United Planners Financial Services
Industry: Company
DescriptionHeadquarters: Scottsdale, AZ Founded: 1987 Parent organization: Western Financial Holdings, LLC Subsidiary: United Planners' Financial Services Of America A Limited Partner, Asset Management Arm
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United Planners Financial Services Employees
Employee
Years
Job
Industry
Shayne Lester, CFP® Shayne Lester, CFP®'s United Planners Financial Services Experience May 2012 - Present
Job Investment Advisor Representative, CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
United Planners Financial Services May 2012 - Present
Eide Bailly LLP May 2005 - March 2012
MassMutual Financial Group October 2002 - May 2005
Prudential Financial October 1999 - August 2002
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Mutual Funds, Financial Services, Asset Management, Securities, Insurance, Life Insurance, IRAs, Disability Insurance, Pensions, Strategy
Education
Oklahoma City University
Business Administration
United Planners Financial Services May 2012 - Present
Eide Bailly LLP May 2005 - March 2012
MassMutual Financial Group October 2002 - May 2005
Prudential Financial October 1999 - August 2002
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Mutual Funds, Financial Services, Asset Management, Securities, Insurance, Life Insurance, IRAs, Disability Insurance, Pensions, Strategy
Education
Oklahoma City University
Business Administration
Jordan Bathen Jordan Bathen's United Planners Financial Services Experience August 2014 - Present
Job Client Relations Specialist at Investment Center
Industry Financial Services
Experience
United Planners Financial Services August 2014 - Present
Investment Center August 2014 - Present
United States Marine Corps Reserves September 2012 - Present
Target August 2012 - August 2014
United States Marine Corps May 2008 - August 2012
AEGON January 2007 - August 2007
John Deere November 2005 - January 2007
Skills
Leadership, Logistics, Operational Planning, Security Clearance, Operations Management, Supply Chain Management, Military Operations, Process Improvement, Team Leadership, Military, Analysis, Financial Analysis, DoD, Project Management, Strategic Planning, Asset Management, Policy, Military Experience, Military Logistics, Command, Purchasing, Budgets, Military Training, Inventory Management, Supply Chain, Managerial Finance, Facilities Management, Logistics Management, Financial Management, Logistical Coordination, Finance, Management, Series 7, Series 66
Education
College for Financial Planning 2015 — 2017
Certified Financial Planner
California State University-Fullerton 2012 — 2012
Certificate, Six Sigma
Marine Corps Officer Leadership Training 2008 — 2009
University of Northern Iowa 2005 — 2008
BA, Finance & Real Estate
High School
United Planners Financial Services August 2014 - Present
Investment Center August 2014 - Present
United States Marine Corps Reserves September 2012 - Present
Target August 2012 - August 2014
United States Marine Corps May 2008 - August 2012
AEGON January 2007 - August 2007
John Deere November 2005 - January 2007
Skills
Leadership, Logistics, Operational Planning, Security Clearance, Operations Management, Supply Chain Management, Military Operations, Process Improvement, Team Leadership, Military, Analysis, Financial Analysis, DoD, Project Management, Strategic Planning, Asset Management, Policy, Military Experience, Military Logistics, Command, Purchasing, Budgets, Military Training, Inventory Management, Supply Chain, Managerial Finance, Facilities Management, Logistics Management, Financial Management, Logistical Coordination, Finance, Management, Series 7, Series 66
Education
College for Financial Planning 2015 — 2017
Certified Financial Planner
California State University-Fullerton 2012 — 2012
Certificate, Six Sigma
Marine Corps Officer Leadership Training 2008 — 2009
University of Northern Iowa 2005 — 2008
BA, Finance & Real Estate
High School
David McLenachen, AIF® David McLenachen, AIF®'s United Planners Financial Services Experience July 1997 - Present
Job President at McLenachen Financial, Inc.
