Certified Financial Planner
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16 Certified Financial Planner employees in database. Find out everything there's to know about Certified Financial Planner 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.
Certified Financial Planner Employees
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
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)
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
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
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
Certified Financial Planner 2007 - Present
Education
Wayne State University 1999 — 2001
MBA, Finance
University of Michigan 1990 — 1994
BA, Organizational Development
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
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
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 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
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
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
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
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
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, 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