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Financial Planners in San Jose, CA

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25 results found

Jai Parekh San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerDevelopment DirectorProgram DirectorProduction ManagerHR ManagerOperations ManagerProject ManagersApprenticeSubject Matter ExpertProject ManagerSkilled ProfessionalComputer Network ProfessionalComputer Network ConsultantNetwork AdministratorComputer ConsultantIT ConsultantSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeStudent Worker

Experience & Education

Position:
Product Manager Intern at Cisco Systems
Location:
San Jose, California
Industry:
Computer Networking
Work history:
Cisco Systems - San JoseProduct Manager Internsince Jun 2013Raytheon - Greater Los Angeles AreaSr. Multi-Disciplined EngineerJul 2007 - Jul 2013

Michael Adiutori San Jose, CA

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERIFIED FINANCIAL PLANNER (tm) at Michael Adiutori, CFP®
Title:
Michael Adiutori, CFP®
Location:
San Jose, California
Industry:
Financial Services
Work history:
Michael Adiutori, CFP® - San Jose, CACERIFIED FINANCIAL PLANNER (tm)since Jan 1993

Yunke Chen San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberCoordinatorTeam MemberManagers

Experience & Education

Work

Company:
Entholpy emc inc
Financial planner, associate
Company:
Addison-clifton, co. - Milwaukee, WI
Internship, project coordinator

Skills

Proficient in Excel and Eviews Experience with SAS, SPSS and Oracle Crystal Ball Exceptional...

Greg Michelson San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystMathematicsMathematicianAdvisor

Experience & Education

Work

Company:
Non it related / financial planner / financial analyst
Company:
Tradescape, inc - San Jose, CA
Data architect

Dawn Raab San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentProcurement ManagerPurchasing ManagerPurchasing ManagersFinancial Analyst

Experience & Education

Work

Company:
Northrop grumman electronic systems
Procurement manager
Company:
Northrop grumman electronic systems - Baltimore, MD
Financial analyst / financial planner

Gerald Hoetger San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at Hoetger Financial
Title:
Financial Planner, Hoetger Financial
Location:
San Jose, California
Industry:
Financial Services
Work history:
Hoetger Financial - San Jose, CAFinancial Plannersince Jan 2009

Thang Nguyen San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales Representative

Experience & Education

Position:
Financial Planner at World Financial Group (WFG), Account Manager at PN Machining
Title:
Financial Planner
Location:
San Jose, California
Industry:
Financial Services
Work history:
World Financial Group (WFG) Financial Plannersince Jun 2012PN Machining - San Jose, CAAccount Managersince Mar 2011

Justin Junio San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAnalystApprenticeAnalystsStudent WorkerDatabase Administrator

Experience & Education

Work

Company:
Lumenis inc
Financial planner & analyst
Company:
Lumenis inc
Finance intern

Skills

Microsoft Windows Operating Systems | Ubuntu (Linux) | Citrix | Peachtree | Microsoft Word | Excel...

Olivia Q San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerChief ExecutiveOperations ManagerBusiness Administrator

Experience & Education

Work

Company:
Atlantika investments costa rica
Financial planner
Company:
Servicios de publicidad y mercadeo, s. a
Cfo

Kishan Asthana San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdvisorOwnerManagerChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Long term care & educational
Financial planner/advisor
Company:
Bradley's hallmark - retail business
Owner / manager

Carmen Tamras San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentLinguistLanguage SpecialistManagers

Experience & Education

Work

Company:
Mission essential personnel
Linguist ctii
Company:
Researched and analyzed financial markets, constantly monitoring client investments
Independent financial planner

Nandini Shenoy San Jose, CA

Professions & Specialties

Procurement ManagerInformation Technology DirectorPurchasing ManagerPurchasing ManagersComputer Network ProfessionalComputer Network ConsultantNetwork AdministratorIT ManagerComputer ConsultantIT ConsultantRegistered Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportPlannerSupplierClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCustomer ServiceAccounts PayableAccounts Payable Specialist

