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Financial Planners in Florida

Financial Planners in Boca Raton, FL

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17 results found

Mark Moschetto Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
REGIONAL FINANCIAL PLANNER / ANALYSIS at National multi-million dollar company
Location:
Boca Raton, Florida
Industry:
Investment Management
Work history:
National multi-million dollar company - SOUTH FLORIDAREGIONAL FINANCIAL PLANNER / ANALYSISsince Feb 2011
Full Profile

Brendan Hayes Boca Raton, FL

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 Provenance Wealth Advisors
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Provenance Wealth Advisors Financial Plannersince Sep 2004Sagemark Consulting Financial PlannerDec 1997 - Sep 2004
Skills:
Financial Planning, Estate Planning, Succession Planning, Retirement Planning, Investment Advisory
Full Profile

David Lebold Boca Raton, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Region Manager • Chairperson • Chief Executive • Advisor • Area Manager • Managers • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Southeast Regional Director/ Investment Advisor /Financial Coach at The Advantage Retirement Group/ ...
Title:
Southeast Regional Director/ Investment Advisor at The Advantage Retirement Group / Tounjian Advisory Group
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
The Advantage Retirement Group/ Tounjian Advisory Group - Boca Raton, FloridaSoutheast Regional Director/ Investment Advisor /Financial Coachsince Jan 2012Cornerstone Retirement Solutions - Boca Raton, FloridaPresident/ Financial PlannerJan 2010 - Dec 2011
Skills:
Leadership, Investments, Estate Planning, Entrepreneurship, Retirement Planning, Mergers,...
Full Profile

Kerry Hoffman Boca Raton, FL

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 Morgan Stanley NRA/SIPC
Title:
Financial Planner at Morgan Stanley
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Morgan Stanley NRA/SIPC Financial Plannersince Jun 2003
Full Profile

Don Klement Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Co-Founder • Owner • Chief Executive • Founder • Founding Member • Sports Trainer • Sports Trainers • Security • Entrepreneur • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
National Marketing Director & Co Founder at Baby Boomer Association of America, Financial...
Title:
Financial Advisor at DAK INSURANCE AGENCY
Location:
Boca Raton, Florida
Industry:
Professional Training & Coaching
Work history:
Baby Boomer Association of America - United StatesNational Marketing Director & Co Foundersince Dec 2012DAK INSURANCE AGENCY - Boca Ration, FLFinancial Advisorsince Mar 2008
Financial Planner
Full Profile

Jennifer Kublin Boca Raton, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Office Clerk • Bachelor of Science • Sales Manager

Experience & Education

Position:
Marketing Assistant at Xacti
Title:
Marketing Assistant
Location:
Boca Raton, Florida
Industry:
Marketing and Advertising
Work history:
Xacti Marketing Assistantsince Jun 2008Meryl Charnow, Financial Planner Administrative AssistantFeb 2008 - Jun 2008
Full Profile

Dashika George Boca Raton, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Team Leader • Deputy Director • Operations Manager • Deputy Manager • Chief Executive

Experience & Education

Work

Company:
Hsbc, mortgage services
Operational review, quality assurance team lead
Company:
Everglades university - Boca Raton, FL
Assistant director of financial aid
Full Profile

Thomas Shrader Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Shamrock asset management, llc
Managing director
Company:
Chase investment services - Coconut Creek, FL
Vice president - financial advisor
Full Profile

Charles Johnson West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor / Financial Planner at VALIC
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
VALIC - West Palm Beach, FloridaFinancial Advisor / Financial Plannersince 2009Charterinternationaljet.com / Halcyon Jets - Boca Raton, FLPrivate Aviation Manager2007 - 2010
Full Profile

Myles German West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner & Retirement Planning Specialist at AXA Advisors
Title:
CFP®, CDFA™, Retirement Planning Specialist
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
AXA Advisors - Boca Raton, FLFinancial Planner & Retirement Planning Specialistsince 2000
Skills:
Problem Solving
Full Profile

Evelyn Zuback West Palm Beach, FL

Professions & Specialties

Stock Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Receptionist • Front Desk Clerk • Managers • Front Office Receptionist • Insurance Professional • Services Professional • Sales and Service Specialist • Sales Representative • Manager • Operations Manager

