Financial Planner

Description

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: Adviser, Real Estate Broker, Tax advisor,

Financial Planner List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Planner. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Financial Planner Salaries. You can even request information on how much does Financial Planner pay if you want to. Learn about salaries, pros and cons of working for Financial Planner directly from the past employees.

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24 Financial Planner employees in database. Find out everything there's to know about 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.

Financial Planner Employees

Employee
Years
Job
Industry
Peter Beckwith Peter Beckwith San Francisco Bay Area Details
Peter Beckwith's Financial Planner Experience January 2012 - Present
Job Personal Financial Planner
Industry Newspapers
Experience
Financial Planner   January 2012 - Present
Accounting  March 2012 - June 2013
State Board of Equalization  August 2010 - March 2012
The Press Democrat  October 2004 - April 2011
Wine Competition Management   April 2009 - August 2009
Sports Fan   January 2003 - September 2004

Skills
Microsoft Office, QuickBooks, Marketing, Sales & Use Tax, Peachtree, Customer Service, Negotiation, Small Business, Stock Trading, Social Media Marketing, Wine Tasting, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Networking, Facebook, Event Planning, Public Speaking, Advertising, Event Management, Sales

Education
Sonoma State University   2013 — 2013
Continued Education, Accounting, 3.90

California Polytechnic State University-San Luis Obispo   2012 — 2012
Continued Education, Accounting, 3.20

Sonoma State University   2007 — 2009
BA, Wine Business, Marketing

Santa Rosa Junior College   2004 — 2007
Associate's degree, Business Administration and Management, General

Mickelle Damassia Mickelle Damassia Greater New York City Area Details
Mickelle Damassia's Financial Planner Experience January 2010 - May 2015
Job Law Student and Legal Extern at Financial Industry Regulatory Authority (FINRA)
Industry Government Administration
Experience
Financial Industry Regulatory Authority (FINRA)   June 2015 - Present
City of New York  June 2009 - Present
Touro Law Center  February 2015 - May 2015
Financial Planner   January 2010 - May 2015
United States Attorney's Office: Eastern District   January 2015 - April 2015
National Black Law Students Association  February 2014 - February 2015
New York County District Attorney's Office  June 2014 - August 2014
Touro Law Center  August 2013 - May 2014
Honorable Frederick D. R. Sampson   February 2013 - June 2013
United States Air Force  August 2004 - December 2006

Skills
Program Management, Policy Analysis, Grant Writing, Strategic Planning, Organizational..., Microsoft Office, Program Evaluation, Government, Research, Program Development, Statistics, SPSS, Community Outreach, Public Speaking, Nonprofits, Budgets, Westlaw, LexisNexis, Policy, Legal Writing

Education
Touro College Jacob D. Fuchsberg Law Center   2012 — 2016
Doctor of Law (J.D.), Law, 2L

City University of New York-Baruch College   2009 — 2010
MPA, Policy Analysis and Evaluation

Monroe College   2006 — 2008
BBA, Bachelors of Business Management

Lynn Zippilli Lynn Zippilli Amarillo, Texas Area Details
Lynn Zippilli's Financial Planner Experience January 2004 - March 2005
Job College Admissions / Customer Service at Amarillo College
Industry Higher Education
Experience
UnitedHealth Group  September 2015 - Present
Amarillo College  December 2009 - August 2015
Bishop DeFalco Retreat   January 2012 - December 2012
Mac Steel   April 2005 - December 2008
Financial Planner   January 2004 - March 2005
DuPont Protective Apparel   April 2000 - March 2003
DuPont Protective Apparel   November 1998 - November 2000
DuPont Protective Apparel   April 1998 - November 1998
North Safety Products  March 1993 - March 1997
ISEA  April 1993 - April 1996

Skills
Customer Service, Training, Marketing, Data Analysis, Analysis, Sales Operations, Time Management, Social Networking, Inventory Management, Leadership Development

