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Financial Planners in Texas

Financial Planners in Houston, TX

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231 results found

Clint Linder Houston, TX

Professions & Specialties

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

Experience & Education

Position:
STO Rotational Program Trainee at Shell - Shell Energy Natural America (SENA)
Title:
Shell Oil Employee - Downtown Houston
Location:
Houston, Texas
Industry:
Oil & Energy
Work history:
Shell - Shell Energy Natural America (SENA) - Downtown HoustonSTO Rotational Program Traineesince Apr 2012Ameriprise Financial ParaplannerMay 2011 - Sep 2011
Skills:
Microsoft Excel, New Business Development, Finance, Investments
Full Profile

Catherine Wedemeier Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advocate • Jurist • Legal Counsel • Leader • Managers • Financial Analyst • Chief Executive

Experience & Education

Position:
Global Financial Planner at Gurwitch Products
Location:
Houston, Texas Area
Industry:
Retail
Work history:
Gurwitch Products - Houston, TexasGlobal Financial Plannersince Jul 2012Macy's Senior Financial Analyst2010 - Jul 2012
Full Profile

Rob Marchand Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Group Manager • Manager • Chief Executive • Business Development Manager • Operations Manager • Supervisor • Managers • Client Service Officer • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Financial Planner at Marchand Financial
Location:
Houston, Texas Area
Industry:
Telecommunications
Full Profile

Atta Shay Houston, TX

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Security • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Founding Member • Chief Executive • Marketing Manager • Operations Manager • Web Marketer • Press Writer • Correspondent • Reporter • Recruitment

Experience & Education

Position:
PMD Financial Advisor at Merrill Lynch
Location:
Houston, Texas
Industry:
Financial Services
Work history:
Merrill Lynch - 5065 Westheimer Rd, Houston, TXPMD Financial Advisorsince Aug 2012Pollakov Financial Group., Inc. A general agency of Massachusetts Life Insurance Company - La Jolla, CaFinancial PlannerMay 2011 - Aug 2012
Skills:
Retirement Planning, Investments, Retirement, Estate Planning, Fixed Annuities, Strategic Financial ...
Languages:
Farsi
Certifications:
Series 7 & 66, FINRA
Full Profile

Rozell Anderson Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Sales Executive • Sales Manager • Managers

Experience & Education

Title:
Career Insurance Agent and Financial Planner
Location:
Houston, Texas Area
Industry:
Insurance
Full Profile

John Tallent Houston, 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 • Financial Officer • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Software Engineer • Software Developers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Master of Business Administration • Bachelor of Business Administration • Bachelor of Science • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Certified Financial Planner at Tallent Financial Life Planners, L.L.C.
Title:
Certified Financial Planner at Tallent Financial Life Planners, LLC
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Tallent Financial Life Planners, L.L.C. Certified Financial Plannersince Sep 2009Wealth Development Strategies, L.P. - Houston, TxasCertified Financial PlannerOct 2008 - Sep 2009
Skills:
Divestitures, Financial Analysis, Financial Goals, Strategic Financial Planning, Mergers, Private...
Full Profile

Gulsah Ceker Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Parker Interiors, Inc.
Location:
Houston, Texas Area
Industry:
Design
Work history:
Parker Interiors, Inc. Financial Plannersince Dec 2005
Full Profile

Raymond Dahlman Houston, TX

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Customer Service

Experience & Education

Position:
Financial Advisor at Investment Professionals, Inc.
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. Financial Advisorsince Oct 2009Ameriprise Financial Financial PlannerFeb 2006 - Oct 2009
Skills:
Retirement Planning, Wealth Management, Business Plan Design & Implementation, and Estate Planning
Full Profile

Brittney Krakower Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Office Assistant • Security • Office Clerk • Clerical Specialist • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Customer Service • Software Developers • Advertising Sales Agent • Lawyers

Experience & Education

Position:
Financial Planner Assistant at Lincoln Financial Advisors
Location:
Houston, Texas
Industry:
Financial Services
Work history:
Lincoln Financial Advisors - HoustonFinancial Planner Assistantsince Sep 2011Blue Lance - Houston, Texas AreaCustomer Relationship Manager/ Executive Assistant to the CEOJan 2011 - Sep 2011
Full Profile

