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Financial Planners in California

Financial Planners in Sacramento, CA

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73 results found

Sarah Saetern Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Business Administrator • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Planner at World Financial Group (WFG), Database Management at SMUD
Title:
Financial Planner at World Financial Group (WFG)
Location:
Sacramento, California Area
Industry:
Utilities
Full Profile

Robert Ingram Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Owner at TRI Financial Group
Title:
Owner, TRI Financial Group
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
TRI Financial Group Ownersince Jan 1998Mass Mutual USM2005 - 2006
Skills:
Estate Planning, Retirement Planning, Insurance, Retirement, Wealth Management, Coaching, Business...
Full Profile

Carl Viviano Sacramento, CA

Professions & Specialties

Mortgage Loan Officer • Financial Planner • Mortgage Specialist • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Mortgage Loan Officer at PHH Mortgage
Location:
Sacramento, California
Industry:
Financial Services
Work history:
PHH Mortgage - Sacramento, California AreaMortgage Loan Officersince May 2012New England Financial - Greater San Diego AreaFinancial Planner MenteeOct 2011 - Nov 2011
Full Profile

Fred Hymans Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at ING Financial Partners
Title:
Financial Planner ING Financial Partners
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
ING Financial Partners Financial Plannersince Apr 2004State Farm Insurance AgentJan 2001 - Apr 2004
Full Profile

Robert Blyth Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Government Administration Professional • Community Service Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Employee Relations Specialist • Labor Relations Specialist

Experience & Education

Position:
Financial Planning Specialist at City of Davis
Location:
Sacramento, California Area
Industry:
Government Administration
Work history:
City of Davis Financial Planning Specialistsince Jun 2002American Express Financial Planner2000 - 2002
Full Profile

Wally Cole Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Management Analyst • Project Manager • Policy Analyst • Analysts • Government Administration Professional • Chief Administrative Officer • Project Managers • Community Service Manager • Chief Executive

Experience & Education

Position:
Utility Rate and Financial Planner at City of Sacramento - Department of Utilities
Title:
Senior Management Analyst at City of Sacramento, Department of Utilities
Location:
Sacramento, California Area
Industry:
Government Administration
Work history:
City of Sacramento - Department of Utilities Utility Rate and Financial Plannersince Feb 2009City of Sacramento Budget and Policy AnalystDec 2003 - Feb 2009
Skills:
Policy, Budgeting, Government, Policy Analysis, Administration, Research
Full Profile

Ryan Rebell Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
AVP at SWBC
Title:
Account Vice President at SWBC
Location:
Sacramento, California Area
Industry:
Banking
Work history:
SWBC AVPsince Apr 2003Sagemark Consulting Financial Planner2002 - 2003
Full Profile

David Bach Sacramento, CA

Professions & Specialties

Financial Planner • Stock Broker • Portfolio Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Investment Analyst • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Advisor • Investor • Certified Public Accountant • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Lawyers

Experience & Education

Position:
Owner at The Bach Group
Title:
Investment Officer at CalPERS
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
The Bach Group - Sacramento, California AreaOwnersince Jan 2012CalPERS Investment OfficerDec 1979 - Dec 2010
Skills:
Portfolio Management, Investments, Financial Modeling, Fixed Income, Pension Funds, Valuation,...
Full Profile

Greg Glunt Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Computer Software Professional • Systems Support Specialist • Support Specialists • Software Developers • Operations Manager

Experience & Education

Position:
Financial Planner at Retirement Security Centers, Financial Planner at Lincoln Financial Advisors
Title:
Financial Planner at Retirement Security Centers
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Retirement Security Centers - Sacramento, California AreaFinancial Plannersince Mar 2013Lincoln Financial Advisors - Sacramento, California AreaFinancial Plannersince Mar 2013
Certifications:
General Securities Representative - (Series 7), FINRA
Uniform Combined State Law Examination - (Series 66), FINRA
Full Profile