Education
Drexel University
International Marketing

Rock Valley College
Marketing/Marketing Management, General

Kimberly Bleck Kimberly Bleck Washington D.C. Metro Area Details
Kimberly Bleck's Financial Planner Experience October 2009 - March 2013
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  January 2014 - Present
Northwestern Mutual  April 2013 - December 2013
Financial Planner   October 2009 - March 2013
Help-U-Sell Real Estate  January 2005 - September 2008
Association of University Centers   January 2000 - January 2002
InsLogic Corporation   January 1999 - January 2000
Delfin Systems  January 1996 - January 1998
Trident Data Systems  January 1994 - January 1996

Skills
Investments, Real Estate, Accounts Payable, Sales, Office Management, QuickBooks, Brokerage, Administrative..., Customer Service, Managing Accounts, Marketing, Microsoft Excel, FINRA, Financial Analysis, Uniform Combined State..., Microsoft Word, Microsoft Office, PowerPoint

Education
Mount St. Mary's University   1989 — 1991
Bachelor of Arts, Political Science

Chris Hayes Jr. Chris Hayes Jr. Modesto, California Details
Chris Hayes Jr.'s Financial Planner Experience July 2012 - Present
Job Financial Planner
Industry Financial Services
Experience
Financial Planner   July 2012 - Present
The Sports Authority  November 2010 - April 2013
The Sports Authority  June 2008 - November 2010

Skills
Inventory Control, Inventory Management, Distribution Center..., Loss Prevention, Merchandising, Retail, Visual Merchandising, Store Management, Forklift Operator, Customer Service, Retail Sales, Warehouse Management, Inventory, Warehousing, Shipping, Process Scheduler, Time Management, Microsoft Office, Purchasing, Data Entry, Team Leadership, Management, Team Building, Recruiting, Coaching, Leadership Development, Customer Experience, Training

Education
Modesto Junior College   2008 — 2013
Associate of Arts (A.A.), Business Administration and Management, General

CSU Stanislaus   2006 — 2007
N/A, Business Administration and Management, General

Grace M. Davis High School   2002 — 2006
GED

Christopher Davidson,CRPC® Christopher Davidson,CRPC® Greater Detroit Area Details
Christopher Davidson,CRPC®'s Financial Planner Experience April 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
Financial planner   April 2014 - Present
CLA Financial Advisors LLC   March 2011 - April 2014
Ameriprise Financial Services, Inc.   September 2006 - March 2011

Skills
Estate Planning, Finance, Financial Advisory, Financial Goals, Financial Services, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Tax, Wealth Management, Retirement, Investment Advisory, Securities, Asset Allocation

Education
College for Financial Planning   2006 — 2007
Chartered Retirement Planning Counselor, Retirement Planning.

Northwestern University   2001 — 2006
BS, Learning and Organizational Change

Berkley High School

Rod Rudebusch Rod Rudebusch West Des Moines, Iowa Details
Rod Rudebusch's Financial Planner Experience October 2012 - Present
Job 1
Industry Financial Services
Experience
Financial Planner   October 2012 - Present
Civil Air Patrol  2005 - 2014

Education
The American College   2006 — 2007
ChFC/CLU, Financial Planning

College for Financial Planning   1990 — 1993
CFP, Certified Financial Planner

South Dakota State University   1972 — 1976
B.S., General Agriculture

Castlewood High School

David Lassiter David Lassiter Oklahoma City, Oklahoma Area Details
David Lassiter's Financial Planner Experience March 1984 - January 2000
Job Account Executive at Versateq
Industry Marketing and Advertising
Experience
Versateq   July 2011 - Present
Sprint Corporate  April 2007 - July 2011
AMCAT  January 2006 - April 2007
ADP  October 2004 - January 2006
SBC  July 2003 - September 2004
NFP Outreach   January 2000 - June 2003
Financial Planner   March 1984 - January 2000

Skills
Information Technology, Telecommunications, Operations Management, Marketing, Management, Program Management, Business, Account Management, Call Center, Sales Management, CRM, New Business Development, Networking, B2B, Sales

