Financial Planning
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning. People also search for: Financial adviser, Adviser,
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26 Financial Planning employees in database. Find out everything there's to know about Financial Planning employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Planning Employees
KeyBank 2015 - Present
Financial Planning 2014 - 2015
Toshiba 2012 - 2013
Skills
Finance, Account Management, Salesforce.com, Sales, Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Forecasting, Cash Flow
Education
Graceland University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Financial Planning March 2012 - Present
SCPMCS October 2006 - March 2011
Skills
Databases, Microsoft Excel, Microsoft Office, Research, Outlook, Social Media
Education
San Diego Miramar College
Associate's degree, Computer Business Technology
Financial Planning June 2007 - Present
Skills
Estate Planning, Small Business, Strategic Financial..., Strategic Planning, Sales Management, New Business Development, Marketing Strategy, Budgets, Motivational Speaking, Leadership Development, Investments
Education
Louisiana State University 2006 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lamar University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lincoln Financial Advisors April 2014 - Present
Financial Planning October 2010 - March 2014
NORAD and USNORTHCOM April 2009 - September 2010
US Army 1988 - 2010
Skills
Financial Coaching, Strategic Financial..., Financial Analysis, Financial Risk..., College Savings Plans, College Education..., Financial Services, Business Coaching, Small Business..., DoD, Army, Operational Planning, Military Operations, Command, National Security, Military Experience, Homeland Security, Government
Education
Webster University 2008 — 2010
MBA, Business Management
Park University 1999 — 2002
BS, Management
The Joy FM October 2012 - Present
Peachtree City Kiwanis Club 2014 - 2015
Peachtree City Kiwanis 2014 - 2014
Peachtree City Kiwanis 2014 - 2014
Bethany Christian Services September 2011 - October 2012
WVFJ-FM J93.3 Radio October 2004 - September 2011
Shenandoah Life Insurance Company January 1976 - January 1987
Financial Planning January 1978 - January 1986
Social Work January 1968 - January 1986
Skills
Marketing Strategy, Social Media Marketing, Organizational..., Non-profits, Fundraising, Community Relations, Strategic Planning, Public Relations, Event Management, Event Planning, Promotions, Customer Service, Advertising, Budgeting, Customer Relations, Public Speaking, Marketing Communications, Nonprofits, Budgets, Marketing, Negotiation, Program Management, Sales, Strategy, Coaching, Time Management, Teaching, Editing, Social Media, Analysis, Small Business, Management, Facebook, Team Building, Social Networking, Community Outreach, Microsoft Word, Microsoft Office, Radio, Training, Community Development, Volunteer Management, Copywriting, New Business Development, Leadership, Brand Development, Research, Blogging, Staff Development, Proposal Writing
Education
Vanderbilt Graduate School 1972 — 1976
Master of Divinity; Chaplain, Church History
Samford University 1968 — 1972
Bachelor of Arts, Pre-Seminary
Life Underwriter's School, University of Southwest Louisiana
Life Underwriter's Certification
Securus America January 2015 - Present
AIG October 2013 - May 2015
AIG Life and Retirement October 2012 - October 2013
Financial Planning 2011 - 2013
AIG Lfe and Retirement January 2011 - October 2012
Skills
Universal Life, Whole Life, Term Life Insurance, Disability Insurance, Key Person Insurance, Fixed Annuities, Life Insurance, Insurance, Critical Illness, Long-term Care, Health Insurance, Buy-sell Agreements, Retirement Savings, Long Term Care Insurance, IRAs, Retirement, Retirement Planning, Brokers, 401k, General Insurance
Education
The American College 2012 — 2015
LUTCF
Self Study 2013 — 2013
Series 6, Financial Planning and Services
Valley Forge Christian College 2000 — 2002
Did not Graduate
AM School
Financial Planning October 2010 - Present
Skills
Retirement Planning, Long Term Care, Retirement, 401k, Annuities, Mutual Funds, Investments, Securities, Small Business, Insurance, Public Speaking, Coaching, Building Relationships, Entrepreneur, Credit, Team Building, Hiring, Leadership Development, Fixed Annuities, Life Insurance, IRAs, Strategic Financial..., Series 63, Disability Insurance, Term Life Insurance, Series 7, Employee Benefits, Management, Estate Planning, Long-term Care, Debt Elimination, Financial Planning