Brad Kling Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Counselor • Advisor • Groom • Livestock Handler • Farmworker • Regional Sales Consultant • Sales Representative • Sales Manager • Operations Manager

Experience & Education

Position:
Merchandise Planner at Stage Stores, Merchandise Planner at Stage Stores
Title:
Merchandise Planner at Stage Stores
Location:
Houston, Texas Area
Industry:
Retail
Work history:
Stage Stores Merchandise Plannersince May 2005Stage Stores - Houston, Texas AreaMerchandise Plannersince May 2005
Skills:
Merchandising, Assortment, Inventory Management, Trend Analysis, Inventory Control, Store...
Full Profile

Myron Morris Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Financial Director • Manager • Director • Vice President of Finance • Financial Officer • Operations Manager • Vice President • Chief Executive • Systems Administrator • Computer Systems Administrator • Analyst • Counselor • Analysts • Advisor • Financial Analyst • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
System Administrator/Financial Accounting Manager/Financial Analyst at The Methodist Hospital System
Title:
Financial Manager and Financial Planner
Location:
Houston, Texas Area
Industry:
Hospital & Health Care
Work history:
The Methodist Hospital System System Administrator/Financial Accounting Manager/Financial Analystsince May 2005United Orthodox Synagogues of Houston Membert1987 - 2013
Full Profile

John Hinrichs Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Counselor • Representative • Independent Contractor • Contractor • Chairperson • Chief Executive • Finance and Accounting Specialist • Financial Analyst • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Arbitrator • Mediator • Referee • Judge • Inspector • Financial Officer • Financial Manager • Community Service Manager • Of Counsel • Jurist • Legal Counsel • Government Administration Professional

Experience & Education

Position:
President at Celtic Capital Corporation, Registered Investment Adviser Representative at Celtic...
Title:
Wealth advisor and tax attorney helping people safeguard their net worth while paying in fewer taxes
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Celtic Capital Corporation - Bellaire, TexasPresidentsince Dec 1996Celtic Capital Corporation - Bellaire, TexasRegistered Investment Adviser Representativesince Dec 1996
Full Profile

Thais Tellawi Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Assistant Vice President • Partner • Chief Executive • Vice President • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager • Founding Member • Advertising Sales Agent • Student Worker • Lawyers

Experience & Education

Position:
Managing Partner at Amaral Tellawi, PLLC, Assistant Vice President at The AFP Group
Location:
Houston, Texas Area
Industry:
Legal Services
Work history:
Amaral Tellawi, PLLC Managing Partnersince Jan 2010The AFP Group Assistant Vice Presidentsince Nov 2004
Full Profile

Ian Hurwitz Houston, TX

Professions & Specialties

Financial Planner • Portfolio Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Management Analyst • Counselor • Analysts • Advisor • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Financial Manager • Author • Managers • Operations Manager • Sales Representative • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Investment Management Analyst (CIMA), Strategist (CIS) & Financial Planner | CEO at...
Title:
Certified Investment Strategist (CIS) | Certified Investment Management Analyst (CIMA®) | CEO of Hurwitz Associates, Inc
Location:
Houston, Texas
Industry:
Investment Management
Work history:
Hurwitz Associates Inc. - Houston, Texas AreaCertified Investment Management Analyst (CIMA), Strategist (CIS) & Financial Planner | CEOsince Nov 2004Wachovia Securities, LLC Wealth & Financial Author | Financial & Retirement Adviser | First VP & Senior Portfolio Manager1995 - 2004
Skills:
Investment Advisory, Investment Planning, Investment Management, Investment Strategies, Strategic...
Full Profile

Peter Parlapiano Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Master of Science

Experience & Education

Position:
Financial Planner at Franklin, Parlapiano, Turner, and Welch LLC
Title:
Franklin, Parlapiano, Turner, and Welch LLC
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Franklin, Parlapiano, Turner, and Welch LLC - Houston, TexasFinancial Plannersince Jul 2012Texas Tech University Graduate Student (Texas Tech University)Aug 2009 - May 2012
Skills:
Research, Wealth Management, Investments, Strategic Financial Planning, Mutual Funds, Estate...
Full Profile

