Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Planners in California

Financial Planners in San Francisco, CA

Find a professional & check records

Here is a complete directory of most available Financial Planners nearby.

The Trustoria Directory gives you all the information needed to find the right person for any need.

Be sure to visit other regions near San Francisco, CA to get the histories of more people.

250 results found

Doris Tse San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • PR and Communications Professional • Public Relations Officer • Analysts • Public Relations Professinal • Public Relations Specialist • Designers • Sports Trainer • Sports Trainers • Governor • Government Administration Officer • Civil Servant • Chairperson • Vice President • Treasurer • Chief Executive • Financial Officer • Financial Manager • Editor • Secretary • Operations Manager • Community Service Manager • Health Professional • Health Practitioner • Professional Development Teacher

Experience & Education

Position:
Community Programs Developer at TSE Consulting, Inc, Various Leadership Roles at Toastmasters (from ...
Title:
Records Analyst at Gryphon Financial Group, Inc
Location:
San Francisco Bay Area
Industry:
Public Relations and Communications
Work history:
TSE Consulting, Inc - Santa Clara CountyCommunity Programs Developersince Sep 2010Toastmasters (from club to District levels) Various Leadership Rolessince Sep 1989
Skills:
Public Speaking, Non-profits, Community Outreach, Program Management, Event Planning, Team...
Languages:
Mandarin, Cantonese
Full Profile

Daniel Kwan San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Partner • Chief Executive Officer • Owner • Operations Manager • Chief Executive • Corporate Executive • Marketing Manager • SEO Specialist • Web Marketer • Psychologist • Model • Hair Stylist • Hairdresser • Human Resources Specialist • Recruitment • SalesForce Administrator • Database Administration Professional • Database Administrator • Psychology Specialist • Art Gallery Manager • Creative Director • Art Director • Survey Researcher • Mathematician • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Google [x] Operation Specialist at Adecco @ Google, Manager at Timeless Barbers, YouTube Partner at ...
Title:
Google [x] Operations | Manager of Timeless Barbers
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
Adecco @ Google - Mountain ViewGoogle [x] Operation Specialistsince Mar 2013Timeless Barbers - Morgan Hill, CAManagersince Jan 2013
Skills:
Personal Finance, Customer Service, Fine Art, Social Networking, Entertainment, Visual Arts,...
Certifications:
Life, Health, and Accident Licensed Agent, California
Full Profile

Luciana Cook San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Entertainment Professional • Entertainer • Advertising Professional • Advertising Sales Agent • Business Analyst • Analyst • Analysts • Technical Managers • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Consultant • Systems Support Specialist • Support Specialists • Student Worker

Experience & Education

Position:
Manager, Pricing and Yield at IGN Entertainment
Title:
Manager, Pricing & Yield at IGN Entertainment
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
IGN Entertainment - San Francisco Bay AreaManager, Pricing and Yieldsince Mar 2012Martini Media Network - San Francisco Bay AreaFinancial Planner and Business AnalystFeb 2010 - 2012
Skills:
Ad Serving, Digital Media, Online Advertising, Digital Marketing, Omniture, Mobile Advertising,...
Full Profile

Kodiak Gold San Francisco, CA

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Services Professional
Location:
San Francisco Bay Area
Work history:
Kodiak Financial Services Financial PlannerJan 1999 - Dec 2009
Full Profile

Leah Parker San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Tax Accountant • Owner • Chief Executive • Security • Administrative Clerk • Spokesperson • Representative • Team Member • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Financial Officer • Financial Manager • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelors Degree • Database Administration Professional • Database Administrator

Experience & Education

Position:
Executive Assistant at Warin J Parker, CLU, ChFC
Title:
Executive Assistant to Warin Parker, CLU, ChFC Financial Planner
Location:
San Francisco Bay Area
Industry:
Executive Office
Work history:
Warin J Parker, CLU, ChFC - San Francisco Bay AreaExecutive Assistantsince Aug 2012Stanford University School of Medicine - Stanford, CAAdvising and Registrar AssistantSep 2011 - Aug 2012
Full Profile

