Foundation for Personal Financial Education

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Foundation for Personal Financial Education Employees

Employee
Years
Job
Industry
Craig R. Casavant Craig R. Casavant San Francisco Bay Area Details
Craig R. Casavant's Foundation for Personal Financial Education Experience May 2010 - May 2013
Job Real Estate Professional New Vintage Mortgage
Industry Banking
Experience
Estate Planning Council of Diablo Valley   January 2003 - Present
Association for Talent Development, ATD SF East Bay   November 2011 - Present
JACo Consulting Inc.   January 1990 - Present
New Vintage Mortgage Services   November 2014 - Present
Partners Mortgage  August 2001 - January 2015
Foundation For Personal Financial Education   May 2010 - May 2013
Issaac Consultants Inc.   1990 - December 2007
NBC Sports  August 1988 - October 1988
Woo Kim Tae Kwon Do Institute   September 1980 - August 1988

Skills
Public Speaking, Loans, Mortgage Banking, First Time Home Buyers, Mortgage Lending, Residential Homes, Real Estate, Refinance, Loan Origination, Marketing, Investments, Private Banking, Investment Properties, Banking, Sellers, Certified Mortgage..., Investors, FHA, Finance, Commercial Mortgages, Small Business, Training, Residential Mortgages, USDA, Funding, Mortgage Marketing, Real Estate Financing, Reverse Mortgages, Short Sales, FHA financing, Real Estate Transactions, Credit, VA loans, Referrals, Real Estate Economics, Underwriting, Financial Services, Construction Loans, REO, Foreclosures, Management, Leadership

Education
Simon Fraser University   1989 — 1991
Psychology

Douglas College   1985 — 1989
Associate's degree, Psychology/Criminology

Will Allen, CRPC® Will Allen, CRPC® Greater Atlanta Area Details
Will Allen, CRPC®'s Foundation for Personal Financial Education Experience April 2009 - Present
Job Principal at Sentara Capital
Industry Financial Services
Experience
Foundation for Personal Financial Education   April 2009 - Present
Sentara Capital, LLC   May 2007 - Present
Financial Partners Wealth Management   May 2007 - December 2011
Wells Fargo  August 2001 - May 2007
Merrill Lynch  January 2000 - April 2001

Skills
Asset Management, Financial Planning, Wealth Management, Risk Management, Strategic Financial..., Investment Advisory, Retirement

Education
The University of Georgia   1998 — 2001
Finance

Robert P. Bergman Robert P. Bergman San Jose, California Details
Robert P. Bergman's Foundation for Personal Financial Education Experience 2008 - 2009
Job Attorney at Law, Certified Specialist, Estate Planning, Trust & Probate Law (California)
Industry Law Practice
Experience
Law Offices of Robert P. Bergman   June 1982 - Present
WealthCounsel, LLC  2006 - 2012
Foundation for Personal Financial Education   2008 - 2009
Law Offices of Robert P. Bergman   2008 - 2008
Gilfix & LaPoll Associates   February 2006 - June 2006
Voice One   2005 - 2005
Comerica Bank  December 2000 - November 2003

Skills
Estate Planning, Trusts, Wills, Special Needs Planning, Estate Administration, Powers of Attorney, Estate Tax Planning, Financial Planning, Elder Law, Living Trusts, Succession Planning, Wealth Transfer, Retirement Planning, Asset Protection, Estate Law, Wealth, Life Insurance, Inheritance Tax Planning, Tax Law, Insurance Planning

Education
Santa Clara University School of Law   1977 — 1980
J.D., Law

San Jose State University   1975 — 1977
A.B., Social Science and African Studies

De Anza College   1974 — 1975
A.A., General Education

University of California, Berkeley   1973 — 1974
N/A, General Education

Saint Francis High School   1969 — 1973
HS Diploma, n/a

Eric Heckman, CFP® Eric Heckman, CFP® San Jose, California Details
Eric Heckman, CFP®'s Foundation for Personal Financial Education Experience August 2007 - September 2009
Job Retirement Income Planner, Radio Show Host, Author, Founder
Industry Financial Services
Experience
Heckman Financial and Insurance Services, Inc.   June 1992 - Present
Financial Knowledge Institute   June 2009 - Present
Santa Clara County Council Boy Scouts   January 2007 - December 2012
Foundation for Personal Financial Education   August 2007 - September 2009

Skills
Insurance, Investments, Annuities, Financial Planning, Estate Planning, Employee Benefits, Retirement Planning, Public Speaking, Portfolio Management, Tax, Wealth Management, Fixed Annuities, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Wealth, Finance, Financial Planners

Education
College for Financial Planning   1995 — 1998
CFP, Financial Planning

Santa Clara University   1988 — 1992
BSC, Finance

Piedmont Hills High School   1984 — 1988
High School Diploma

Sean Burr Sean Burr Greater Los Angeles Area Details
Sean Burr's Foundation for Personal Financial Education Experience January 2009 - December 2012
Job Wealth Management
Industry Financial Services
Experience
Burr Financial   January 2006 - Present
Foundation for Personal Financial Education   January 2009 - December 2012

Skills
Estate Planning, Retirement Planning, Financial Advisory, Public Speaking

Education
Chapman University, The George L. Argyros School of Business and Economics   2003 — 2006