Barbara Healy Sacramento, CA

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 • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Recruitment

Experience & Education

Position:
Senior Financial Planner, CFP(TM), CRPC at Hanson McClain Advisors
Title:
Financial Advisor, CFP at Hanson McClain
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Hanson McClain Advisors - Sacramento, California AreaSenior Financial Planner, CFP(TM), CRPCsince Feb 2005Merrill Lynch Assistant Vice PresidentAug 1994 - Jan 2005
Skills:
Retirement Planning, Wealth Management, Investment Advisory, 401k, Pensions, Financial Analysis,...
Full Profile

Robert Basham Sacramento, CA

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 Lane Florence LLC
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Sandra Sinclair Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Practice Management Marketing at Genworth Financial
Title:
Marketing / Product Development
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Genworth Financial - Pleasant HillPractice Management Marketingsince 2011Genworth Financial - Rancho CordovaBusiness Development - Financial Planner Channel2010 - 2011
Full Profile

Donna Dekker Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Animal Doctor • Animal Care Giver • Animal Caretaker • Bookkeeper • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Owner at Grass valley Veterinary Hospital
Title:
Owner, Grass valley Veterinary Hospital
Location:
Sacramento, California Area
Industry:
Veterinary
Work history:
Grass valley Veterinary Hospital Ownersince Oct 2008American River College Adjunct professorSep 2002 - Jun 2008
Full Profile

Rashida Lilani Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Owner / Registered Principal at Lilani Wealth Management
Title:
Owner, Lilani Wealth Managemenet
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Lilani Wealth Management Owner / Registered Principalsince 2007Associated Securities Corp. Financial Planner2001 - 2007
Full Profile

David Schauer Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Investment Officer • Management Analysts • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Hanson McClain Advisors, Senior Financial Planner at Hanson McClain...
Title:
Chief Investment Officer at Hanson McClain Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Hanson McClain Advisors - Sacramento, California AreaChief Investment Officersince Mar 2010Hanson McClain Advisors Senior Financial Plannersince Mar 2002
Skills:
Asset Allocation, Financial Analysis, Wealth Management, Investments, Finance, Investment Advisory, ...
Full Profile

John Perreault Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Senior planner at First Federal
Title:
Financial Planner
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
First Federal Senior plannersince Dec 2005Transition for Veterans/ Insurance services Estate PlannerJan 2007 - May 2010
Full Profile

Scott Molinari Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Leader • Managers

Experience & Education

Position:
Financial Planner at World Financial Group (WFG)
Location:
Sacramento, California Area
Industry:
Furniture
Work history:
World Financial Group (WFG) Financial Plannersince Jan 2007Berkline LLC Sale RepSep 2008 - Mar 2011
Full Profile

Nancy Xiong Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Medical Assistant • Healthcare Support

Experience & Education

Work

Company:
First financial security
Financial planner
Company:
Freeport medical center - Sacramento, CA
Medical assistant (externship)

Skills

Administering Injection, Aseptic Techniques, CLIA Waived Testing, Electrocardiogram (EKG), Health...
Full Profile

Glen Gray Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
RFC at WSB Mort./Zuk Fin.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
WSB Mort./Zuk Fin. RFCsince Sep 2010Tax Difered Services Financial PlannerAug 1999 - Aug 2010
Full Profile

Scott Molinari Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Leader • Managers

Experience & Education

Position:
Financial Planner at World Financial Group (WFG)
Location:
Sacramento, California Area
Industry:
Furniture
Work history:
World Financial Group (WFG) Financial Plannersince Jan 2007Berkline LLC Sale RepSep 2008 - Mar 2011
Full Profile

Kokila Datt Sacramento, CA

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 Planner at financial Marketing Services, Senior Tax Advisor V at H&R Block
Title:
Senior Tax Advisor V at H&R Block
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Financial Marketing Services Financial Plannersince Mar 2007H&R Block Senior Tax Advisor Vsince Dec 1994
Full Profile

