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Texas Personal Financial Planners Directory

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20 results found

Tim Kiesow San Antonio, TX

Professions & Specialties

Financial PlannerPersonal Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperConstructionBachelors DegreeFinancial ManagerManagersBachelor of ScienceDepartment Store SalespersonRetail ProfessionalRetail SalespersonEmployee Relations SpecialistLabor Relations Specialist

Experience & Education

Position:
Financial Planner at USAA Wealth Management
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work history:
USAA Wealth Management Financial Plannersince Sep 2009River Valley Bank CERTIFIED FINANCIAL PLANNER (TM)Oct 2007 - Jun 2009
Skills:
Portfolio construction, Advanced Investment Review, Lifetime Income Planning

Julie West San Antonio, TX

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerInsurance agentFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Independent Insurance Agent at Brigham Insurance Agency
Location:
San Antonio, Texas Area
Industry:
Insurance
Work history:
Brigham Insurance Agency Independent Insurance Agentsince Nov 1992American Express Financial Advisors Personal Financial PlannerJul 1991 - Nov 1992

Brian Mcglinchey San Antonio, TX

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCopywriterPublicity WriterAuthorAdvisorSchool PrincipalSchool AdministratorEducational ManagerAdvertising ProfessionalAdvertising Sales AgentSales RepresentativeSales AgentDirectorAssistant Vice PresidentBoard MemberFinancial ManagerOperations ManagerVice PresidentChief ExecutiveManagement Team Executive

Experience & Education

Position:
Financial services copywriter at McGlinchey Communications LLC
Title:
Freelance copywriter for the financial services industry
Location:
San Antonio, Texas Area
Industry:
Marketing and Advertising
Work history:
McGlinchey Communications LLC Financial services copywritersince May 2006USAA Various rolesOct 1994 - May 2006
Skills:
Copywriting, Copy Editing, Public Speaking, Direct Mail, Writing, Editing, Direct Marketing

Mark Johnson Dallas, TX

Professions & Specialties

Financial ConsultantPersonal Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerEntrepreneurPhilanthropeManagersNon-ProfitBoard MemberOwnerManagement Team ExecutiveOperations ManagerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPremierGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Title:
Experienced Entrepreneur, Non Profit Board Member.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Eagle Wealth Management Owner and Financial AdvisorAug 1994 - Feb 2009IDS Financial Services Financial AdvisorFeb 1992 - Aug 1994
Skills:
Project Planning, Investments, Estate Planning, Retirement Planning, Wealth Management, Financial...

Jose Roberto Parker Dallas, TX

Professions & Specialties

Financial Services ProfessionalPersonal Financial PlannerFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerAdvisorCounselorRepresentativeInvestorManagement ConsultantRecognitionManagement AnalystAnalystsPartnerFinancial ManagerChief ExecutiveAgentSales RepresentativeHuman Resources SpecialistRecruitment

Experience & Education

Position:
Advisor / Consultant to Managing Members at TIN MARIN, LLC, Personal Financial Planner and...
Title:
Experienced Business Advisor / Financial Services Professional
Location:
Dallas/Fort Worth Area
Industry:
Management Consulting
Work history:
TIN MARIN, LLC - Allen, TXAdvisor / Consultant to Managing Memberssince Jan 2008Independent Financial Broker - Dallas/Fort Worth AreaPersonal Financial Planner and Investment Representativesince Apr 2003
Skills:
Financial Analysis, Operating Budgets, Financial Forecasting, Client Development, Microsoft Office, ...

Dipo Akanji Dallas, TX

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRetail ProfessionalRetail SalespersonFinancial Manager

Experience & Education

Position:
Insurance Agent at American General Life and Accident
Title:
Insurance/Personal Financial Planner
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
American General Life and Accident - Dallas/Fort Worth AreaInsurance Agentsince Sep 2011Advantage Sales & Marketing Retail Sales MerchandiserSep 2009 - Jan 2011
Skills:
Customer Service, Personal Financial Planning, Risk Management, Sales, Budgets, Business Planning,...