Industry Financial Services
Experience
McLenachen Financial, Inc. July 1997 - Present
United Planners Financial Services July 1997 - Present
Prudential Financial May 1992 - June 1997
Education
San Diego State University-California State University 1988 — 1992
BS in Business Administration, Finance
San Diego Mesa College
The University of Kansas
McLenachen Financial, Inc. July 1997 - Present
United Planners Financial Services July 1997 - Present
Prudential Financial May 1992 - June 1997
Education
San Diego State University-California State University 1988 — 1992
BS in Business Administration, Finance
San Diego Mesa College
The University of Kansas
Josephine Choy Josephine Choy's United Planners Financial Services Experience January 2013 - Present
Job System Support Manager at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services January 2013 - Present
United Planners Financial Services October 2010 - December 2012
Abercrombie & Fitch June 2011 - October 2011
Laird & Associates, PC February 2007 - August 2008
Mr. Sushi Restaurants Group February 2005 - May 2008
Market Solutions May 2004 - August 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Time Management, Outlook, Microsoft Word, Data Entry, File Management, Spreadsheets, Teamwork, Adobe Acrobat, QuickBooks, Organization, Access, Highly detail oriented, Filing, Phone Etiquette, Microsoft Publisher, Administrative..., Social Networking, Office Management, Research, Team-oriented, PeopleSoft
Education
Arizona State University
Bachelor of Accountancy (BS), Accounting and Finance
University of Arizona
Glendale Community College
Ironwood High School
United Planners Financial Services January 2013 - Present
United Planners Financial Services October 2010 - December 2012
Abercrombie & Fitch June 2011 - October 2011
Laird & Associates, PC February 2007 - August 2008
Mr. Sushi Restaurants Group February 2005 - May 2008
Market Solutions May 2004 - August 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Time Management, Outlook, Microsoft Word, Data Entry, File Management, Spreadsheets, Teamwork, Adobe Acrobat, QuickBooks, Organization, Access, Highly detail oriented, Filing, Phone Etiquette, Microsoft Publisher, Administrative..., Social Networking, Office Management, Research, Team-oriented, PeopleSoft
Education
Arizona State University
Bachelor of Accountancy (BS), Accounting and Finance
University of Arizona
Glendale Community College
Ironwood High School
Marc Monson Marc Monson's United Planners Financial Services Experience May 2005 - January 2006
Job Strategic Sourcing / Global Supply Chain / Innovative Process Improvement
Industry Consumer Goods
Experience
Unilin/Pergo/Mohawk Industries July 2014 - Present
Durham Brands January 2006 - June 2014
LDS Business College January 2014 - April 2014
United Planners Financial Services May 2005 - January 2006
Skills
Supply Chain, Global Sourcing, Supply Chain Management, Inventory Management, Process Improvement, Leadership, Japanese, Purchasing, Supply Chain Operations, Improvisation, Microsoft Excel, Logistics, Distribution Center..., Supply Chain..., Supply Management, Strategic Sourcing, BSA Woodbadge Trained, Improv Comedy, Team Building, Cross-functional Team..., Management, Strategic Planning, Strategy, Forecasting
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Executive MBA Class of 2014, Top 10% of Class
Brigham Young University 1999 — 2005
Bachelor's degree, Economics, minor in Philosophy
Unilin/Pergo/Mohawk Industries July 2014 - Present
Durham Brands January 2006 - June 2014
LDS Business College January 2014 - April 2014
United Planners Financial Services May 2005 - January 2006
Skills
Supply Chain, Global Sourcing, Supply Chain Management, Inventory Management, Process Improvement, Leadership, Japanese, Purchasing, Supply Chain Operations, Improvisation, Microsoft Excel, Logistics, Distribution Center..., Supply Chain..., Supply Management, Strategic Sourcing, BSA Woodbadge Trained, Improv Comedy, Team Building, Cross-functional Team..., Management, Strategic Planning, Strategy, Forecasting
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Executive MBA Class of 2014, Top 10% of Class
Brigham Young University 1999 — 2005
Bachelor's degree, Economics, minor in Philosophy
Rebekah Shindel Rebekah Shindel's United Planners Financial Services Experience August 2011 - May 2012
Job Student at the University of Arizona
Industry Fine Art
Experience
Kettle Pop Productions January 2008 - Present
Independent June 2012 - August 2013
United Planners Financial Services August 2011 - May 2012
Skills
Microsoft Office, Portfolio Management, Public Speaking, Framing, Graphic Design, Teaching, Customer Service, Cashiering, Facebook, Data Entry, Matting, Written & Oral..., Visual Arts, Food Service
Education
University of Arizona 2013 — 2017
Kettle Pop Productions January 2008 - Present
Independent June 2012 - August 2013
United Planners Financial Services August 2011 - May 2012
Skills
Microsoft Office, Portfolio Management, Public Speaking, Framing, Graphic Design, Teaching, Customer Service, Cashiering, Facebook, Data Entry, Matting, Written & Oral..., Visual Arts, Food Service
Education
University of Arizona 2013 — 2017
Herb Shiraishi Herb Shiraishi's United Planners Financial Services Experience 2013 - 2014
Job Financial Advisor
Industry Financial Services
Experience
Shiraishi Financial Group December 1998 - Present