Experience & Education

Position:
Procurement Manager at Cisco Systems (Pure Digital FLIP)
Title:
Procurement Manager
Location:
San Jose, California
Industry:
Computer Networking
Work history:
Cisco Systems (Pure Digital FLIP) Procurement Managersince Jun 2010Sharp Microelectronics Customer Service / Inside salesAug 2005 - Jun 2010
Assistant to the Financial Planner at First Command Financial

Sanjivani Salunkhe San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentInsurance agent

Experience & Education

Work

Company:
American national company
Marketing
Company:
American national company
Insurance agent

Natalie Tornincasa San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDirector of Customer OperationsMarketing ManagerOperations ManagerBachelor of ScienceBusiness AdministratorMarketing Administrator

Experience & Education

Work

Company:
Advantage sales & marketing
Account director
Company:
Xp power - Sunnyvale, CA
Inside sales

Skills

Account Management Revenue Generation Designing & Implementing Field Marketing Campaigns ...

Richard Mallonee San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerOwnerChief ExecutiveInstructorPedagogueManagers

Experience & Education

Work

Company:
E-prep & response, inc
Emergency preparedness
Company:
American red cross
Government liaison manager

Angela Stover San Jose, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystSupporting MemberCounselorTeam MemberAdvisorSales Account AssociateSales ExecutiveSales ManagerFinancial ManagerChief Executive

Experience & Education

Work

Company:
Russell investments - Seattle, WA
Internal wholesaler/sales associate, private client services
Company:
Wells fargo investments - Seattle, WA
Strategic equity sales group, equity consultant

Dare David San Jose, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeIndependent ContractorRecognitionContractorProperty ManagerReal Estate ManagerNurseNurse PractitionerIndependent Business Owners

Experience & Education

Work:
House of Homes
San Jose, CA
(408) 888-2024 (Phone)
License #01773425
About:
My name is Dare "Darryl" David; I am a real estate agent here in the Bay-Area California. I...

Rick Loek San Francisco, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFounderFounding MemberChief ExecutiveAnalystPlannerCounselorRepresentativeSpeakerAnalystsAdvisorSpokespersonFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperExecutive Team LeaderChief Executive OfficerChief Operating OfficerChief Knowledge OfficerFinancial DirectorMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerTechnology DirectorChief Information OfficerDirectorVice PresidentManagement Team ExecutiveOperations ManagerCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsDevelopment DirectorHR ManagerFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersProject ManagersProject ManagerOrganization ManagementManagersTraining ManagerChief AccountantAccount ManagerProgrammerComputer ProgrammerComputer Software ProfessionalSoftware DevelopersComputers SpecialistComputer SpecialistTraining and DevelopmentHuman Resources SpecialistRecruitmentDoctor of MedicineTraining and Coaching ProfessionalProfessional Development TeacherClient Service OfficerCustomer ServiceEngineering Manager

Experience & Education

Position:
Founder | Retirement Planner | Financial Analyst | Annuity Analyst | Financial Planner at CalRima...
Title:
Founder, annuity analyst at iXrayAnnuities
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
CalRima Financial & Insurance Agency - San Francisco Bay AreaFounder | Retirement Planner | Financial Analyst | Annuity Analyst | Financial Plannersince Dec 2005IXrayAnnuities - San Jose, CAFounder, annuity analyst, retirement planner, IRA Analyst, investment adviser representativesince Jan 2012
Skills:
LLC, Small Business, Insurance, Mentoring, Coaching, investment advisor representative, financial...

