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Financial Planners in Florida

Financial Planners in Orlando, FL

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127 results found

Katie Tu Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial planner at New York Life, port at Disney Cruise Line
Title:
financial planner at New York Life
Location:
Orlando, Florida Area
Industry:
Insurance
Work history:
New York Life Financial plannersince 2009Disney Cruise Line Portsince 2000
Full Profile

Christopher Williams Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Owner • Operations Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Manager • Entertainer • Managers • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Director of Orlando Office at People Helping People, Owner at Little Giant Mobile Training
Title:
Financial Planner
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
People Helping People - Orlando, Florida AreaDirector of Orlando Officesince Feb 2011Little Giant Mobile Training - EverywhereOwnersince 2011
Skills:
Personal Training, Fixed Annuities, Life Insurance, Retirement, Strength Training, Lifestyle,...
Full Profile

Jeff Rall Orlando, FL

Professions & Specialties

Financial Planner • Personal Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Mobile Application Developer • Web Developer • Information Technology Specialist • Software Developer • Software Developers • User Interface Designer • IT Specialist • Counselor • Advisor • Chairperson • Financial Manager • Chief Executive • Computational Scientist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Analyst • Computer Scientists • Analysts • Managers • Bachelor of Science • Industrial Engineer • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Web Developer at World Financial Group (WFG), President and Personal Financial Planner at...
Title:
Experienced Web, Mobile Developer and Consultant. Financial Planner.
Location:
Orlando, Florida Area
Industry:
Information Technology and Services
Work history:
World Financial Group (WFG) Senior Web Developersince Dec 2011Rall Financial Planning President and Personal Financial Plannersince Sep 2005
Skills:
C#, ASP.NET, Silverlight, WinForms, Oracle, SQL Server, Windows Mobile, HTML + CSS, HTML/XML,...
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards Inc
Microsoft Certified Technologist Specialist for .NET Framework 3.5, Microsoft
Full Profile

Mark Farrell Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager

Experience & Education

Position:
Financial Planner at Ronald Blue & Co.
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. Financial Plannersince Mar 2009McLean Asset Management Corporation Director of Advanced PlanningMar 2005 - Mar 2009
Full Profile

Adam Papageorgiou Orlando, FL

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Customer Service • Client Service Officer • Security • Analyst • Analysts

Experience & Education

Position:
Relationship Banker at BankUnited
Location:
Orlando, Florida Area
Industry:
Banking
Work history:
BankUnited - Orlando, Florida AreaRelationship Bankersince Oct 2011Financial Foundation Group Senior Financial ProfessionalMay 2010 - Apr 2011
Full Profile

Brian Fricke Orlando, FL

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Speaker • Advisor • Spokesperson • Representative • Manager • Chief Executive Officer • Founder • Financial Manager • Operations Manager • Corporate Executive • Chief Executive • Founding Member • Author • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive

Experience & Education

Position:
Founder and CEO│ Certified Financial Planner®│Retirement Planner│Wealth...
Title:
Certified Financial Planner®│Retirement Planner│Wealth Manager│Author│Speaker│CEO at Financial Management Concepts
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Financial Management Concepts Founder and CEO│ Certified Financial Planner®│Retirement Planner│Wealth Manager│Author│Speakersince Mar 1991Financial Management Concepts Certified Financial Planner®│Retirement Planner│Wealth Manager│Author│Speaker│CEOsince Mar 1991
Full Profile

Greg Mikesell Orlando, FL

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Construction Administrator • Construction Manager • Support Specialists

Experience & Education

Title:
Financial Services Professional
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. - Orlando, FLFinancial PlannerAug 2007 - Jun 2012TD Ameritrade - Orlando, FLCustomer Service Representative2000 - 2006
Full Profile

Joseph Iv Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Rainstone Financial
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Rainstone Financial Financial Plannersince Mar 2008New England Financial Financial PlannerMar 2006 - Feb 2008
Skills:
With an emphasis in Finance, Joseph recieved his Bachelor of Science in Business Administration...
Full Profile

Jamie Heide Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Support • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Operations Manager • Shift Supervisor • Contractor • Shift Manager • Managers • Customer Service • Independent Business Owners

Experience & Education

Title:
Health & Financial planner
Location:
Orlando, Florida Area
Industry:
Insurance
Full Profile

