NCA Financial Planners
Description
Address: 6095 Parkland Blvd # 210, Cleveland, OH 44124 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (440) 473-1115Website: : : : Category: : : Place name: : Website: https://www.ncafinancial.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 a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of NCA Financial Planners Posting publicly on the Web Write a review Reviews Be the first to review
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NCA Financial Planners Employees
Employee
Years
Job
Industry
Joseph Bencar Joseph Bencar's NCA Financial Planners Experience January 2008 - December 2009
Job Chief Bearded Officer at HandleBeard Comb Company
Industry Internet
Experience
HandleBeard Comb Company September 2014 - Present
Rock Online Marketing LLC June 2012 - Present
Rockabuy Gear, Inc. June 2009 - Present
W Design Interiors November 2013 - November 2014
Rosetta May 2013 - November 2013
Fathom November 2010 - April 2013
NCA Financial Planners January 2008 - December 2009
Skills
SEO, Online Marketing, Entrepreneurship, Link Building, Keyword Research, Keyword Analysis, Online Advertising, Strategy, SEM, Social Media Marketing, Web Marketing, Analytics, Marketing, PPC, Blogging, Small Business, Social Media, User Experience, Google Adwords, Marketing Strategy, Search Analysis, Web Analytics, Conversion Optimization, Mobile Marketing, Email Marketing, Content Development, E-commerce, Affiliate Marketing, Google Analytics
Education
The Ohio State University 2002 — 2007
BA in Business Administration, Finance, Entrepreneurship
HandleBeard Comb Company September 2014 - Present
Rock Online Marketing LLC June 2012 - Present
Rockabuy Gear, Inc. June 2009 - Present
W Design Interiors November 2013 - November 2014
Rosetta May 2013 - November 2013
Fathom November 2010 - April 2013
NCA Financial Planners January 2008 - December 2009
Skills
SEO, Online Marketing, Entrepreneurship, Link Building, Keyword Research, Keyword Analysis, Online Advertising, Strategy, SEM, Social Media Marketing, Web Marketing, Analytics, Marketing, PPC, Blogging, Small Business, Social Media, User Experience, Google Adwords, Marketing Strategy, Search Analysis, Web Analytics, Conversion Optimization, Mobile Marketing, Email Marketing, Content Development, E-commerce, Affiliate Marketing, Google Analytics
Education
The Ohio State University 2002 — 2007
BA in Business Administration, Finance, Entrepreneurship
Michelle Green-Dacres Michelle Green-Dacres's NCA Financial Planners Experience June 2000 - June 2001
Job Product Management Director Retirement & Wealth Solutions at USAA
Industry Financial Services
Experience
USAA February 2014 - Present
PNC Investments June 2001 - Present
NCA Financial Planners June 2000 - June 2001
Progressive Insurance January 1997 - May 2000
Skills
Annuities, Fixed Annuities, Insurance, Investments, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Mergers & Acquisitions, Series 63, Retirement, Mortgage Lending, Series 7
Education
David N. Myers University 1992 — 1997
BA, Business Administration
USAA February 2014 - Present
PNC Investments June 2001 - Present
NCA Financial Planners June 2000 - June 2001
Progressive Insurance January 1997 - May 2000
Skills
Annuities, Fixed Annuities, Insurance, Investments, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Mergers & Acquisitions, Series 63, Retirement, Mortgage Lending, Series 7
Education
David N. Myers University 1992 — 1997
BA, Business Administration
Rebecca Durra Rebecca Durra's NCA Financial Planners Experience June 2006 - March 2008
Job Customer Data Analyst
Industry Hospital & Health Care
Experience
Cardinal Health September 2012 - Present
Dongdaemun SLP February 2011 - March 2012
Student Athlete Support Services Office October 2008 - June 2010
Off the Lake Productions January 2007 - June 2010
Terra Gallery June 2008 - September 2008
NCA Financial Planners June 2006 - March 2008
Skills
French, Microsoft Office, Photoshop, Typing, Language Teaching, Project Coordination, Telephone Skills, Calligraphy, Teaching English, Cooking, Teacher Training, Leadership Experience, Fine Art, Teaching Experience, Mentoring, ESL, Korean, Blogging, Leadership, Access, Data Analysis, Public Speaking, Marketing, Event Planning, Customer Service, Microsoft Excel
Education
Ohio University 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
The Ohio State University 2006 — 2010
Bachelor of Arts, French
Cardinal Health September 2012 - Present
Dongdaemun SLP February 2011 - March 2012