United Planners Financial Services 2013 - 2014
Aetna Life and Annuity Co. 1991 - 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Financial Planning, Financial Services, Securities, Series 63, Finance
Education
University of Hawaii - College of Business Administration 1984 — 1987
Bachelor of Science (BS), Finance
Moanalua Highschool 1979 — 1982
Shiraishi Financial Group December 1998 - Present
United Planners Financial Services 2013 - 2014
Aetna Life and Annuity Co. 1991 - 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Financial Planning, Financial Services, Securities, Series 63, Finance
Education
University of Hawaii - College of Business Administration 1984 — 1987
Bachelor of Science (BS), Finance
Moanalua Highschool 1979 — 1982
Daphne Marcus Daphne Marcus's United Planners Financial Services Experience January 2006 - June 2011
Job Paralegal at Lexington Law Firm
Industry Financial Services
Experience
Lexington Law Firm November 2014 - Present
Ryan January 2013 - May 2013
Bank of America April 2012 - August 2012
Desert Schools Federal Credit Union October 2011 - December 2011
United Planners Financial Services January 2006 - June 2011
United Planners Financial Services November 2000 - December 2005
National Mortgage January 1999 - January 2000
Park Executive Suites January 1996 - January 1998
Skills
Multiple phone line..., Microsoft Word, Microsoft Excel, Outlook, Document Imaging, Fax, Copying, Data Entry, Filing, Email, Spreadsheets, Mail Sorting, Postage Meter, Invoicing, Access, Insurance, Mutual Funds, Strategic Financial..., Accounting
Education
Arcadia High School 1990 — 1993
Scottsdale Community College
Lexington Law Firm November 2014 - Present
Ryan January 2013 - May 2013
Bank of America April 2012 - August 2012
Desert Schools Federal Credit Union October 2011 - December 2011
United Planners Financial Services January 2006 - June 2011
United Planners Financial Services November 2000 - December 2005
National Mortgage January 1999 - January 2000
Park Executive Suites January 1996 - January 1998
Skills
Multiple phone line..., Microsoft Word, Microsoft Excel, Outlook, Document Imaging, Fax, Copying, Data Entry, Filing, Email, Spreadsheets, Mail Sorting, Postage Meter, Invoicing, Access, Insurance, Mutual Funds, Strategic Financial..., Accounting
Education
Arcadia High School 1990 — 1993
Scottsdale Community College
Michael Pomerantz Michael Pomerantz's United Planners Financial Services Experience August 2002 - Present
Job
Industry Financial Services
Experience
Backal Pomerantz Wealth Management August 2002 - Present
United Planners Financial Services August 2002 - Present
Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory, Annuities, Insurance Planning, Asset Management, 401k, IRA's, Wealth Accumulation, Retirement, Wealth, Financial Advisory, Mutual Funds, Disability Insurance, Retirement Income..., Long Term Care, Term Life Insurance, Equities, Wealth Management..., Investment Management, 401k Rollovers, 403b Rollovers, Permanent Life Insurance, Unit Investment Trusts, Stock Management, Municipal Bonds
Education
University of Pittsburgh 1984 — 1991
University of Pittsburgh
Bachelor of Science
Backal Pomerantz Wealth Management August 2002 - Present
United Planners Financial Services August 2002 - Present
Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory, Annuities, Insurance Planning, Asset Management, 401k, IRA's, Wealth Accumulation, Retirement, Wealth, Financial Advisory, Mutual Funds, Disability Insurance, Retirement Income..., Long Term Care, Term Life Insurance, Equities, Wealth Management..., Investment Management, 401k Rollovers, 403b Rollovers, Permanent Life Insurance, Unit Investment Trusts, Stock Management, Municipal Bonds
Education
University of Pittsburgh 1984 — 1991
University of Pittsburgh
Bachelor of Science
Dave Hauer Dave Hauer's United Planners Financial Services Experience May 2012 - Present
Job AVP Compliance/AML Officer at United Planners
Industry Financial Services
Experience
United Planners Financial Services May 2012 - Present
SagePoint Financial September 1999 - May 2012
Skills
Series 24, Series 66, Series 63, Series 7, Series 4, Series 53, AZ Life and Health..., AML, FINRA, Financial Planning, Financial Services, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement, Retirement Planning, Series 65, Uniform Combined State..., Securities, Wealth Management, Asset Management, Insurance, Financial Advisory, Risk Management
Education
University of Phoenix 2003 — 2007
Bachelor of Business Management, Business Management
United Planners Financial Services May 2012 - Present
SagePoint Financial September 1999 - May 2012
Skills
Series 24, Series 66, Series 63, Series 7, Series 4, Series 53, AZ Life and Health..., AML, FINRA, Financial Planning, Financial Services, Fixed Annuities, Investment Advisory, Investments, Mutual Funds, Retirement, Retirement Planning, Series 65, Uniform Combined State..., Securities, Wealth Management, Asset Management, Insurance, Financial Advisory, Risk Management
Education
University of Phoenix 2003 — 2007
Bachelor of Business Management, Business Management
Leah Roberts Leah Roberts's United Planners Financial Services Experience August 2010 - May 2012
Job Account Executive at Oklahoma Gazette
Industry Higher Education
Experience
Oklahoma Gazette June 2014 - Present
Oklahoma House of Representatives December 2013 - May 2014