Karl Leal San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Partner • Operations Manager • Chief Executive • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Bachelor of Science • Information Technology Specialist • IT Specialist • Technical Communicator • Author • Workforce Development Specialist • Training and Development

Experience & Education

Position:
Financial Planner at Leal Financial Planning (Sole Proprietorship)
Title:
Financial Planner at Leal Financial Planning
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Leal Financial Planning Financial Plannersince Mar 2010Valin Corporation Customer Service / SalesFeb 2008 - Sep 2008
Certifications:
Accredited Asset Management Specialist, College for Financial Planning
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Austin Chinn San Francisco, CA

Professions & Specialties

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

Experience & Education

Title:
Fee-Only Financial Planner at Fountain Strategies, LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Full Profile

Erin Hadley San Francisco, CA

Professions & Specialties

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

Experience & Education

Title:
Financial Planner
Location:
San Francisco Bay Area
Industry:
Investment Management
Full Profile

Mark Zaifman San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Personnel Coordinator • Personnel Specialist • Recruitment • Chief Executive • Software Developers

Experience & Education

Position:
Holistic Fee-Only Financial Planning | Investment Management | Retirement Planning at Spiritus...
Title:
Fee-Only Financial Planner | Registered Investment Advisor | Investment Management | Retirement Planning
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Spiritus Financial Planning - Petaluma, CAHolistic Fee-Only Financial Planning | Investment Management | Retirement Planningsince Jan 2003Texas Instruments Technical Staffing Manager2001 - 2002
Skills:
Financial Planning, Tax, Investment Advisory, Business Strategy, Investments, Business Planning,...
Full Profile

Steven Walker San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Treasurer • Director • Financial Officer • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Manager • Deputy Manager • Chief Executive • Corporate Executive • Philanthrope • Business Administrator • Non-Profit • Bachelor of Science • Law Specialist • Lawyers • Information Technology Specialist • IT Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Treasurer at Northern California Junior Lacrosse Association, Financial Planner at San Francisco...
Title:
Treasurer at Northern California Junior Lacrosse Association
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Northern California Junior Lacrosse Association - San Francisco Bay AreaTreasurersince 2011San Francisco Associates - San Francisco Bay AreaFinancial Plannersince Apr 2010
Skills:
Event Management, Corporate Communications, Supplier Negotiations, Accounting, Non-profits,...
Full Profile

Wes Cpa San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Construction • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security and Investigations Professional • IT Security • Team Member • Managers • Financial Manager

Experience & Education

Position:
Financial Planner & Investment Advisor at Moss Adams Wealth Advisors LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Moss Adams Wealth Advisors LLC Financial Planner & Investment Advisorsince Jul 2007Ernst & Young Financial Audit and Information Security ProfessionalJan 2006 - Jul 2007
Skills:
Investments, financial plan creation, estate planning, marketing financial services, financial...
Full Profile

Johnny Roland San Francisco, CA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Sales Engineering Specialist • Sales Engineer • Tax Accountant • Corporate Executive • Chief Executive • Computer Network Consultant • Network Administrator • Computer Consultant • IT Consultant

Experience & Education

Position:
Fee-Only Financial Planner at Aspire Capital Management, Enrolled Agent at H&R Block
Title:
Fee-Only Financial Planner, Candidate for Certified Financial Planner (TM) Certification, Enrolled Agent
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Aspire Capital Management - Walnut Creek, CAFee-Only Financial Plannersince Sep 2011H&R Block - Pleasanton, CAEnrolled Agentsince Dec 2010
Skills:
Financial Planning, Business Turnaround, Asia Pacific, Retirement Planning, Estate Planning,...
Languages:
Japanese
Certifications:
Candidate for CFP Certification, Certified Financial Planner, Board of Standards, Inc.
Registered Tax Return Preparer, Internal Revenue Service
Full Profile