Krista Behl Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Behl Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Behl Financial Financial PlannerArt Institutes of San Francisco Assistant Director of AdmissionsJun 1999 - Apr 2000
Full Profile

Glen Cheron Sacramento, CA

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 Financial Network
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Financial Network Financial Planner
Full Profile

Thac Hoang Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Tax/Financial Planner at Tido Financial
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Aaron Peterson Sacramento, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Appreciation financial
Financial planner
Company:
Niello acura - Sacramento, CA
Assistant sales manager
Full Profile

Matt Mcdonald Sacramento, CA

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 Legacy Financial Planners, Inc.
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Legacy Financial Planners, Inc. Financial Planner
Full Profile

Matthew Weeks Sacramento, CA

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 N/A
Title:
Financial Planner at Ostrofe Financial Consultants
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
N/A Financial Plannersince Apr 2007
Full Profile

Aaron Peterson Sacramento, CA

Professions & Specialties

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

Experience & Education

Work

Company:
Appreciation financial
Financial planner
Company:
Niello acura - Sacramento, CA
Assistant sales manager
Full Profile

Hiram Martin Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Logistics Supply Chain Professional • Logistician

Experience & Education

Position:
Financial Planner at Transportation Development Group
Location:
Sacramento, California Area
Industry:
Logistics and Supply Chain
Work history:
Transportation Development Group Financial Planner
Full Profile

Susan Soesbe Sacramento, CA

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, Tax Professional at Symphony Financial Planning
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Rose Lim Sacramento, CA

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 Pacific West Securities
Title:
Divine Healing Hands Practitioner
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Pacific West Securities Associate Financial Planner
Full Profile

Bryanna Wagner Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Bartender • Assistant Manager • Planner • Managers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Bartender/Financial Planner I at International Payment Solutions
Title:
Bartender/HR & Finance Assistant Manager/Sales Marketing Rep for Bright Future Marketing
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
International Payment Solutions Bartender/Financial Planner I
Full Profile

Daryl Weeden Sacramento, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Starstream Communications
Location:
Sacramento, California Area
Industry:
Marketing and Advertising
Work history:
Starstream Communications Financial Planner
Full Profile

Bonnie Nelson Sacramento, CA

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 FVBE
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
FVBE Financial Planner
Full Profile

Amy Weeden Sacramento, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Starstream Communications
Location:
Sacramento, California Area
Industry:
Marketing and Advertising
Full Profile

Herbert Keyser Sacramento, CA

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 Stifel Nicolaus
Location:
Sacramento, California Area
Industry:
Financial Services
Full Profile

Deborah Wadley Sacramento, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Hospital Care Professional • Health Professional • Health Practitioner • Personal Secretary • Concierge • Office Clerk • Certified Nurse Aide • Secretary • Nurse • Nurse Practitioner • Financial Director • Chief Information Officer • Chairperson • Director • Chief Executive • Financial Officer • Financial Manager • Technology Director • Technology Manager • Technical Managers • Operations Manager • Dermatologist • School Principal • School Administrator • Educational Manager • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Controller • Information Technology Specialist • IT Specialist • Recruitment • Skin Care Technician • Cosmetologist • Beautician

Experience & Education

Position:
Lead Administrative Assistant at Blue Shield of California (via Kelly Services)
Title:
Lead Administrative Assistant at Blue Shield of California
Location:
Sacramento, California Area
Industry:
Hospital & Health Care
Work history:
Blue Shield of California (via Kelly Services) - El Dorado Hills, CALead Administrative Assistantsince Jul 2013Colors of the Rainbow - Folsom, CAEducation ManagementAug 2011 - Jun 2013
Skills:
Operations Management, Vendor Management, Event Management, Software Documentation, Budgets,...
Full Profile

