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Financial Planners in Arizona

Financial Planners in Phoenix, AZ

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242 results found

Atom Albany Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Account Service Manager • Apprentice • Certified Nurse Aide • Student Worker • Nurse • Nurse Practitioner • Bachelor of Arts • Advertising Professional • Advertising Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Insurance agent at American Income Life
Location:
Phoenix, Arizona Area
Industry:
Telecommunications
Work history:
American Income Life - Phoenix, Arizona AreaInsurance agentsince Aug 2012Eaglin Financial Services Retirement Planning SpecialistMay 2010 - Dec 2012
Skills:
Retirement Planning, Fixed Annuities, Life Insurance, Small Business, Retirement, Leadership,...
Full Profile

Donna Cox Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Volunteer • Non-Profit • Caregiver • General Medical Care Specialist • Nursing Assistant • Medicine Professional • Healthcare Practitioner • Executor • Trust Law Attorney • Lawyers • HR Manager • Project Managers • Managers • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Global Commodity Manager at Freescale Semiconductor
Location:
Phoenix, Arizona Area
Industry:
Semiconductors
Work history:
Freescale Semiconductor Global Commodity Managersince May 2008In-home care 2-year Leave: Volunteer Caregiver/Executor for elderly Mother and FatherFeb 2006 - Jan 2008
Skills:
Semiconductors, Contract Negotiation, Cross-functional Team Leadership, Semiconductor Industry,...
Full Profile

Desza Cascayan Phoenix, AZ

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Independent Contractor • Contractor • Behavioral Consultant • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Student Worker • Nurse • Nurse Practitioner • Associate of Arts • Recruitment

Experience & Education

Position:
Financial Planner at The M Group & Associates (Self-employed), Behavioral Therapist at The...
Title:
Financial Services Professional at The M Group & Associates
Location:
Phoenix, Arizona Area
Industry:
Individual & Family Services
Work history:
The M Group & Associates - Tempe, AZFinancial Plannersince Dec 2012The Center for Autism and Related Disorders, Inc. (CARD) Behavioral Therapistsince Jul 2008
Skills:
Behavior Management, Applied Behavior Analysis, Psychology, Customer Service, Community Outreach,...
Languages:
Tagalog, Ilocano
Full Profile

Deborah Lavinsky Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Organization Management • Student Worker

Experience & Education

Position:
Director at Central Phoenix Women, Financial Advisor at Securus Financial Group
Title:
Financial Planner at Securus Financial Group, LLC
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Central Phoenix Women Directorsince May 2013Securus Financial Group Financial Advisorsince Nov 2009
Skills:
Long Term Care, Retirement Planning, Wealth Management, Charitable Giving, Estate Planning,...
Full Profile

Brian Doherty Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Doherty Professional Association
Title:
Doherty Professional Association
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
Doherty Professional Association - Anthem, ArizonaFinancial Plannersince 1983
Full Profile

David Lesnick Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Educator • Education Professional • Instructor • Advisor • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Fiduciary • Trust Law Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • School Administrator • Educational Manager • Sales Representative • Farmworker

Experience & Education

Position:
Financial Planner at National Planning Corporation, Owner/ Financial Planner/ 401k Specialist at...
Title:
Experienced 401k Rollover & Plan Takeover specialist for companies w/under100 employees at National Planning Corporation
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
National Planning Corporation Financial Plannersince Aug 2011Sound Advice Financial Planning - 16225 W. Woodlands, Goodyear, AZ 85338Owner/ Financial Planner/ 401k Specialistsince Sep 1991
Skills:
Strategic Financial Planning, Investments, Estate Planning, Retirement, Financial Planners,...
Certifications:
General Securities Principal, FINRA
Investment Company Products/Variable Contracts, FINRA
Full Profile

Robert Westbrook Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Planner • Partner • Financial Officer • Trust Law Attorney • Lawyers • Recruitment

Experience & Education

Position:
President at Westbrook Financial Services, Inc
Title:
President, Westbrook Financial Services, Inc
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Westbrook Financial Services, Inc - ScottsdalePresidentsince Apr 1983MetLife Sr. Financial Planner1991 - 2008
Skills:
ESOP, Succession Planning, Executive Compensation, Deferred Compensation, Buy-sell Agreements, Key...
Full Profile

Norman Anderson Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Partner • Chief Executive • Agent • Sales Representative • Trust Law Attorney • Lawyers • Government Administration Officer • Civil Servant

Experience & Education

Position:
Registered Principal at United Planners' Financial Services of America
Title:
Experienced Financial Planner / Investment Advisor with over 35 yrs of experience finding unique and effective solutions
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
United Planners' Financial Services of America Registered Principalsince Jul 1998Norman L. Anderson & Associates - Phoenix, Arizona AreaInsurance BrokerApr 1984 - Jun 2011
Languages:
English, German
Certifications:
Chartered Financial Consultant - ChFC, American College
Chartered Life Underwriter - CLU, American College
Full Profile

