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Personal Financial Planners in California

Personal Financial Planners in San Francisco, CA

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21 results found

Ron Mrena San Francisco, CA

Professions & Specialties

Financial Planner • Financial Services Professional • Personal Financial Planner • Financial Management Analyst • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Planner, Financial Services Representative at Wealth Strategies Group, an office of MetLife
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wealth Strategies Group, an office of MetLife Financial Planner, Financial Services Representativesince Mar 2008Financial Life Strategies (Sole Proprietorship) Owner - Personal Financial PlannerJun 2003 - Mar 2008
Full Profile

Wes Read San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Personal Financial Planner and Investment Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Full Profile

Wesley Read San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Personal Financial Planner and Investment Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Full Profile

Amy Mcdevitt San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Bachelor of Science

Experience & Education

Position:
Director, Family Office Group at Seiler LLP
Title:
Multi-Family Office Group at Seiler LLP
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Seiler LLP - Silicon Valley and San FranciscoDirector, Family Office Groupsince Mar 2008Wealth Architects Personal Financial Planner & Director of OpsMay 2008 - Nov 2008
Skills:
Wealth Management Services, Family Office, Tax, Accounting, Strategic Financial Planning, Financial ...
Full Profile

Kay Tsuyama San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Personal Trainer • Fitness Trainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Interpreter • Financial Manager • Language Specialist

Experience & Education

Position:
Personal Financial Planner at Self, Japanese Translations at Japan-US Inter-Cultural Communications
Title:
Personal Financial Planner & Translations/Inter-Cultural Communications
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Self Personal Financial Plannersince 2009Japan-US Inter-Cultural Communications Japanese Translationssince 2001
Full Profile

Kathleen Hentges San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Personal Financial Planner, Applied Advisor
Location:
San Francisco Bay Area
Industry:
Financial Services
Full Profile

Autumn Kruse San Francisco, CA

Professions & Specialties

Financial Services Professional • Personal Financial Planner • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Personal Financial Planner at Autumn Kruse, CFP, Paraplanner at Lincoln Pain, CFP, AIF
Title:
Independent Financial Services Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Autumn Kruse, CFP - EastbayniaPersonal Financial Plannersince Nov 2007Lincoln Pain, CFP, AIF Paraplannersince May 2000
Skills:
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Strategic...
Full Profile

Marty Schnell San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Personal Financial Planner
Location:
San Francisco Bay Area
Industry:
Financial Services
Full Profile

Alison Van Dyke San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Team Member

Experience & Education

Title:
Personal Financial Planner
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
VitaVie Financial Planning Personal Financial PlannerJan 2010 - Mar 2012Banc of America Securities Vice President, Corporate Finance1998 - 2000
Full Profile

Alison Dyke San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Personal Financial Planner at VitaVie Financial Planning
Location:
San Francisco Bay Area
Industry:
Financial Services
Full Profile

Fei Jing San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Bank of china
Personal financial planner
Company:
Industrial and commercial bank of china
Assistant of mutual funds manager
Full Profile

Mark Johnson San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Senior Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Counsel • Legal Counsel • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Manager • Financial Officer • Technology Director • Technology Manager • Technical Managers • Financial Compliance Examiner • Auditor • Customer Service

Experience & Education

Position:
Vice President - Market and Reference Data at BlackRock
Title:
Experienced Market Data and Financial Content Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
BlackRock Vice President - Market and Reference Datasince May 2011ESignal, a division of Interactive Data Corporation Senior Manager - Product Management and Global Data AcquisitionsOct 2002 - Dec 2010
Personal Financial Planner at IDS Financial Servic..
Full Profile

Lovina Worick San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President of Marketing • Chairperson • Vice President • Chief Executive • Vice President of Sales • Customer Relations • Chief Executive Officer • Marketing Manager • Corporate Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Human Resources Specialist • Recruitment • Sales Representative • Sales Agent • Web Marketer • Technical Support Specialist • Information Technology Specialist • Systems Support Specialist • Support Specialists • IT Specialist • Educator • Education Professional • Instructor • Master of Business Administration • Sports Trainer • Sports Trainers • Psychologist • Psychology Specialist

Experience & Education

Position:
VP Business Development at LenderMobile
Location:
San Francisco Bay Area
Industry:
Internet
Work history:
LenderMobile VP Business Developmentsince May 2012Myers Internet an MGIC, Inc. Company President2006 - 2007
Skills:
Loan Origination, Sales, Mortgage Banking, Strategic Planning, Residential Mortgages, New Business...
Full Profile