Creative Colours September 2011 - December 2013
United Planners Financial Services August 2010 - May 2012
Gap Inc. May 2010 - March 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Outlook, Marketing, Facebook, Prezi, InDesign, Sales, YouTube, Press Releases, Social Networking, Social Media, Event Planning, Strategic Planning, Adobe Creative Suite, Public Relations, PowerPoint, Speech Writing, Social Media Marketing, Advertising, Customer Service, Blogging, Merchandising, Event Management
Education
University of Central Oklahoma 2009 — 2013
Bachelor's degree, Advertising, Graduate
Putnam City North High School 2005 — 2009
Oklahoma Gazette June 2014 - Present
Oklahoma House of Representatives December 2013 - May 2014
Creative Colours September 2011 - December 2013
United Planners Financial Services August 2010 - May 2012
Gap Inc. May 2010 - March 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Outlook, Marketing, Facebook, Prezi, InDesign, Sales, YouTube, Press Releases, Social Networking, Social Media, Event Planning, Strategic Planning, Adobe Creative Suite, Public Relations, PowerPoint, Speech Writing, Social Media Marketing, Advertising, Customer Service, Blogging, Merchandising, Event Management
Education
University of Central Oklahoma 2009 — 2013
Bachelor's degree, Advertising, Graduate
Putnam City North High School 2005 — 2009
Aaron Somers's United Planners Financial Services Experience 2007 - January 2012
Job Vice President, Advertising Compliance at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
Richard Shields Richard Shields's United Planners Financial Services Experience August 2012 - Present
Job CEO at Synergy Financial Group of Arizona
Industry Financial Services
Experience
United Planners Financial Services August 2012 - Present
Synergy Financial Group of Arizona July 2010 - Present
ASEA 2012 - 2013
GWRRA 2009 - 2011
The Planning Group of Scottsdale, LLC March 2004 - June 2010
RBC Wealth Management May 2002 - March 2004
Sutro & Co 1998 - 2002
Skills
Certified Financial..., 401k, Securities, Management, Wealth Management, Investments, Investment Advisory, Wealth, Marketing, Fixed Annuities, FINRA, Wealth Management..., Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Investment Management, IRAs, Asset Management, Strategic Financial..., Series 63, Series 7, Life Insurance, Mutual Funds, Estate Planning, Alternative Investments, Long-term Care, Finance
Education
Northern Arizona University, College of Business Administration 1964 — 1967
Bachelor of Science, Marketing
United Planners Financial Services August 2012 - Present
Synergy Financial Group of Arizona July 2010 - Present
ASEA 2012 - 2013
GWRRA 2009 - 2011
The Planning Group of Scottsdale, LLC March 2004 - June 2010
RBC Wealth Management May 2002 - March 2004
Sutro & Co 1998 - 2002
Skills
Certified Financial..., 401k, Securities, Management, Wealth Management, Investments, Investment Advisory, Wealth, Marketing, Fixed Annuities, FINRA, Wealth Management..., Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Investment Management, IRAs, Asset Management, Strategic Financial..., Series 63, Series 7, Life Insurance, Mutual Funds, Estate Planning, Alternative Investments, Long-term Care, Finance
Education
Northern Arizona University, College of Business Administration 1964 — 1967
Bachelor of Science, Marketing
Jantzen Jolly's United Planners Financial Services Experience December 2014 - May 2015
Job Account Manager at Trifecta Communications
Industry Financial Services
Experience
Trifecta Communications May 2015 - Present
United Planners Financial Services December 2014 - May 2015
Republic Bank & Trust May 2013 - December 2014
Republic Bank & Trust May 2012 - May 2013
Skills
Market Research, Marketing Event Planning, Data Analysis, Customer Service, Customer Retention, Operating Budgets, Volunteer Management, Banking, Marketing Strategy, Sales, Social Networking, Marketing, Social Media, Time Management, Social Media Marketing, Leadership, Strategic Planning, Public Speaking, Event Planning, Marketing Communications
Education
University of Oklahoma 2009 — 2013
Bachelor's Degree, Marketing
Trifecta Communications May 2015 - Present
United Planners Financial Services December 2014 - May 2015
Republic Bank & Trust May 2013 - December 2014
Republic Bank & Trust May 2012 - May 2013
Skills
Market Research, Marketing Event Planning, Data Analysis, Customer Service, Customer Retention, Operating Budgets, Volunteer Management, Banking, Marketing Strategy, Sales, Social Networking, Marketing, Social Media, Time Management, Social Media Marketing, Leadership, Strategic Planning, Public Speaking, Event Planning, Marketing Communications
Education
University of Oklahoma 2009 — 2013
Bachelor's Degree, Marketing
Julie Peoples's United Planners Financial Services Experience December 1997 - December 2000
Job Assistant Vice President Center of Excellence at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
Advisor Group January 2008 - November 2014
AIG Advisor Group February 2004 - January 2008
Prent Corporation August 2003 - February 2004
SunAmerica Securities, Sentra Securities, Spelman & Co. January 2001 - December 2002
United Planners Financial Services December 1997 - December 2000
Skills
Mutual Funds, FINRA, Series 7, Customer Service..., Compliance, Accounts Payable, Cashiering, Project Management, Insurance, Customer Service, Series 24, Management, Call Centers, Investment Advisory, Wealth Management
