Financial Planner
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
Self Employed 1984 - Present
Financial Planner September 1984 - September 1990
Skills
Retirement Planning
Education
University of Detroit Mercy 1946 — 1961
BA, MBA
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