Student Athlete Support Services Office October 2008 - June 2010
Off the Lake Productions January 2007 - June 2010
Terra Gallery June 2008 - September 2008
NCA Financial Planners June 2006 - March 2008
Skills
French, Microsoft Office, Photoshop, Typing, Language Teaching, Project Coordination, Telephone Skills, Calligraphy, Teaching English, Cooking, Teacher Training, Leadership Experience, Fine Art, Teaching Experience, Mentoring, ESL, Korean, Blogging, Leadership, Access, Data Analysis, Public Speaking, Marketing, Event Planning, Customer Service, Microsoft Excel
Education
Ohio University 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
The Ohio State University 2006 — 2010
Bachelor of Arts, French
Michael Obremski Michael Obremski's NCA Financial Planners Experience 2012 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
NCA Financial Planners 2012 - 2014
Skills
Sales, Marketing, Leadership Development, Black Belt, Marketing Communications
Education
University of Southern California 1986 — 1989
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
University of Southern California 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
NCA Financial Planners 2012 - 2014
Skills
Sales, Marketing, Leadership Development, Black Belt, Marketing Communications
Education
University of Southern California 1986 — 1989
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
University of Southern California 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Dan Salls Dan Salls's NCA Financial Planners Experience June 2009 - August 2009
Job Chef/Owner at The Salsa Truck & The Garage
Industry Restaurants
Experience
The Salsa Truck, LLC April 2012 - Present
Wells Fargo Advisors, LLC June 2010 - July 2012
KAM'S February 2007 - May 2010
NCA Financial Planners June 2009 - August 2009
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Securities, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Asset Allocation, Equities, Options, Estate Planning, Risk Management, Alternative Investments
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BA
Glenbrook North High School 2002 — 2006
The Salsa Truck, LLC April 2012 - Present
Wells Fargo Advisors, LLC June 2010 - July 2012
KAM'S February 2007 - May 2010
NCA Financial Planners June 2009 - August 2009
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Securities, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Asset Allocation, Equities, Options, Estate Planning, Risk Management, Alternative Investments
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BA
Glenbrook North High School 2002 — 2006
Alex Fuller's NCA Financial Planners Experience June 2007 - August 2007
Job Business Development Strategist and Analyst at Majestic Steel USA
Industry Mining & Metals
Experience
Majestic Steel USA December 2013 - Present
Progressive Insurance June 2013 - December 2013
Progressive Insurance November 2011 - June 2013
Progressive Insurance May 2010 - November 2011
Progressive Insurance May 2009 - August 2009
Zelman & Associates May 2008 - August 2008
NCA Financial Planners June 2007 - August 2007
Skills
Analytics, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Pricing Analysis, Auditing, Budget, Risk Assessment, Financial Risk, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SharePoint, Stock Market
Education
Miami University 2006 — 2010
Bachelor's degree, Accounting and Finance
Majestic Steel USA December 2013 - Present
Progressive Insurance June 2013 - December 2013
Progressive Insurance November 2011 - June 2013
Progressive Insurance May 2010 - November 2011
Progressive Insurance May 2009 - August 2009
Zelman & Associates May 2008 - August 2008
NCA Financial Planners June 2007 - August 2007
Skills
Analytics, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Pricing Analysis, Auditing, Budget, Risk Assessment, Financial Risk, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SharePoint, Stock Market
Education
Miami University 2006 — 2010
Bachelor's degree, Accounting and Finance
Elizabeth (Verner) Scheiderer, CFP® Elizabeth (Verner) Scheiderer, CFP®'s NCA Financial Planners Experience 2007 - Present
Job Financial Planner
Industry Financial Services
Experience
NCA Financial Planners 2007 - Present
Education
Ohio University 2003 — 2007
Bachelor of Science in Communication, Economics
NCA Financial Planners 2007 - Present
Education
Ohio University 2003 — 2007
Bachelor of Science in Communication, Economics
Daniel Kehoe, MBA's NCA Financial Planners Experience January 2012 - May 2012
