • Sales Agent • Sales Representative • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Certified Nurse Practitioner • Nurse Practitioner

Experience & Education

Position:
Financial Planner at Heritage Financial Consultants, LLC
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Heritage Financial Consultants, LLC - 307 International Circle, Suite 390 Hunt Valley, MD 21030Financial Plannersince 2005
Full Profile

Tim Maurer Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Educator • Adjunct Instructor • Education Professional • Instructor • Lecturer • Postsecondary Teacher • Author • Blogger • Authoress • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at The Financial Consulate, Inc., Blogger at Forbes Magazine, Adjunct Faculty at...
Title:
Financial Planner, Educator & Author
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
The Financial Consulate, Inc. Vice Presidentsince Jan 2007Forbes Magazine Bloggersince Nov 2011
Skills:
Relationship, Writing, Public Speaking, Strategic Financial Planning, Blogging, Non-profits,...
Full Profile

Erica Kane Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Moraga-Orinda Fire District
Location:
Baltimore, Maryland Area
Industry:
Architecture & Planning
Work history:
Moraga-Orinda Fire District Financial Planner
Full Profile

Dieter Scherer Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor | Financial Planner at Triton Wealth Management
Title:
Dieter Scherer is a Financial Advisor at Triton Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Triton Wealth Management Financial Advisor | Financial Plannersince Nov 2011Triton Wealth Management InternJul 2010 - Oct 2011
Full Profile

David Asher Baltimore, MD

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Planner • Philanthrope • Non-Profit

Experience & Education

Position:
CPA / Financial Advisor at Asher Financial Services
Title:
CPA/Financial Planner, Asher Financial Services
Location:
Baltimore, Maryland Area
Industry:
Accounting
Work history:
Asher Financial Services - Ellicott City, MDCPA / Financial Advisorsince Sep 1991LaGrone, Taksey & Co, CPAs CPADec 1987 - Aug 1990
Skills:
Strategic Financial Planning, Accounting, Tax, Tax Preparation, Corporate Tax, CPA, Finance,...
Full Profile

Lynne Duffy Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Hunt, Cromwell & Associates
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
Hunt, Cromwell & Associates Financial Planner
Full Profile

Tim Kvech Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Counselor • Speaker • Advisor • Spokesperson • Representative • Sales Agent • Sales Representative • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Planning Solutions Group LLC
Title:
Partner at Planning Solutions Group
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Planning Solutions Group LLC Partnersince Aug 1991Planning Solutions Group LLC Partner1991 - 2011
Full Profile

Brad Moore Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Sector Financial Planner at Northrop Grumman
Title:
Business Managment at Northrop Grumman
Location:
Baltimore, Maryland Area
Industry:
Defense & Space
Work history:
Northrop Grumman Sector Financial Plannersince Jan 2007
Full Profile

Joe Blodgett Baltimore, MD

Professions & Specialties

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

Experience & Education

Title:
Financial Planner and Accountant
Location:
Baltimore, Maryland Area
Industry:
Consumer Electronics
Full Profile

Jane Sinclair Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
President & Financial Planner at Retirement Planning Services
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Retirement Planning Services - Millersville, MDPresident & Financial Plannersince Jan 2005
Full Profile

Joey Blodgett Baltimore, MD

Professions & Specialties

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

Experience & Education

Title:
Financial Planner and Accountant
Location:
Baltimore, Maryland Area
Industry:
Consumer Electronics
Full Profile

Nancy Zmuda Baltimore, MD

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Northrop Grumman
Location:
Baltimore, Maryland Area
Industry:
Aviation & Aerospace
Full Profile

Howard Zeiden Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Animal Doctor • Animal Care Giver • Animal Caretaker • Concierge • Entrepreneur • Managers • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
President at Zeiden Consulting Enterprises, LLC
Title:
Zeiden Consulting Enterprises, LLC
Location:
Baltimore, Maryland Area
Industry:
Management Consulting
Work history:
Zeiden Consulting Enterprises, LLC - Baltimore, Maryland AreaPresidentsince Sep 2011Business Insiders Radio - 105.7 The FanCo-Host2012 - 2012
Full Profile

Zack Pund Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Lead Financial Analyst at Northrop Grumman Corporation
Location:
Baltimore, Maryland Area
Industry:
Defense & Space
Work history:
Northrop Grumman Corporation Lead Financial Analystsince Mar 2010Northrop Grumman Financial PlannerJan 2008 - Mar 2010
Full Profile

Jim Vermilye Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Robert W. Baird & Co.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - Easton, MDFinancial Advisorsince Aug 2012Wye Financial and Trust Financial PlannerMay 2002 - Aug 2012
Full Profile

Donna Hammer Baltimore, MD

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Northrop Grumman
Location:
Baltimore, Maryland Area
Industry:
Defense & Space
Full Profile