Education
The University of Georgia 2003 — 2007
BS, Consumer Economics
Keller Williams Realty Red Stick Partners June 2001 - Present
Financial Planning January 2000 - December 2008
Burk Baker School of Real Estate & Appraising September 2004 - June 2005
Skills
Sellers, Short Sales, Listings, First Time Home Buyers, Investment Properties, Single Family Homes, Buyer Representation, Real Estate, Relocation, Foreclosures, Referrals, Investors, New Home Sales, Buyers, REO, Real Estate Transactions, HUD, Move Up Buyers, Condos
Education
Louisiana State University 1973 — 1974
BS, Education, English
Northwestern State University 1969 — 1973
Education, Reading, Dance
ScholarFP.blogspot.com January 2012 - Present
TriumphInCollege.blogspot.com February 2015 - Present
Western Kentucky University May 2015 - Present
Financial Planning March 2015 - Present
ScholarFi Inc. September 2011 - Present
RIAbiz.com December 2009 - Present
Ron A. Rhoades, Attorney and Counselor at Law 1988 - Present
Alfred State College June 2011 - May 2015
Joseph Capital Management, LLC 2001 - August 2011
Prudential Financial 2000 - 2000
Skills
Investments, Wealth Management, Financial Planning, Investment Advisory, Public Speaking, Estate Planning
Education
University of Florida - Fredric G. Levin College of Law 1983 — 1985
J.D. with honors, Law
Florida Southern College 1981 — 1983
B.S., Business Administration
Alfred State College - SUNY College of Technology
Houston Capital Partners July 2012 - Present
Financial Planning June 2011 - Present
Pension Professionals June 1995 - Present
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Wealth Management, Securities, Retirement, Employee Benefits, 401k, Estate Planning, Financial Advisory, Financial Planners, Investment Advisory, Investments, Long-term Care, Mutual Funds, Series 63, Series 7, Financial Planning
Education
Kennedy Western University 2002 — 2006
PhD, Business Administration
Eastern Michigan University 1974 — 1975
MBA, Business Administration
Mosaic Financial Partners, Inc. August 1987 - Present
Harvard Business School Association of Northern California 2002 - Present
National Advisors Trust 2004 - Present
financial planning 1987 - Present
IPS AdvisorPro 2002 - October 2013
Saybrook University 2004 - September 2013
Golden Gate University 2001 - 2010
Financial Planning Association 2000 - 2003
Skills
Retirement Planning, Thought Leadership, Strategic Financial..., Wealth Management, Investments, Financial Advisory, IRAs, Estate Planning, Creative Problem Solving, Personal Finance, Investment Strategies, Businessowners
Education
Harvard Business School 1975 — 1977
MBA, Finance
Stanford University 1965 — 1969
BA, Political Science
Financial Planning 2012 - 2014
Education
Eastern Michigan University
Accounting and Finance
Purdue Federal Credit Union April 2015 - Present
Purdue University 2014 - Present
Financial Planning 2013 - Present
Mary Kay Inc. October 2012 - Present
Purdue University 2014 - Present
Skills
QuickBooks, Entrepreneurship, Management, Outlook, Office Management, Microsoft Office, Finance, Teamwork, Customer Service, Public Speaking, Sales, Social Media, PowerPoint, Time Management, Event Planning, Microsoft Excel
Education
Purdue University 2012 — 2016
Purdue University 2012 — 2016
Greater Midwest Insurance. May 2015 - Present
Symmetry Financial Group April 2013 - February 2014
Charter Business 2014 - 2014
Wells Fargo Insurance June 2009 - March 2013
Rochester Minnesota January 2008 - January 2009
Rochester Minnesota March 2003 - January 2008
Beneficial 2003 - 2003
Pacific Life August 1999 - September 2001
Financial Planning 1987 - 1999
Skills
Underwriting, Banking, Insurance, Credit, Mortgage Lending, Loans, Sales, Series 63, Relationship Management, Portfolio Management, Customer Service, Sales Management, Risk Management, Investments, Wealth Management, Cross Selling, Financial Analysis, Credit Analysis, Retirement Planning, Fixed Annuities, Term Life Insurance, Finance, Strategic Financial..., Long-term Care, Leadership, Training, Mutual Funds, Financial Services, Sales Process, Financial Planning, Disability Insurance, Life Insurance, Retirement, Team Building, Marketing, Whole Life, Health Insurance, Management, Universal Life, Employee Benefits, 401k, Small Business
Education
Rochester Community and Technical College 1981 — 1982
MASS MEDIA TECHNOLOGY, Mass Media Technology.
