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Personal Financial Planners in Chicago, IL

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12 results found

Joann Mazzei Chicago, IL

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Fee Based Personal Financial Planner, CPA, CFP
Location:
Greater Chicago Area
Industry:
Financial Services
Skills:
Strategic Financial Planning, Wealth Management, Microsoft Excel, Microsoft Word, QuickBooks,...
Languages:
English, Spanish

W Grigg Chicago, IL

Professions & Specialties

Financial PlannerPersonal Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting ClerkAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Investment Advisor / Financial Planner at Ameriprise Financial Advisors
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Investment Advisor / Financial Plannersince Jun 1999HPL&S Pension & 401k AccountantJun 1998 - May 1999
Skills:
I have attained the following regulatory license:, NASD Series 7, NASD Series 52, NASD Series 63,...

Barbara Murry Chicago, IL

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveFinancial ManagerSchool PrincipalSchool AdministratorEducational ManagerGeo ScientistGeoscientistAccounting BookkeeperBookkeeper

Experience & Education

Position:
P.L.S., Principal at Murry & Moody, Ltd.
Title:
President at Murry & Moody, Ltd.
Location:
Greater Chicago Area
Industry:
Civil Engineering
Work history:
Murry & Moody, Ltd. P.L.S., Principalsince Jan 1992Ameriprise Financial Personal Financial PlannerAug 1987 - Dec 1988
Skills:
Boundary Disputes, Expert Witness, Topographic Surveys, boundary surveys, Guest Lecturing,...
Languages:
Spanish

Jerry Toigo Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersAgentSales AgentRegional Sales ConsultantSales RepresentativeBachelor of ScienceFinancial Manager

Experience & Education

Position:
Financial Representative at COUNTRY ® Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
COUNTRY ® Financial - Deerfield, ILFinancial Representativesince Jul 2012VALIC Financial Advisor and Investment Advisor RepresentativeSep 2010 - Jul 2012
Skills:
Financial Planning, Retirement Planning, Retirement Income Strategies, Insurance Planning, Life...
Personal Financial Planner at IDS Financial Servic..

Mike Kwon Chicago, IL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerManagerPartnerOperations ManagerChief ExecutiveButlerAdvisorPersonal Care AideBoard DirectorFinancial ManagerBoard MemberManagement Team ExecutivePhilanthropeBusiness AdministratorArea ManagerManagersNon-ProfitCaptainHead CoachSports Game CoachBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Principal and Wealth Manager at Steward Advisors
Title:
Unbiased Advice /Wealth Management/Retirement Planning/Tax & Estate Planning
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Steward Advisors - Glen Ellyn, ILPrincipal and Wealth Managersince Feb 2013Trust Company of Illinois - Downers Grove, IllinoisPartner, Wealth Management Advisor2008 - 2012
Skills:
Wealth Management, Investments, Retirement Planning, Asset Allocation, Retirement, Retirement Planning
Personal Financial Planner at American Express Fin..

Charles Johnson Chicago, IL

Professions & Specialties

Financial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerSEO SpecialistMarketing ProfessionalWeb MarketerAdvertising Sales AgentIndependent ContractorSupporting MemberCounselorContractorTeam MemberAdvisorMarketing ManagerIndependent Business OwnersPackerLaborerTeam LeaderFinancial ManagerOperations ManagerAccounting BookkeeperBookkeeperEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonBachelor of ScienceEngineering SpecialistInsurance ProfessionalUnderwriter

Experience & Education

Position:
Internet Marketing Professional at Self-Employed
Title:
Internet Marketing SEO Professional
Location:
Greater Chicago Area
Industry:
Internet
Work history:
Self-Employed Internet Marketing Professionalsince Jan 2009Self Employed Independent AssociateAug 2008 - Dec 2009
Personal Financial Planner at IDS Financial Servic..

Mark Stach Chicago, IL

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerChief Executive OfficerChief Operating OfficerFinancial DirectorCorporate ExecutiveChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial OfficerFinancial ManagerPublisherPublishing ProfessionalProduce ManagerMarketing ManagerProduction ManagerAdvisorManagement AnalystAnalystsResearch AnalystResearch AssistantResearcherSurvey ResearcherInternet Marketing ManagerWeb Marketer

Experience & Education

Title:
Publisher and General Manager - Crain's Business Insurance
Location:
Chicago, Illinois
Industry:
Publishing
Work history:
Hewitt Associates Global Chief Operating Officer - ConsultingFeb 2009 - Jul 2010Hewitt Global Chief Financial Officer, ConsultingFeb 2007 - Feb 2009
Skills:
Executive Leadership, Business Model Innovation, Business Transformation, Finance Transformation,...

Oanh Vo-Liu Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerAgentSales RepresentativeOwnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerAdvisor

Experience & Education

Title:
Broker Owner at Chicago Realty Team LLC
Location:
Greater Chicago Area
Industry:
Real Estate
Personal Financial Planner at Arthur Andersen then..

Ryan Randolph Chicago, IL

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentAssistant Vice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerNon-Profit

Experience & Education

Position:
Vice President - Commercial Banking at Bank of America, Commercial Banking - Assistant Vice...
Title:
Commercial Banking - Bank of America - Vice President
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Bank of America Vice President - Commercial Bankingsince May 2006LaSalle Bank N.A. / Bank of America - Chicago, ILCommercial Banking - Assistant Vice Presidentsince May 2006
Personal Financial Planner at The Financial Group

Theodore Rak Chicago, IL

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceBachelor of ScienceBusiness AdministratorChief ExecutiveFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Costco wholesale
Membership assistant
Company:
Ogilvy action
Relationship manager

Michael Vieceli Chicago, IL

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial OfficerFinancial ManagerAuditorCertified AuditorFinancial Compliance Examiner

Experience & Education

Title:
Wealth Manager at Harbour Financial Resources
Location:
Greater Chicago Area
Industry:
Financial Services
Personal Financial Planner at IDS Financial Servic..

Jim Letourneau Lansing, MI

Professions & Specialties

Loan OfficersCertified Financial PlannerPuchasing and Estimating ManagerSupporting MemberTeam MemberTax PreparerFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperDepartment ManagerDepartment SupervisorManagerOperations ManagerProcess EngineerIndustrial EngineerAnalystsAdministrative ClerkClerical SpecialistFinancial Manager

Experience & Education

Position:
Senior Tax Associate at Rehmann
Title:
Senior Tax Associate at Rehmann Robson
Location:
Lansing, Michigan Area
Industry:
Accounting
Work history:
Rehmann - 4086 Legacy Pkwy, Lansing, MISenior Tax Associatesince Jan 2013America's Tax and Accounting, Inc. - 6900 Miller, Warren, MI 48092Tax Department ManagerAug 2011 - Apr 2013
Personal Financial Planner at IDS / AMERICAN EXPRE..