Abacus Wealth Partners

Description

Address: 1760 Market St suite 403, Philadelphia, PA 19103 Phone: (267) 519-6959Hours: Website: : : : : : : Category: Place name: Website: http://www.abacuswealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Abacus Wealth Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Abacus Wealth Partners Employees

Employee
Years
Job
Industry
Adam Salas Adam Salas Santa Monica, California Details
Adam Salas's Abacus Wealth Partners Experience March 2011 - Present
Job Senior Impact Adviser at Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners   March 2011 - Present

Skills
Financial Analysis, Investment Management, Asset Allocation, Financial Planners

Education
University of California, Santa Barbara   2008 — 2010
Bachelor of Arts (B.A.), Business Economics

Colborn Bell Colborn Bell Greater New York City Area Details
Colborn Bell's Abacus Wealth Partners Experience August 2012 - May 2014
Job Private Wealth Management
Industry Financial Services
Experience
Abacus Wealth Partners   August 2012 - May 2014
Global Clearinghouse for Development Finance   May 2011 - September 2012
Laidlaw & Company  August 2010 - February 2011

Skills
Development Finance, Wealth Management, Impact Investing, Social Entrepreneurship, Analytics, Finance, Fixed Income

Education
Columbia University in the City of New York   2006 — 2010
Bachelor of Arts (B.A.), Economics, Psychology

Malibu High School   2002 — 2006

Charles Kochel Charles Kochel United States Details
Charles Kochel's Abacus Wealth Partners Experience September 2012 - 2014
Job Invest and Do Good. Helping foundations and families align their financial resources with what matters most.
Industry Financial Services
Experience
Yield Wealth Management   October 2014 - Present
Abacus Wealth Partners   September 2012 - 2014
Merrill Lynch  August 2008 - June 2011
Morgan Stanley  January 2003 - December 2008
Citi  January 1999 - December 2003

Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Finance, Estate Planning, Management, Retirement, Wealth, Investment Management, Insurance, Retirement Planning

Education
Cannon Financial Institute   2005 — 2006
Morgan Stanley Wealth Advisor Graduate Program, Financial Planning and Services

Merrill Lynch Team Training   2009 — 2009
Banking and Financial Support Services

Merrill Lynch Financial Marketing Training   2006 — 2010
Financial Marketing

Smith Barney Wealth Management Training   2000 — 2003
Finance and Financial Management Services

Citigroup Team Training   2002 — 2002
Finance, General

Henderson State University   1996 — 1998
Bachelor of Business Administration (BBA), Management, Marketing

Ouachita Baptist University   1994 — 1997
Marketing, Management, Business, Finance

David DeWolf, CFP, CPA David DeWolf, CFP, CPA Greater Los Angeles Area Details
David DeWolf, CFP, CPA's Abacus Wealth Partners Experience January 2012 - Present
Job Partner and CFO at Abacus Wealth Partners
Industry Investment Management
Experience
Abacus Wealth Partners   January 2012 - Present
Quantum Wealth Management   2005 - 2012
NextLeft  2004 - 2006
Sand Hill Capital   1999 - 2001

Skills
Investments, Strategic Financial..., Estate Planning, Mergers, Investment Management, Wealth Management, Acquisitions, Financial Advisory, Corporate Development, Retirement Planning, Portfolio Management, Risk Management, Asset Allocation, Strategic Planning

Education
University of California, Los Angeles - The Anderson School of Management   2003 — 2005
Master of Business Administration (MBA)

University of California, Los Angeles   1989 — 1993
BA, Business Econcomics

John Eing, MBA, CPA John Eing, MBA, CPA Greater Los Angeles Area Details
John Eing, MBA, CPA's Abacus Wealth Partners Experience September 2015 - Present
Job Lead Advisor at Abacus Wealth Partners
Industry Investment Management
Experience
Abacus Wealth Partners   September 2015 - Present
Abacus Wealth Partners   January 2015 - September 2015
ConnectUNow   February 2013 - December 2014
Wells Fargo Capital Finance  December 2006 - August 2012
Wells Fargo Capital Finance  April 2004 - December 2006
MGM  2002 - 2002
Nigro Karlin Segal & Feldstein, LLP   1999 - 2002
Amplicon Financial  1998 - 1999