Gordon Connally Dallas, TX

Professions & Specialties

Financial ConsultantPersonal Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerAccount Service ManagerClient Service OfficerBrand PlannerBrand RepresentativeCustomer ServiceMarketing ManagerFinancial Manager

Experience & Education

Position:
Account Executive at ABC Radio
Location:
Dallas/Fort Worth Area
Industry:
Broadcast Media
Work history:
ABC Radio Account Executivesince Jul 2006American Express/Raymond James Financial AdvisorOct 1998 - Jul 2006

Maureen Maholic Dallas, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOffice AssistantLeaderVolunteerContractorOffice ClerkClerical SpecialistManagersNon-ProfitSenior Vice PresidentMarketing DirectorChief Administrative OfficerVice PresidentChief ExecutiveReporterEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonInformation Technology SpecialistIT SpecialistIndependent Business OwnersPublishing ProfessionalOperations ManagerFinancial ManagerClient Service OfficerRegional Sales ConsultantSales RepresentativeComputer Software ProfessionalSystems Support SpecialistSupport SpecialistsSoftware DevelopersCustomer ServiceBachelor of ArtsSecretaryRecruitmentSports Trainers

Experience & Education

Position:
Executive Assistant to SVP/CMO of Marketing & Solutions Management at Sabre Airline Solutions
Title:
Executive Assistant to Senior VP/Chief Marketing Officer of Marketing & Solutions Management at Sabre Airline Solutions
Location:
Dallas/Fort Worth Area
Industry:
Information Technology and Services
Work history:
Sabre Airline Solutions - Southlake, TXExecutive Assistant to SVP/CMO of Marketing & Solutions Managementsince May 2012Sabre-Holdings Executive Assistant to VP of PNR & VP of Customer ProfilesMar 2011 - May 2012
s personal financial planner/investment manager

Christopher Corbett Austin, TX

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerWeb MarketerFounderDirectorPartnerMarketing ManagerFounding MemberChief ExecutiveOperations ManagerSenior Online LeaderMarketing ConsultantInternet Marketing ManagerMarket AnalystMarket Research AnalystSales ManagerSales DirectorChairpersonManagerFinancial ManagerClient Service OfficerSales RepresentativeSales AgentSales PersonSports TrainerSports TrainersCounselorAdvisorSchool PrincipalSchool AdministratorEducational ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAthletesMaster of Business AdministrationDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
Founder at Buzzworthy Basketball Marketing, Director of Player Development at Austin Youth...
Title:
Basketball Training & Web Marketing Strategist
Location:
Austin, Texas Area
Industry:
Internet
Work history:
Buzzworthy Basketball Marketing - Austin, Texas AreaFoundersince Nov 2012Austin Youth Basketball - www.AustinYouthBasketball.comDirector of Player Developmentsince Oct 2009
Skills:
Social Media, Competitive Analysis, Digital Marketing, Strategic Alliances, SEO, Social Media...

Heather Schwarzbach Houston, TX

Professions & Specialties

Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeFinancial DirectorFinancial OfficerFinancial ManagerAnimal DoctorAnimal Care GiverAnimal CaretakerJudgeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRecruitmentChief Operating OfficerCorporate ExecutiveChief ExecutiveGeneral and Operations ManagerApprenticeOperations OfficerBachelor of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperWellness and FitnessSecretaryStudent Worker

Experience & Education

Position:
Marketing Agent at Martha Turner Properties, Director of Finance & Operations at The Montrose...
Title:
Marketing Agent at Martha Turner Properties
Location:
Houston, Texas Area
Industry:
Veterinary
Work history:
Martha Turner Properties - Houston, Texas AreaMarketing Agentsince Jan 2012The Montrose Veterinary Clinic - MontroseDirector of Finance & Operationssince Apr 2011
Skills:
Able To Multi-task, Self Starter, Team Leadership, Microsoft Office, Accounting, Scheduling,...
Personal Financial Planner at Strategic Financial..

Larry Sutherland Dallas, TX

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerVice President of OperationsVice PresidentOperations ManagerChief ExecutiveOwnerFinancial ManagerSupporting MemberButlerSupervisorConstructionTeam MemberPersonal Care AideManagersNational Accounts ManagerNational Sales AssistantSales Representative

Experience & Education

Position:
VP Operations, West Region at Spectrum Wireless Solutions
Title:
VP Operations, West Region & TNS Division at Spectrum Wireless Solutions
Location:
Dallas/Fort Worth Area
Industry:
Telecommunications
Work history:
Spectrum Wireless Solutions - Dallas/Fort Worth AreaVP Operations, West Regionsince Jan 2013Quanta Wireless Solutions - Dallas/Fort Worth Area, Los Angeles, San Francisco, Las Vegas, HawaiiVP West RegionMar 2012 - Jan 2013