Job Placement Specialist at Willis
Industry Insurance
Experience
Willis February 2014 - Present
HDVest Investment Services December 2012 - February 2014
NCA Financial Planners January 2012 - May 2012
Skills
Asset Allocation, Portfolio Management, Investments, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Wealth, Mutual Funds, Financial Advisory, Investment Strategies, Series 7
Education
John Carroll University 2011 — 2012
Master of Business Administration (MBA), Finance
John Carroll University 2007 — 2011
Bachelor's degree, Finance
Conneaut High School 2003 — 2007
High School Diploma
Willis February 2014 - Present
HDVest Investment Services December 2012 - February 2014
NCA Financial Planners January 2012 - May 2012
Skills
Asset Allocation, Portfolio Management, Investments, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Wealth, Mutual Funds, Financial Advisory, Investment Strategies, Series 7
Education
John Carroll University 2011 — 2012
Master of Business Administration (MBA), Finance
John Carroll University 2007 — 2011
Bachelor's degree, Finance
Conneaut High School 2003 — 2007
High School Diploma
Rick Weinstein's NCA Financial Planners Experience September 1991 - August 1993
Job Family Office Consulting
Industry Financial Services
Experience
Lis4cg January 2008 - Present
Succession Capital Alliance January 2005 - January 2008
Lincoln Financial Group January 1995 - April 2003
NCA Financial Planners September 1991 - August 1993
Price Waterhouse June 1978 - April 1982
Skills
Philanthropy, Charities, Strategic Planning, Coaching, New Business Development, Start-ups, CPA
Education
The Ohio State University Fisher College of Business 1974 — 1978
BSBA, Business, Accounting, Computer Science
Kabbalah Centre
Temple Israel
Lis4cg January 2008 - Present
Succession Capital Alliance January 2005 - January 2008
Lincoln Financial Group January 1995 - April 2003
NCA Financial Planners September 1991 - August 1993
Price Waterhouse June 1978 - April 1982
Skills
Philanthropy, Charities, Strategic Planning, Coaching, New Business Development, Start-ups, CPA
Education
The Ohio State University Fisher College of Business 1974 — 1978
BSBA, Business, Accounting, Computer Science
Kabbalah Centre
Temple Israel
Jordan Wittbrot Jordan Wittbrot's NCA Financial Planners Experience April 2014 - August 2014
Job Analyst at Citigroup Hedge Fund Services
Industry Financial Services
Experience
Citi December 2014 - Present
The Ohio State University August 2012 - December 2014
NCA Financial Planners April 2014 - August 2014
The Home Depot June 2013 - August 2013
Skills
Critical Thinking, Time Management, Microsoft Office, Microsoft Excel, Statistics, Higher Education, Valuation, Financial Modeling, M&A analysis, LBO, Financial Projection, Project Finance
Education
The Ohio State University
Citi December 2014 - Present
The Ohio State University August 2012 - December 2014
NCA Financial Planners April 2014 - August 2014
The Home Depot June 2013 - August 2013
Skills
Critical Thinking, Time Management, Microsoft Office, Microsoft Excel, Statistics, Higher Education, Valuation, Financial Modeling, M&A analysis, LBO, Financial Projection, Project Finance
Education
The Ohio State University
Kevin Myeroff Kevin Myeroff's NCA Financial Planners Experience 1997 - Present
Job CEO and President at NCA Financial Planners
Industry Financial Services
Experience
NCA Financial Planners 1997 - Present
WKYC-TV 1990 - Present
NCA Financial Planners January 1986 - Present
Arthur Young January 1983 - January 1986
Skills
FINRA, Finance, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Wealth Management, Strategic Financial..., Business Planning, Mutual Funds, Retirement Planning, 401k, Financial Services, Financial Planning, Asset Management, Investment Strategies, Financial Planners
Education
Ithaca College 1979 — 1983
Bachelor's degree, Accounting and Finance
NCA Financial Planners 1997 - Present
WKYC-TV 1990 - Present
NCA Financial Planners January 1986 - Present
Arthur Young January 1983 - January 1986
Skills
FINRA, Finance, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Wealth Management, Strategic Financial..., Business Planning, Mutual Funds, Retirement Planning, 401k, Financial Services, Financial Planning, Asset Management, Investment Strategies, Financial Planners
Education
Ithaca College 1979 — 1983
Bachelor's degree, Accounting and Finance
Adam Kolesar Adam Kolesar's NCA Financial Planners Experience December 2004 - May 2006
Job Territory Manager at WeberHuff, Inc.