Experience & Education

Position:
Life Case Mgr/ Underwriter at Richard S. Bernstein & Company
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Richard S. Bernstein & Company - West Palm Beach, Florida AreaLife Case Mgr/ Underwritersince Oct 2011Visual Evidence - West Palm Beach, Florida AreaScheduling CoordinatorMar 2010 - May 2011
Financial Planner at Prudential Financial
Full Profile

Marcy Robbins Cleveland, OH

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Chief Executive • Community Service Manager • Bachelor of Science • Psychologist • Government Administration Professional • Lawyers • Psychology Specialist

Experience & Education

Position:
Family Wealth Advisor at MWR Consulting, Inc.
Title:
Family Wealth Advisor
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
MWR Consulting, Inc. - Cleveland, OHFamily Wealth Advisorsince Aug 2010Jewish Federation of South Palm Beach County - Boca Raton, FLBoard MemberApr 2009 - Mar 2012
Regional Financial Planner at Wachovia Wealth Management
Full Profile

Rick Little Miami, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Produce Manager • Director • Production Manager • Operations Manager • Agent • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Master of Business Administration • Bachelors Degree • School Administrator • Educational Manager • Managers

Experience & Education

Position:
Product Manager at TradeStation Securities
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
TradeStation Securities - Plantation, FLProduct Managersince May 2008TradeKing - Boca Raton, FLDirector of Product ManagementAug 2006 - May 2008
Certifications:
Project Management Professional (PMP), PMI
Certified Scrum Master (CSM), The Scrum Alliance
Financial Planner at Creative Planning
Full Profile

Audrey Leas West Palm Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Sales Person • Sales Representative • Owner • Chief Administrative Officer • Chief Executive • Data Entry Specialist • Data Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Registered Sales Assistant at Parker Asset Management
Title:
--Registered Sales Assistant
Location:
West Palm Beach, Florida
Industry:
Financial Services
Work history:
Parker Asset Management - Manalapan, FLRegistered Sales Assistantsince May 2010Summit Brokerage Services, Inc. - Boca Raton, FLRegistered Sales AssistantOct 2005 - Apr 2010
Skills:
Excel, PowerPoint, Outlook, Word, Customer Service, Microsoft Office, Customer Relations, Series 7, ...
Worked for two financial planner
Full Profile

Maureen Pentland Miami, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Chairperson • Chief Executive • Counselor • Advisor • Operations Manager • Representative • Business Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Benefits Consultant at EBS Advisors, Inc.
Title:
President at EBS Advisors, Inc.
Location:
Miami/Fort Lauderdale Area
Industry:
Insurance
Work history:
EBS Advisors, Inc. - Fort Lauderdale, FLBenefits Consultantsince May 1998AvMed Health Plan - Fort Lauderdale, FLSales and Service1991 - Mar 1998
Certifications:
Certfied Employee Benefits Specialist (CEBS), Wharton School of The University of Pennsylvania
Registered Representative, Series 7, Financial Industry Regulatory Authority (FINRA) (previously the National Association of Securities Dealers (NASD)
Financial Planner at American Express Financial Ad..
Full Profile

Mark Ceely Tampa, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Chief Executive • Operations Manager • Information Technology Specialist • Computer Network Professional • IT Specialist • Network Administrator • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Project Managers • Marketing Manager • Computer Systems Administrator • Network Systems Administrator • Business Administrator • Managers • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
IBM Systems Management at Artech Information Systems, Independent Business Owner at Multi-@ccess...
Title:
IBM Systems Management
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Information Technology and Services
Work history:
Artech Information Systems - Palm Harbor, FlIBM Systems Managementsince Oct 2011Multi-@ccess Communications - Tampa/St. Petersburg, Florida AreaIndependent Business Ownersince May 2001
Financial Planner at Travelers
Full Profile

Robert Mann New York, NY

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Construction • Speaker • Spokesperson • Representative • Financial Manager

Experience & Education

Position:
Wealth Manager at Westchester Wealth Advisors, LLC
Title:
President, Westchester Wealth Advisors, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Westchester Wealth Advisors, LLC - Rye Brook, NYWealth Managersince 2007Merrill Lynch - Boca Raton, FLWealth Management Advisor2000 - 2006
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Financial Planners near Boca Raton, FL0510152025Fort LauderdalePompano BeachDelray BeachBoynton BeachLake Worth


Financial Planners around Boca Raton, FL

Delray Beach  (6)
Lake Worth  (1)
Pompano Beach  (10)

Financial Planners in Florida

Sub-specializations

Financial Planner  (17)