Christine Harrison San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Buyer • Supplier • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Inventory Manager • Inventory Specialist • Logistician • Supporting Member • Team Member

Experience & Education

Title:
Senior Buyer & Category Management "From Concept to Design to Delivery"
Location:
San Francisco Bay Area
Industry:
Retail
Work history:
Nordstrom - Greater Seattle AreaPlanning & Forecasting2010 - 2011Sears Holdings Corporation Buyer, Outerwear, Denim, Swim2009 - 2010
Full Profile

Nick Ventimiglio San Francisco, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Operations Manager • Bachelor of Science • Business Administrator • Supporting Member • Investor • Speaker • Advisor • Team Member • Spokesperson • Representative • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Owner at NVCDFA, Inc
Title:
Nicholas Ventimiglio, CDFA
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
NVCDFA, Inc - 2010 Crow Canyon Place #100 San Ramon CA 94583Ownersince Aug 2007Kim Financial Advisors, Inc. Financial AdvisorJun 2004 - Aug 2007
Skills:
Estate Planning, Retirement Planning, Strategic Financial Planning, Investments, Securities,...
Full Profile

Jay Schurman San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Insight Wealth Strategies (Lincoln Financial Advisors)
Title:
Financial Planner
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Insight Wealth Strategies (Lincoln Financial Advisors) - 3000 Executive Pkw, San Ramon, CA 94583 925-659-0276Financial Plannersince Apr 2011Morgan Stanley Smith Barney Financial Advisor2006 - 2011
Skills:
Retirement Planning, Asset Allocation, Insurance, ESOP, Investments, Strategic Financial Planning,...
Full Profile

Whitney Sholl San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer • Advertising Professional • Advertising Sales Agent • Psychologist • Wellness and Fitness • Psychology Specialist • Sports Game Coach

Experience & Education

Position:
Recruiter at Aerotek
Location:
San Francisco Bay Area
Industry:
Marketing and Advertising
Work history:
Aerotek - Alameda, CARecruitersince Aug 2011MetLife Personal Marketing AssistantSep 2010 - Jun 2011
Skills:
QuickBooks, Outlook, Microsoft Word, Microsoft Excel, Sales, Technical Recruiting, Contract...
Full Profile

Elaine Brett San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Financial Management Analyst • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Contractor • Independent Business Owners

Experience & Education

Position:
Financial Advisor To Women Of Retirement Age at Landmark Senior Resources Insurance Service
Title:
Financial advisor, retirement planning for women, long term care insurance, fixed index annuities for retirees in Calif.
Location:
San Francisco Bay Area
Industry:
Insurance
Work history:
Landmark Senior Resources Insurance Service - Campbell, CAFinancial Advisor To Women Of Retirement Agesince Jan 19993Com Contractor, Editing and Proofreading1995 - 2001
Full Profile

Jennifer Emmett San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Assistant to the President • Office Clerk • Clerical Specialist • Administrative Associate • Administrative Clerk • Chief Administrative Officer • Board Member • Partner • Chief Executive • Management Team Executive • Operations Manager • SalesForce Administrator • Database Administration Professional • Database Administrator • Host • Accounts Payable • Accounts Payable Specialist

Experience & Education

Title:
Professional and polished Executive Assistant
Location:
San Francisco Bay Area
Industry:
Venture Capital & Private Equity
Work history:
Trident Capital Executive AssistantJul 2007 - Jan 2013Tyco Healthcare Executive Assistant to PresidentOct 2006 - Jun 2007
Full Profile

Lynn Paringer San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Professor of Economics at California State University, East Bay, Financial Planner at Financial...
Title:
Professor of Economics at California State University, East Bay
Location:
San Francisco Bay Area
Industry:
Higher Education
Work history:
California State University, East Bay Professor of EconomicsFinancial Network Investment Corporation, Member SIPC Financial Plannersince 2010
Full Profile

