Financial Planning

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: Financial adviser, Adviser,

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

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

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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

Employee
Years
Job
Industry
Nick Applegate Nick Applegate Kansas City, Kansas Details
Nick Applegate's Financial Planning Experience 2014 - 2015
Job Surveillance Analyst at KeyBank
Industry Banking
Experience
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

Noemi Bedford Noemi Bedford San Diego, California Details
Noemi Bedford's Financial Planning Experience March 2012 - Present
Job Database Manager at Financial Servie Company
Industry Financial Services
Experience
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

Blake W Blake W Baton Rouge, Louisiana Details
Blake W's Financial Planning Experience June 2007 - Present
Job Senior Vice President
Industry Financial Services
Experience
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

Ray Parnell, Jr., MBA Ray Parnell, Jr., MBA Colorado Springs, Colorado Area Details
Ray Parnell, Jr., MBA's Financial Planning Experience October 2010 - March 2014
Job Financial Planner, Lincoln Financial Advisors
Industry Financial Services
Experience
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

Jerry Brannon Jerry Brannon Tyrone, Georgia Details
Jerry Brannon's Financial Planning Experience January 1978 - January 1986
Job Underwriting Consultant at The Joy FM
Industry Nonprofit Organization Management
Experience
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

Danny McKenzie Danny McKenzie Hanover, Pennsylvania Details
Danny McKenzie's Financial Planning Experience 2011 - 2013
Job Senior Agency Manager at Securus America
Industry Insurance
Experience
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

Joseph Gartrell Joseph Gartrell Greater Atlanta Area Details
Joseph Gartrell's Financial Planning Experience October 2010 - Present
Job Regional Vice President
Industry Financial Services
Experience
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

Debbie Harding Debbie Harding Baton Rouge, Louisiana Area Details
Debbie Harding's Financial Planning Experience January 2000 - December 2008
Job Realtor at Keller Williams Realty Red Stick Partners
Industry Real Estate
Experience
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

Ron Rhoades Ron Rhoades Bowling Green, Kentucky Details
Ron Rhoades's Financial Planning Experience March 2015 - Present
Job Asst.Prof. Finance at Western Kentucky University
Industry Higher Education
Experience
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

John Osborn PhD, CFP, CFS, ChFC, BCS, AIF John Osborn PhD, CFP, CFS, ChFC, BCS, AIF Houston, Texas Area Details
John Osborn PhD, CFP, CFS, ChFC, BCS, AIF's Financial Planning Experience June 2011 - Present
Job Qualified Plan Consulting
Industry Financial Services
Experience
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

Norm Boone Norm Boone San Francisco, California Details
Norm Boone's Financial Planning Experience 1987 - Present
Job founder & president of Mosaic Financial Partners, Inc.
Industry Financial Services
Experience
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

Amanda Rains Amanda Rains Ypsilanti, Michigan Details
Amanda Rains's Financial Planning Experience 2012 - 2014
Job Accounting
Industry Computer Software
Experience
Financial Planning   2012 - 2014

Education
Eastern Michigan University
Accounting and Finance

Kristen Wise Kristen Wise Lafayette, Indiana Area Details
Kristen Wise's Financial Planning Experience 2013 - Present
Job Loss Mitigation Intern and Credit Counselor at Purdue Federal Credit Union
Industry Financial Services
Experience
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

Dan Appel LUTCF Dan Appel LUTCF Greater Minneapolis-St. Paul Area Details
Dan Appel LUTCF's Financial Planning Experience 1987 - 1999
Job Business Builder
Industry Insurance
Experience
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

Karole (with a K) Davis, MBA Karole (with a K) Davis, MBA Naples, Florida Area Details
Karole (with a K) Davis, MBA's Financial Planning Experience 1993 - 2000
Job Collier County Engagement Manager at Harry Chapin Food Bank of Southwest Florida
Industry Nonprofit Organization Management
Experience
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

Victoria Weaver Victoria Weaver Ocala, Florida Area Details
Victoria Weaver's Financial Planning Experience October 2013 - Present
Job Assistant Financial Advisor
Industry Financial Services
Experience
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

Rita O'Connor Rita O'Connor Greater Chicago Area Details
Rita O'Connor's Financial Planning Experience January 1983 - December 1985
Job Remax Unltd NW Broker Associate
Industry Real Estate
Experience
ReMax Unlimited Northwest  January 1987 - Present
Financial Planning   January 1983 - December 1985

Education
Loyola University Chicago   1967 — 1971
B.A., English, Education

Jeremy Stolberg Jeremy Stolberg Greater Chicago Area Details
Jeremy Stolberg's Financial Planning Experience 2004 - 2006
Job Senior VP at Advantage Management / Owner at I Gotta Guy Services
Industry Real Estate
Experience
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

Timothy Rozsa Timothy Rozsa Greater New York City Area Details
Timothy Rozsa's Financial Planning Experience 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Planning   2006 - Present

Education
Syracuse University   1998 — 2002

Maria Treloar Maria Treloar Phoenix, Arizona Area Details
Maria Treloar's Financial Planning Experience August 1998 - December 1999
Job Financial Professional
Industry Banking
Experience
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

Thomas W. Johnson Thomas W. Johnson New York, New York Details
Thomas W. Johnson's Financial Planning Experience 2000 - 2002
Job Director of Research at Institutional Investor
Industry Publishing
Experience
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

Angela (Engel) Barry Angela (Engel) Barry Greater Chicago Area Details
Angela (Engel) Barry's Financial Planning Experience September 2010 - Present
Job Office Assistant in Financial Planning, CoPresident Arlington Heights PTA Council
Industry Financial Services
Experience
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

Teri Alexander, CFP, MSFP Teri Alexander, CFP, MSFP Columbus, Ohio Area Details
Teri Alexander, CFP, MSFP's Financial Planning Experience 1990 - 1994
Job FeeOnly Financial Planning Advisor, Wealth Manager, Educator, Mentor
Industry Financial Services
Experience
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

Hoa Vi Hoa Vi Covina, California Details
Hoa Vi's Financial Planning Experience February 2015 - Present
Job Manager, Financial Planning & Analysis
Industry Restaurants
Experience
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

Eric Mendelsohn Eric Mendelsohn Sedona, Arizona Details
Eric Mendelsohn's Financial Planning Experience 1975 - Present
Job Community Resource Coordinator at Nurses Network, Inc
Industry Hospital & Health Care
Experience
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