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Virginia Personal Financial Planners Directory

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

Find more Personal Financial Planners and other Financial brokers near in Virginia by specifying the city where you need their services.

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5 results found

Betty Lewis Newport News, VA

Professions & Specialties

Personal Financial PlannerCertified Financial PlannerPuchasing and Estimating ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorAdvisorOperations ManagerFinancial ManagerSupporting MemberClerical SpecialistTeam MemberBachelor of ScienceTax PreparerTax Accountant

Experience & Education

Work

Company:
Ecpi university
Financial aid advisor
Company:
American classic agency
Personal financial planner

Kay Elledge Richmond, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinancial Management AnalystCertified Financial PlannerPuchasing and Estimating ManagerCounselorConstructionAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerTeam MemberChief ExecutiveFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Mortgage Consultant at Wells Fargo Home Mortgage
Title:
MORTGAGE CONSULTANT
Location:
Richmond, Virginia Area
Industry:
Real Estate
Work history:
Wells Fargo Home Mortgage - 1021 E Cary St | Two James Center | Richmond VAMortgage Consultantsince Feb 2009Colonial Farm Credit, ACA Loan OriginatorOct 2007 - Jan 2009
Skills:
Mortgage Lending, FHA, Refinance, VA loans, Mortgage Banking, Loan Origination, FHA financing,...
Personal Financial Planner

Mark Mikuta Richmond, VA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial OfficerFinancial Manager

Experience & Education

Title:
Principal at Estate Settlement Solutions
Location:
Richmond, Virginia Area
Industry:
Financial Services
Inc Personal Financial Planner at American Express Fin..

Elizabeth Finferanjen Arlington, VA

Professions & Specialties

Mortgage Loan OfficerMortgage SpecialistLoan OfficersCertified Financial PlannerPuchasing and Estimating ManagerDirectorOperations ManagerFinancial ManagerSupporting MemberTeam Member

Experience & Education

Work

Company:
Dudinsky, lisker & associates llc
Director, business development
Company:
Grace mortgage - Annandale, VA
Mortgage loan officer

Brian Schaefgen Newport Beach, CA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial DirectorChief Operating OfficerFinancial OfficerFinancial ManagerGeneral and Operations ManagerDirector of OperationsOperations ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCorporate ExecutiveChief ExecutiveSports TrainerSports TrainersBachelor of Business AdministrationAccounting BookkeeperBookkeeper

Experience & Education

Position:
CFO at Mobilitie
Title:
Chief Financial Officer at Mobilitie
Location:
Newport Beach, California
Industry:
Real Estate
Work history:
Mobilitie - Newport Beach, CACFOVintage Capital Group - Los Angeles, CA (Brentwood)CFO and COO2012 - 2013
Certifications:
Certified Public Accountant, California Board of Accountancy
Real Estate Broker, California Department of Real Estate
Personal Financial Planner