Doris Splettstoesser San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Controller • Computer Software Professional • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Medical Assistant • Healthcare Support • Financial Officer • Financial Manager

Experience & Education

Position:
Controller at Electroneering Inc
Title:
Experienced Accounting Management
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Electroneering Inc Controllersince May 1995Investors Group Qualified Financial PlannerSep 1987 - Apr 1995
Certifications:
Certified Management Accountant (CMA), Society of Management Accountant
Full Profile

David Kramer San Francisco, CA

Professions & Specialties

Certified Financial Planner • Estate Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Master of Business Administration • Guide • Advisor • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
CFP(sm) - Certified Financial Planner, MBA at Retirement Wealth & Tax Advisors (RWTA)
Title:
owner, Retirement Wealth & Tax Advisors
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Retirement Wealth & Tax Advisors (RWTA) - Pleasant Hill, CaliforniaCFP(sm) - Certified Financial Planner, MBAsince Jan 1984Retirement Wealth & Tax Advisors Owner1977 - 2011
Languages:
English, Spanish
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Rafael Musni San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Event Planner • Counselor • Coordinator • Advisor • Managers • Event Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Impersonator • Entertainer • Medical Practice Professional • Medical Practitioner • Student Worker • Professional Development Teacher

Experience & Education

Position:
Financial Planner & Event Service Consultant at Rafael Musni F&E Services, Event Manager...
Title:
Financial Planner & Event Planner
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Rafael Musni F&E Services - San FranciscoFinancial Planner & Event Service Consultantsince 1999Winslow & Associates - San FranciscoEvent Manager & Restaurant Coordinatorsince 1999
Skills:
Financial Planning, Event Management, Event Planning, Film, Art, Photography
Full Profile

Ron Mrena San Francisco, CA

Professions & Specialties

Financial Planner • Financial Services Professional • Personal Financial Planner • Financial Management Analyst • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Planner, Financial Services Representative at Wealth Strategies Group, an office of MetLife
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wealth Strategies Group, an office of MetLife Financial Planner, Financial Services Representativesince Mar 2008Financial Life Strategies (Sole Proprietorship) Owner - Personal Financial PlannerJun 2003 - Mar 2008
Full Profile

Ryan Wells San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Financial Director • Chairperson • Corporate Executive • Chief Executive • Founding Member • Financial Officer • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO & Founder | Financial Planner at Acclaro Wealth Manangement
Title:
CEO & Founder | Financial Planner
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Acclaro Wealth Manangement - Walnut CreekCEO & Founder | Financial Plannersince Sep 2010Wells Financial Group Managing PresidentSep 2001 - Dec 2010
Full Profile

Tarren Schaar San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Planner • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • City Planner • Community Development Planner • Land Use Planner

Experience & Education

Position:
Associate Financial Planner at JLFranklin Wealth Planning
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
JLFranklin Wealth Planning Associate Financial Plannersince 2008City of Mill Valley, CA Associate City Planner2006 - 2008
Skills:
Financial analysis, research, cash flow analysis, tax planning, reporting
Full Profile

Melanie Pelayo San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Financial Perspectives
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Financial Perspectives Financial Plannersince May 2003
Full Profile

David Caldwell San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • School Principal • School Administrator • Educational Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Managers

Experience & Education

Position:
Chief Financial Officer at CSL
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
CSL Chief Financial Officersince Jun 2009Blue Shield Finance Manager2006 - May 2009
Skills:
Forecasting, Financial Modeling, Budgets, Variance Analysis, Strategic Planning, Analysis,...
Full Profile

Ver Eco San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Fujitsu Computer Products of America
Location:
San Francisco Bay Area
Industry:
Computer Hardware
Work history:
Fujitsu Computer Products of America Financial Planner
Full Profile