Christy Woolsey Orlando, FL

Professions & Specialties

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

Experience & Education

Title:
District Financial Planner for Center Core at Macys Inc
Location:
Orlando, Florida Area
Industry:
Retail
Full Profile

Jacob Godfrey Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
President at Nav Advisors
Title:
Financial Advisor at Nav Advisors
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Nav Advisors - Orlando OfficePresidentsince May 2010McInerney Financial Group Estate & Financial PlannerApr 2004 - May 2010
Certifications:
Certified Estate and Trust Specialist, Institute of Business and Finance
Certified Fund Specialist, Institute of Business and Finance
Full Profile

Jim Koller Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Charles Schwab & Co., Inc.
Title:
Financial Planner, CFP®, ChFC® at Charles Schwab
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Charles Schwab & Co., Inc. Financial Plannersince Apr 2008Banc of America Investments Financial AdvisorJun 2006 - Apr 2008
Full Profile

Johny Blain Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Suntrust
Location:
Orlando, Florida Area
Industry:
Accounting
Work history:
Suntrust Financial Planner
Full Profile

Arelis Mariani Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manufacturing Engineer • Process Engineer • Industrial Engineer • Sales Account Associate • Sales Executive • Sales Manager • Engineering Manager • Quality Engineer • Compliance Engineer • Technology Manager • Project Managers • Operations Manager • Technical Managers • Project Manager • Business Manager • Coordinator • Business Consultant • Advisor • Managers • Computer Specialist

Experience & Education

Position:
Sales Associate at Orange Lake Resort
Title:
Manufacturing Engineer
Location:
Orlando, Florida Area
Industry:
Mechanical or Industrial Engineering
Work history:
Orange Lake Resort - Orange Lake ResortSales Associatesince May 2011Platinum One Financial Financial PlannerMay 2008 - Jan 2011
Skills:
SPC, TQM, Management, Continuous Improvement, Lean Manufacturing, Root Cause Analysis, Six Sigma,...
Languages:
English, Spanish, Portuguese
Full Profile

Kenwyn Marshall Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Community Service Manager • Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner IV at Florida Division Of Emergency Management, Financial / Grants Specialist at...
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Florida Division Of Emergency Management Financial Planner IVsince Jul 2009Florida Division Of Emergency Management Financial / Grants Specialistsince Feb 2009
Skills:
Financial consulting, business development and expansions
Full Profile

Whitlock Kunzelman Orlando, FL

Professions & Specialties

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

Experience & Education

Title:
Currently Seeking New Opportunities
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Seaside National Bank and Trust Wealth Planning Advisor2007 - Jul 2010SunTrust Bank Regional Financial PlannerJun 2005 - Sep 2007
Full Profile

Krystal Houze Orlando, FL

Professions & Specialties

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

Experience & Education

Work

Company:
Professional ex.perience - Orlando, FL
Financial planner
Full Profile

Chris Toadvine Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Toadvine & Associates
Title:
Financial Planner
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Toadvine & Associates Financial Advisorsince 2002Ronald Blue & Co. Client Manager1998 - 2002
Skills:
Retirement Planning, Strategic Financial Planning, Investments, Wealth Management, Financial...
Full Profile

Bryan Girgenti Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
TAX & Financial Planner at DC & Associates
Location:
Orlando, Florida Area
Industry:
Accounting
Work history:
DC & Associates TAX & Financial Planner
Full Profile

Eddie O'dea Orlando, FL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Realtor at Weichert Realtors, Hallmark Properties
Title:
Realtor - Weichert Realtors, Hallmark Properties in Oviedo, FL
Location:
Orlando, Florida Area
Industry:
Real Estate
Work history:
Weichert Realtors, Hallmark Properties Realtorsince Jul 2010Ameriprise Financial Business Financial AdvisorJun 1998 - Aug 2009
Full Profile

Rey Descalso Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Privada Wealth Management, Board Member at Florida Hospital Diabetes Institute ...
Title:
Financial Planner, Privada Wealth Management, LLC
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Privada Wealth Management - Central FloridaFinancial Plannersince May 2005Florida Hospital Diabetes Institute and Translational Research Institute Foundation Board - Orlando FLBoard Membersince Mar 2013
Full Profile

B. Rahim Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Advertising Professional • Advertising Sales Agent • Supporting Member • Team Member