Education
Arizona State University
Northern Arizona University
AIG Advisor Group December 2014 - Present
Advisor Group January 2008 - November 2014
AIG Advisor Group February 2004 - January 2008
Prent Corporation August 2003 - February 2004
SunAmerica Securities, Sentra Securities, Spelman & Co. January 2001 - December 2002
United Planners Financial Services December 1997 - December 2000
Skills
Mutual Funds, FINRA, Series 7, Customer Service..., Compliance, Accounts Payable, Cashiering, Project Management, Insurance, Customer Service, Series 24, Management, Call Centers, Investment Advisory, Wealth Management
Education
Arizona State University
Northern Arizona University
Sherod Bigelow's United Planners Financial Services Experience July 2013 - Present
Job Service Team, Seros Financial. OSJ, United Planners
Industry Financial Services
Experience
Seros Financial July 2011 - Present
United Planners Financial Services July 2013 - Present
Alliance Financial Group, Inc. April 2001 - December 2011
Wilcock Financial Services February 2000 - April 2001
Win Win Investment Planning October 1997 - February 2000
Skills
Series 7, Series 24, Series 66, Investments, Insurance, Customer Service, Tax, Banking, Strategic Financial..., Microsoft Office, System Administration, Project Management, VBA, SQL, Microsoft SQL Server, MySQL, Microsoft Exchange, Microsoft Access, Junxure, CAMS, Raspberry Pi, WordPress, Google Apps, PHP, Laravel, IT Operations, Windows Server, Drupal, Guitar
Education
University of Phoenix 2003 — 2006
Bachelor of Business Administration (BBA)
Seros Financial July 2011 - Present
United Planners Financial Services July 2013 - Present
Alliance Financial Group, Inc. April 2001 - December 2011
Wilcock Financial Services February 2000 - April 2001
Win Win Investment Planning October 1997 - February 2000
Skills
Series 7, Series 24, Series 66, Investments, Insurance, Customer Service, Tax, Banking, Strategic Financial..., Microsoft Office, System Administration, Project Management, VBA, SQL, Microsoft SQL Server, MySQL, Microsoft Exchange, Microsoft Access, Junxure, CAMS, Raspberry Pi, WordPress, Google Apps, PHP, Laravel, IT Operations, Windows Server, Drupal, Guitar
Education
University of Phoenix 2003 — 2006
Bachelor of Business Administration (BBA)
Lisa Kops-Wendel Lisa Kops-Wendel's United Planners Financial Services Experience August 2009 - Present
Job Investment Advisor Representative & Registered Principal at United Planners Financial Services
Industry Investment Management
Experience
United Planners Financial Services August 2009 - Present
Skills
Series 7, Securities, Investments, Series 24, Series 65, Series 63
Education
Ecole Supérieure de Commerce Et de Management - ESCEM 1982 — 1985
DESCAF (MBA), International Marketing & Computers
Bethpage HS
Bethpage HS
Rutgers University-New Brunswick
BA, Economics and French
United Planners Financial Services August 2009 - Present
Skills
Series 7, Securities, Investments, Series 24, Series 65, Series 63
Education
Ecole Supérieure de Commerce Et de Management - ESCEM 1982 — 1985
DESCAF (MBA), International Marketing & Computers
Bethpage HS
Bethpage HS
Rutgers University-New Brunswick
BA, Economics and French
Andrew Christakos's United Planners Financial Services Experience May 2015 - Present
Job Registered Representative at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services May 2015 - Present
Westfield Wealth Management July 2011 - Present
Westfield Benefit Services July 2011 - Present
Christakos & Co., PC December 2005 - Present
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2010
Bachelor of Science (B.S.), Accounting
United Planners Financial Services May 2015 - Present
Westfield Wealth Management July 2011 - Present
Westfield Benefit Services July 2011 - Present
Christakos & Co., PC December 2005 - Present
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2010
Bachelor of Science (B.S.), Accounting
Dale Buckner Dale Buckner's United Planners Financial Services Experience 1988 - Present
Job Certified Financial Planner (CFP®)
Industry Financial Services
Experience
United Planners Financial Services 1988 - Present
Skills
Financial Planning, Financial Analysis, Financial Risk..., Life Stage Planning, Strategic Partnerships, Wealth Management, Retirement Planning, Goal Development, Certified Financial..., Series 7, Series 24, Series 63, Series 65, Term Life Insurance, Long Term Care Insurance, Financial Goals, Financial Clinic Radio..., Economist, Securities, Banking, Investment Banking, Tax Planning, Investments, Investment Advisory, Bonds, Interest Income, Distributions, College Education..., Universal Life, Whole Life, Municipal Bonds, Munis, Fixed Income, Certificates of Deposit, CDS, 401k Planning, Simple IRA, SEPP, Roth, Roth IRA, IRA, Tax Free Bonds, TDAmeritrade, Fee Based Planning, Stocks, Covered Calls, Reits, Defined Benefit Plan, Estate Planning, MBA
Education
ESAN, (Stanford Affiliate) Lima Peru 1973 — 1974
MBA
Texas Tech University 1968 — 1972
BBA
United Planners Financial Services 1988 - Present
Skills