Matt Fannin San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Franchise Owner and Senior Financial Advisor at A franchise of Ameriprise Financial, Inc.,...
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
A franchise of Ameriprise Financial, Inc. Franchise Owner and Senior Financial Advisorsince Oct 1998Ameriprise Financial/American Express Financial Advisors Financial Plannersince Oct 1998
Skills:
College, Tax, Retirement and Investment Planning, Investment Management, Comprehensive Financial...
Full Profile

Jeff Gustafson San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Sales Support • Equipment Tools Purchasing Agent • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Human Resources Specialist • Recruitment • Customer Service • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Planner at Sagemark Consulting
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Sagemark Consulting - San Jose, CAFinancial Plannersince Jul 2011LPL Financial - Turning Leaf Financial Group - San Jose, CAFinancial PlannerApr 2009 - Jul 2011
Full Profile

Larysa Prytula San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at BayCal Financial
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
BayCal Financial Financial Planner
Full Profile

Nathalie Ford San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Software Developer • IOS Developer • Software Developers • Senior Online Leader • Internet Marketing Manager • Web Marketer • Director • Marketing Manager • Operations Manager • Systems Administrator • Computer Systems Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Junior iOS Developer and Financial Planner at Grinnell App Dev Team, Online Marketing Director at...
Title:
Mobile Software Developer and CS student - Grinnell College
Location:
San Francisco Bay Area
Work history:
Grinnell App Dev Team - Grinnell, IAJunior iOS Developer and Financial Plannersince Nov 2012Ford/Plowright Team at the Grubb Co. - Bay Area, CaliforniaOnline Marketing Directorsince Aug 2012
Languages:
English, Thai, Lao, Spanish
Full Profile

Karen Medford San Francisco, CA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Master of Business Administration • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Director • Financial Manager • Operations Manager

Experience & Education

Position:
Assoc. Financial Planner at Fleming Financial Advising
Title:
Experienced Financial Advisor helping clients achieve their financial goals; CFP candidate, MBA
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Fleming Financial Advising Assoc. Financial Plannersince Mar 2009Vodaphone Director of Market ResearchAug 1995 - Aug 1999
Certifications:
Candidate for CFP(R) Certification
Series 65, NASD
Full Profile

Colin Dreyer San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Federal Financial Group
Location:
San Francisco Bay Area
Industry:
Facilities Services
Work history:
Federal Financial Group Financial Planner
Full Profile

Matt Fannin San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Franchise Owner and Senior Financial Advisor at A franchise of Ameriprise Financial, Inc.,...
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
A franchise of Ameriprise Financial, Inc. Franchise Owner and Senior Financial Advisorsince Oct 1998Ameriprise Financial/American Express Financial Advisors Financial Plannersince Oct 1998
Skills:
Comprehensive fee-based financial planning and investment management, I help my clients sort...
Full Profile

Elsa Fernandez San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner, ON at Gap, Inc
Location:
San Francisco Bay Area
Industry:
Retail
Work history:
Gap, Inc Financial Planner, ON
Full Profile

Jesse Marin San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Everest College
Location:
San Francisco Bay Area
Industry:
Higher Education
Work history:
Everest College Financial Planner
Full Profile

Ronald White San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Bank of America
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Bank of America Financial Planner
Full Profile

Janet Wan San Francisco, CA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Principal | Wealth Management Advisor at Sierra Pacific Financial Advisors
Title:
Fee Only Wealth Management Advisor | Certified Financial Planner
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Sierra Pacific Financial Advisors Principal | Wealth Management Advisorsince 2004Freed & Myers Wealth Management, Inc. Wealth Management Advisor | Financial Planner1998 - 2004
Certifications:
Certified Financial Planner TM, CFP Board of Standards
Fee-only Registered Financial Advisor, The National Association of Personal Financial Advisors
Full Profile

Fauzia Timberlake San Francisco, 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
Location:
San Francisco Bay Area
Industry:
Financial Services
Skills:
Portfolio Management, Estate Law, Risk Management, Asset Allocation, Investments, Retirement,...
Languages:
Urdu, Punjabi, Hindi
Full Profile

