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Personal Financial Planners in US

Ohio Personal Financial Planners Directory

Trustoria includes a professional profile for nearly every Personal Financial Planner in Ohio.

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8 results found

David Zolt Cleveland, OH

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Owner at Westlake Advisors
Title:
Owner, Westlake Advisors, Personal Financial Planner
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Westlake Advisors OwnerBuck Consultants Principal2000 - 2004
Full Profile

David Zolt Cleveland, OH

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Owner at Westlake Advisors
Title:
Owner, Westlake Advisors, Personal Financial Planner
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Westlake Advisors OwnerBuck Consultants Principal2000 - 2004
Full Profile

Ellen Demchak Cleveland, OH

Professions & Specialties

Financial Consultant • Personal Financial Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Licensed Financial Consultant at National City Bank
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
National City Bank Licensed Financial ConsultantAmerican Express Financial Advisors Personal Financial PlannerJun 1985 - Dec 2008
Full Profile

James Barnash Cincinnati, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Volunteer • Managers • Non-Profit • Financial Analyst • Manager • Vice President • Chief Executive Officer • Chairperson • Operations Manager • Chief Executive • Corporate Executive • Financial Manager • School Principal • School Administrator • Educational Manager • Sports Trainers

Experience & Education

Position:
Consultant / Branch Development at Capital Analysts Incorporated
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Capital Analysts Incorporated Consultant / Branch Developmentsince Apr 2010Stride Consulting, Inc. Sr. Consultant, Stride Consulting & Pres. Barnash & Assoc.Mar 2009 - Apr 2010
Skills:
Specialties include one-on-one coaching and mentoring, business consulting for revenue generation...
Personal financial planner
Full Profile

Aaron Mackris Cincinnati, OH

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Portfolio Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Credit Analyst • Financial Analyst • Loan Accountant • Master of Business Administration

Experience & Education

Position:
Commercial Credit Officer II at A division of PNC Bank
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
A division of PNC Bank Commercial Credit Officer IIBerno Financial Management, Inc. Certified Financial PlannerJan 2007 - Apr 2010
Skills:
fee only, financial planner, financial planning, investment advisor, investment professional,...
personal financial planner
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David Strong Concord Township, OH

Professions & Specialties

Banker • Personal Financial Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Security • Representative • Managers • Chairperson • Financial Manager • Chief Executive • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
G4s secure solutions inc
Custom protection officer, progressive corporation, cleveland home office sites
Company:
United security management inc
Security training officer, progressive corp., cleveland sites
Full Profile

Vance Sanders Cleveland, OH

Professions & Specialties

Repossessor • Collections Specialist • Certified Financial Planner • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Advisor • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Work

Company:
Mbna - Cleveland, OH
Senior credit analyst iii
Company:
Consumer marketing/advisor
Full Profile

Juan Olivera Naples, FL

Professions & Specialties

Personal Financial Planner • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Analyst • Analysts • Advisor • IT Analyst • Computer Network Professional • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Driftwood garden center - Naples, FL
Sales and customer service
Company:
Cpr plus - Fort Myers, FL
Senior network analyst - retail technical services

Skills

Bilingual, Spanish and English
Full Profile