Experience & Education

Position:
Retail & Product Manager at Target
Title:
Retail & Product Manager
Location:
Orlando, Florida Area
Industry:
Marketing and Advertising
Work history:
Target Retail & Product Managersince Sep 2008Summit Wealth Management Assoc. Financial PlannerDec 2005 - Oct 2007
Full Profile

Alleia White Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Advertising Professional • Advertising Sales Agent • Supporting Member • Team Member

Experience & Education

Position:
Retail & Product Manager at Target
Title:
Retail & Product Manager
Location:
Orlando, Florida Area
Industry:
Marketing and Advertising
Work history:
Target Retail & Product Managersince Sep 2008Summit Wealth Management Assoc. Financial PlannerDec 2005 - Oct 2007
Full Profile

Joseph Regenstein Orlando, FL

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 at Rainstone Financial
Location:
Orlando, Florida Area
Industry:
Financial Services
Full Profile

Joe Regenstein Orlando, FL

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 at Rainstone Financial
Location:
Orlando, Florida Area
Industry:
Financial Services
Full Profile

Jake Godfrey Orlando, FL

Professions & Specialties

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

Experience & Education

Title:
Estate & Financial Planner at Nav Advisors
Location:
Orlando, Florida Area
Industry:
Financial Services
Full Profile

Geralyn Guy Orlando, FL

Professions & Specialties

Mortgage Broker • Financial Planner • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Travel Business Owner & Successful Network Marketer at TVI Express, Financial Advisor at...
Title:
Successful Network Marketer, Travel Business Owner, Lic. Mortgage Broker, Lic. Insurance Agent, Financial Planner
Location:
Orlando, Florida Area
Industry:
Leisure, Travel & Tourism
Work history:
TVI Express Travel Business Owner & Successful Network Marketersince Nov 2009Financal Advisors International (FAI) Financial Advisorsince Apr 2008
Full Profile

Craig Townsend Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner, Financial Services Representative at Bordner, Townsend & Associates,...
Title:
Senior Financial Planner at Bordner, Townsend & Associates, an office of MetLife
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Bordner, Townsend & Associates, an office of MetLife - Bordner, Townsend & Associates: An Office of MetLifeSenior Financial Planner, Financial Services Representativesince 1992
Full Profile

Jennings Rou Orlando, FL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Analyst • Analysts • Financial Officer • Financial Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
President at Breca Capital Southeast, LLC, CEO at Compass Capital Advisors, LLC, Financial...
Title:
President at Breca Capital Southeast, LLC
Location:
Orlando, Florida Area
Industry:
Banking
Work history:
Breca Capital Southeast, LLC - Orlando, Florida AreaPresidentsince Sep 2012Compass Capital Advisors, LLC - Orlando, Florida AreaCEOsince May 2011
Full Profile

Aaron Bert Orlando, FL

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 • Financial Manager

Experience & Education

Position:
Financial Planner at Certified Financial Group, Inc.
Title:
Financial Planner
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Certified Financial Group, Inc. Financial Plannersince Sep 2008Turner Construction EngineerAug 2005 - Aug 2008
Skills:
Personal Financial Planning, Corporate Retirement Plan Design, Investment Management
Full Profile

Michele Byington Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Private Banking Manager • Manager • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Operations Manager • Agent • Sales Representative

Experience & Education

Position:
Vice President Private Banking at Regions Bank
Location:
Orlando, Florida Area
Industry:
Banking
Work history:
Regions Bank Vice President Private Bankingsince Oct 2009Colonial Bank SVP & Private Banking ManagerApr 2006 - Oct 2009
Full Profile

Brian Spence Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Territory Account Manager • Sales Agent • Sales Representative • Area Manager • Managers • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Territory Manager at Stryker Medical
Title:
Territory Mgr at Stryker Medical
Location:
Orlando, Florida Area
Industry:
Medical Devices
Work history:
Stryker Medical - Orlando, Florida AreaTerritory Managersince Jan 2004American Express Financial Advisors Financial PlannerOct 2002 - Jan 2004
Full Profile

Lou Branch Orlando, FL

Professions & Specialties

Investment Management Professional • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Air Transportation Worker

Experience & Education

Position:
Retired at SunTrust Bank
Title:
Independent Investment Management Professional
Location:
Orlando, Florida Area
Industry:
Investment Management
Work history:
SunTrust Bank Retiredsince Jun 1980Orlando, FL Financial PlannerJul 1980 - Apr 2003
Languages:
Spanish
Full Profile