Richard Shields Phoenix, AZ

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Managing Member • Corporate Executive • Chief Executive • Manager • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Registered Principal at United Planners Financial Services, Managing Member, CCO at Synergy...
Title:
CEO at Synergy Financial Group of Arizona
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
United Planners Financial Services - 8283 N. Hayden Road, #249, Scottsdale, ArizonaRegistered Principalsince Aug 2012Synergy Financial Group of Arizona - 8283 N. Hayden Road, #249, Scottsdale, ArizonaManaging Member, CCOsince Jul 2010
Full Profile

Doris Poulsen Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Mutual of Omaha
Title:
Experience with Long Term Care.
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
Mutual of Omaha - Phoenix, Arizona AreaFinancial Plannersince Jul 2011Longevity Alliance - Chandler, ArizonaLong Term Care SpecialistNov 2006 - Jun 2011
Full Profile

Robin Coons Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Representative • Concierge • Security • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advocate • Jurist • Legal Counsel • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner Broker at All Senior Concierge Services, Owner Broker at Impressive Real Estate
Title:
Owner Broker at All Senior Concierge Services
Location:
Phoenix, Arizona Area
Industry:
Consumer Services
Work history:
All Senior Concierge Services - Phoenix, Arizona AreaOwner Brokersince Nov 2012Impressive Real Estate - Scottsdale, AZOwner Brokersince Jan 2012
Full Profile

Daniel Flack Phoenix, AZ

Professions & Specialties

Financial Planner • Portfolio Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Intrinsic Value Partners, LLC
Location:
United States
Industry:
Investment Management
Work history:
Intrinsic Value Partners, LLC - Phoenix, AZPartnersince Nov 2012PacWest Financial Management Inc. Financial Planner/ Portfolio ManagerAug 2005 - Nov 2012
Full Profile

Bud Heintz Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Model • Representative • Advisor • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Partner at Pogson & Matt Wealth Management Group
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
Pogson & Matt Wealth Management Group Partnersince Apr 2010Charles Schwab Financial PlannerJul 2008 - Mar 2010
Skills:
Personal financial planning, Retirement income planning, 401k withdrawal strategies
Full Profile

Mark Barenbaum Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Legal Counsel

Experience & Education

Position:
Vice President/ Financial Planner at Southwest Wealth Advisory Group, LLC
Title:
Vice President- Financial Planner - Registered Representative
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Southwest Wealth Advisory Group, LLC Vice President/ Financial Plannersince Feb 2008
Full Profile

Michel Dawson Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Area Manager • Managers • Region Manager • Operations Manager • Bachelor of Business Administration • Master of Business Administration • Recruitment

Experience & Education

Work

Company:
Usaa
Member advice and resource group
Company:
Usaa - Phoenix, AZ
Financial planner
Full Profile

Teena Milldebrandt Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner at Pinnacle Financial Advisors an Office of MetLife
Title:
.
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Pinnacle Financial Advisors an Office of MetLife Senior Financial Plannersince Dec 2007Thrivent Financial for Lutherans Sr. Financial ConsultantAug 2002 - Dec 2007
Skills:
Fee-Based Financial Planning specializing in the pre-retired retired and business owners
Full Profile

Sally Putnam Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Sr Financial Svcs Representative at Principal
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Principal Sr Financial Svcs Representativesince Aug 2011MetLife Financial Planner and Financial Services RepresentativeJan 2004 - Aug 2011
Certifications:
CFP®, CERTIFIED FINANCIAL PLANNING BOARD OF STANDARDS, INC
Full Profile

Michel Dawson Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Bachelor of Business Administration • Operations Manager • Advisor • Area Manager • Managers

Experience & Education

Work

Company:
Usaa
Wealth management financial planner
Company:
Usaa - Phoenix, AZ
Financial planner
Full Profile

Thomas Colvin Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Plan Administrator at The Vanguard Group
Title:
Plan Administrator
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
The Vanguard Group Plan Administratorsince Jan 2006Prudential Financial Financial PlannerJul 2003 - Jan 2006
Full Profile

Andre Bachicha Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Account Manager • High School Diploma • Business Administrator • Managers • Operations Manager

Experience & Education

Work

Company:
Center for excellence in higher education
Financial planner
Company:
Coca-cola enterprises - Mesa, AZ
Merchandiser/ re-set specialist
Full Profile

Janalee Sneva Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Writer • Poker Dealer • Gaming Dealer • Gaming Manager • Operations Manager • Independent Business Owners • Education Professional • Instructor • Lawyers • IT Specialist