Jeremy Kober Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER - Private Wealth Management - The Pearce Group at Merrill Lynch
Title:
CERTIFIED FINANCIAL PLANNER at Merrill Lynch
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Merrill Lynch - Towson, MarylandCERTIFIED FINANCIAL PLANNER - Private Wealth Management - The Pearce Groupsince Aug 2010RBC Wealth Management Senior Financial AssociateMar 2009 - Aug 2010
Full Profile

Kathie Sulick Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Community Service Manager

Experience & Education

Position:
CPA/PFS, Partner at HeimLantz Financial Advisors, Financial Planner at HeimLantz, P.C.
Title:
CPA/PFS at HeimLantz Financial Advisors
Location:
Baltimore, Maryland Area
Industry:
Accounting
Work history:
HeimLantz Financial Advisors CPA/PFS, Partnersince Jan 2002HeimLantz, P.C. Financial Plannersince 2002
Full Profile

Ethan Schuchman Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and CEO at Cross Country Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Cross Country Wealth Management - MarylandFounder and CEOsince Jan 2013Nationwide Financial Network - Pikesville, MDFinancial PlannerAug 2011 - Dec 2012
Full Profile

Jordan Cunningham Baltimore, MD

Professions & Specialties

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

Experience & Education

Title:
Prospective Salesman
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
American General Finance Financial RepresentativeMar 2009 - Jan 2010AXA Advisors Financial PlannerJan 2008 - Dec 2008
Full Profile

Mitchel Shapiro Baltimore, MD

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 • Advisor • Representative • Doctor of Medicine

Experience & Education

Position:
Owner at Shapiro Financial Advisors, LLC, President at Shapiro Financial Advisors, LLC
Title:
Owner, Shapiro Financial Advisors, LLC
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Shapiro Financial Advisors, LLC Ownersince Mar 1987Shapiro Financial Advisors, LLC Presidentsince Mar 1987
Full Profile

Jason Mclaughlin Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Bookkeeper

Experience & Education

Position:
Senior Mortgage Consultant at NFM, Inc
Title:
Senior Mortgage Consultant
Location:
Baltimore, Maryland Area
Industry:
Banking
Work history:
NFM, Inc - Linthicum, MarylandSenior Mortgage Consultantsince 2002Ameriprise Financial Financial Planner1995 - 2002
Full Profile

Joe Phaneuf Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Wellness and Fitness • Agent • Sales Representative

Experience & Education

Position:
Chief Financial Officer at HPCareer.Net, llc
Location:
Baltimore, Maryland Area
Industry:
Health, Wellness and Fitness
Work history:
HPCareer.Net, llc Chief Financial Officersince Sep 2000USPA & IRA Financial Planner & AgentOct 1989 - Sep 2000
Skills:
Class D Skipper, Wellness
Full Profile

Ellrich Rob Baltimore, MD

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 Services Firm at Unavailable
Title:
Financial Planner
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Unavailable Financial Services Firmsince Mar 2005
Full Profile

Deborah Dubose Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Retail Professional • Retail Salesperson • Supporting Member • Team Member • Massage Therapist • Massage Therapy • Manager • Operations Manager

Experience & Education

Title:
Retail Sales Associate for T-Mobile/ Massage Therapist
Location:
Baltimore, Maryland Area
Industry:
Consumer Services
Work history:
EZ Storage and Primerica Relief Manager and Financial PlannerAug 2011 - Jun 2012
Skills:
Customer Service, Microsoft Office
Full Profile

Tom Spray Baltimore, MD

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Planner at Lincoln Financial Advisors
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Full Profile

David Kasten Baltimore, MD

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 Lowe fs
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Lowe fs Financial Plannersince Mar 2001
Full Profile

Ashlun Kunka Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Recognition

Experience & Education

Position:
Para Financial Planner at Steven Katz CPA, LLC
Location:
Baltimore, Maryland Area
Industry:
Events Services
Work history:
Steven Katz CPA, LLC Para Financial Plannersince Jan 2013Experient Inc Onsite Deployment ManagerJul 2004 - Dec 2012
Skills:
Registration, Event Management, Event Planning, Trade Shows, Corporate Events, Management, Meeting...
Languages:
Sign Language
Full Profile

Jacob Marcoux Baltimore, MD

Professions & Specialties

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

Experience & Education

Title:
Manager, Financial Services, Financial Planner at Prudential Financial
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Full Profile

Jason Rodgers Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Vice President • Chief Executive • Operations Manager • Analysts

Experience & Education

Position:
Financial Analyst at Johns Hopkins University Applied Physics Laboratory
Title:
Financial Analyst
Location:
Baltimore, Maryland Area
Industry:
Defense & Space
Work history:
Johns Hopkins University Applied Physics Laboratory Financial Analystsince Sep 2007Northrop Grumman Financial PlanningMay 2007 - Aug 2007
Full Profile

