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Financial Planners in California

Financial Planners in Thousand Oaks, CA

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Here is a complete list of most experienced Financial Planners in Thousand Oaks, CA.

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13 results found

Patricia Ann Adrian Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Spendmymoneywisely.com
Title:
ChFC, Chartered Financial Consultant
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Spendmymoneywisely.com - Woodland Hills, CAFinancial Consultantsince Mar 2009MetLife Securities, Inc. Planned Estate Services - Westlake Village, CAFinancial PlannerMar 2004 - Feb 2009
Languages:
Spanish
Full Profile

Jeff Sorensen Los Angeles, CA

Professions & Specialties

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

Experience & Education

Position:
President & Founder, Financial Planner, Financial Advisor at Sorensen Wealth Management
Title:
Financial Advisor and Planner specializing in proactive wealth management solutions for pre-reitrees and retirees
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Sorensen Wealth Management - Westlake Village, CAPresident & Founder, Financial Planner, Financial Advisorsince Nov 1986
Certifications:
Registered Investment Advisor (RIA), Securities Exchange Commission (SEC)
Series 7, FINRA
Full Profile

John Muraski Los Angeles, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Professor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Special Education Professors • Educational Manager • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Planner at MassMutual Financial Group, Adjunct Professor CLU Extension at California...
Title:
Financial Planner at MassMutual Financial Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Greater Los Angeles AreaFinancial Plannersince Jun 2013California Lutheran University - Thousand Oaks, CAAdjunct Professor CLU Extensionsince Sep 2012
Full Profile

Albert Coury Thousand Oaks, CA

Professions & Specialties

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

Experience & Education

Position:
Private Client Risk Manager / Insurance Specialist at AEC Insurance Services
Title:
Insurance & Financial Planner - AEC Insurance Services
Location:
Westlake Village, California
Industry:
Insurance
Work history:
AEC Insurance Services - Located in Southern California servicing our clients all accross the countryPrivate Client Risk Manager / Insurance Specialistsince Aug 1994
Skills:
Insurance, Bonds, Financial Planning, Estate Planning, Long Term Care, Retirement, Annuities,...
Full Profile

Kristopher Schnell Thousand Oaks, CA

Professions & Specialties

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

Experience & Education

Position:
President at Cogent Independent Advisors, Inc.
Location:
Thousand Oaks, California
Industry:
Investment Management
Work history:
Cogent Independent Advisors, Inc. Presidentsince May 2012MetLife - Westlake VillageFinancial PlannerNov 2010 - May 2012
Full Profile

Eden Ruiz-lopez Thousand Oaks, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Program Coordinator • Managers • Police • Bachelor of Science • Psychology Specialist • Student Worker • Researcher • Survey Researcher

Experience & Education

Work

Company:
United cerebral palsy - New York, NY
Program coordinator, doorways to independence
Company:
The vera institute of justice - Brooklyn, NY
Financial planner, the guardianship project

Skills

SKILLS AND TRAINING Article 81 Training for Lay Guardians - Court-Approved Training for...
Full Profile

Jeff Rassell Thousand Oaks, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Marketing Manager • Bachelor of Science • Bachelor of Arts • Account Service Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Financial planning for u
Independent financial planner - paraplanner
Company:
Jjr/rjj and associates - Thousand Oaks, CA
Managing director
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Jaimee Listokin Thousand Oaks, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Acting Professional • Impersonator • Independent Business Owners • Sports Trainers • Psychology Specialist

Experience & Education

Work

Company:
Tauruslifeinsurance.com
Independent contractor /financial planner
Company:
Various casting agencies
Background actor and other acting positions
Full Profile

Kimberly Wizer Thousand Oaks, CA

Professions & Specialties

Loan Administrator • Financial Planner • Credit Manager • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Bay area financial corporation - Los Angeles, CA
Loan administrator/asset manager
Company:
Marv kaye, cfp - Los Angeles, CA
Assistant to financial planner
Full Profile

Phillip Olney Thousand Oaks, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • District Manager • Region Manager • Area Manager • Managers

Experience & Education

Work

Company:
Trilogy financial services inc
Financial planner
Company:
Anderson merchandisers - Los Angeles, CA
District manager
Full Profile

Neil Palache Thousand Oaks, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Sports Trainer • Sports Trainers • Founder • Chief Executive Officer • Chairperson • Founding Member • Chief Executive • Corporate Executive • Security • Speaker • Spokesperson • Representative • Training and Coaching Professional • Professional Development Teacher • Trainer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Host • General Education • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and CEO | Money Coaching for Divorced and Widowed Women | Financial Coach at The Wealth...
Title:
Money Coaching for Divorced & Widowed Women | Financial Coach | Financial Professional | Money Consulting for Women
Location:
Thousand Oaks, California
Industry:
Professional Training & Coaching
Work history:
The Wealth Creator Company for Women, Inc. - Greater Los Angeles AreaFounder and CEO | Money Coaching for Divorced and Widowed Women | Financial Coachsince Dec 2009Womens Festivals Santa Barbara Round Table Chair2011 - 2012
Skills:
Financial Advice, Financial Coaching, Lifestyle Coaching, Financial Advisory, Budgets, Financial...
Founder and CEO | Financial Advisor | Financial Planner | Financial Coach at The Wealth..
Full Profile

Susan Force Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Personnel Coordinator • Personnel Specialist • Recruitment • Operations Manager • Psychology Specialist

Experience & Education

Work

Company:
Strategic financial planning, inc - Raleigh, NC
Assistant to financial planner
Company:
Sherman oaks hospital & health center - Sherman Oaks, CA
Certified professional medical services management/cme/irb
Full Profile

Erin Green Allentown, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Reviewer • Controlling Specialist • Controller • Supporting Member • Team Member • Sales Representative • Sales Agent • Nurse • Hospital Care Professional • Industrial Hygienist • Occupational Health Specialist • HSE • Nurse Practitioner • Health Professional • Health Practitioner • Biotechnology Professional • Researcher • Survey Researcher • Biologist • Biological Scientist

Experience & Education

Position:
HEDIS reviewer at Capital Blue Cross
Location:
Allentown, Pennsylvania Area
Industry:
Pharmaceuticals
Work history:
Capital Blue Cross HEDIS reviewersince Jan 2013Endo Pharmaceuticals - Chadds Ford PA and telecommutedDrug Safety AssociateMar 2011 - Jun 2012
Full Profile

Financial Planners near Thousand Oaks, CA097194291388485Los AngelesWoodland HillsSanta ClaritaCalabasasVan NuysSanta MonicaNorthridgeChatsworthPacific PalisadesVentura


Financial Planners around Thousand Oaks, CA

Calabasas  (8)
Camarillo  (2)
Chatsworth  (2)
Los Angeles  (482)
Moorpark  (1)
Northridge  (4)
Oxnard  (1)
Santa Monica  (7)
Simi Valley  (2)
Van Nuys  (7)
Ventura  (2)

Financial Planners in California

Sub-specializations

Financial Planner  (13)