Carrie Potter Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Business Manager • Chairperson • Board Member • Owner • Operations Manager • Chief Executive • Management Team Executive • Financial Manager • Bachelor of Business Administration • Entertainer • Property Manager • Real Estate Manager

Experience & Education

Position:
Member, Board of Advisors at The George Washington University, School of Business, Vice Chair of...
Title:
Business Manager & Financial Planner for Athletes, Entertainers, & Small Businesses
Location:
Houston, Texas
Industry:
Management Consulting
Work history:
The George Washington University, School of Business - Washington, DCMember, Board of Advisorssince Apr 2012Houston Area Women's Center - Houston, TexasVice Chair of Finance, Board of Directorssince Jan 2009
Full Profile

Jesse Rodolfo Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Manager • Chief Administrative Officer • Operations Manager • Project Managers • Community Service Manager • Chief Executive • Project Manager • Government Administration Professional • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Deputy Manager • Selectman • City Manager • Civil Servant • Construction Manager

Experience & Education

Position:
Financial Planner at Harris County Public Infrastructure Department
Title:
Financial Planner at Harris County
Location:
Houston, Texas Area
Industry:
Government Administration
Work history:
Harris County Public Infrastructure Department Financial Plannersince Jun 2009Harris County Public Infrastructure Department Manager of Finance & AdministrationDec 2008 - Jun 2009
Full Profile

G. Boyle Houston, TX

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Owner • Operations Manager • Chief Executive • Financial Manager • Planner • Advisor • Managers • Sales Representative • Food Service Workers • School Administrator • Educational Manager

Experience & Education

Position:
Wealth Manager/Financial Planner at none
Location:
Houston, Texas Area
Industry:
Investment Management
Work history:
None Wealth Manager/Financial Plannersince May 2004Financial Solutions OwnerJan 1980 - May 2004
Skills:
Financial Planning including Investment and Tax Planning for individuals, Wealth Management
Full Profile

Nathan Bowen Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Planner at The Financial Advisory Group
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
The Financial Advisory Group - Houston, Texas AreaAssociate Financial Plannersince May 2012Texas Tech University - Lubbock, Texas AreaMasters Student, Personal Financial PlanningAug 2011 - May 2013
Languages:
Spanish
Full Profile

David Carter Houston, TX

Professions & Specialties

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

Experience & Education

Position:
President at Carter Capital Management, Managing Partner at IFPaccess.com
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Carter Capital Management Presidentsince Feb 2003IFPaccess.com Managing Partnersince Jan 2010
Skills:
401k, Investments, Strategic Financial Planning, Retirement, Portfolio Management, Asset...
Full Profile

Kevin Lemmon Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Investment Professionals, Inc.
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. Financial Plannersince Oct 2009Ameriprise Financial advisorApr 2008 - Oct 2009
Full Profile

Mimi Stansbury Houston, TX

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Owner • Operations Manager • Financial Manager • Chief Executive • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor

Experience & Education

Position:
Tax Manager at Griffing & Company, PC
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Griffing & Company, PC Tax Managersince Dec 2012Mimi Stansbury - Washington D.C. Metro AreaFinancial PlannerJul 2007 - Dec 2012
Full Profile

Stacey Rognon Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner / Partner at Rognon & Patterson L.P.
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Rognon & Patterson L.P. Financial Planner / Partnersince Jul 2002
Full Profile

Christopher O'daniel Houston, TX

Professions & Specialties

Financial Planner • Banker • 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 Woodway Financial Advisors
Title:
Financial Planner at Woodway Financial Advisors
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Woodway Financial Advisors Financial Planner / Analystsince Jun 2007Wells Fargo Bank Personal BankerMay 2005 - Jun 2007
Full Profile

Jeriann Lukens Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Stevens-Henager College
Title:
Project Support--Schlumberger
Location:
Houston, Texas
Industry:
Oil & Energy
Work history:
Stevens-Henager College Financial Plannersince Nov 2008
Full Profile

