Certified Financial Planner

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Certified Financial Planner Employees

Employee
Years
Job
Industry
Yash Chokshi Yash Chokshi Orange County, California Area Details
Yash Chokshi's Certified Financial Planner Experience 2009 - 2010
Job Junior SAP Consultant at COSMO IT Services Private Limited
Industry Information Technology and Services
Experience
COSMO IT Services Private Limited   May 2014 - December 2014
Outshore Project with Drexel University   January 2013 - May 2013
Certified Financial Planner   2009 - 2010

Skills
HTML, C, SQL, Software Engineering, Project Management, PHP, Java, Microsoft Office, Software Testing, .NET, CSS, Microsoft SQL Server

Education
California State University-Fullerton   2015 — 2016
Masters in software engineering, Computer Software Engineering

Ahmedabad University   2011 — 2014
Master of Computer Applications (M.C.A.), A

Gujarat University   2008 — 2011
B.Sc, Physics

Shree Sharda Higher Secondary School   2006 — 2008
HSC

The H B Kapadia New High School   2005 — 2006
S.S.C

California State University-Fullerton
MS in Software Engineering

Gretchen Stangier, CFP® Gretchen Stangier, CFP® Portland, Oregon Details
Gretchen Stangier, CFP®'s Certified Financial Planner Experience February 2000 - Present
Job CERTIFIED FINANCIAL PLANNER at CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Stangier Wealth Management   November 2011 - Present
CERTIFIED FINANCIAL PLANNER   February 2000 - Present
LPL Financial  July 2001 - August 2014
The MONY Group  March 1998 - July 2001

Skills
Retirement Planning, Estate Planning, Business Planning, Financial Planning, Education Planning, Insurance Planning, Investment Planning, Investment Tax Planning

Education
Oregon State University
Bachelor of Science (BS)

Bob Stai Davis, CFP® Bob Stai Davis, CFP® Greater Minneapolis-St. Paul Area Details
Bob Stai Davis, CFP®'s Certified Financial Planner Experience October 2012 - October 2012
Job President Financial Compass
Industry Financial Services
Experience
Financial Compass   March 2005 - Present
Boy Scouts of America  September 2001 - Present
Certified Financial Planner   October 2012 - October 2012
Partners of the Americas  July 2011 - 2011
Lake Harriet Lodge   2006 - 2010
Fure Financial Corporation  February 1998 - December 2004
Boy Scouts: Wood Badge   2002 - 2002
US Peace Corps - Dallas Area Office   January 1990 - July 1992
Peace Corps - Dominican Republic  May 1986 - August 1989
Peace Corps Dominican Republic & Friends of the DR   1986 - 1989

Skills
Leadership, Mentoring, Non-profits, Fundraising, Public Speaking, Strategic Planning, Event Planning

Education
Michigan State University   1992 — 1996
M.S.

Minnesota State University, Mankato   1980 — 1985
B.S., Business Administration

Duluth East High School   1977 — 1980

Paynesville Elementary School

Mary Beth Franklin Mary Beth Franklin Washington D.C. Metro Area Details
Mary Beth Franklin's Certified Financial Planner Experience July 2015 - Present
Job Contributing Editor, InvestmentNews
Industry Media Production
Experience
Certified Financial Planner   July 2015 - Present
InvestmentNews  January 2012 - Present
RetirePro   December 2011 - Present
Kiplinger's Personal Finance  May 1998 - December 2011
Maturity News Service/Third Age Media   January 1989 - April 1998
United Press International  September 1979 - November 1988

Skills
Journalism, Public Speaking, Television, Retirement, Retirement Planning, Blogging, Politics, Newspapers, News Writing, Publishing, Editorial, Personal Finance, Magazines, Media Relations, Editing, Corporate Communications, Tax, Copy Editing, Web Content, Storytelling, Feature Articles, Business Journalism, Headline Writing, Publications, InCopy, Online Journalism, Social Security, Investigative Reporting, Strategic Financial..., Copywriting, Investments, Magazine Articles, Writing, Social Media, Finance, Financial Planning

Education
University of Virginia   2011 — 2013
Certificate, Certified Financial Planning

American University   1972 — 1975
Bachelor of Arts, Communications, Cum Laude

Richard Rachey Richard Rachey Greater Minneapolis-St. Paul Area Details
Richard Rachey's Certified Financial Planner Experience January 1980 - November 2009
Job
Industry Banking
Experience
Retired and loving it  July 2009 - Present
University of Minnesota-Hennepin County Master Gardener Program   2001 - January 2011
Certified Financial Planner   January 1980 - November 2009
U. S. Bancorp   January 1963 - July 2009

Skills
Excel, Microsoft Office, Word, Problem Solving, Tutoring young children...