Eric Katauskas Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Owner at Alexander Financial Group
Title:
Owner, Alexander Financial Group
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Alexander Financial Group Ownersince Jun 2001Lincoln Financial Advisors Financial PlannerJul 1998 - Jun 2001
Full Profile

Danny Singh Orlando, FL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Philanthropy Professional • Counselor • Advisor • Social Workers

Experience & Education

Work

Company:
Students' finance success
Financial advisor, philanthropist, and consultant
Company:
Family finances
Financial planner

Skills

Microsoft Office (PowerPoint, Visio, Excel, Outlook, Project, Word), Arena, Windows Systems,...
Full Profile

Bob Dodge Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Independent Consultant
Title:
Certified Financial Planner
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Independent Consultant - The VillagesCertified Financial Plannersince 2009Groen, Kluka & Company Financial PlannerFeb 1999 - Dec 2009
Full Profile

Rolland Basant Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Junior Financial Planner at Zehnder Wealth Management, Owner at Freedom Financial Management, Inc.
Title:
Owner, Freedom Financial Management and Financial Services Consultant
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Zehnder Wealth Management Junior Financial Plannersince Nov 2006Freedom Financial Management, Inc. Ownersince Apr 2004
Full Profile

Philp Staden Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner and Marketing Manager at GA Repple & Company, Home office Principal at G A...
Title:
Financial Planner and Marketing Manager at GA Repple & Company
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
GA Repple & Company Financial Planner and Marketing ManagerG A Repple & Co Home office Principalsince 2003
Full Profile

Jack Schrenker Orlando, FL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor

Experience & Education

Position:
Owner at Self Employed (Self-employed), Owner at John C Schrenker, CPA
Title:
Owner at John C Schrenker, CPA
Location:
Orlando, Florida Area
Industry:
Accounting
Work history:
Self Employed Ownersince 1976John C Schrenker, CPA - Orlando, Florida AreaOwnersince Jan 1976
Full Profile

Philp Van Staden Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner and Marketing Manager at GA Repple & Company, Home office Principal at G A...
Title:
Financial Planner and Marketing Manager at GA Repple & Company
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
GA Repple & Company Financial Planner and Marketing ManagerG A Repple & Co Home office Principalsince 2003
Full Profile

Lauren Spencer Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
CSA SL/SRV at PNC
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
PNC - North Wildwood New JerseyCSA SL/SRVsince Feb 2012Trustco Bank Financial Planner / ManagerSep 2009 - Jun 2010
Full Profile

Lakisha Hood Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Customer Service Associate • Client Service Officer • Customer Service • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Work

Company:
Florida hospital - Orlando, FL
Patient financial planner
Company:
Connextions, inc - Orlando, FL
Pharmacy help desk representative
Full Profile

Dennis Hunchuck Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
Loan officer at emsf
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Emsf Loan officerAlleghany Financial Group Financial Planner1992 - 1997
Full Profile

Eric Faiver Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Producer • Supporting Member • Area Manager • Managers • Team Member • Vice President • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Self employed
Insurance agent/producer
Company:
Quest financial and insurance services - Michigan and Florida
Financial planner
Full Profile

Bryan Repple Orlando, FL

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:
Financial Planner and CEO Repple Insurance Services at GA Repple & Company
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
GA Repple & Company Financial Planner and CEO Repple Insurance Servicessince 1998GA Repple & Company Financial PlannerAug 1998 - Jan 2013
Full Profile

Brandon Crpc Orlando, FL

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Ameriprise Financial
Title:
Financial Planner at Ameriprise Financial
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial CERTIFIED FINANCIAL PLANNER™since 2005
Full Profile

Brent Upham Orlando, 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 First Command Financial Planning
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
First Command Financial Planning Financial Planner
Full Profile

James Hachadorian Orlando, FL

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 at Certified Financial Group, Inc.
Location:
Orlando, Florida Area
Industry:
Financial Services
Full Profile

Danielle Di Orlando, FL

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 - Krise Wealth Management Group of Raymond James & Associates
Location:
Orlando, Florida Area
Industry:
Financial Services
Full Profile

William Ring Orlando, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Work

Company:
Self employed
Financial planner
Full Profile


Financial Planners near Orlando, FL012Lake MaryOviedoKissimmeeCasselberryLongwoodMaitland