Skills
Financial Analysis, Financial Reporting, GAAP, Accounting, Cash Flow, Treasury Management, Cash Management, Financial Modeling, Auditing, Forecasting, Mergers, General Ledger, Valuation, Corporate Finance, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Financial Accounting, Internal Controls, Financial Statements, Process Improvement, Mergers & Acquisitions, Banking, Risk Management, SEC filings, Finance, US GAAP, Consolidation, Internal Audit, Financial Audits, Variance Analysis, IFRS, Account Reconciliation, Business Valuation, Restructuring, Sarbanes-Oxley, CPA, Credit, Acquisition Integration, Revenue Recognition, External Audit, QuickBooks, Loans, Cash Flow Forecasting, Start-ups, Business Development, Entrepreneurship, Private Equity, Due Diligence, Essbase

Education
UCLA Anderson School of Management   2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship and Finance

University of California, Berkeley   1994 — 1998
BA, Economics

Brian Canning, CFP® Brian Canning, CFP® Tucson, Arizona Area Details
Brian Canning, CFP®'s Abacus Wealth Partners Experience December 2011 - Present
Job Personal CFO at Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners   December 2011 - Present
Fidelity Investments  January 2011 - December 2011
TD Ameritrade  September 2008 - December 2010

Education
UCLA   2010 — 2011
Personal Financial Planning Certificate, Financial Planning, Earned with Distinction

University of North Texas   2006 — 2010
MM, Performance

California Lutheran University   2003 — 2006
BA, Music

J.D. Bruce J.D. Bruce Greater Los Angeles Area Details
J.D. Bruce's Abacus Wealth Partners Experience April 2007 - Present
Job Helping people meet their financial goals
Industry Financial Services
Experience
Abacus Wealth Partners   April 2007 - Present
Learning to bridge the gap between money and technology   November 2004 - April 2007
Learning the Accounting Ropes   March 2000 - November 2004
PricewaterhouseCoopers  September 1997 - February 2000

Education
Golden Gate University   2002 — 2004
M.S.

UCLA Anderson School of Management   1994 — 1997
B.A.

Lara Lamb Lara Lamb Greater Los Angeles Area Details
Lara Lamb's Abacus Wealth Partners Experience August 2013 - Present
Job Director of Financial Planning at Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners   August 2013 - Present
Financial Planning Association of Los Angeles   January 2013 - Present
Lamb Financial Planning LLC   May 2009 - August 2013
Financial Planning Association of Los Angeles   January 2011 - December 2012
Financial Planning Association of Los Angeles   January 2009 - December 2010
Gainsborough Financial Services, Inc.   September 2001 - May 2009
Learning Systems Sciences   August 1995 - August 2001

Skills
Retirement Planning, Cash Flow, Estate Planning, Insurance, Managerial Finance, Real Estate, Education Funding, Business Planning, Financial Advisory, Strategic Financial..., Financial Planners, Small Business, Securities, Long-term Care, Portfolio Management, Leadership, Financial Analysis, Finance, Personal Finance, Financial Services

Education
University of California, Los Angeles   2001 — 2003
Certificate, Personal Financial Planning

California State University-Northridge   1998 — 2002

Chondrea Bryant Chondrea Bryant Greater Los Angeles Area Details
Chondrea Bryant's Abacus Wealth Partners Experience December 2013 - Present
Job Events and Marketing Executive at Abacus Wealth Partners
Industry Public Relations and Communications
Experience
Abacus Wealth Partners   December 2013 - Present
Destination Love Life Radio Show   June 2012 - Present
JavedanTV Productions   October 2011 - Present
Donald Trump Miss CA/NY/NH USA   May 2010 - Present
Fashion Paige   January 2008 - April 2009

Skills
Interpersonal, Leadership, Technological, Event Planning, Press Releases, Social Media, Editing, Public Speaking, Event Management, Facebook, Community Outreach, Social Networking, Blogging, Public Relations, Journalism

Education
Santa Monica College   2008 — 2011
Associates Degree, Liberal Studies

Humboldt State University   2006 — 2007

Shaun Clarimonde Yu Shaun Clarimonde Yu Chicago, Illinois Details
Shaun Clarimonde Yu's Abacus Wealth Partners Experience May 2011 - August 2011
Job Valuation & Business Modeling at EY
Industry Financial Services
Experience
EY  October 2015 - Present
EY  October 2014 - September 2015
Meritor  August 2012 - October 2014
Abacus Wealth Partners   May 2011 - August 2011