Education
University of Minnesota-Twin Cities   2001 — 2001
Master Gardener, Certified Hennepin County Master Gardener

Minnesota School of Business   1963 — 1964
Accounting, Banking

University of Minnesota-Twin Cities
BAS, Estate and Trust

Doug Burgdorf Doug Burgdorf Franklin, Michigan Details
Doug Burgdorf's Certified Financial Planner Experience 2007 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Certified Financial Planner   2007 - Present

Education
Wayne State University   1999 — 2001
MBA, Finance

University of Michigan   1990 — 1994
BA, Organizational Development

Jim Forbes CCIM Jim Forbes CCIM Stuart, Florida Details
Jim Forbes CCIM's Certified Financial Planner Experience 1995 - 2009
Job Commercial Real Estate Associate
Industry Real Estate
Experience
Commercial Real Estate, LLC   October 2011 - Present
Coldwell Banker Commercial NRT  January 2005 - October 2011
Certified Financial Planner   1995 - 2009
Certified Public Accountant  1982 - 2009
Registered Investment Advisor  1998 - 2006

Skills
Short Sales, Auctions, REO, Real Estate, Land, Leases, Dispositions, Foreclosures, BPO, Sellers, Investment Properties, Investors, Listings, Buyer Representation, Disposition, Real Estate Transactions, Property, Property Management, Commercial Real Estate

Education
Florida Southern College   1979 — 1981
Bachelor of Science (BS), Accounting & Financial Management

Centre College   1965 — 1969
Bachelor's degree, Drama/Theatre Arts and Stagecraft

Polk Community College
AS, Hotel & Restaurant Management

Sandy Bredthauer, CFP ® Sandy Bredthauer, CFP ® Greater New York City Area Details
Sandy Bredthauer, CFP ®'s Certified Financial Planner Experience January 1994 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Certified Financial Planner   January 1994 - Present
nutraMetrix  2007 - 2011
Ameriprise Financial Advisors  April 1993 - April 2000

Skills
Wellness, Microsoft Office, Leadership, Health, Program Development, Public Speaking, Nutritional Counseling, Healthcare, Entrepreneurship, Small Business, Social Networking, Case Managment, Coaching, Mental Health, Training

Education
Binghamton University   1986 — 1990

Sleepy Hollow High School   1982 — 1986

Rebekah J. Fero, CFP® Rebekah J. Fero, CFP® Port Charlotte, Florida Details
Rebekah J. Fero, CFP®'s Certified Financial Planner Experience July 1994 - Present
Job Certified Financial Planner™, Professional Liaison for Widows & Divorcée's, Passionate about life
Industry Financial Services
Experience
Certified Financial Planner®  July 1994 - Present
Rebekah J. Fero, CFP, LLC   August 1989 - Present

Skills
Training, Small Business, Leadership, Securities, Tax, Asset Allocation, Finance, Estate Planning, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Sales, Financial Advisory

Education
College for Financial Planning   1994 — 2014
Certified Financial Planning, Financial Planning

Kevin Cusack, CFP 702-301-0806 Kevin Cusack, CFP 702-301-0806 Las Vegas, Nevada Area Details
Kevin Cusack, CFP 702-301-0806's Certified Financial Planner Experience February 1982 - Present
Job Owner, Kevin James Cusack, INC
Industry Financial Services
Experience
Kevin J Cusack, INC   August 2001 - Present
Certified Financial Planner   February 1982 - Present

Skills
Investments, Retirement, Estate Planning, Insurance, Finance, Tax, Retirement Planning, Strategic Financial..., Certified Financial..., Asset Management, Financial Analysis, Risk Management, Investment Advisory, Small Business, Financial Planners, Wealth Management, Wealth, Due Diligence, Mergers & Acquisitions, Asset Allocation, Business Planning, Financial Advisory, Portfolio Management, Strategic Planning

Education
Seattle University   1979 — 1982
MBA, Finance

University of Washington, Michael G. Foster School of Business   1975 — 1977
BA, Accounting

Kathleen Goldammer-Copeland Kathleen Goldammer-Copeland Greater Minneapolis-St. Paul Area Details
Kathleen Goldammer-Copeland's Certified Financial Planner Experience June 2004 - Present
Job Director, Talent Solutions, at Patina Solutions
Industry Management Consulting
Experience
Patina Solutions  January 2014 - Present
Gopher Angels   2012 - Present
Certified Financial Planner™  June 2004 - Present
Morgan Stanley  October 1997 - July 2006
SC Johnson  May 1995 - July 1997
The Milwaukee County Research Park   June 1992 - April 1995
Advanse International, a subsidiary of Electricite de France   August 1988 - May 1992