David Hergert Houston, 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

Experience & Education

Position:
Financial Planner at Hergert Financial Planning, Certified Financial Planner at PinnacleReach...
Title:
Certified Financial Planner at PinnacleReach Wealth Advisors an Ameriprise Financial Private Wealth Advisory Practice
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Hergert Financial Planning Financial PlannerPinnacleReach Wealth Advisors an Ameriprise Financial Private Wealth Advisory Practice - Clear Lake, TXCertified Financial Planner
Skills:
Retirement Planning, Financial Planning, Estate Planning, Investment Advisory, Wealth Management,...
Full Profile

Laure Hamzo Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Mosaic Advisors, LLC
Title:
Financial Services Professional
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Mosaic Advisors, LLC Financial Plannersince 2012BBVA Wealth Solutions Financial PlannerJun 2010 - Jan 2012
Full Profile

Financial Planner Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Financial Planner Houston
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Financial Planner Houston Financial Advisorsince 2000
Full Profile

Dj Deransburg Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Model • Whip • Lawyers • Advisor • Founding Member • Jurist • Legal Counsel • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
President/CEO at EZPAY24 LLC
Title:
President/CEO, EZPAY24 LLC
Location:
Houston, Texas Area
Industry:
Consumer Services
Work history:
EZPAY24 LLC President/CEOsince Jan 2009DI - IllinoisPresident/CEODec 2002 - Jan 2009
Full Profile

Adam Frinsco Houston, 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 • Apprentice • Student Worker • Psychology Specialist • Financial Manager • Music Artist • Musicians • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner at Sequent Asset Management
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Sequent Asset Management Financial Plannersince Jan 2010Kanaly Trust Company Financial Planning InternMay 2008 - Jan 2009
Skills:
Asset management, Risk management, Tax and Estate Planning, Insurance and Retirement Planning
Full Profile

Jeff Kacal Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Managing Director at Mercer Advisors
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Mercer Advisors Managing Directorsince Mar 2007LPL Financial PlannerMay 2005 - Mar 2007
Certifications:
Certified Financial Planner
Full Profile

Eric Gilbert Houston, TX

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 • Director of Operations • Certified Nurse Aide • Nurse • Nurse Practitioner • Chief Networking Officer • Chief Executive • Customer Relations • Bachelor of Science • Analysts • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
Financial Advisor at Bankers Life & Casualty
Title:
Financial Advisor
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Bankers Life & Casualty Financial Advisorsince Dec 2010Theresa Hannon Financial Group Financial Planner/Operations Manager2008 - 2010
Full Profile

Julie Scheers Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Paralegal • Student Worker • Financial Manager

Experience & Education

Position:
Senior Financial Planner at Ronald Blue & Co.
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. Senior Financial Plannersince Mar 2009Interactive Capital Management Financial PlannerMay 2007 - Jan 2009
Full Profile

Elise Williams Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Geography Teacher • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Position:
9th Grade World Geography Teacher at Northbrook High School at Spring Branch ISD
Title:
9th Grade World Geography Teacher at Northbrook HS in Spring Branch ISD
Location:
Houston, Texas Area
Industry:
Education Management
Work history:
Spring Branch ISD 9th Grade World Geography Teacher at Northbrook High Schoolsince Aug 2007Spectrum Financial Group Administrative Assistant to Jayson Bales, Financial PlannerJan 2007 - Jun 2007
Full Profile

Ashley Trlica Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President at Tanglewood Legacy Advisors, LLC
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Tanglewood Legacy Advisors, LLC Assistant Vice Presidentsince Apr 2013BBVA Wealth Solutions, Inc. - Houston, Texas AreaFinancial PlannerJun 2011 - Mar 2013
Skills:
Financial Modeling
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Eric Haugen Houston, TX

Professions & Specialties

Financial Consultant • Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Broker Associate • Property Manager • Real Estate Manager • Real Estate Sales Agent • Buyer • Agent • Buyer and Seller • Sales Representative • Personal Secretary • Financial Manager • Secretary • Retail Salesperson • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Real Estate Specialist; Buyer Rep Specialist; Broker Associate; Asset Locator; Self Marketing Rep...
Title:
Real Estate Agent at KELLER WILLIAMS
Location:
Houston, Texas Area
Industry:
Real Estate
Work history:
KELLER WILLIAMS - 22762 Westheimer Pkwy, Suite #100, Katy/Houston TX, 77450Real Estate Specialist; Buyer Rep Specialist; Broker Associate; Asset Locator; Self Marketing Repsince Jun 2008Morgan Stanley - 11757 Katy Freeway, Suite #400, Houston TX, 77079Assistant Financial Advisor, Assistant Financial Planner, Assistant Financial RenovatorApr 2004 - May 2006
Full Profile

