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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 PlannerCertified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveFinancial ManagerCertified Public AccountantFinance and Accounting SpecialistAuditorAccounting BookkeeperBookkeeper

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

Edward Lebeau Santa Ana, CA

Professions & Specialties

Financial ConsultantPersonal Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

Anne Tahim Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveFinancial ManagerCertified Public AccountantFinance and Accounting SpecialistAuditorAccounting BookkeeperBookkeeper

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

Carrie Leeflang Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerFinancial ManagerOperations 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

Joseph Shenouda Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerPartnerChief ExecutiveFinancial ManagerAuditorBookkeeper

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

Mohammed Eid Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerVice PresidentChief ExecutiveSupporting MemberCounselorTeam MemberAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerFinancial 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

Donna Dahl Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerSecurityIndependent ContractorContractorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersChief Executive OfficerManagerCorporate ExecutiveChief ExecutiveOperations ManagerAdministrative ClerkClerical SpecialistFinancial OfficerFinancial ManagerCommunity Service ManagerHuman Resources SpecialistRecruitmentGovernment Administration ProfessionalWeb DeveloperUser Interface DesignerSoftware 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

Jun Choi Santa Ana, CA

Professions & Specialties

Personal Financial PlannerFinancial Services Sales AgentLoan OfficersCertified Financial PlannerPuchasing and Estimating ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorVice PresidentMarketing ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPlannerFinancial ManagerAdvisorRecruitmentGovernment Service ExecutiveGovernment Administration OfficerCivil 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

Niki Li Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantTax PreparerAccounting ClerkFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTax AccountantApprenticeBusiness AdministratorMarketing InternMarketing ProfessionalAdvertising Sales AgentBachelor of ScienceSecretaryStudent WorkerFinancial ManagerOperations 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,...

David Barnett Santa Ana, CA

Professions & Specialties

Puchasing and Estimating ManagerOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerFinancial AnalystOral and Maxillofacial SurgeonStomatologist

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,

Jonathan Wang Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerSenior ManagerManagerOperations ManagerBusiness Development ManagerProgram DirectorTechnology ManagerTechnical ManagersFinancial ManagerInstructorPedagogueMaster of Business AdministrationAutomotive SpecialistAutomotive 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

Joe Shenouda Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerPartnerChief ExecutiveFinancial Manager

Experience & Education

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

Buddy Richley Santa Ana, CA

Professions & Specialties

Vice PresidentRegional Vice PresidentManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial 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

Craig Lea Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerVice President of MarketingVice PresidentChief ExecutiveOperations ManagerProduction ManagerFinancial ManagerSales RepresentativeSales AgentBusiness Administrator

Experience & Education

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

Geoff Kissel Santa Ana, CA

Professions & Specialties

Puchasing and Estimating ManagerDirectorOperations ManagerFinancial ManagerBachelor of ScienceMaster of Business AdministrationFinancial 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

Christine Soresi Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGeneral and Operations ManagerDirector of OperationsOperations ManagerCorporate ExecutiveChief ExecutiveFinancial ManagerTrust Law AttorneyLawyer

Experience & Education

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

Gregory Cygan Santa Ana, CA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinancial Manager

Experience & Education

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


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Personal Financial Planners around Santa Ana, CA

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Personal Financial Planners in California