Experience & Education

Position:
Poker Dealer at Casino Arizona
Title:
Writer in eBook Business
Location:
Phoenix, Arizona Area
Industry:
Internet
Work history:
Casino Arizona Poker Dealersince Oct 2005Sole Proprietor Sneva AllianceJan 2001 - Jan 2006
Full Profile

Dan Ruley Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Student Planner • Guide • Planner • Tour Guide • Customer Service • Client Service Officer • Business Administrator • Advisor • Administrative Clerk • Clerical Specialist • Team Member • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Hospital Care Professional • Druggist • Pharmacist • Health Professional • Health Practitioner • Department Supervisor • Manager • Operations Manager • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Financial Planner at College America
Location:
Phoenix, Arizona Area
Industry:
Education Management
Work history:
College America Financial Plannersince Oct 2010WyoTech Student Planner/GuideJan 2010 - Oct 2010
Full Profile

Dennis Frankiewicz Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Director • Senior Director • Sales Manager • Senior Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner/Agency Sales Director at Arizona Financial Associates
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Arizona Financial Associates Financial Planner/Agency Sales Directorsince Feb 2004NDCHealth Senior Director1996 - 2003
Skills:
Million Dollar Round Table Qualifier 2005
Full Profile

Terry Blakemore Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Pilot • Air Transportation Worker • Chairperson • Founder • Chief Executive • Founding Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/Founder at Blakemore Financial, Commercial/Investment Real Estate Specialist at Smart...
Title:
Independent Financial Planner and F-16 Instructor Pilot
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Blakemore Financial President/Foundersince 2008Smart Commercial Commercial/Investment Real Estate Specialistsince Nov 2007
Full Profile

Lynette Perkins Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at The Boeing Company
Location:
Phoenix, Arizona Area
Industry:
Aviation & Aerospace
Work history:
The Boeing Company Financial Planner
Full Profile

Cindy Degeorge Phoenix, AZ

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at GurleyLTCI
Location:
Phoenix, Arizona Area
Industry:
Insurance
Full Profile

Carla Holstein Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Psychology Specialist • Psychologist • Accounts Receivable

Experience & Education

Position:
Patient Finance at Banner Behavioral Health Hospital
Title:
Hospital & Health Care Professional
Location:
Phoenix, Arizona Area
Industry:
Hospital & Health Care
Work history:
Banner Behavioral Health Hospital Patient Financesince Nov 2010Luther Midelfort - Mayo Health System Lead Patient Financial PlannerJun 2002 - Oct 2009
Full Profile

Ron Davies Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Lincoln Financial Advisors
Location:
Phoenix, Arizona Area
Industry:
Executive Office
Work history:
Lincoln Financial Advisors Financial Planner
Full Profile

Deanna Jones Phoenix, AZ

Professions & Specialties

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

Experience & Education

Work

Company:
Stephens - henager college online - Phoenix, AZ
Financial planner
Company:
Brookline college - Phoenix, AZ
Senior full charge financial aid administrator
Full Profile

James Cowart Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at COUNTRY ® Financial
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
COUNTRY ® Financial Financial Planner
Full Profile

Yuerg Eichmann Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial and Estate Planner specializing in retirement planning at ELBA FINANCIAL LLc
Title:
Certified Retirement Financial Adviser CRFA/NAFA Financial Planner and RE Expert
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
ELBA FINANCIAL LLc - Scottsdale, Glendale AZFinancial and Estate Planner specializing in retirement planningsince Jan 2008
Skills:
Finance, Retirement Planning, Retirement, Portfolio Management, Investments
Full Profile

Nathan Gidney Phoenix, AZ

Professions & Specialties

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

Experience & Education

Work

Company:
Carrington college
Finance administrator
Company:
Independence university - Phoenix, AZ
Financial planner
Full Profile

Larry Petillo Phoenix, AZ

Professions & Specialties

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

Experience & Education

Title:
Retired Financial Planner
Location:
Phoenix, Arizona Area
Industry:
Sports
Full Profile

Phil Lowe Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Financial Manager • Customer Service

Experience & Education

Position:
Certified Financial Planner (TM) at Total Investment Management
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Total Investment Management - Scottsdale AZCertified Financial Planner (TM)since Jan 1996Southwest Airlines - Phoenix, AZCaptain1989 - 2005
Full Profile

Douglas Brown Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Regional Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President at Cavanal Hill Investment Management
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
Cavanal Hill Investment Management - Scottsdale, AZVice Presidentsince Oct 2011ING Investment Management Regional Vice PresidentNov 2004 - Oct 2011
Full Profile

Robert Wade Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
LPL Financial Advisor at Vantage West Credit Union, Financial Planner/President of Vision Financial ...
Title:
Financial Planner - Vision Financial Consultants (LPL Financial)
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Vantage West Credit Union LPL Financial Advisorsince Sep 2010LPL Financial - Phoenix, Arizona AreaFinancial Planner/President of Vision Financial Consultantssince Sep 2005
Full Profile