Education
Oklahoma City University   1980 — 1981
Business, Business Marketing Economics

Rose State College   1978 — 1979
Assoc, Business Undergrad

Southwestern Oklahoma State University   1977 — 1978
Undergrad, Business Undergrad

Yukon High School   1975 — 1977
Degree, Business/Commerce, General

Dave Jetson Dave Jetson Rapid City, South Dakota Area Details
Dave Jetson's Financial Planner Experience 2010 - 2010
Job Owner, Jetson Counseling
Industry Mental Health Care
Experience
Financial Planning Association  2011 - Present
Jetson Counseling   April 2004 - Present
Financial Planner   2010 - 2010
Financial Planner   2010 - 2010
Financial Planner   2010 - 2010
jetson Counseling   2008 - 2010
Onsite Workshops  2007 - 2010

Skills
Psychotherapy, Counseling Psychology, Personal Finance, Family Therapy, Adults, Public Speaking, Group Therapy, Mental Health, Treatment, Google Groups, Mental Health Counseling, Psychology, Life Coaching, Wellness Coaching, Holistic Health, Stress, Crisis Intervention, Coaching, Personal Development, Retirement Planning, Adolescents, Healing, Wellness, Executive Coaching, Stress Management, Meditation, Emotional Intelligence, Career Counseling, Interventions, Therapists, Self-esteem, Workshop Facilitation

Education
SDSU   2001 — 2003
Master of Science (MS), Counseling Psychology

National American University   1999 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Harmony high

Kamal G. Lutfi Kamal G. Lutfi Montreal, Canada Area Details
Kamal G. Lutfi's Financial Planner Experience July 2011 - Present
Job Financial Planner
Industry Financial Services
Experience
Financial Planner   July 2011 - Present
Ex Candidate for CAQ Coalition Avenir Quebec   April 2012 - July 2012
Caisse Populaire Desjardins de Notre-Dame-De-Grâce   October 2010 - July 2011
Caisse Populaire de la Vallée de Saint-Sauveur   2010 - April 2011
Group CMA   2007 - 2009
GROUP CMA   2007 - 2009
Triglobal Capital Management   2004 - 2007
Dundee Securities  2002 - 2004
Groupe Montpetit   1995 - 2002
Parti libéral du Québec   1996 - 1999

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Risk Management, Mutual Funds, Insurance, Estate Planning, Retirement, Mortgage Lending, Finance, Wealth, Term Life Insurance, Fixed Annuities, Financial Analysis, Financial Planners, Pensions, Credit, Fixed Income, Investment Management, Financial Risk, Employee Benefits, Financial Modeling, Investment Strategies, Investment Advisory, Disability Insurance, Portfolio Management, Corporate Finance, Equities, Health Insurance, Securities, Life Insurance, Long-term Care, Asset Allocation, ETFs, Personal Finance, Financial Markets, Bonds, Wealth Management..., Financial Advisory, Banking, Financial Services, Loans, Asset Managment, Critical Illness, High Net Worth..., Relationship Management, Personal Financial..., Financial Planning, Alternative Investments

Education
Institut Quebecois des Planificateurs Financiers   1996 — 1997
Financial Planner, Financial Industry

McGill University   1994 — 1995
Management courses

Concordia University   1976 — 1978
Electric Engineering - Business Management

Dawson College   1976 — 1977
DEC, Pure & Applied Sciences

College de l'Annonciation   1970 — 1975
Math

Cours & Séminaires pour la formation continue (industrie des services financiers)

Mark Miehle Mark Miehle Birmingham, Alabama Details
Mark Miehle's Financial Planner Experience August 2008 - August 2010
Job Business Development at Physician Solution Equity Group
Industry Medical Devices
Experience
Physician Solution Equity Group   April 2015 - Present
Freedom Meditech   August 2010 - January 2015
Eyecare Consultant   September 2008 - August 2010
Financial Planner   August 2008 - August 2010
CW Allen Group   August 2006 - June 2008
The Forte Marketing Group  September 2002 - September 2006
Paradigm Medical Industries   June 2000 - September 2002
Vismed (d/b/a Dicon), Inc   June 1988 - June 2000
Professional Vision Care  October 1985 - June 1988
CooperVision, Inc  November 1982 - October 1985

