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Financial Planners in Virginia

Financial Planners in Charlottesville, VA

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Here is a complete list of most professional Financial Planners in Charlottesville, VA.

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13 results found

Michael Ginty Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Old Dominion Capital Management
Location:
Charlottesville, Virginia Area
Industry:
Investment Management
Work history:
Old Dominion Capital Management Financial Plannersince Mar 2007The Niemeyer Group Financial PlannerDec 2000 - Feb 2007
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Gene Kowalski Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Solitude FInancial Services, Settlement Planner at Professional Settlement...
Title:
Financial and Settlement Planner
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Solitude FInancial Services Financial Plannersince 2010Professional Settlement Solutions Group - 67 Thomas Jefferson Pkwy, Palmyra VA 22963Settlement Plannersince 2006
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Scott Hudson Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
President at Hudson Signature Homes Inc.
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Hudson Signature Homes Inc. - Waynsboro, VAPresidentsince May 1995Northwestern Mutual - Charlottesville, Virginia AreaStrategic Financial PlannerMay 2010 - Jun 2012
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Josh Scandlen Charlottesville, VA

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 smith barney
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Smith barney Financial planner
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Ben Black Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Analyst at SNL Financial
Title:
Personal Financial Advisor
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
SNL Financial - Charlottesville, VAFinancial Analystsince Jan 2012LPL Financial - Ruckersville, VAInvestment Advisor Representative; Financial ConsultantDec 2010 - May 2011
Skills:
Research, Marketing Strategy, Financial Analysis, Investments, Analysis, Portfolio Management,...
Financial Planner Assistant at MetLife Spring 2009
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Rick Fore Charlottesville, VA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Advertising Professional • Advertising Sales Agent • Board Member • Deputy Manager • Chief Executive • Project Managers • Management Team Executive • Community Service Manager • Systems Architect • Network Administrator • Network Systems Administrator • DB Administrator • Programmer • Computer Programmer • Computer Network Professional • IT Manager • Software Developers • Database Administration Professional • Database Administrator • Master of Business Administration • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Postsecondary Teacher • Recruitment • IT Engineer

Experience & Education

Position:
Chief Operating Officer at 5W Strategists, Inc., REALTOR, GRI at Roy Wheeler Realty Co.
Location:
Charlottesville, Virginia Area
Industry:
Marketing and Advertising
Work history:
5W Strategists, Inc. Chief Operating Officersince Oct 2009Roy Wheeler Realty Co. REALTOR, GRIsince Jan 2007
Skills:
Information technology systems development, project management, and organizational leadership
Registered Representative & Financial Planner at IDS American Express
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Jim Shannon Charlottesville, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Marketing Manager • Promotion Manager • Chief Executive • Promotions Manager • Marketing Administrator • Psychologist • Psychology Specialist

Experience & Education

Position:
Sr. Regional Manager at SourceMedia Financial Planning
Location:
Charlottesville, Virginia Area
Industry:
Publishing
Work history:
SourceMedia Financial Planning - Charlottesville, VA and New York CitySr. Regional Managersince May 2013Crain Communications InvestmentNews - New England and New York CityRegional ManagerJan 2006 - May 2013
Advisor / Financial Planner at Northwetern Mutual Financial..
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David Stackpole Charlottesville, VA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Chairperson • Founding Member • Chief Executive • Disk-Jockey • Entertainer

Experience & Education

Position:
* at LPL Financial
Title:
*
Location:
Charlottesville, Virginia
Industry:
Financial Services
Work history:
LPL Financial - 1410 Incarnation Drive*since Jan 2009
Skills:
Excel, Microsoft Office, SPSS, Statistics, Writing, Editing, HTML, Photoshop, Financial Planning,...
Languages:
English, German, Spanish
Certifications:
(MFP) Master Financial Planner, AAFM
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Dale Lam Charlottesville, VA

Professions & Specialties

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

Experience & Education

Position:
President at Strategent Financial, LLC
Location:
Charlottesville, Virginia Area
Industry:
Financial Services
Work history:
Strategent Financial, LLC President
Certifications:
Certified Public Accountant (CPA), Commonwealth of Virginia
Personal Financial Specialist (PFS), American Institute of Certified Public Accountants
Certifed Financial Planner
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David Bihl Charlottesville, VA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Development Director • HR Manager • Financial Manager • Director of Quality Control • Partner • Chief Executive • Compliance Manager • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Director of Development, Major Gifts at University of Virginia Engineering Foundation
Location:
Charlottesville, Virginia Area
Industry:
Fund-Raising
Work history:
University of Virginia Engineering Foundation - Charlottesville, Virginia AreaDirector of Development, Major Giftssince 2011Commonwealth Financial Network Certified Financial Planner®2004 - 2010
Skills:
Project Management, Strategic Planning
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Katherine Bouterie Charlottesville, VA

Professions & Specialties

Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Clerk • Clerical Specialist • Area Manager • Managers • Territory Sales Manager • Region Manager • Supporting Member • Advisor • Compliance Officer • Office Clerk • Team Member • Operations Manager • Practice Manager • Health Services Manager

Experience & Education

Work

Company:
Kingsmill jewelers - Charlottesville, VA
Sales clerk (part-time)
Company:
Life and health insurance licensed for louisiana - Metairie, LA
District sales manager mutual of omaha

Skills

Writing ability in both traditional MLA and AP styles Quark, Photoshop, Microsoft Office,...
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Craig O'dell Charlottesville, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Sales Executive • Operations Manager • Bachelor of Science • Business Administrator • Analyst • Analysts

Experience & Education

Work

Company:
Sri trang usa
Sales manager
Company:
Snl financial llc - Charlottesville, VA
Senior institutional sales executive
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Magdalen Wolfe San Francisco, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Writing and Editing Professional • Writer and Editor • Independent Consultant • Counselor • Advisor • SEO Specialist • Web Marketer • Teaching Assistant • Educational Assistant Teacher • Marketing Manager • Barista • Administrative Associate • Team Member • Bartender • Administrative Clerk • Clerical Specialist • Manager • Operations Manager • Animator • Master of Arts • Bachelor of Liberal Arts • Doctor of Medicine • Mathematics • Researcher • Survey Researcher • Mathematician

Experience & Education

Position:
Senior SEO Writer & Copyeditor at Independent Consultant
Title:
Independent Writing and Editing Professional
Location:
San Francisco Bay Area
Industry:
Writing and Editing
Work history:
Independent Consultant - San Francisco Bay AreaSenior SEO Writer & Copyeditorsince Feb 2010University of Virginia - Charlottesville, VAGraduate Teaching AssistantAug 2011 - Dec 2011
Skills:
Editing, Writing, SEO, Project Management, Academia, Microsoft Excel, Copy Editing, Proofreading,...
Financial Planner at Brighton Jones
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Financial Planners near Charlottesville, VA01RuckersvilleStuarts Draft


Financial Planners around Charlottesville, VA

Ruckersville  (1)

Financial Planners in Virginia

Sub-specializations

Financial Planner  (13)