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Financial Planners in Texas

Financial Planners in Lubbock, TX

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Here is a complete list of nearly all professional Financial Planners in Lubbock, TX.

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12 results found

Luke Einerson Lubbock, TX

Professions & Specialties

Financial Planner • Financial Consultant • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Author • Life Coach • Pilot • Speaker • Counselor • Advisor • Air Transportation Worker • Spokesperson • Representative • Family Practitioner • General Practitioner • Doctor of Philosophy • Master of Business Administration • Instructor • Pedagogue • Training and Coaching Professional • Professional Development Teacher • Certified Nurse Aide • Physician • Nurse • Nurse Practitioner • Financial Manager • Trainer • Psychology Specialist

Experience & Education

Position:
Financial Coach, Financial Planner, Life Coach & Program Developer at Family Money Hub, PhD...
Title:
Family and Money Coach | Author of Money Boss & The FaMoney Advantage
Location:
Lubbock, Texas
Industry:
Professional Training & Coaching
Work history:
Family Money Hub - Lubbock, Texas and Rexburg, IdahoFinancial Coach, Financial Planner, Life Coach & Program Developersince Apr 2013Texas Tech University - Lubbock, Texas AreaPhD Student Studying Marriage Family Therapy, Financial & Life Coaching.since Apr 2013
Languages:
English
Certifications:
CERTIFIED FINANCIAL PLANNER™
Accredited Financial Counselor, AFCPE
Full Profile

Kristopher Deininger Lubbock, TX

Professions & Specialties

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

Experience & Education

Position:
Doctoral Student at The University of Maryland
Location:
Lubbock, Texas Area
Industry:
Research
Work history:
The University of Maryland Doctoral Studentsince 2008The Ashmore Agnecy Financial PlannerJul 1998 - Aug 2008
Skills:
Currently studying management strategy and entrepreneurship
Full Profile

Glen Akin Lubbock, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Educational Manager • Sales Representative

Experience & Education

Position:
Partner at Strategic Wealth Advisory Group, Branch Manager at Uhlmann Price Securities, LLC
Title:
Leading Financial Planner with emphasis on estate, tax, retirement, and college funding strategies.
Location:
Lubbock, Texas Area
Industry:
Financial Services
Work history:
Strategic Wealth Advisory Group Partnersince Jan 2011Uhlmann Price Securities, LLC - Lubbock, Texas AreaBranch Managersince Sep 2008
Certifications:
Certified Retirement Counselor® (CRC®), InFRE (International Foundation for Retirement Education)
General Securities Representative, FINRA
Full Profile

Keith Trent Lubbock, 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 • Representative • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Planner at Legacy Financial Management
Location:
Lubbock, Texas Area
Industry:
Financial Services
Work history:
Legacy Financial Management Financial Plannersince Jun 2006Edward Jones Investment RepresentativeJan 2003 - May 2005
Skills:
Retirement income planning, 401k startup and on going service, insurance planning, and investment...
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Jayce Lowe Lubbock, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Position:
Associate Financial Planner at Lowell Wealth Management
Title:
Financial Planning
Location:
Lubbock, Texas Area
Industry:
Investment Management
Work history:
Lowell Wealth Management Associate Financial Plannersince Apr 2011
Full Profile

Scott Garrett Lubbock, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Tax Preparer • Tax Accountant • Wellness and Fitness • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Analyst at Covenant Medical Group, Financial Planner at Ronald Blue & Co.
Title:
Financial Analyst at Covenant Medical Group
Location:
Lubbock, Texas Area
Industry:
Health, Wellness and Fitness
Work history:
Covenant Medical Group Financial AnalystRonald Blue & Co. Financial Planner
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Suresh Mba Lubbock, TX

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technician • Technical Specialist • Technical Support Specialists • Financial Compliance Examiner • Auditor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Market Research Analyst

Experience & Education

Position:
Research Assistant at Rawls School of Business
Location:
Lubbock, Texas Area
Industry:
Financial Services
Work history:
Rawls School of Business Research Assistantsince Mar 2010Texas Tech University Student TechnicianJun 2008 - Dec 2009
Skills:
Financial reconciliation, Variance analysis, Cognos 8 reporting, Budget preparation, Operation and...
Worked as Financial Planner with a leading construction firm..
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Doug Naegele Lubbock, TX

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Business Development Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Lender at VP, Business Development Officer
Title:
VP, Business Development Officer
Location:
Lubbock, Texas Area
Industry:
Financial Services
Work history:
VP, Business Development Officer Lendersince Jul 2009Citi Global Wealth Management VP, Wealth Management SpecialistApr 2007 - Jan 2009
Financial Planner/ Relationship Manager at Austin..
Full Profile

Reech Wuliji Lubbock, TX

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Student Worker • Apprentice • Supporting Member • Organization Management • Non-Profit • Team Member • Educator • Education Professional • Instructor • Bachelor of Science • Master of Communication Disorders • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Graduate Assistant at Texas Tech University, Scholar at Gates Millennium Scholars Program
Location:
Lubbock, Texas Area
Industry:
Investment Management
Work history:
Texas Tech University Graduate Assistantsince Aug 2010Gates Millennium Scholars Program Scholarsince Aug 2004
Skills:
CFA Level 1 this December!
Full Profile

Nathan Hays Lubbock, TX

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Managers • Shop Manager • Sales Manager • Bachelor of Science

Experience & Education

Work

Company:
Wal-mart
Assistant manager
Company:
Walgreens
Assistant manager
Full Profile

Carrie Stevenson Dallas, 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 • Marketing Administrator • Marketing Manager • Administrative Clerk • Clerical Specialist • Non-Profit • Manager • Chief Executive • Operations Manager • Physical Therapist • Student Worker • Physical Therapists • Psychology Specialist • Master of Science • Bachelor of Science • Psychologist • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Food Server

Experience & Education

Position:
Associate Financial Planner at Mike Mills Wealth Management
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Mike Mills Wealth Management Associate Financial Plannersince Sep 2012Mr. Credit Solutions - Lubbock, TXMarketing CoordinatorJul 2012 - Aug 2012
Full Profile

Amanda Wilson Bentonville, AR

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Instructor • Pedagogue • Laboratory Instructor • Bachelor of Science • Business Administrator • Organization Management

Experience & Education

Position:
Merchandise Financial Planner - Baby Care at Sam's Club
Location:
Bentonville, Arkansas
Industry:
Retail
Work history:
Sam's Club - Bentonville, ARMerchandise Financial Planner - Baby Caresince Jul 2012Sam's Club - Bentonville, ARMerchandise Space ManagerJun 2010 - Jul 2012
Skills:
ProFloor, ProSpace, Microsoft Excel
Full Profile

Financial Planners near Lubbock, TX01Ropesville


Financial Planners around Lubbock, TX

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Financial Planners in Texas

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