Elgin-Millville High School 1976 — 1980
Diploma, Diploma
Harry Chapin Food Bank June 2015 - Present
The Salvation Army February 2012 - June 2015
Sky Angel US, LLC April 2008 - February 2012
E. Sue Huff & Associates December 2002 - April 2008
Praise FM 89.5 (WSRX) August 2001 - April 2008
Esprit de Vie Marketing/Management Consultants 2001 - 2008
Financial Planning 1993 - 2000
WCI Communities 1989 - 1993
Skills
Social Media Marketing, Marketing Strategy, Social Media Relations, Marketing, Fundraising, Donor Relations, Donor Management, Grant Writing, Digital Marketing, Social Media, Press Releases, Public Relations, Project Management, Social Networking, Customer Service, Sales, Newsletters, Public Speaking, Radio, Nonprofits, Facebook, Editing, Event Planning, Email Marketing, Online Marketing, Community Outreach, Advertising, Community Development, Television, Blogging, Event Management, Marketing Communications, Media Relations, Online Advertising, Copywriting, Publicity, Corporate Communications, Broadcast, Strategic Communications, Trade Shows, Strategic Planning
Education
Nova Southeastern University 1993 — 1995
M.B.A., Business Administration and Management, General
Nova Southeastern University 1984 — 1987
B.S. Business, Human Resource Management, Substance Abuse Studies
Financial Planning October 2013 - Present
SunTrust Bank March 2013 - October 2013
Life Planning Partners January 2012 - March 2013
Fraser Financial June 2011 - December 2011
University of Georgia August 2010 - December 2011
Grif's Western 2005 - 2006
Skills
Estate Planning, Retirement Planning, Risk Management, Wealth Management, Strategic Financial..., Community Outreach, Personal Finance, Financial Advisory, Financial Planners, Investments, Investment Advisory, Financial Planning, Insurance, Portfolio Management, Management, Finance
Education
The University of Georgia 2010 — 2011
BSFCS, Family Financial Planning
Gainesville State College 2008 — 2009
Associate of Arts (AA), Business Administration and Management, General
ReMax Unlimited Northwest January 1987 - Present
Financial Planning January 1983 - December 1985
Education
Loyola University Chicago 1967 — 1971
B.A., English, Education
Restaurant 911 September 2012 - Present
I Gotta Guy Services October 2010 - Present
Advantage Management June 2010 - Present
Leo's Coney Island Chicago January 2009 - Present
Residential Real Estate Development 2006 - March 2009
Financial Planning 2004 - 2006
eWireless, Inc. 2000 - 2004
Giant Events 1998 - 2004
JUF 1996 - 1999
Skills
Negotiation, Property Management, Construction, Renovation, Maintenance & Repair, Private Equity, Relationship Marketing, Home Repairs, Real Estate, Condos, Commercial Real Estate, Single Family Homes, Project Planning, Networking, Sales, Strategic Planning, Small Business, New Business Development, Residential Homes, Contract Negotiation, Leadership, Customer Service, Due Diligence, Business Development, Apartments, Management, Brokerage, Entrepreneurship, Facilities Management, Finance, Investment Properties, Investments, Leases, Location Intelligence, Project Management, Real Estate Development, Start-ups, Selling, Real Estate Economics, Disposition, Entitlements, Corporate Real Estate, Tenant, Real Estate Transactions, Shopping Centers, Construction Management
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BS
highland park high school 1988 — 1992