Carey Kesner Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Advisor at BBVA Wealth Solutions
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
BBVA Wealth Solutions Advisorsince Feb 2007Stavis Margolis Advisory Services Financial PlannerMay 2005 - Feb 2007
Skills:
Financial Planning, Retirement Planning, Estate Planning and Investment Management
Full Profile

Kevin Nelson Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Heritage Wealth Management
Title:
Financial Planning Associate at Heritage Wealth Management
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Heritage Wealth Management Financial Plannersince Jan 2007New york life Professional2005 - 2006
Full Profile

Cameron Penney Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Stavis and Cohen Financial, LLC
Title:
Financial Planner
Location:
Houston, Texas
Industry:
Financial Services
Work history:
Stavis and Cohen Financial, LLC Financial Plannersince Feb 2013J.P. Morgan Investment AssociateApr 2012 - Feb 2013
Full Profile

Brian Silver Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Service Manager • Service Operations Expert • Operations Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Service Manager at JP Morgan Chase
Title:
Private Bank Service Manager at JP Morgan Chase
Location:
Houston, Texas Area
Industry:
Banking
Work history:
JP Morgan Chase Service Managersince Mar 2004Metlife Financial PlannerJan 2003 - Mar 2004
Full Profile

Brenda Orr Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Business Consultant at Cedars of Lebanon FS, LLC
Title:
Business Consultant | Financial Planner
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Cedars of Lebanon FS, LLC - Sealy, TexasBusiness Consultantsince Jun 2005
Full Profile

Matthew Murch Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Financial Planner at Davis & Associates CPA Firm
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Davis & Associates CPA Firm Financial Plannersince Aug 2012Rotary International Member2012 - 2013
Full Profile

Latreese Smith Houston, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive

Experience & Education

Position:
President at Smith and Hodges Bookkeeping and Tax Services, LLC
Title:
Accountant| Financial Planner
Location:
Houston, Texas Area
Industry:
Accounting
Work history:
Smith and Hodges Bookkeeping and Tax Services, LLC - 5809 FM 1960 Rd EastPresidentsince 2000Amegy Bank Implementations2006 - 2009
Full Profile

Russel Blue Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Klein Wealth Management
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Klein Wealth Management Financial Plannersince Jan 2008Edward Jones Investments Financial AdvisorMay 2006 - Jan 2008
Full Profile

Shannon Pike Houston, TX

Professions & Specialties

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

Experience & Education

Title:
Senior Financial Planner at Linscomb & Williams
Location:
Houston, Texas Area
Industry:
Financial Services
Full Profile

Paul Brokhin Houston, TX

Professions & Specialties

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

Experience & Education

Position:
Utility and Sustainability Coordinator at University of Houston
Title:
Utility and Sustainability Coordinator for University of Houston
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
University of Houston Utility and Sustainability Coordinatorsince Jan 2011MassMutual Financial Group Financial PlannerJan 2008 - 2009
Full Profile

Edna Thompsen Houston, TX

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Sole Proprietor at Edna J. Thompsen, CFP
Title:
"Fee only" Financial Planner
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Edna J. Thompsen, CFP Sole Proprietorsince Jan 1991
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Susan Strong Houston, TX

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Financial Analyst • Operations Manager • Master of Business Administration • Computational Scientist • Computer Scientists • Team Member

Experience & Education

Title:
Financial Advisor
Location:
Houston, Texas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. CERTIFIED FINANCIAL PLANNER™ practitioner | Financial AdvisorFeb 2009 - 2010Stavis Margolis Advisory Services Financial PlannerMar 2007 - Dec 2008
Skills:
Retirement Planning, College Education Planning, Personal Tax Planning, Tax Preparation, Estate...
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Benjamin Keel Houston, 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:
Houston, Texas Area
Industry:
Financial Services
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Benjamin Iii Houston, 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:
Houston, Texas Area
Industry:
Financial Services
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