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Personal Financial Planners in California

Personal Financial Planners in Santa Ana, CA

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Here is a complete list of nearly every local Personal Financial Planners in Santa Ana, CA.

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17 results found

Anne Tahim Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CPA & Personal Financial Planner, President at Tahim and Associates
Title:
President of Tahim and Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tahim and Associates - Anaheim, CaliforniaCPA & Personal Financial Planner, Presidentsince Sep 1986LANCE, SOLL AND LUNGARD, BREA, CA SENIOR AUDITOROct 1979 - Mar 1986
Languages:
English, Hindi, Punjabi
Full Profile

Edward Lebeau Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
VP Financial Consultant at Charles Schwab
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Charles Schwab VP Financial Consultantsince Jan 1996American Express Financial Advisors Personal Financial PlannerJun 1993 - Jan 1996
Full Profile

Anne Tahim Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CPA & Personal Financial Planner, President at Tahim and Associates
Title:
President of Tahim and Associates
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Tahim and Associates - Anaheim, CaliforniaCPA & Personal Financial Planner, Presidentsince Sep 1986LANCE, SOLL AND LUNGARD, BREA, CA SENIOR AUDITOROct 1979 - Mar 1986
Languages:
English, Hindi, Punjabi
Full Profile

Carrie Leeflang Santa Ana, CA

Professions & Specialties

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

Experience & Education

Position:
Personal Financial Planner at Carrie CJ Leeflang, PFP
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Carrie CJ Leeflang, PFP Personal Financial PlannerAmerican Savings Bank Manager1990 - 1996
Full Profile

Joseph Shenouda Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Auditor • Bookkeeper

Experience & Education

Position:
Senior Partner at Shenouda & Associates, LLP
Title:
Senior Partner, Shenouda & Associates, LLP
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Shenouda & Associates, LLP Senior Partnersince 2000KPMG Auditor/Personal Financial Planner1997 - 2000
Skills:
Individual and Corporate Taxation
Full Profile

Mohammed Eid Santa Ana, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Supporting Member • Counselor • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst

Experience & Education

Position:
Vice President - Financial Advisor Associate at JPMorgan Chase
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Greater Los Angeles AreaVice President - Financial Advisor Associatesince Apr 2013Citi Personal Wealth Management - Greater Los Angeles AreaInvestment ConsultantOct 2010 - Dec 2011
Languages:
English, Arabic
Certifications:
Personal Financial Planner, UC Irvine
Full Profile

Donna Dahl Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Security • Independent Contractor • Contractor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager • Administrative Clerk • Clerical Specialist • Financial Officer • Financial Manager • Community Service Manager • Human Resources Specialist • Recruitment • Government Administration Professional • Web Developer • User Interface Designer • Software Developers

Experience & Education

Location:
Orange County, California Area
Industry:
Financial Services
Work history:
U.S. Department of Commerce Field Services Enumerator for U. S. Census BureauApr 2010 - Aug 2010RCConsulting CEO/Investment Manager1998 - 2006
Full Profile

Jun Choi Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Financial Services Sales Agent • Loan Officers • Certified Financial Planner • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Financial Manager • Advisor • Recruitment • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
VP Branch Manager at Geo-Corp, Inc.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Geo-Corp, Inc. - Orange County, California AreaVP Branch Managersince Jun 2012Hana Financial, Inc. - Greater Los Angeles Area, Orange County AreaSr. Mortgage PlannerAug 2011 - Dec 2012
Skills:
Mortgage, Investments, Insurance, Loans, Banking, Mortgage Lending, Financial Planning, Refinance,...
Languages:
Korean
Full Profile

Niki Li Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Tax Preparer • Accounting Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Apprentice • Business Administrator • Marketing Intern • Marketing Professional • Advertising Sales Agent • Bachelor of Science • Secretary • Student Worker • Financial Manager • Operations Manager

Experience & Education

Position:
Accountant at Rainbow Fish Fiber Optic, Inc
Location:
Orange County, California Area
Industry:
Accounting
Work history:
Rainbow Fish Fiber Optic, Inc - Irvine, CaliforniaAccountantsince Aug 2012On-Time Payroll - Waltham, MAPayroll AssistantJan 2012 - May 2012
Skills:
SAP, Microsoft Excel, Microsoft Office, QuickBooks, ADP Payroll, Microsoft Word, Microsoft Access,...
Full Profile

David Barnett Santa Ana, CA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst • Oral and Maxillofacial Surgeon • Stomatologist

Experience & Education

Position:
Owner at Barnett Financial Planning
Title:
Owner, Barnett Financial Planning
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Barnett Financial Planning Ownersince Oct 2007Dr. David I. Barnett General dentistAug 1981 - May 2008
Skills:
Retirement Planning, Strategic Financial Planning, Investment Advisory, Investments, Estate...
Languages:
Some Spanish
PFP,Personal Financial Planner Certificate,
Full Profile

Jonathan Wang Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Senior Manager • Manager • Operations Manager • Business Development Manager • Program Director • Technology Manager • Technical Managers • Financial Manager • Instructor • Pedagogue • Master of Business Administration • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Senior Manager, Corporate Strategy & Marketing at Mitsubishi Power Systems Americas
Title:
Senior Manager, Corporate Strategy at Mitsubishi Power Systems Americas
Location:
Orange County, California Area
Industry:
Mechanical or Industrial Engineering
Work history:
Mitsubishi Power Systems Americas - Newport Beach, CaliforniaSenior Manager, Corporate Strategy & Marketingsince May 2007Honeywell International New Product Introduction ManagerJan 2005 - May 2007
Languages:
Chinese
Certifications:
Program Management Professional, PMI
Six Sigma Green Belt, University of Michigan, Ann Arbor
Full Profile

Joe Shenouda Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager

Experience & Education

Title:
Senior Partner, Shenouda & Associates, LLP
Location:
Orange County, California Area
Industry:
Accounting
Full Profile

Buddy Richley Santa Ana, CA

Professions & Specialties

Vice President • Regional Vice President • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Regional VP at P2 International
Title:
VP AT P² INTERNATIONAL
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
P2 International - West CoastRegional VPsince Jul 2009Old Mutual Bermuda Regional Manager West Coast2006 - 2009
Personal Financial Planner
Full Profile

Craig Lea Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President of Marketing • Vice President • Chief Executive • Operations Manager • Production Manager • Financial Manager • Sales Representative • Sales Agent • Business Administrator

Experience & Education

Title:
VP Business Development & Strategy at Teva Pharmaceutical Industries Ltd.
Location:
Orange County, California Area
Industry:
Pharmaceuticals
Full Profile

Geoff Kissel Santa Ana, CA

Professions & Specialties

Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Bachelor of Science • Master of Business Administration • Financial Analyst

Experience & Education

Position:
Annuity Products Director at Pacific Life
Title:
Director at Pacific Life
Location:
Orange County, California Area
Industry:
Insurance
Work history:
Pacific Life Annuity Products Director
Certifications:
CFP®, Certified Financial Planner Board of Standards, Inc.
CSSC, National Structured Settlements Trade Association
PFP,Personal Financial Planner
Full Profile

Christine Soresi Santa Ana, CA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Title:
Executive experienced in Financial Affairs, specifically in a Family Office setting
Location:
Orange County, California Area
Industry:
Financial Services
Full Profile

Gregory Cygan Santa Ana, CA

Professions & Specialties

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

Experience & Education

Location:
Orange County, California Area
Industry:
Education Management
Certifications:
Personal Financial Planner
Full Profile

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Personal Financial Planners around Santa Ana, CA

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Personal Financial Planners in California