Financial Planning 2006 - Present
Education
Syracuse University 1998 — 2002
Merrill Lynch Banking Center Manager/Portfolio Manager/SalesCompass BankOctober 2000 - February 2012
BBVA Compass Bank April 2005 - January 2009
Compass Brokerage October 2000 - July 2002
Financial Planning August 1998 - December 1999
Education
The University of Akron
Institutional Investor October 2006 - Present
Financial Planning 2000 - 2002
Financial Planning 1995 - 2000
Bucks County Courier Times 1990 - 1995
Skills
Editorial, Publishing, Magazines, Publications, Business Journalism, Copy Editing, Journalism, Online Publishing, Web Content, Feature Articles, Newspapers, News Writing, Content Strategy, Content Development, Online Journalism, Content Management, Breaking News, Editing, Newsletters, Copywriting, Proofreading
Education
Missouri State University
Master's degree, English
Financial Planning September 2010 - Present
Arlington Heights PTA Council May 2014 - Present
Dryden Elementary PTA 2008 - 2014
Dryden Elementary PTA May 2011 - May 2013
Dryden Elementary PTA May 2011 - May 2013
Johnstone Supply March 2010 - May 2011
HSBC 2003 - 2009
HSBC 2002 - 2003
Household International 2000 - 2002
Household International March 1991 - November 2000
Skills
Management, Analysis, Marketing, Budgets, Program Management, Customer Service, Microsoft Excel, New Business Development, Product Development, PowerPoint, Microsoft Word, SAS, Financial Risk, Insurance, Credit Risk
Education
Keller Graduate School of Management of DeVry University 1996 — 1999
Masters, Business Administration
Western Illinois University 1986 — 1990
BA, Business Administration & Finance
Elgin High School 1982 — 1986
High School, High School
Alexander Financial Planning, Inc. September 1997 - Present
City of Grandview Heights 1994 - 1998
Capital University 1992 - 1995
Financial Planning 1990 - 1994
R. Meeder & Associates 1985 - 1990
Merrill Lynch 1982 - 1985
Columus City Schools, Grandview Hts. City Schools, Prior Weston in London England January 1980 - June 1982
Skills
Nonprofits, Portfolio Management, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory, Retirement Planning, Personal Finance, Retirement, Investments, Strategic Financial..., Investment Management, Financial Planners, Pensions, Estate Planning, Asset Management
Education
College for Financial Planning 2006 — 2009
M.S., Finacial Planning
Bowling Green State University 1976 — 1980
B.S., Education and Psychology
Financial Planning February 2015 - Present
DineEquity, Inc. March 2008 - January 2015
DineEquity, Inc. October 2001 - March 2008
GameWorks Entertainment, LLC 2000 - 2001
Skills
Management, Variance Analysis, Hyperion, Budgets, Strategy, Finance, Financial Forecasting, Financial Analysis, Budgeting, Consolidation, Planning, Segmentation, Training, Forecasting, P, Team Building, Leadership, Process Improvement, Hospitality
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.), Business Administration
University of Southern California
Bachelor's Degree, Business Administration
Nurses Network, Inc August 2014 - Present
Nurses Network Inc. January 2009 - Present
Financial Planning 1975 - Present
The Quality Shop 1975 - 1983
Skills
Nonprofits, Recruiting
Education
University of North Carolina at Chapel Hill 1973 — 1975
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
The University of Georgia 1971 — 1973