Lighthouse Planning Consultants

Description

Address: 1800 Chapel Ave W #200, Cherry Hill, NJ 08002 Phone: (856) 488-2851: : : Website: : Hours: : : Place name: Category: Website: http://lhplan.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lighthouse Planning Consultants Posting publicly on the Web Write a review Reviews Be the first to review

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Lighthouse Planning Consultants Employees

Employee
Years
Job
Industry
Sarah Lobosco Sarah Lobosco Boston, Massachusetts Details
Sarah Lobosco's Lighthouse Planning Consultants Experience May 2012 - August 2012
Job Business Technology Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte  July 2014 - Present
Bentley University, University Advancement   September 2010 - May 2014
Deloitte  June 2013 - August 2013
Integrated Financial Partners  January 2013 - May 2013
SunMED Medical   May 2012 - September 2012
Lighthouse Planning Consultants   May 2012 - August 2012

Skills
Close Attention to..., Organization, Friendly Personality, Time Management, Dedication to..., Microsoft Excel, PowerPoint, Streetscape, Microsoft Word, Outlook, Peachtree, Morningstar, Highly personable, Customer Service

Education
Bentley University   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Universitat Pompeu Fabra   2012 — 2012

John Carpani John Carpani Greater Philadelphia Area Details
John Carpani's Lighthouse Planning Consultants Experience March 2014 - October 2014
Job Financial Services Professional
Industry Financial Services
Experience
Lighthouse Planning Consultants   March 2014 - October 2014
Swarthmore Financial Services  September 2013 - February 2014
Cabot Lodge  May 2012 - August 2012
DVFG Advisors, LLC  2010 - May 2012
PNC Investments  2007 - 2010
Merrill Lynch  2006 - 2007

Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits

Education
Temple University   2000 — 2004
B.A., Mathematical Economics

Methacton

visitation

Mitchell Kirchner Mitchell Kirchner Philadelphia, Pennsylvania Details
Mitchell Kirchner's Lighthouse Planning Consultants Experience January 2014 - May 2014
Job Teaching Assistant at Temple University
Industry
Experience
Temple University  January 2015 - Present
Farmers of Salem   May 2015 - August 2015
Lighthouse Planning Consultants   January 2014 - May 2014
Hershey Entertainment & Resorts  March 2013 - August 2013

Skills
Communication, Customer Service, Financial Planners

Education
Temple University - Fox School of Business and Management   2012 — 2016
Finance, General

Annville-Cleona High School   2008 — 2012

Kelli O'Neil Kelli O'Neil Greater Philadelphia Area Details
Kelli O'Neil's Lighthouse Planning Consultants Experience June 2015 - Present
Job Client Relationship Manager at Lighthouse Planning Consultants
Industry Financial Services
Experience
Lighthouse Planning Consultants   June 2015 - Present
Susquehanna International Group, LLP (SIG)   July 2014 - June 2015
Center City Legal Reproductions   January 2013 - September 2013
MJ7 Trade   May 2013 - August 2013
Lincoln Financial Advisors  August 2012 - January 2013

Skills
Customer Service, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Data Entry, Access, Marketing, Microsoft Word, Outlook, Customer Satisfaction, Teamwork, Inventory Management, Facebook, Morningstar

Education
Temple University - Fox School of Business and Management   2009 — 2014
Bachelor of Business Administration (BBA), Finance, General

Villa Joseph Marie High School   2004 — 2009
High School

Biyun Lu Biyun Lu Philadelphia, Pennsylvania Details
Biyun Lu's Lighthouse Planning Consultants Experience January 2012 - May 2012
Job Associate at PwC Shanghai Office
Industry Financial Services
Experience
PwC  October 2012 - Present
Temple University  January 2012 - May 2012
Lighthouse Planning Consultants   January 2012 - May 2012
CHINA CITIC BANK  July 2011 - August 2011
Temple university RMI Department   January 2011 - January 2011
Temple University  June 2009 - August 2009

Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Mandarin, Bloomberg Terminal, Chinese, Critical Thinking, Financial Modeling, Research