Valdez Lasartemay Sacramento, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Trainer • Internet Marketing Manager • Web Marketer • School Principal • School Administrator • Educational Manager • Sales Manager • Sales Director • Marketing Manager • Production Manager • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Sales Representative • Area Manager • Managers

Experience & Education

Position:
Technology Coach at Northwestern Mutual, Sales and Marketing Strategist at Mega Sales Consulting,...
Title:
Sales and Marketing Strategist at Mega Sales Consulting
Location:
Sacramento, California Area
Industry:
Marketing and Advertising
Work history:
Northwestern Mutual Technology Coachsince 2011Mega Sales Consulting Sales and Marketing Strategistsince Jun 2007
Skills:
Sales Management, Copywriting, Marketing Strategy, Consultative Selling, Creative Development,...
Full Profile

Eeden Lee Sacramento, CA

Professions & Specialties

Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Sales Account Associate • Supplier • Sales Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Doctor of Social Welfare • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Client Service Officer • Financial Manager • Operations Manager • Information Technology Specialist • IT Analyst • IT Specialist • Supervisors

Experience & Education

Position:
BUSINESS ANALYSIS SPECIALIST at United Natural Foods, Sales Associate at DSW
Title:
Business Analysis Specialist at United Natural Foods
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
United Natural Foods - Rocklin, CABUSINESS ANALYSIS SPECIALISTsince Jan 2012DSW Sales Associatesince Aug 2008
Full Profile

Danielle Graves Sacramento, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Doctor of Dental Surgery • Medical Practice Professional • Medical Practitioner • Assistant Manager • Office Assistant • Managers • Office Clerk • Clerical Specialist • Orthodontist • Dental Assistant • Orthodontic Specialist • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • General Education • Business Administrator • Front Office Receptionist • Administrative Clerk • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Director • Chief Executive • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Clinic Administrator at Forrest R. Boozer DDS, Inc.
Location:
Sacramento, California Area
Industry:
Medical Practice
Work history:
Forrest R. Boozer DDS, Inc. - Cameron Park, CAClinic Administratorsince Aug 2012Advantage Dental Care Assistant ManagerSep 2011 - Aug 2012
Skills:
Customer Service, Sales, Office Management, Microsoft Office, Microsoft Excel, Microsoft Word,...
Marketing Assistant to Financial Planner at Prudential Financial
Full Profile

Mica Coleman Sacramento, CA

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Counselor • Construction • Crewman • Advisor • Team Member • Human Resources Specialist • Recruitment • Software Developer • Software Developers • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business/ Recruiter Consultant at AHI Construction, Inc., Real Estate Agent & Property Manager...
Title:
Real Estate Agent & Consultant
Location:
Sacramento, California Area
Industry:
Management Consulting
Work history:
AHI Construction, Inc. Business/ Recruiter Consultantsince Sep 2010RealtyVibe Real Estate Agent & Property Manager Asstsince May 2009
Strategic Financial Planner at PHP Agency LLC
Full Profile

Justin Walker Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Program Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Analyst • Team Member • Analysts • Executive Compensation • Customer Relations • Chief Executive • Community Service Manager • Software Engineer • Software Developers • Juris Doctor • Master of Business Administration • Master of Science • Government Administration Professional • Government Service Executive • Government Administration Officer • Civil Servant • Client Service Officer • Customer Service

Experience & Education

Position:
Program Manager, Supplemental Income Plans at CalPERS
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
CalPERS - Sacramento, California AreaProgram Manager, Supplemental Income Planssince Feb 2012CalSTRS Associate AnalystMay 2010 - Feb 2012
Skills:
Financial Planning, Private Wealth Management, Wealth Transfer, Wealth Management, Asset...
Wealth Management Financial Planner at Wells Fargo
Full Profile

Jevon Webster Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Financial Management Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Inbound Marketer • Web Marketer • Philanthrope • Business Administrator • Non-Profit • Financial Manager • Marketing Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Lighthouse Strategic Advisors
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Lighthouse Strategic Advisors Financial Advisorsince Mar 2010Ameriprise Financial Services, Inc. Financial Advisor2004 - Apr 2010
Skills:
Wealth Management, Family Planning/Family Changes, Retirement Planning Strategies, Protection and...
Full Profile

