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Pennsylvania Personal Financial Planners Directory

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

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10 results found

John Evans Erie, PA

Professions & Specialties

Certified Financial PlannerPersonal Financial PlannerFinancial ConsultantFinancial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AnalystAdvisorSpeakerCounselorSpokespersonRepresentativeChairpersonFinancial ManagerChief ExecutiveSports TrainerSports TrainersEducatorEducation ProfessionalInstructorHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Certified Financial Planner®, Risk Advisor & Wealth Coach | Investment Advisor, Educator |...
Title:
Certified Financial Planner® | Certified Public Accountant® | Investment Advisor, Speaker & President
Location:
Erie, Pennsylvania Area
Industry:
Financial Services
Work history:
Evans Advisory Services - Erie, Pennsylvania AreaCertified Financial Planner®, Risk Advisor & Wealth Coach | Investment Advisor, Educator | Presidentsince Jan 2002Evans Advisory Services - Erie, Pennsylvania AreaChartered Retirement Planning Counselor® & Retirement Expert | 401k Market & Insurance Specialistsince 2002

Gregory Healy Philadelphia, PA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerAdvisorCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Wealth Advisor at Traust Sollus Wealth Management, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Traust Sollus Wealth Management, LLC Wealth Advisorsince Jun 2010Zdenek Financial Plannning, LLC Personal Financial PlannerJun 2007 - Jun 2010

Mingyuan Li Philadelphia, PA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerLeaderManagersFinancial ManagerBookkeeper

Experience & Education

Work

Company:
Bank of china
Personal financial planner assistant
Company:
Dalian yeren outdoor sports club - Dalian, CN
Leader of outdoor sports club

Melanie Jacyszyn Jamison, PA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerAdvisorFinancial Manager

Experience & Education

Work

Company:
Tiaa-cref
Wealth management advisor
Company:
The vanguard group
Personal financial planner

Rex Alfes Philadelphia, PA

Professions & Specialties

Personal Financial PlannerFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerFinancial Management AnalystOwnerChairpersonChief ExecutiveLeaderFundraiserFundraising OfficerManagersCertified Nurse AideNurseNurse PractitionerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonEntertainment ProfessionalEntertainerOperations ManagerProject ManagersFinancial ManagerMechanicBusiness AdministratorNon-ProfitOrganization ManagementAnalystsFlight Test EngineerAerospace EngineerAssociate in Applied ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistSystems AdministratorComputer Systems AdministratorNetwork AdministratorIT SpecialistSchool AdministratorEducational Manager

Experience & Education

Position:
Owner / President at Rex Alfes Photography, Ltd, Task Force Leader at Philadelphia Ride For Kids(R)
Location:
Greater Philadelphia Area
Industry:
Photography
Work history:
Rex Alfes Photography, Ltd Owner / Presidentsince Jun 2005Philadelphia Ride For Kids(R) Task Force Leadersince Jan 2004
Skills:
Creative: Creative Design, Photography, Portrature, Commercial, Product, Business, Event & Wedding, ...

Don Dennis Allentown, PA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerMaster of Business AdministrationBachelor of ScienceControllerApprenticeProject ManagerCounselorBusiness AdministratorOrganization ManagementAdvisorInformation Technology SpecialistIT SpecialistStudent WorkerProject ManagersFinancial ManagerOperations Manager

Experience & Education

Position:
MBA Career Development Program at Air Products and Chemicals
Title:
MBA Career Development Program at Air Products
Location:
Allentown, Pennsylvania Area
Industry:
Oil & Energy
Work history:
Air Products and Chemicals - Allentown, Pennsylvania AreaMBA Career Development Programsince Jan 2013Thunderbird School of Global Management - Phoenix, Arizona AreaMBA Finance StudentJan 2011 - Dec 2012
Skills:
Financial Analysis, Quantitative Analysis, Variance Analysis, Strategic Planning, Team Leadership,...
Languages:
English, Portuguese

David Roberts Lansing, MI

Professions & Specialties

Financial ConsultantPersonal Financial PlannerCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorMaster of Business AdministrationFinancial AnalystFinancial ManagerCounselorArea ManagerManagersOperations ManagerFinancial OfficerChief ExecutiveCorporate ExecutiveHospital Care ProfessionalWellness and FitnessHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Investment Advisor/Healthcare Financial Advisor at Chesme Capital Management
Title:
Investment Advisor at Chesme Capital Management
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Chesme Capital Management - DeWitt, MIInvestment Advisor/Healthcare Financial Advisorsince Sep 2012Investment Solutions Advisors LLC/Prestige Advisors - Lansing, Michigan AreaPersonal Financial Planner and Investment AdvisorJun 2009 - Sep 2012
Skills:
Portfolio Management, Investment Planning, Long Term Care, Healthcare, Investments, Hospitals,...
Certifications:
Certified Financial Planner, Financial Planning Board of Standards, Inc.
Chartered Retirement Planning Counselor, Certified Financial Planner Board of Standards, Inc.

Jim Mclane Jersey Shore, PA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationBachelors DegreeBachelor of ScienceAdmiralContractorIndependent Business OwnersFinancial Manager

Experience & Education

Position:
Realtor at Jackson Real Estate
Title:
Realtor, Jackson Real Estate
Location:
Jersey Shore, Pennsylvania
Industry:
Real Estate
Work history:
Jackson Real Estate RealtorFish Real Estate RealtorApr 2007 - Jul 2011

Christopher Reilly Hawley, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSenior AdvisorAdvisorSenior Project ManagerSenior ManagerOperations ManagerProject ManagersFinancial Manager

Experience & Education

Work

Company:
The wellpoint companies, inc
Senior consultant - senior project manager
Company:
Bt americas - bsg - San Antonio, TX
Senior consultant - senior project manager, global services

Jason Schwartz Honolulu, HI

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorFiduciaryTrust Law AttorneyLawyersFinancial Manager

Experience & Education

Work

Company:
Us trust
Vice president/trust relationship officer iii
Company:
Bank of hawaii - Honolulu, HI
Vice president/fiduciary advisor iii