Skills
Strategic Planning, Product Development, Start-ups, Marketing Strategy, Trade Shows, Entrepreneur, Mergers, Healthcare, Sales Management, New Business Development, Ophthalmology, Medical Devices, Negotiation, Strategy Development, Entrepreneurship, Sales, Product Launch, Business Development, Marketing, Strategic Partnerships, Capital Equipment, Mergers & Acquisitions, Selling, Strategy, Product Management, Market Development, Leadership, Sales Operations, Team Building

Education
Tulane University   1971 — 1975
B.S., Organic Chemistry Finance

Barry Freedman CFP Barry Freedman CFP Fort Myers, Florida Area Details
Barry Freedman CFP's Financial Planner Experience 1968 - 2008
Job Trustee Foundation for Financial Planning
Industry Financial Services
Experience
Financial Planning Association  1972 - Present
Foundation for Financial Planning   2007 - 2012
Foundation for Financial Planning   2005 - 2012
Certified Financial Planner Board of Standards  1984 - 2011
Independent  1968 - 2008
Financial PLanner   1968 - 2008
Financial Planning Association of Massachusetts   1972 - 2005

Skills
President, Vines Community...

Education
Babson College   1961 — 1964
BSBA, Finance

Hans J. Beck Hans J. Beck Dallas/Fort Worth Area Details
Hans J. Beck's Financial Planner Experience April 2005 - November 2007
Job COO, Executive Vice President at CoreXtreme Inc. & Bolt Industries Inc.
Industry Marketing and Advertising
Experience
CoreXtreme Inc. & Bolt Industries Inc.   August 2013 - Present
Traxxas LP   January 2007 - July 2013
Financial Planner   April 2005 - November 2007
Rama Swiss Watch   2001 - 2003
Montres Breguet SA  November 1999 - 2002
UTime Company Inc.   January 1991 - December 1999

Skills
Marketing Strategy, Business Development, Jewelry, Strategy, Leadership, Recruiting, Marketing, Competitive Analysis, Retail, Sales, Sales Management, Product Development, Key Account Management, International Sales, Management, Direct Sales, Project Planning, Program Management, Training, Brand Development, Marketing Communications, Sales Manager

Education
Brigham Young University   1969 — 1971

Highland High School   1962 — 1965
General Studies

Dan Collins Dan Collins Greater Chicago Area Details
Dan Collins's Financial Planner Experience September 1985 - January 2000
Job Business Trainer/Advocate
Industry Financial Services
Experience
Whitehead & Associates LLC   September 2015 - Present
Daniel J Collins INC   November 2008 - Present
Yodle  September 2012 - January 2013
Preferred Financial Services  September 2007 - November 2008
Talking House,LLC   September 2005 - May 2007
5 Points Productions, INC   January 2000 - August 2005
Challenge Mortgage Corporation   June 1995 - January 2000
Financial Planner   September 1985 - January 2000
Radio Advertising inc  January 1984 - September 1985

Skills
Sales, Online Marketing, Social Networking, Marketing, Social Media Marketing, Lead Generation, SEO, Entrepreneurship, Email Marketing, PPC, Online Advertising, Digital Marketing, Direct Sales, Mobile Marketing, Training, Cold Calling, Selling, Marketing Strategy, Leadership, Advertising, SEM, B2B, Public Speaking, Coaching, Customer Service, Small Business, Inside Sales, Consultative Selling, Value Selling, Team Leadership, Sales Presentations, Account Management, Leadership Development, Personal Development, Local Marketing, New Business Development, Financial Planning, Customer Acquisition, Salesforce.com, Online Lead Generation, Web Marketing, Mentoring, B2B Marketing, Affiliate Marketing, Landing Page..., Direct Marketing, Mobile Advertising, Social Marketing, Google Adwords