Robert Kelton Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial planner at self
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
Self Financial planner
Full Profile

Robert Korljan Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Pastoral Worker • Advisor • Clergy • Chairperson • Chief Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tour Guide • Founding Member • Financial Officer • Financial Manager

Experience & Education

Position:
Teaching Pastor at Roosevelt Community Church, President / Financial Planner and Advisor / CPA /...
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Roosevelt Community Church Teaching Pastorsince 2003Cambridge Wealth Management, Inc. President / Financial Planner and Advisor / CPA / IRA Specialistsince 1998
Skills:
CPA, Personal Financial Specialist, Registered Investment Advisor, Member of Ed Slott's Elite IRA...
Full Profile

G. Neill Phoenix, AZ

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner at G. Wayne Neill CPA/PFS, CFP
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
G. Wayne Neill CPA/PFS, CFP Financial Plannersince Jan 1991Combined Resources V/P FinanceDec 1986 - Jan 1991
Skills:
Wayne specializes in working with widows, retired couples and those individuals nearing retirement, ...
Full Profile

Matthew Roberts Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planning Specialist at New England Financial
Title:
Registered Representive
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
New England Financial Financial Planning Specialistsince Apr 2005Lincoln Financial Advisors Financial Planner1998 - 2005
Skills:
Estate Planning, Retirement, Investments, Retirement Planning
Full Profile

Jeremy Leal Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Arizona Estate Planners, Inc.
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
Arizona Estate Planners, Inc. Financial Planner
Full Profile

Rob Kelton Phoenix, AZ

Professions & Specialties

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

Experience & Education

Title:
financial planner at self
Location:
Phoenix, Arizona Area
Industry:
Insurance
Full Profile

Lennard Van Der Feltz Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner and Financial Services Representative at Pinnacle Financial Advisors, an office...
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Pinnacle Financial Advisors, an office of MetLife Financial Planner and Financial Services Representativesince Dec 2007Thrivent Investment Management Senior Financial ConsultantFeb 2003 - Dec 2007
Full Profile

Jane Smith Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Chief Administrative Officer • Operations Manager • Chief Executive • Employee Benefits Director • Benefits Manager • Compensations and Benefits • Counselor • Advisor • Human Resources Specialist • Recruitment • Managers • Analysts • Mathematician

Experience & Education

Position:
Director, Benefits at Avnet
Location:
Phoenix, Arizona Area
Industry:
Human Resources
Work history:
Avnet Director, Benefitssince Feb 1999CUE Financial Financial Planner1998 - 1999
Full Profile

Kimberly Krueger Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Krueger Financial Services
Title:
Financial Planner
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Krueger Financial Services Financial Plannersince Apr 2010SagePoint Financial Regional Supervision ManagerDec 2007 - Apr 2010
Full Profile

Vincent Cfp Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Managing Partner • Corporate Executive • Chief Executive • Financial Manager • Partner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor

Experience & Education

Position:
Managing Director at American Portfolios Financial Services
Title:
Managing Director, American Portfolios Financial Services
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
American Portfolios Financial Services Managing Directorsince Nov 2001Herchold, Esparza and Johnson Managing PartnerJan 1994 - Nov 2000
Full Profile

David Wood Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Controller • Loan Accountant • Master of Business Administration • Analysts

Experience & Education

Position:
Controller at PAJ Companies
Location:
Phoenix, Arizona Area
Industry:
Renewables & Environment
Work history:
PAJ Companies ControllerEcotality, Inc. - Tempe, AZCorporate Financial PlannerFeb 2010 - Jun 2011
Skills:
Financial Analysis, Forecasting, Credit, Risk Management, Budget, Business Strategy, Commercial...
Certifications:
Certified Management Accountant, IMA
Certified Treasury Professional, Association for Financial Professionals
Full Profile

Scott Grone Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner at MetLife Securities, Inc.
Title:
Senior Financial Planner and Financial Services Representative at MetLlife
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
MetLife Securities, Inc. Senior Financial Plannersince Dec 1997
Full Profile

Catherine Scrivano Phoenix, AZ

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at CASCO Financial Group, President at YWCA, Financial Planner, Registered Principal at...
Title:
Financial Planner, Registered Principal at Cetera Advisor Networks, LLC, Member SIPC
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
CASCO Financial Group OwnerYWCA Presidentsince 2008
Full Profile

Annette Petzel Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at R. P. Ryan Ins./ MTL Ins. (Self-employed)
Title:
Financial Planner at R. P. Ryan Ins./ MTL Ins.
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
R. P. Ryan Ins./ MTL Ins. - North Phoenix, Arizona AreaFinancial Plannersince 1986
Skills:
Insurance, Fixed Annuities, Strategic Financial Planning
Full Profile


Financial Planners near Phoenix, AZ0612182430ScottsdaleTempeGlendaleLaveen