Chuck Kobdish Dallas, TX

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveChiropractic DoctorChiropractorWellness and FitnessChairpersonFinancial ManagerManagement Team ExecutiveOperations ManagerFamily PractitionerGeneral PractitionerPhysicianMassage TherapyPsychology SpecialistMaster of ScienceBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at BackMenders - Chiropractic with Care
Location:
Dallas/Fort Worth Area
Industry:
Health, Wellness and Fitness
Work history:
BackMenders - Chiropractic with Care OwnerBank One Personal Banker2002 - 2002
Skills:
Chiropractic Manipulative Therapy of Spine and Extremities, Spinal Decompression Therapy, Injury...
Personal Financial Planner at American Express Fin..

James Stephan Dallas, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerApprenticeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerFinancial AnalystPsychology SpecialistPsychologistFinancial ManagerCategory AnalystSales Management AnalystSales Engineering SpecialistSales Engineer

Experience & Education

Position:
Intern at Caddo Holdings, LLC, Masters of Real Estate Student at Texas A&M University
Title:
Intern at Caddo Holdings, LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Caddo Holdings, LLC - Dallas/Fort Worth AreaInternsince May 2013Texas A&M University - College Station, TexasMasters of Real Estate Studentsince Jul 2012
Personal Financial Planner at AXA Advisors

Charles Kobdish Dallas, TX

Professions & Specialties

Puchasing and Estimating ManagerOwnerChief ExecutiveChiropractic DoctorChiropractorWellness and FitnessFinancial Manager

Experience & Education

Title:
Owner, BackMenders - Chiropractic with Care
Location:
Dallas/Fort Worth Area
Industry:
Health, Wellness and Fitness
Personal Financial Planner at American Express Fin..

Glen Cook Houston, TX

Professions & Specialties

Puchasing and Estimating ManagerAssistant ManagerManagersWellness and FitnessEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonVolunteerBusiness AdministratorNon-ProfitSales RepresentativeBachelor of ScienceFinancial AnalystAccounting BookkeeperBookkeeperFinancial Compliance ExaminerAuditorFinancial ManagerOperations Manager

Experience & Education

Position:
Assistant Manager at Instruction By Master
Location:
Houston, Texas Area
Industry:
Health, Wellness and Fitness
Work history:
Instruction By Master Assistant ManagerPrint Queue Sr. AccountantMar 2008 - Dec 2008
Personal Financial Planner at Common Cents Financi..

Esther Sandy-williams Waxahachie, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerDirectorManagerOperations ManagerFinancial ManagerSales RepresentativeSales AgentAssistant AdministratorAssistant to the PresidentCoordinatorManagersAdministrative AssociateAdministrative ClerkClerical SpecialistSecretaryBachelor of ScienceAssociate in Applied ScienceNotaryLawyers

Experience & Education

Work

Company:
The oaks fellowship - Red Oak, TX
Epic beginnings director (early childhood director)
Company:
Jpmorgan chase
Officer/transaction processing manager

Skills

Microsoft Office, Notary Public

Kolbe Cotter Lubbock, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerPerformerApprenticeInternational AffairsTeaching AssistantEducational Assistant TeacherMaster of ArtsFinancial ManagerStudent Worker

Experience & Education

Work

Company:
Texas tech university
In charge of buying and re-merchandising
Company:
Texas tech university
Top sales performer

Sherrian Gunn Fort Worth, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerTreasurerChairpersonChief Executive OfficerFinancial DirectorFinancial OfficerFinancial ManagerChief ExecutiveCorporate ExecutiveOperations ManagerAccounting AnalystFinancial Analyst

Experience & Education

Work

Company:
Roofing supply group, llc - Dallas, TX
Corporate treasurer
Company:
Clst holdings, inc - Coppell, TX
President, ceo and cfo

Zoey Wang Dallas, TX

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAccounting ClerkAccounting BookkeeperBookkeeperIndependent Business OwnersFinancial ManagerContractor

Experience & Education

Work

Company:
Liu inc. cpa - Plymouth, MN
Staff accountant
Company:
China zheshang bank co., ltd
Investment banking assistant

Skills

QuickBooks, Microsoft Office

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.