Financial Planning, Financial Analysis, Financial Risk..., Life Stage Planning, Strategic Partnerships, Wealth Management, Retirement Planning, Goal Development, Certified Financial..., Series 7, Series 24, Series 63, Series 65, Term Life Insurance, Long Term Care Insurance, Financial Goals, Financial Clinic Radio..., Economist, Securities, Banking, Investment Banking, Tax Planning, Investments, Investment Advisory, Bonds, Interest Income, Distributions, College Education..., Universal Life, Whole Life, Municipal Bonds, Munis, Fixed Income, Certificates of Deposit, CDS, 401k Planning, Simple IRA, SEPP, Roth, Roth IRA, IRA, Tax Free Bonds, TDAmeritrade, Fee Based Planning, Stocks, Covered Calls, Reits, Defined Benefit Plan, Estate Planning, MBA
Education
ESAN, (Stanford Affiliate) Lima Peru 1973 — 1974
MBA
Texas Tech University 1968 — 1972
BBA
Twila Hoffman Twila Hoffman's United Planners Financial Services Experience June 1998 - March 2001
Job Online Marketing Seattle/Video SEO/ Social Media/Mobile Marketing/Online Marketing Tacoma
Industry Marketing and Advertising
Experience
Hoffman Links 2012 - Present
Guerrilla Solutions Inc. June 2011 - September 2013
Guerrilla Prosperity June 2011 - September 2013
Resource Corporation of America March 2013 - August 2013
Virginia Mason Medical Center February 2010 - August 2010
University of Washington March 2003 - December 2008
University of Washington May 2001 - March 2003
United Planners Financial Services June 1998 - March 2001
Siens Guide Service 1990 - 2001
Skills
Public Speaking, Social Media, Facebook, Recruiting, Coaching, Marketing, Video SEO, Mobile Video Email, Online Advertising, B2B Marketing, Lead Generation, SEO, Strategic Planning, Research, Teaching, Social Networking, Mobile Solutions, SEM, Web Design, Branding, Blogging, Web Marketing
Education
University of Washington Tacoma 2003 — 2005
BA, Politics and Values
Brigham Young University 1980 — 1985
Associates, Fine Arts
Federal Way High School 1978 — 1980
Hoffman Links 2012 - Present
Guerrilla Solutions Inc. June 2011 - September 2013
Guerrilla Prosperity June 2011 - September 2013
Resource Corporation of America March 2013 - August 2013
Virginia Mason Medical Center February 2010 - August 2010
University of Washington March 2003 - December 2008
University of Washington May 2001 - March 2003
United Planners Financial Services June 1998 - March 2001
Siens Guide Service 1990 - 2001
Skills
Public Speaking, Social Media, Facebook, Recruiting, Coaching, Marketing, Video SEO, Mobile Video Email, Online Advertising, B2B Marketing, Lead Generation, SEO, Strategic Planning, Research, Teaching, Social Networking, Mobile Solutions, SEM, Web Design, Branding, Blogging, Web Marketing
Education
University of Washington Tacoma 2003 — 2005
BA, Politics and Values
Brigham Young University 1980 — 1985
Associates, Fine Arts
Federal Way High School 1978 — 1980
Randolph Hinton Randolph Hinton's United Planners Financial Services Experience May 1995 - Present
Job President of RH Wealth Advisors, Inc.
Industry Financial Services
Experience
RH Wealth Advisors, Inc. 2008 - Present
United Planners Financial Services May 1995 - Present
FOOD Share, Inc. January 2012 - Present
Ventura Chamber of Commerce 2009 - Present
Education
George Mason University School of Law 1989 — 1993
Juris Doctor (J.D.), Law
University of California, Berkeley 1983 — 1985
Bachelor’s Degree, Double Major in Economics and Political Science
RH Wealth Advisors, Inc. 2008 - Present
United Planners Financial Services May 1995 - Present
FOOD Share, Inc. January 2012 - Present
Ventura Chamber of Commerce 2009 - Present
Education
George Mason University School of Law 1989 — 1993
Juris Doctor (J.D.), Law
University of California, Berkeley 1983 — 1985
Bachelor’s Degree, Double Major in Economics and Political Science
Mark Royal Mark Royal's United Planners Financial Services Experience 2009 - Present
Job Financial Planner at Royal Financial
Industry Financial Services
Experience
United Planners Financial Services 2009 - Present
Royal Financial Planners January 1999 - Present
Education
Southern Illinois University, Carbondale 1976 — 1980
B.S., Communications
United Planners Financial Services 2009 - Present
Royal Financial Planners January 1999 - Present
Education
Southern Illinois University, Carbondale 1976 — 1980
B.S., Communications
Bill Garrett, CFP(r)'s United Planners Financial Services Experience September 2010 - Present
Job Former Ambassador at CFP(r) Board of Standards
Industry Financial Services
Experience
United Planners Financial Services September 2010 - Present
International Performance Group 2014 - 2014
CFP(r) Board of Standards November 2011 - November 2012
Securities America 1990 - September 2010
Garrett Apparel Group January 1975 - January 1987
Garrett Men's and Ladies Wear 1969 - 1975
Skills
Retirement Planning, Investments, Securities, Mutual Funds, Certified Financial..., Portfolio Management, Retirement, Investment Advisory, Financial Services, Wealth Management, Investment Strategies, Financial Advisory, Financial Goals, Investment Management, Asset Managment, Roth IRA, FINRA, Fixed Annuities, IRAs, Wealth Accumulation, Wealth Management..., Life Insurance, Bonds, 401k Rollovers, Asset Allocation, Series 65, Small Business, Series 7, Financial Planners, Series 63, Series 24, Financial Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Washington University in St. Louis School of Law 1969 — 1970
one year, Law
Washburn University 1965 — 1969
BA, Political Science
Washburn University 1965 — 1969
BA, Political Science, French, English
United Planners Financial Services September 2010 - Present