Education
Temple University   2008 — 2012
BBA, Finance

Hangzhou Foreign Language School   2005 — 2008

Marc Neumann, ChFC Marc Neumann, ChFC Greater Philadelphia Area Details
Marc Neumann, ChFC's Lighthouse Planning Consultants Experience October 1993 - Present
Job Financial Planner, Cofounder at Lighthouse Planning Consultants
Industry Financial Services
Experience
Lighthouse Planning Consultants   October 1993 - Present

Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Wealth Management, Financial Planners, Mutual Funds, Wealth, Investment Advisory, Estate Planning, 401k, Asset Allocation, Series 7, Wealth Accumulation, Securities, Alternative Investments, IRAs, High Net Worth..., Life Insurance, Pensions, Insurance, Equities, Personal Financial..., Succession Planning, Income Protection, Bonds, Asset Managment

Education
The American College   1995 — 2000
Chartered Financial Consultant Designation, Financial, Business Succession and Estate Planning

Rutgers University   1987 — 1991
Bachelor of Arts (B.A.), Economics and Finance

Mount Olive High School   1984 — 1987
1987

ashley huston ashley huston Philadelphia, Pennsylvania Details
ashley huston's Lighthouse Planning Consultants Experience September 2012 - December 2012
Job Peace Corps Volunteer Tanzania
Industry Philanthropy
Experience
Peace Corps  July 2014 - Present
Beneficial Bank  September 2009 - July 2014
Lighthouse Planning Consultants   September 2012 - December 2012
Cold Stone Creamery  July 2006 - September 2009

Skills
Finance, Access, Credit Unions, Bank Secrecy Act, Cross Selling, Microsoft Office, POMS, MySQL, Microsoft Excel, Windows, Outlook, Asset Based Lending, PowerPoint, Core Banking, Financial Reporting, Grant Writing, Volunteer Training, Secondary Education

Education
Temple University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Central High School   2004 — 2008
High School Diploma

Alexander Iuliano Alexander Iuliano Philadelphia, Pennsylvania Details
Alexander Iuliano's Lighthouse Planning Consultants Experience August 2013 - June 2014
Job Financial Paraplanner
Industry Financial Services
Experience
Professional Planning Associates  June 2014 - Present
Lighthouse Planning Consultants   August 2013 - June 2014
Northwestern Mutual  June 2013 - August 2013
Toll Brothers  June 2012 - July 2012

Skills
Basic French, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, emoney, ebix crm, Marketing, Bloomberg Terminal, Outlook, Social Networking, Customer Service, Research, Data Entry

Education
Temple University - Fox School of Business and Management   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Holy Ghost Preparatory School   2006 — 2010

Michael E. Miller, CFP® Michael E. Miller, CFP® Greater Philadelphia Area Details
Michael E. Miller, CFP®'s Lighthouse Planning Consultants Experience August 2015 - Present
Job
Industry Financial Services
Experience
Lighthouse Planning Consultants   August 2015 - Present
Hanlon Investment Management, Inc.   July 2014 - July 2015
Interactive Advisory Software  July 2014 - July 2015
Hanlon Investment Management, Inc.   June 2013 - July 2015
Richard Stockton College  2014 - 2014
Hanlon Investment Management, Inc.   June 2012 - June 2013
Hanlon Investment Management, Inc.   May 2010 - June 2012
NEXT Financial Group  October 2006 - May 2010
Ayco Co.   2005 - 2006

Education
Richard Stockton College of New Jersey   2012 — 2013
Certificate, Financial Planning

The College of Saint Rose   2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Kelly Zanto, MBA, PHR Kelly Zanto, MBA, PHR Greater Philadelphia Area Details
Kelly Zanto, MBA, PHR's Lighthouse Planning Consultants Experience February 2001 - Present
Job Practice Manager/Registered Representative at Lighthouse Planning Consultants
Industry Financial Services
Experience
Lighthouse Planning Consultants   February 2001 - Present
Saint Patrick Hospital  1997 - 2000
Saint Patrick Hospital  1995 - 1997

Skills
Retirement Planning, Wealth Management, Series 7, Estate Planning, Human Resources, Retirement, Wealth, Investments, Management, Strategic Financial..., Insurance Planning, Information Technology, Financial Planning, MBA, PHR

Education
The University of Montana - School of Business Administration   1998 — 2000
MBA, Business Administration

The University of Montana - School of Business Administration   1993 — 1997
Bachelor of Science (B.S.), Business Administration