Education
The American College   1985 — 1987
LUTCF, Financial Planning and Services

Antioch Community High School   1982 — 1984

Tami Fosher Tami Fosher Kearney, Nebraska Details
Tami Fosher's Financial Planner Experience January 2007 - January 2009
Job Online Coordinator at University of Nebraska at Kearney
Industry Higher Education
Experience
University of Nebraska at Kearney  June 2013 - Present
Tami Fosher Photography   October 2009 - Present
Chadron State College  May 2009 - June 2013
Bank of Colorado  June 2005 - May 2009
Financial Planner   January 2007 - January 2009

Skills
College Recruiting, Organizational..., Leadership, Higher Education, Team Building

Education
Chadron State College   2006 — 2008
Master of Business Administration (MBA)

Chadron State College   2001 — 2005
Bachelor of Arts (BA), Business Administration and Management, General

Ken Conway Ken Conway Greater San Diego Area Details
Ken Conway's Financial Planner Experience February 2005 - March 2006
Job HERO Program : Business Development
Industry Financial Services
Experience
Renovate America  September 2014 - Present
Renovate America  July 2014 - September 2014
Renovate America  June 2012 - July 2014
Renovate America  November 2011 - June 2012
Lifetime Financial Advisors, Inc.   May 2008 - November 2011
American Money Management   April 2006 - April 2008
THE Group  November 2005 - November 2006
Financial Planner   February 2005 - March 2006
Deutsche Bank  April 2002 - August 2003
Scudder Investments  2002 - 2003

Skills
Asset Managment, Investments, Finance, Strategic Financial..., Asset Management, Management, Loans, Mortgage Lending, Energy, Business Strategy, Negotiation, Portfolio Management, Start-ups, Wealth Management, Real Estate, Insurance, Venture Capital, Mutual Funds, Valuation, Entrepreneurship, Financial Advisory, Analysis, Retirement Planning, Sales, Investment Strategies, Sales Operations, Credit, Retirement, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Executive Management, Due Diligence, Business Planning, Alternative Investments, Private Equity, Banking, Project Finance, Investment Advisory, Corporate Finance, Equities, Financial Markets, Financial Planning

Education
DePaul University   2002 — 2004
MBA, Finance

St. Xavier University   1999 — 2001
MIS, Business and Computer

Ellie Nguyen Ellie Nguyen Kent, Washington Details
Ellie Nguyen's Financial Planner Experience February 2008 - Present
Job Financial planner at Financial Planner
Industry Financial Services
Experience
Financial Planner   February 2008 - Present
Parkside Financial Planning, Financial Planners   April 2003 - July 2008

Skills
analyzing data, auditing financial data, confronting other people

Education
University of Nevada-Las Vegas
Associate's degree, Business/Commerce, General

University of Nevada-Las Vegas - College of Business
Bachelor's degree, Business/Commerce, General

Ronny Inniger Ronny Inniger Greater San Diego Area Details
Ronny Inniger's Financial Planner Experience January 1999 - January 2001
Job Vice President, Market Leader at Bank of the West Wealth Management
Industry Investment Management
Experience
Bank of the West Wealth Management  July 2014 - Present
TIAA-CREF  June 2012 - June 2014
Osborne Partners Capital Management  September 2011 - June 2012
RF Advisors   September 2010 - July 2011
UBS Wealth Management  February 2005 - September 2010
UBS Financial Services  February 2006 - April 2009
Credit Suisse Group  January 2001 - January 2005
Credit Suisse  1999 - 2004
Financial Planner   January 1999 - January 2001
Cantonal Bank of Bern   January 1996 - January 2001

Skills
Asset Management, Wealth Management

Education
Swiss Financial Planning School   2003 — 2005
Master's Degree, equivalency

   2001 — 2004
Masters, Business/Finance

Business School of Bern   1996 — 1999

Cantonal Bank of Bern   1996 — 1999

Swiss Business School   1996 — 1999
Bachelor's Degree, equivalency; Finance concentration