Tracy Hart San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial planner at Morgan & DiSalvo, P.C.
Location:
San Francisco Bay Area
Industry:
Legal Services
Work history:
Morgan & DiSalvo, P.C. Financial planner
Full Profile

Tracy Sumners San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial planner at Morgan Samuels Company
Location:
San Francisco Bay Area
Industry:
Staffing and Recruiting
Work history:
Morgan Samuels Company Financial planner
Full Profile

Dwight Peterson San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Relationship Manager • Account Service Manager • Client Service Officer • Model • Java Developer • Software Developer • Software Developers • Customer Service • Sales Representative • Unix Administrator • Computer Software Professional • Systems Administrator • Computer Systems Administrator • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Financial Officer • Financial Manager • Technology Director • Technology Manager • Technical Managers • Chief Executive

Experience & Education

Title:
Financial Professional at Vitucci & Assoc., NPC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Vitucci & Assoc., NPC Financial Planner2009 - 2010Dun & Bradstreet Relationship ManagerAug 2003 - Sep 2009
Full Profile

Kevin Mcclelland San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Board of Directors at Cupertino Chamber of Commerce, Financial Planner at Leeward Financial &...
Title:
Financial Planner & Business Consultant
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Cupertino Chamber of Commerce Board of Directorssince Mar 2010Leeward Financial & Insurance Services Inc. Financial Plannersince Apr 2007
Skills:
Financial Planning, Business Planning, Management Consulting, Strategic Financial Planning
Full Profile

Randy Maycock San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Roof, Eidam & Maycock
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Roof, Eidam & Maycock Financial Planner
Full Profile

Carolyn Battaini San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Non-Profit • Team Member • Board Member • Management Team Executive • Operations Manager • Master of Business Administration • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Associate, Personal Financial Planning at Flournoy Wealth Management, LPL Financial,...
Title:
Financial Planner
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Flournoy Wealth Management, LPL Financial Marketing Associate, Personal Financial Planningsince Jan 2010Elkus Ranch Advisory Board membersince Sep 1995
Skills:
Financial Planning, Credit, Personal Finance, Loans, Investment Advisory, Promotions, Risk,...
Languages:
German
Full Profile

Sean Fletcher San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Planner • Team Member • Sales Representative

Experience & Education

Position:
Owner/Financial Planner at Rhodes & Fletcher, LLC
Title:
Artist and Financial Planner
Location:
San Francisco Bay Area
Industry:
Fine Art
Work history:
Rhodes & Fletcher, LLC - San Francisco Bay AreaOwner/Financial Plannersince Feb 2002Death & Taxes, Inc. CFO2006 - 2007
Full Profile

Khanh Do San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Customer Service • Client Service Officer

Experience & Education

Title:
Financial Aid Officer at EDMC
Location:
San Francisco Bay Area
Industry:
Higher Education
Work history:
EDMC - San Francisco Bay AreaStudent Financial PlannerJun 2010 - Jul 2013UC Berkeley - Berkeley, CAWork Study AssistantJun 2009 - May 2010
Languages:
English, Vietnamese, Dutch, Spanish
Full Profile

Patricia Jennerjohn San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Owner and Principal at Focused Finances LLC
Title:
Fee Only Financial Planner, Investment Advisor, Principal and Owner - Focused Finances LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Focused Finances LLC Owner and Principalsince Aug 1994
Skills:
Personal Financial Planning, Retirement Planning, Personal Budgeting, Investment Strategies,...
Full Profile

Pete Pavich San Francisco, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Planner and Investment Advisor Representative at SagePoint Financial, Inc.
Title:
Financial Planner and Investment Advisor Representative
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
SagePoint Financial, Inc. Financial Planner and Investment Advisor Representativesince Jan 2008
Full Profile


Financial Planners near San Francisco, CA0481216OaklandBerkeleyAlamedaRichmondSausalitoSan Bruno