Ora Citron Ora Citron Walnut Creek, California Details
Ora Citron's Foundation for Personal Financial Education Experience 2009 - July 2012
Job Financial Consultant for women experiencing life's transitions.
Industry Financial Services
Experience
Ora Citron   November 2012 - Present
FPA NorCal Conference Committee   2005 - 2013
Oak Tree Wealth Management   November 2008 - November 2012
Foundation for Personal Financial Education   2009 - July 2012
Stahlschmidt Financial Group   2005 - 2008
GoBeam   2001 - 2003
QuantumShift  2000 - 2000
Pacific Telesis Group/Pacific Bell   1992 - 1996
AT&T  1988 - 1996

Skills
Retirement Planning, Financial Advisory, Personal Finance, Financial Planning, Long Term Care, Wealth Management, Securities, Retirement, Disability Insurance, Financial Services, Investment Advisory, Estate Planning, Investments, Asset Managment, Financial Planners, Insurance, Mutual Funds, Asset Allocation, Management

Education
College for Financial Planning   2006 — 2008
Financial Planning

Saint Mary's College of California   1982 — 1984
MBA, Finance and Strategic Planning

Victoria University of Manchester, England   1981 — 1981
Certificate, Environmental & Social Planning in Britain

University of Southern California   1970 — 1976
Bachelor of Arts, Urban Studies, minor Biological Sciences

University of the Pacific   1969 — 1970
Philosophy, Music

Dianne Crosby Dianne Crosby San Francisco Bay Area Details
Dianne Crosby's Foundation for Personal Financial Education Experience 2009 - 2010
Job Executive Loan Advisor, RPM
Industry Real Estate
Experience
RPM Mortgage Inc  November 2012 - Present
LaSalle Financial Services  March 2004 - November 2012
Foundation for Personal Financial Education   2009 - 2010
Holmgren & Associates   2002 - 2004

Skills
Residential Mortgages, Mortgage Banking, Mortgage Planning, Mortgage Industry, Financial Markets, Entrepreneurship, Managed Money, Real Estate, Refinance Transactions, Certified Mortgage..., Mortgage Lending, Refinance, Investment Properties, Loans, Residential Homes, First Time Home Buyers, Estate Planning, Real Estate Transactions, Property, Sellers, FHA, Finance, Strategic Financial..., Investments, Business Development, Sales, Investors, Buyers, Strategy, Financial Services, Underwriting, Real Estate Economics, Real Estate Financing, Commercial Lending, REO, Portfolio Management, Loan Origination, Asset Management, Reverse Mortgages, Referrals, Short Sales, Commercial Real Estate, FHA financing, Foreclosures, Brokerage, Commercial Mortgages, VA loans, Condos

Education
University of California, Hastings College of the Law   1982 — 1985
JD, Law

University of California, Berkeley   1978 — 1982
BA, Economics

Lindsay Trowbridge Lindsay Trowbridge Greater San Diego Area Details
Lindsay Trowbridge's Foundation for Personal Financial Education Experience 2007 - 2008
Job Workshop Leader, Teacher and Speaker
Industry Health, Wellness and Fitness
Experience
Lindsay Trowbridge   January 2007 - Present
Foundation for Personal Financial Education   2007 - 2008
Healthy Within   1999 - 2005

Education
University of Santa Monica   2006 — 2008
M.A., Spiritual Psychology

University of California, San Diego   1996 — 2001
B.A., Summa Cum Laude

Rhoda Miller Rhoda Miller Washington D.C. Metro Area Details
Rhoda Miller's Foundation for Personal Financial Education Experience November 2009 - Present
Job Chapter Coordinator at Foundation for Personal Financial Education
Industry Events Services
Experience
Foundation for Personal Financial Education   November 2009 - Present
Independent Consultant  June 2009 - May 2011
Water Environment Federation  1980 - 2008

Skills
Program Management, Research, Copy Editing, Marketing Communications, Event Planning, Editing, Marketing Strategy, Marketing, Newsletters, Nonprofits

Education
University of Maryland College Park   1973 — 1975
BS, Journalism

Rockland Community College   1971 — 1973
AA, Liberal Arts

Kendall Savitch, ABR Kendall Savitch, ABR United States Details
Kendall Savitch, ABR's Foundation for Personal Financial Education Experience December 2009 - May 2013
Job Buyer Specialist and Listing Manager at Shay Realtors
Industry Real Estate
Experience
Shay Realtors   May 2013 - Present
Cameron Real Estate Group   December 2009 - May 2013
Foundation for Personal Financial Education   December 2009 - May 2013
Four Seasons Hotels and Resorts  July 2008 - June 2009
SIPS Wine Events and Personal Concierge   May 2007 - June 2008

Skills
Real Estate, Estate Planning, Public Speaking, Retirement Planning, Nonprofits, Event Planning, Financial Planners, Financial Advisory, Finance, Time Management, Personal Finance, Investments, Strategic Financial..., Customer Service, Contract Negotiation, Small Business, Short Sales, Investment Properties, Real Estate Transactions, Mortgage Lending, Listing Homes, Seller Representation, Buyer Representation

Education
Sonoma State University   2004 — 2008
Bachelors Degree, Business Management

Torrey Pines High School   2000 — 2004