David Mannaioni, CFP(R) David Mannaioni, CFP(R) Greater Denver Area Details
David Mannaioni, CFP(R)'s Financial Planner Experience June 2006 - July 2010
Job Associate Professor at The College for Financial Planning
Industry Insurance
Experience
The College for Financial Planning  June 2014 - Present
Colonial Life  June 2011 - June 2014
CareMatchAmerica   July 2010 - December 2011
Financial Planner   June 2006 - July 2010
Farmers Insurance  August 2005 - May 2006
State Farm Insurance  November 2000 - September 2003

Skills
Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Health Insurance, Training, Leadership, Sales, Retirement, Employee Benefits, Small Business, Fixed Annuities, Recruiting, Management, Team Building, 401k, Sales Management, Accident, Brokers, Whole Life, Critical Illness, Series 6, Teaching, Health Savings Accounts, Property & Casualty..., Financial Planners, Long Term Care Insurance, Coaching, Investments, Financial Services, Workers Compensation, IRAs, Universal Life, Estate Planning, Group Insurance, Cold Calling, Underwriting, Medicare, Commercial Insurance, Professional Liability, Benefits Administration, Umbrella Insurance, Liability, Public Speaking

Education
Illinois State University   1981 — 1983
B.S., Organizational Leadership

Ottawa University   1979 — 1981

Doug Lewis, CFP Doug Lewis, CFP Greater San Diego Area Details
Doug Lewis, CFP's Financial Planner Experience 1990 - 1996
Job Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management  September 2004 - Present
The Hartford  2000 - 2004
LPL Financial  December 1996 - September 1999
Financial Planner   1990 - 1996
US Navy  1981 - 1987

Skills
Mutual Funds, Strategic Financial..., Fixed Annuities, Asset Management, Life Insurance, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Retirement Planning, Financial Planning, Portfolio Management

Education
San Diego State University-California State University   1989 — 1996
MBA, Finance

University of North Carolina at Chapel Hill   1981 — 1985
AB Journalism, Journalism

Paul Greening Paul Greening Greater Chicago Area Details
Paul Greening's Financial Planner Experience September 1984 - September 1990
Job Owner, Financial Planner
Industry Financial Services
Experience
Self Employed  1984 - Present
Financial Planner   September 1984 - September 1990

Skills
Retirement Planning

Education
University of Detroit Mercy   1946 — 1961
BA, MBA

Latoshia Anderson Latoshia Anderson Jonesboro, Arkansas Details
Latoshia Anderson's Financial Planner Experience 2015 - Present
Job Entrepreneur
Industry Industrial Automation
Experience
Financial Planner   2015 - Present
Applied Industrial Technologies  September 2013 - September 2015
Viewtrakr   2015 - 2015
Viewtrakr   2015 - 2015
Viewtrakr   2015 - 2015
Unilever  May 2013 - September 2013
Werner Enterprises  August 2012 - April 2013
Paramount Staffing  September 2011 - March 2012
Paramount Staffing  September 2011 - March 2012
Milwaukee Electric Tool Corporation  January 1999 - September 2008

Skills
Technical Recruiting, Talent Acquisition, Recruiting, Temporary Staffing, Applicant Tracking..., Sourcing, Employee Relations, Contract Recruitment, Cold Calling, New Business Development, Account Management, Benefits Negotiation, Onboarding, Human Resources, HRIS, Talent Management, Strategic Sourcing, Sales, Sales Management, Coaching, Payroll, Continuous Improvement, Training, Management, Public Speaking, Team Building, Leadership, Inspiring Leadership, Relationship Building, Team Mentoring, Team Motivation, Microsoft Office

Education
University of Arkansas-Fort Smith   2011 — 2012
Bachelor of Applied Science, Workplace and Environmental Safety

Arkansas Northeastern College   2009 — 2010
Associate of Applied Science, Industrial Management Systems