Lucy Tompkin San Francisco, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax AccountantNon-ProfitContractorManagersIndependent Business OwnersCompensations and BenefitsComputer Network ConsultantNetwork AdministratorComputer ConsultantIT ConsultantLaw SpecialistLawyersPsychology Specialist

Experience & Education

Position:
Private Client Specialist / Financial Planner at Sensiba San Filippo Financial Advisers LLC
Title:
Client Specialist and Financial Planner at Sensiba San Filippo Financial Advisers LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Sensiba San Filippo Financial Advisers LLC - San Mateo, California with offices in Pleasanton, San Jose and Morgan HillPrivate Client Specialist / Financial PlannerVITA / TCE Volunteer Income Tax Assistance - Menlo Park, CaliforniaTax Preparer2011 - 2012

Jeff Gustafson San Francisco, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing AdministratorSales SupportEquipment Tools Purchasing AgentClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonMaster of Business AdministrationHuman Resources SpecialistRecruitmentCustomer ServiceChief ExecutiveOperations 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

Antony Nguyen San Francisco, CA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial planner life insurance agent at New York Life Insurance Company, agent at New York Life...
Title:
agent at New York Life Insurance Company
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Financial planner life insurance agentsince 2011New York Life Insurance Company - 550 s. winchester blvd. san jose,ca 95128Agentsince 2010
Skills:
Financial Planning, whole life insurance, retirement funding, long term care

Jacqueline Chakoff San Francisco, CA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativePlannerBuyer and SellerBusiness AnalystSenior AnalystAnalystAnalystsManagerOperations ManagerHaywardWatchmanHuman Resources SpecialistRecruitmentAssociate of Arts

Experience & Education

Title:
Results Oriented Buying and Vendor Management Professional.
Location:
San Francisco Bay Area
Industry:
Retail
Work history:
Lee Hecht Harrison Career Transition with LHH2013 - 2013Orchard Supply Hardware - San Jose, CAMerchandise PlannerApr 2011 - 2013
Skills:
Merchandising, Store Management, Competitive Analysis, Project Planning, Marketing Strategy,...

Uy Nguyen San Francisco, CA

Professions & Specialties

Certified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPuchasing and Estimating ManagerSupport SpecialistSales EngineerClient Service OfficerCustomer ServiceApplications EngineerSoftware EngineerSoftware DevelopersLieutenantMaster of Business AdministrationBachelor of ScienceMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Product Support Specialist at BioHorizons Implant Systems
Location:
San Francisco Bay Area
Industry:
Medical Devices
Work history:
BioHorizons Implant Systems - San Jose, CAProduct Support Specialistsince Dec 2012Norcomp SC - Irvine, CAField Sales EngineerSep 2010 - Dec 2012
Skills:
Cross-functional Team Leadership, Leadership

Jeff Justi San Francisco, CA

Professions & Specialties

FounderPartnerFounding MemberChief ExecutiveFiduciaryTrust Law AttorneyLawyersCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Founder at Advanced Retirement Solutions, Founder at Advanced Retirement Solutions
Title:
Founder at Advanced Retirement Solutions
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Advanced Retirement Solutions - 2107 North 1st Street, Suite 370 San Jose CA 95131Foundersince Nov 2012Advanced Retirement Solutions - 2107 North 1st Street, Suite 370 San Jose, CA 95131Foundersince Nov 2012
Certifications:
Accredited Investment Fiduciary (AIF), Center for Fiduciary Studies
Chartered Retirement Plans Specialist (CRPS), College for Financial Planning
Financial Planner at IDS Financial Services

Bob Riney San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBusiness AdministratorOperations ManagerSales Representative

Experience & Education

Title:
Financial Services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
E*TRADE Financial - Palo Alto, CAFinancial ConsultantNov 2010 - Dec 2012IntelligentBuyer.com - San Jose, CAReal Estate AgentOct 2009 - Nov 2010
Skills:
Series 7, Series 63, Series 66, Life & Health Insurance Licenses, Variable Life, Variable...
Financial Planner


Financial Planners near San Jose, CA0246810Mountain ViewSunnyvalePalo AltoFremontCampbellCupertinoSanta ClaraMilpitas



Financial Planners around San Jose, CA

Campbell  (7)
Cupertino  (6)
Fremont  (7)
Milpitas  (4)
Mountain View  (10)
Palo Alto  (7)
Santa Clara  (5)
Sunnyvale  (8)

Financial Planners in California

Sub-specializations

Financial Planner  (25)