Joanna Nowak San Francisco, CA

Professions & Specialties

Puchasing and Estimating Manager • Advisor • School Principal • School Administrator • Educational Manager • Vice President of Finance • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Team Member • Operations Manager • Financial Manager • Financial Analyst

Experience & Education

Position:
Wealth Advisor/Principal at MoneyWise Financial Advisors, Member at The BAM ALLIANCE, V.P. of...
Title:
Wealth Advisor | Dream, Plan, Prosper
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
MoneyWise Financial Advisors - 19925 Stevens Creek Blvd, Suite 100 Cupertino, CA 95014Wealth Advisor/Principalsince Jan 2011The BAM ALLIANCE - Greater St. Louis AreaMembersince 2012
Skills:
Financial Planning, Women and Money, Wealth Preservation Strategies, Investment Advisory,...
Certifications:
Series 65, Uniform Investment Adviser Law Examination, NASAA - North American Securities Administration Association
Candidate for CFP® Board's Certification, Certified Financial Planner Board of Standards, Inc.
Personal Financial Planner at JTN & Associates
Full Profile

Sue Caro San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Volunteer • Non-Profit • Operations Manager • Financial Manager • Buyer and Seller • Sales Representative • Financial Analyst

Experience & Education

Position:
Chairman at Alameda County Republican Party, Realtor at East Bay Sotheby's International Realty
Title:
Chairman at Alameda County Republican Party
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Alameda County Republican Party - San LeandroChairmansince Jan 2012East Bay Sotheby's International Realty Realtorsince Jul 2003
Skills:
Real Estate, e-PRO, REO, Senior Real Estate, Buyer Representation, Investment Properties, Single...
My original intent was to be a Personal Financial Planner and I studied and recei..
Full Profile

Les Kimbley San Francisco, CA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Counselor • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Spokesperson • Representative • Financial Manager • Sales Representative • Market Analyst • Market Research Analyst

Experience & Education

Position:
Tax Advisor at H&R Block
Title:
Financial Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
H&R Block Tax Advisorsince Jan 2013Wells Fargo Bank Business Relatinship ManagerMar 2010 - Sep 2011
Personal Financial Planner
Full Profile

David Mcclure San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Director • Chief Operating Officer • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Counselor • Management Consultant • Advisor • Management Analyst • Analysts • Corporate Executive • Chief Executive • Founding Member • Network Administrator

Experience & Education

Position:
CFO/COO Consultant at Greenough Consulting Group, Interim CFO at Pinnacle Engines, Inc., Member at...
Title:
Interim CFO
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
Greenough Consulting Group CFO/COO Consultantsince Oct 2007Pinnacle Engines, Inc. Interim CFOsince Aug 2007
Skills:
Start-ups, Business Development, Mergers, Strategy, SaaS, Mergers & Acquisitions, Fundraising,...
Personal Financial Planner at KLN Financial Group
Full Profile

Sharon Kampner San Francisco, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager • Psychology Specialist

Experience & Education

Position:
Senior Financial Planner at The Mason Companies, Instructor - Survey of Financial Planning at UC...
Title:
Senior Financial Planner at The Mason Companies
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
The Mason Companies - San Francisco Bay AreaSenior Financial Plannersince Jul 2011UC Berkeley Instructor - Survey of Financial Planningsince Mar 2010
Personal Financial Planner at Arthur Andersen
Full Profile

Davey Mcclure San Francisco, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Director • Financial Officer • Financial Manager • Director • Founder • Chairperson • Corporate Executive • Chief Executive • Operations Manager • Founding Member • Counselor • Advisor • Computer Network Professional • Network Administrator

Experience & Education

Title:
Interim CFO
Location:
San Francisco Bay Area
Industry:
Management Consulting
Personal Financial Planner at KLN Financial Group
Full Profile

Tom Thurston San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Customer Service • Compensations and Benefits • Financial Manager • Music Artist • Musicians

Experience & Education

Position:
Relationship Manager at Wells Fargo
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Relationship ManagerCCE PAC Chairperson2008 - 2011
Skills:
Employee Benefits, Deferred Compensation, Benefits Administration, 401k, Youth Mentoring, Non-profits
Personal financial planner
Full Profile

Nirmal Chand San Francisco, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Professional
Location:
San Francisco Bay Area
Full Profile