Skills
Financial Modeling, Financial Analysis, Capital IQ, Valuation, Data Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2012
Bachelor of Business Administration, Finance and Accounting

Michelle Dench, CFP® Michelle Dench, CFP® San Francisco Bay Area Details
Michelle Dench, CFP®'s Abacus Wealth Partners Experience 2010 - Present
Job Expanding what's possible with Money
Industry Financial Services
Experience
Abacus Wealth Partners   2010 - Present
Sustainable Financial Inc   2009 - 2012
Westamerica Bank  March 2007 - May 2009
Soverign Bank  April 2006 - May 2007
Wells Fargo Bank  November 2000 - April 2006

Skills
Management, Leadership, Public Speaking, Finance, Investments, Financial Planning, Financial Services, Strategic Planning, Sales

Education
UC Berkeley Extention   2012 — 2012
Certificate of Financial Planning, Financial Planning and Services -Income Tax course

UC Irvine   2011 — 2012
Certificate in Financial Planning, Financial Planning and Services

Fisher College   2004 — 2008
Bachlors of Science, Business Management/ Marketing

Laura Morganelli Laura Morganelli Bethlehem, Pennsylvania Details
Laura Morganelli's Abacus Wealth Partners Experience September 2015 - Present
Job Associate Advisor at Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners   September 2015 - Present
Valley National Financial Advisors  July 2013 - August 2015
B. Braun Medical  May 2012 - April 2013
North American Specialty Glass  August 2011 - December 2011

Skills
Series 7, Series 66, NaviPlan, Microsoft Excel, PowerPoint, Microsoft Word, Money Guide Pro, Microsoft CRM, Time Management, Outlook, Microsoft Office

Education
DeSales University   2009 — 2013
Bachelor of Science (BS), Accounting

Notre Dame High School   2005 — 2009

Barrett Porter Barrett Porter Santa Monica, California Details
Barrett Porter's Abacus Wealth Partners Experience 2007 - Present
Job Feeonly Financial Planner
Industry Financial Services
Experience
Abacus Wealth Partners   2007 - Present

Skills
Retirement Planning, Wealth Management, Investments, Financial Advisory, Estate Planning, Finance, Asset Allocation, Financial Planning, Managerial Finance, Portfolio Management, Investment Advisory, Asset Management, Series 7, Retirement, Risk Management, Financial Management

Education
San Diego Community College   1995 — 1998
Business / Film

San Diego State University-California State University   1992 — 1992
Business

veronica jenkins veronica jenkins Bensalem, Pennsylvania Details
veronica jenkins's Abacus Wealth Partners Experience June 2001 - June 2005
Job Instructional Assistant at BCIU
Industry Education Management
Experience
BCIU  November 2011 - Present
Abacus Wealth Partners   June 2001 - June 2005

Skills
Special Education, Elementary Education, Tutoring, Lesson Planning, Classroom Management, Differentiated..., Literacy, Classroom

Education
Holy Family University   2007 — 2011
Bachelor of Arts (B.A.), Education/Teaching of Individuals in Elementary Special Education Programs

Wende Headley Wende Headley Greater Los Angeles Area Details
Wende Headley's Abacus Wealth Partners Experience 2012 - Present
Job Abacus Wealth Partners
Industry Financial Services
Experience
Abacus Wealth Partners   2012 - Present
Green Dot, Cooking.com   1999 - 2007
The Boston Consulting Group  1996 - 1999
General Electric (GE)   1991 - 1994

Education
Harvard Business School
Master of Business Administration (MBA)

Lisa Colon Lisa Colon Greater Philadelphia Area Details
Lisa Colon's Abacus Wealth Partners Experience 2007 - 2011
Job Chief Operating and Compliance Officer at Girard Partners, Ltd
Industry Financial Services
Experience
Girard Partners, Ltd  2011 - Present
Abacus Wealth Partners   2007 - 2011
Camelot Investment Advisers, LTD   2002 - 2007
PNC Financial Services Group  2000 - 2002
ING Funds  1999 - 2000
BlackRock  1993 - 1999
FINRA  1987 - 1993

Education
Drexel University   1992 — 1994
Masters of Science, Finance

Penn State University   1982 — 1986
Bachelor of Science, Finance/Accounting