Industry Mechanical or Industrial Engineering
Experience
Weber-Huff, Inc. April 2012 - Present
Ferguson Enterprises June 2006 - March 2012
NCA Financial Planners December 2004 - May 2006
Skills
Sales Operations, Sales, Management, Cold Calling, Analysis, Accounting, Account Management, Sales Management, Sales Process, New Business Development, Pricing, Selling
Education
Baldwin-Wallace College 2002 — 2006
Bachelors of Arts, Business Administration
Weber-Huff, Inc. April 2012 - Present
Ferguson Enterprises June 2006 - March 2012
NCA Financial Planners December 2004 - May 2006
Skills
Sales Operations, Sales, Management, Cold Calling, Analysis, Accounting, Account Management, Sales Management, Sales Process, New Business Development, Pricing, Selling
Education
Baldwin-Wallace College 2002 — 2006
Bachelors of Arts, Business Administration
Thomas Boretsky Thomas Boretsky's NCA Financial Planners Experience May 2014 - May 2015
Job Finance Summer Associate at UPMC
Industry Financial Services
Experience
UPMC May 2015 - Present
John Carroll University January 2015 - Present
NCA Financial Planners May 2014 - May 2015
Four Points by Sheraton Pittsburgh North June 2013 - April 2014
Wildwood Country Club June 2012 - July 2012
Hampton Township Community Center November 2011 - March 2012
Skills
People Skills, Leadership, Time Management, Hardworking, Microsoft Office, People friendly, Analyzing and creating..., Business Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Customer Service, Public Speaking, Social Networking
Education
John Carroll University 2012 — 2016
Bachelor of Science (BS), Economics/Finance
Hampton High School 2008 — 2012
UPMC May 2015 - Present
John Carroll University January 2015 - Present
NCA Financial Planners May 2014 - May 2015
Four Points by Sheraton Pittsburgh North June 2013 - April 2014
Wildwood Country Club June 2012 - July 2012
Hampton Township Community Center November 2011 - March 2012
Skills
People Skills, Leadership, Time Management, Hardworking, Microsoft Office, People friendly, Analyzing and creating..., Business Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Customer Service, Public Speaking, Social Networking
Education
John Carroll University 2012 — 2016
Bachelor of Science (BS), Economics/Finance
Hampton High School 2008 — 2012
Warren S. Wernick Warren S. Wernick's NCA Financial Planners Experience January 1987 — February 2010
Job Managing Director Investments PIM Portfolio Manager of The Wernick Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wernick Wealth Management Group of Wells Fargo Advisors March 2010 — Present
NCA Financial Planners January 1987 — February 2010
Skills
Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Securities, ETFs, Hedge Funds
Education
The Ohio State University 1980 — 1986
B.A., Economics
Cleveland Heights High School 1978 — 1980
Student
Wernick Wealth Management Group of Wells Fargo Advisors March 2010 — Present
NCA Financial Planners January 1987 — February 2010
Skills
Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Securities, ETFs, Hedge Funds
Education
The Ohio State University 1980 — 1986
B.A., Economics
Cleveland Heights High School 1978 — 1980
Student
Allison Deacon's NCA Financial Planners Experience August 2011 - August 2012
Job Allstate, Financial Consultant
Industry Information Technology and Services
Experience
Allstate January 2015 - Present
Allstate July 2013 - December 2014
Morgan Stanley Wealth Management September 2012 - May 2013
NCA Financial Planners August 2011 - August 2012
The Club at Hillbrook April 2008 - 2011
Skills
Strategy, Management, Corporate Finance, Finance, Social Media, Budgets, Mergers & Acquisitions, Market Research, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Entrepreneurship, PowerPoint, Microsoft Excel, Pivot Tables, Business Strategy, Data Analysis, Leadership
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.5/4.0
Audencia Nantes Ecole de Management
European Union, International Marketing, EU Law
Notre Dame Cathedral Latin High School
Allstate January 2015 - Present
Allstate July 2013 - December 2014
Morgan Stanley Wealth Management September 2012 - May 2013
NCA Financial Planners August 2011 - August 2012
The Club at Hillbrook April 2008 - 2011
Skills
Strategy, Management, Corporate Finance, Finance, Social Media, Budgets, Mergers & Acquisitions, Market Research, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Entrepreneurship, PowerPoint, Microsoft Excel, Pivot Tables, Business Strategy, Data Analysis, Leadership
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.5/4.0
Audencia Nantes Ecole de Management
European Union, International Marketing, EU Law
Notre Dame Cathedral Latin High School