International Performance Group 2014 - 2014
CFP(r) Board of Standards November 2011 - November 2012
Securities America 1990 - September 2010
Garrett Apparel Group January 1975 - January 1987
Garrett Men's and Ladies Wear 1969 - 1975
Skills
Retirement Planning, Investments, Securities, Mutual Funds, Certified Financial..., Portfolio Management, Retirement, Investment Advisory, Financial Services, Wealth Management, Investment Strategies, Financial Advisory, Financial Goals, Investment Management, Asset Managment, Roth IRA, FINRA, Fixed Annuities, IRAs, Wealth Accumulation, Wealth Management..., Life Insurance, Bonds, 401k Rollovers, Asset Allocation, Series 65, Small Business, Series 7, Financial Planners, Series 63, Series 24, Financial Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Washington University in St. Louis School of Law 1969 — 1970
one year, Law
Washburn University 1965 — 1969
BA, Political Science
Washburn University 1965 — 1969
BA, Political Science, French, English
Chip McGrady Chip McGrady's United Planners Financial Services Experience November 2013 - July 2015
Job Owner, The McGrady Group
Industry Insurance
Experience
Lincoln Financial Advisors August 2015 - Present
The McGrady Group September 1983 - Present
United Planners Financial Services November 2013 - July 2015
Skills
Life Insurance, Fixed Annuities, Estate Planning, Disability Insurance, Long-term Care, Long Term Care Insurance, Strategic Financial..., Employee Benefits, Small Business, Insurance, Health Insurance, Wealth, Mergers & Acquisitions, Retirement Planning, Financial Advisory, Finance, Series 63, IRAs, Asset Allocation, Term Life Insurance, 401k, Pensions, Series 7, Wealth Management, Investment Advisory, Investments, Asset Management, Fixed Income, Underwriting, Retirement, Securities, Mutual Funds, Whole Life, Universal Life, Critical Illness, Business and personal..., Customized Employee..., Long Term Care expertise, Estate planning ..., Disability Insurance...
Education
Rider University 1969 — 1973
B.A., History
Lincoln Financial Advisors August 2015 - Present
The McGrady Group September 1983 - Present
United Planners Financial Services November 2013 - July 2015
Skills
Life Insurance, Fixed Annuities, Estate Planning, Disability Insurance, Long-term Care, Long Term Care Insurance, Strategic Financial..., Employee Benefits, Small Business, Insurance, Health Insurance, Wealth, Mergers & Acquisitions, Retirement Planning, Financial Advisory, Finance, Series 63, IRAs, Asset Allocation, Term Life Insurance, 401k, Pensions, Series 7, Wealth Management, Investment Advisory, Investments, Asset Management, Fixed Income, Underwriting, Retirement, Securities, Mutual Funds, Whole Life, Universal Life, Critical Illness, Business and personal..., Customized Employee..., Long Term Care expertise, Estate planning ..., Disability Insurance...
Education
Rider University 1969 — 1973
B.A., History
Jeffrey Fischer, ChFC, CLU's United Planners Financial Services Experience January 2014 - Present
Job Financial Planner; A Failure to Plan is a Plan to Failure, Investments, Compliance
Industry Financial Services
Experience
United Planners Financial Services January 2014 - Present
Aetas Resources October 2008 - January 2014
Veridian Energy March 2013 - December 2013
Aetas Financial Services, LLC October 2008 - December 2012
United Planners Financial Services May 2004 - December 2012
Executive Consultants, Inc. May 2004 - October 2008
Morgan Stanley April 2001 - May 2004
Executive Consultants, Inc. April 1996 - April 2001
Skills
Investments, Strategic Financial..., Strategy, Insurance, Fundraising, Finance, Small Business, Competitive Analysis, Estate Planning, Strategic Planning, Leadership, Marketing, Public Speaking, Team Building, Start-ups, Entrepreneurship, Coaching, Financial Services, Investment Management, Asset Allocation, Nonprofits, Analysis, Time Management
Education
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
The University of New Mexico
Bachelors, Psychology/Business
United Planners Financial Services January 2014 - Present
Aetas Resources October 2008 - January 2014
Veridian Energy March 2013 - December 2013
Aetas Financial Services, LLC October 2008 - December 2012
United Planners Financial Services May 2004 - December 2012
Executive Consultants, Inc. May 2004 - October 2008
Morgan Stanley April 2001 - May 2004
Executive Consultants, Inc. April 1996 - April 2001
Skills
Investments, Strategic Financial..., Strategy, Insurance, Fundraising, Finance, Small Business, Competitive Analysis, Estate Planning, Strategic Planning, Leadership, Marketing, Public Speaking, Team Building, Start-ups, Entrepreneurship, Coaching, Financial Services, Investment Management, Asset Allocation, Nonprofits, Analysis, Time Management
Education
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
The University of New Mexico
Bachelors, Psychology/Business
Brent C Gilmore, ChFC, CRC's United Planners Financial Services Experience June 2014 - Present
Job Partner and Registered Principal at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services June 2014 - Present
GA Financial Resouces March 1996 - Present
City of Hilliard, Ohio January 1996 - December 2014
Legend Group December 2008 - June 2014