Phil Carrasco Baltimore, MD

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Advisor • Representative • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Experienced Financial Advisor, with CFP®, looking to bring my skills to a wealth management firm / team
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Cornerstone Wealth Management Financial PlannerSep 2007 - Mar 2010
Full Profile

Roger Desai Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Representative • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at RSD FINANCIAL
Title:
Owner, RSD FINANCIAL
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
RSD FINANCIAL - Columbia, MDFinancial Plannersince Jun 1996
Skills:
Wealth Management, Securities, Financial Advisory, FINRA, Investments, Asset Management, Strategic...
Full Profile

Graham Bauer Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Partner at Hayes Financial Advisors P.C., Financial Planner at Cambridge Investment Research
Title:
Financial Planner at Hayes Financial Advisors, P.C.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Hayes Financial Advisors P.C. Partnersince Jan 2008Cambridge Investment Research Financial Plannersince Jan 2008
Full Profile

Sam Erdman Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Ronald Blue & Co.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. Financial Plannersince Feb 2006Snyder Home Services Sales ConsultantJul 2005 - Feb 2006
Skills:
Financial, Estate, Tax, Investment & Philanthropic Counsel
Full Profile

Darrel Drown Baltimore, MD

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

Experience & Education

Position:
Financial Planner at PFG, Certified Financial Planner (r) at Drown Financial
Title:
Certified Financial Planner (r) at Drown Financial
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
PFG Financial Plannersince 1989Drown Financial - Columbia MarylandCertified Financial Planner (r)since 1989
Skills:
Retirement Planning, Estate Planning, Long Term Care Insurance, College Education Planning, Life...
Full Profile

Joseph Blodgett Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Project Manager • Business Administrator • Bachelor of Science • Chief Executive • Project Managers • Operations Manager

Experience & Education

Position:
Accountant at Unemployed - Working Hard
Title:
Financial Planner and Accountant
Location:
Baltimore, Maryland Area
Industry:
Consumer Electronics
Work history:
Unemployed - Working Hard - Westminster MDAccountantsince Mar 2012Orion Contracting Services Inc - Bowie MDBookkeeperOct 2010 - Mar 2012
Full Profile

Luis Padilla Baltimore, MD

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Divisional Vice President • Chief Executive • Planner

Experience & Education

Position:
Vice President/Financial Planner at WorkforceTactix, Inc.
Title:
Financial Planner
Location:
Baltimore, Maryland Area
Industry:
Investment Management
Work history:
WorkforceTactix, Inc. Vice President/Financial Plannersince Jan 2009Chesapeake Financial Group Financial PlannerJan 2002 - Dec 2009
Full Profile

Bill Carambelas Baltimore, MD

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Software Developers

Experience & Education

Position:
Financial Planner / Investment Advisor - CFP®, ChFC® at Brooks Financial Group, Inc.
Title:
at Brooks Financial Group, Inc.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Brooks Financial Group, Inc. Financial Planner / Investment Advisor - CFP®, ChFC®since Mar 2009IBM World Wide Sales LeaderJan 2002 - Feb 2009
Full Profile

Charles Ryan Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Planner • Security • Research Analyst • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/Financial Planner at Atlantic Financial Planning, Financial Planner at Retiree Income Inc,...
Title:
Owner/Financial Planner at Atlantic Financial Planning
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Atlantic Financial Planning - 1997 Annapolis Exchange Parkway, Suite 300, Annapolis, MD 21401Owner/Financial Plannersince Feb 2012Retiree Income Inc - Leawood, KSFinancial Plannersince Jan 2012
Full Profile

Pat Rudolph Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Retiree at Retirement
Title:
Retired Professor and Financial Planner
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Retirement Retireesince Jan 2012Rudolph Financial Planning OwnerJun 2006 - Dec 2011
Full Profile

Alabi Olakitan Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Doctor of Medicine • Counselor • Moderator • Advisor

Experience & Education

Work

Company:
Orientation
Md
Company:
Science and technology education post - basic
Zonal consultant/ facilitator
Full Profile

Sean Mccomber Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Operations • Co-Manager • Chief Executive • Sales Manager • Manager • Psychologist • Senior Customer Service Representative • Client Service Officer • Customer Service • Psychology Specialist

Experience & Education

Title:
Financial Planner at Prudential Insurance Company of America, Newark, NJ
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Full Profile

Brienne Bowling Baltimore, MD

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Manager • Analysts • Manager • Operations Manager • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Rates Analyst at Northrop Grumman Corporation
Title:
Financial Planner at Northrop Grumman
Location:
Baltimore, Maryland Area
Industry:
Aviation & Aerospace
Work history:
Northrop Grumman Corporation Rates Analystsince Jan 2013Northrop Grumman Corporation Business ManagerApr 2009 - Dec 2012
Full Profile


Financial Planners near Baltimore, MD0246810Hunt ValleyColumbiaLutherville TimoniumGlen BurnieMillersville