Ben Mavy Sacramento, CA

Professions & Specialties

Director • Operations Manager • Advisor • Janitor • Cleaners

Experience & Education

Position:
Director of Advisor Solutions at Riskalyze, Janitor at Mavy Investments
Title:
Financial Industry Shakerupper
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Riskalyze Director of Advisor Solutionssince Jun 2011Mavy Investments Janitorsince Jun 2005
Financial Planner Harasser at Butera Capital Manag..
Full Profile

Dave Scheiber Sacramento, CA

Professions & Specialties

Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor

Experience & Education

Position:
Owner at State Farm Insurance and Financial Services
Title:
Owner, State Farm Insurance and Financial Services
Location:
Sacramento, California Area
Industry:
Insurance
Work history:
State Farm Insurance and Financial Services Ownersince Oct 1994Wells Fargo EFS Business Loan AdvisorFeb 1994 - Oct 1994
Skills:
Umbrella Insurance, Commercial Insurance, Homeowners, Term Life Insurance, Permanent Life...
Financial Planner at Merrill Lynch
Full Profile

Casey Frye Sacramento, CA

Professions & Specialties

Financial Consultant • Certified 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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley Smith Barney
Title:
Financial Advisor, Morgan Stanley Smith Barney
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CERTIFIED FINANCIAL PLANNER™since Oct 2010Wurm & Frye Wealth Management Group, Roseville CA Financial AdvisorMay 2003 - Oct 2010
Full Profile

Kevin Thelen Sacramento, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Genovese Burford & Brothers
Title:
Financial Advisor
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Genovese Burford & Brothers Partnersince 2007Ameriprise Financial Financial Advisor2005 - 2007
Certifications:
Certifed Financial Planner
2013 Level III CFA Candidate
Full Profile

Bruce Kajiwara Sacramento, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Public Accountant • Finance and Accounting Specialist • Independent Business Owners • Independent Contractor • Contractor • Chief Executive • Supervising Planner • Operations Manager • Bachelors Degree • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor, CPA/PFS, CFP at Kajiwara Wealth Advisors, Financial Advisor, CPA/PFS, CFP at...
Title:
Financial Advisor with Kajiwara Wealth Advisors
Location:
Sacramento, California Area
Industry:
Investment Management
Work history:
Kajiwara Wealth Advisors - Sacramento, California AreaFinancial Advisor, CPA/PFS, CFPsince Jan 2003Financial Network Investment Corp. - Sacramento, California AreaFinancial Advisor, CPA/PFS, CFPsince Jan 2003
Skills:
Strategic Financial Planning
Full Profile

Lena Freudenthal Sacramento, CA

Professions & Specialties

Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Caregiver • Nursing Assistant • House Cleaner • Housekeeping Aide • Cleaning Worker

Experience & Education

Position:
Personal Financial Assistant at self employed
Location:
Sacramento, California Area
Industry:
Financial Services
Work history:
Self employed Personal Financial Assistantsince May 2013Bryant Family - Sacramento, California AreaCaregiverFeb 2010 - Mar 2013
Financial planner at Metlife
Full Profile

Destiny Holcrow Sacramento, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Supporting Member • Construction • Managers • Team Member • Income Tax Preparer • Accounts Payable • Accounts Payable Specialist • Tax Preparer • Tax Accountant • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Office Assistant at Brooks Painting Inc.
Location:
Sacramento, California Area
Industry:
Consumer Services
Work history:
Brooks Painting Inc. Office Assistantsince Jan 2007Cardinal Health Credit SpecialistJan 2005 - Jul 2006
Office Supervisor & Associate Financial Planner at Fagan Financial Planner
Full Profile