Skills
Series 7, Asset Managment, Investments, Portfolio Management, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Equities, Investment Advisory, Asset Management, Start-ups, Business Planning, Due Diligence, Management, Finance, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Entrepreneurship, Business Development, Strategic Partnerships, Networking, Recruiting, Business Networking, Executive Search, Strategic Planning

Education
Georgetown University
Bachelor of Science (B.S.), School of Foreign Service

Thunderbird School of Global Management
MBA, International Management

Jay Mooreland Jay Mooreland Saint Paul, Minnesota Details
Jay Mooreland's Certified Financial Planner Experience September 2008 - Present
Job Speaker, Educator, Consultant
Industry Financial Services
Experience
The Emotional Investor   December 2011 - Present
Certified Financial Planner   September 2008 - Present
Merrill Lynch  May 2002 - September 2008
Morgan Stanley  August 1999 - May 2002

Skills
Behavioral Finance, Behavioral Science, Economics, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Estate Planning, Investments, Securities

Education
University of Minnesota-Twin Cities   2009 — 2011
MS, Applied Economics

San Jose State University   1997 — 2001
BS, Finance

Mary Beth (McDade) Parker, CFP® Mary Beth (McDade) Parker, CFP® Raleigh-Durham, North Carolina Area Details
Mary Beth (McDade) Parker, CFP®'s Certified Financial Planner Experience November 2008 - May 2010
Job Financial Planner
Industry Financial Services
Experience
Civic Local Government Federal Credit Union   May 2010 - Present
Certified Financial Planner   November 2008 - May 2010
Parker House Catering Company   June 1991 - March 1998
Canadian Imperial Bank of Commerce  May 1987 - May 1991
Mellon Bank  June 1985 - April 1987

Skills
Financial Planning, Asset Management, Financial Analysis, Strategic Planning, Banking, Financial Modeling, Competitive Analysis, Finance, Accounting, Financial Reporting, Analysis, Microsoft Excel, Customer Service, Negotiation, Process Improvement, Financial Accounting, Budgets, Strategic Financial..., Corporate Finance, Leadership, Management

Education
The University of Chicago Booth School of Business   1983 — 1985
MBA, Finance & Marketing

Mount Holyoke College   1978 — 1982
BA, Biology

Williams College   1980 — 1981
X-BA, Human Biology

Marcie Gappinger Marcie Gappinger Greater Denver Area Details
Marcie Gappinger's Certified Financial Planner Experience 1987 - 1997
Job CFEd Certified Financial Educator, Financial Literacy and Education Director
Industry Education Management
Experience
Heartland Institute of Financial Education  April 2003 - Present
GA Financial Group   January 1997 - March 2003
Certified Financial Planner   1987 - 1997
Choral Director   1981 - 1993
Private Music Studio  1982 - 1987
Singer, Actor   1979 - 1987

Skills
Financial Literacy..., Public Speaking, Curriculum Design, Certified Financial..., Financial Education, Teaching, Curriculum Development, Marketing Communications, Train the Trainer...

Education
University of Denver   1976 — 1983
MA

Nick Meyers, CFP, AEP Nick Meyers, CFP, AEP Greater Philadelphia Area Details
Nick Meyers, CFP, AEP's Certified Financial Planner Experience May 1991 - Present
Job Accredited Estate Planner (AEP) at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  March 1998 - Present
Certified Financial Planner   May 1991 - Present
Lincoln Financial Advisors  March 1984 - Present

Skills
Wealth, Wealth Management, Retirement Planning, Certified Financial..., Registered Investment..., Series 7, Broker-Dealer, Retirement, Investment Advisory, Estate Planning

Education
National Association of Estate Planners & Councils   1988 — 1988
Accredited Estate Planner, Finance and Financial Management Services

College for Financial Planning   1986 — 1988
Certified Financial Planner, Finance and Financial Management Services

American University - Kogod School of Business   1976 — 1980
BSBA, Marketing

craig gripp craig gripp Greater Philadelphia Area Details
craig gripp's Certified Financial Planner Experience 1995 - 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
Craig Gripp, CFP   1995 - 2011
Certified Financial Planner   1995 - 2011
AIG  1999 - 2009

Skills
Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Retirement, 401k, Financial Advisory, Portfolio Management, Estate Planning, Mutual Funds, Asset Management, Wealth, Securities, Series 63, Financial Planning

Education
Boston University
MBA, Financial Mgmt

Gettysburg College
BA, Economics