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Retirement, Disability Insurance, Estate Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Pensions, Finance, Savings, Investment Strategies, IRAs, Wealth, Wealth Accumulation, Asset Allocation, Fixed Annuities, Roth IRA, Investment Management, Certified Financial..., 401k Rollovers, Personal Finance, Insurance, Small Business, Financial Planners, Series 63, Health Insurance, 401k, Securities, Inheritance Tax Planning, Employee Benefits, Series 7, Income Protection, Investments, Whole Life, Wealth Management, Mortgage Lending, Portfolio Management, Tax, Critical Illness
Education
The American College 1985 — 2011
CLU, ChFC, CASL, Financial Planning
Purdue University 1980 — 1984
BA, Interpersonal Communications
United Planners Financial Services June 2014 - Present
GA Financial Resouces March 1996 - Present
City of Hilliard, Ohio January 1996 - December 2014
Legend Group December 2008 - June 2014
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Retirement, Disability Insurance, Estate Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Pensions, Finance, Savings, Investment Strategies, IRAs, Wealth, Wealth Accumulation, Asset Allocation, Fixed Annuities, Roth IRA, Investment Management, Certified Financial..., 401k Rollovers, Personal Finance, Insurance, Small Business, Financial Planners, Series 63, Health Insurance, 401k, Securities, Inheritance Tax Planning, Employee Benefits, Series 7, Income Protection, Investments, Whole Life, Wealth Management, Mortgage Lending, Portfolio Management, Tax, Critical Illness
Education
The American College 1985 — 2011
CLU, ChFC, CASL, Financial Planning
Purdue University 1980 — 1984
BA, Interpersonal Communications
Tony Ristaino's United Planners Financial Services Experience May 2005 - Present
Job Registered Principal at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services May 2005 - Present
Securities America, Inc. Member FINRA/SIPC July 1994 - May 2005
Skills
Strategic Financial..., Retirement Planning, Series 7, Finance, Retirement, Wealth Management, Investment Advisory, Financial Advisory, Investments, Mutual Funds, IRAs, Asset Allocation, Fixed Annuities, Asset Management, Estate Planning, Uniform Combined State..., Series 63, Public Speaking, Securities, Small Business, Strategic Partnerships, Marketing, Analysis, Accounting, Broker-Dealer, FINRA, Microsoft Office, Microsoft Excel, Sales, Strategy, Mergers & Acquisitions, Asset Managment
Education
University of Maryland College Park 1971 — 1975
Gonzaga College High School 1967 — 1971
United Planners Financial Services May 2005 - Present
Securities America, Inc. Member FINRA/SIPC July 1994 - May 2005
Skills
Strategic Financial..., Retirement Planning, Series 7, Finance, Retirement, Wealth Management, Investment Advisory, Financial Advisory, Investments, Mutual Funds, IRAs, Asset Allocation, Fixed Annuities, Asset Management, Estate Planning, Uniform Combined State..., Series 63, Public Speaking, Securities, Small Business, Strategic Partnerships, Marketing, Analysis, Accounting, Broker-Dealer, FINRA, Microsoft Office, Microsoft Excel, Sales, Strategy, Mergers & Acquisitions, Asset Managment
Education
University of Maryland College Park 1971 — 1975
Gonzaga College High School 1967 — 1971
Matt Wilson, ChFC®, CRPC®, CFS® Matt Wilson, ChFC®, CRPC®, CFS®'s United Planners Financial Services Experience June 2012 - Present
Job Chartered Financial Consultant®
Industry Financial Services
Experience
United Planners Financial Services June 2012 - Present
Society for Human Resource Management of Greater Phoenix (SHRM-GP) May 2007 - Present
Gold & Associates May 2007 - Present
Virginia Military Institute Alumni Association AZ Chapter June 2011 - Present
ING Financial Partners / Gold & Associates June 2007 - June 2012
AGT January 2002 - May 2007
FVC January 2000 - January 2002
United States Holocaust Memorial Museum March 1994 - January 2000
Education
Virginia Military Institute 1985 — 1987
Fork Union Military Academy 1979 — 1985
Cadet
George Mason University 1990 — 1992
B.S., Psychology
United Planners Financial Services June 2012 - Present
Society for Human Resource Management of Greater Phoenix (SHRM-GP) May 2007 - Present
Gold & Associates May 2007 - Present
Virginia Military Institute Alumni Association AZ Chapter June 2011 - Present
ING Financial Partners / Gold & Associates June 2007 - June 2012
AGT January 2002 - May 2007
FVC January 2000 - January 2002
United States Holocaust Memorial Museum March 1994 - January 2000
Education
Virginia Military Institute 1985 — 1987
Fork Union Military Academy 1979 — 1985
Cadet
George Mason University 1990 — 1992
B.S., Psychology
Thane Walton, AIF ®'s United Planners Financial Services Experience March 2014 - Present
Job Retirement Plan Consultant at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
Cynthia Hasson's United Planners Financial Services Experience 2012 - 2014
Job Office Administration
Industry Computer Software
Experience
Ipro Tech 2014 - 2015
United Planners Financial Services 2012 - 2014
Pageant Resources 2006 - 2012
GK Films [formerly Initial Entertainment Group] 2000 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, SharePoint, Salesforce.com, FINRA, UPS Shipping, FedEx, USPS, eScan-It, Eclipse SE, Filemaker Pro, Book4Time, Scanning/Imaging, Multi-line Phone, Switchboard Operator
Education
Cactus High School
Glendale Community College
Ipro Tech 2014 - 2015
United Planners Financial Services 2012 - 2014
Pageant Resources 2006 - 2012
GK Films [formerly Initial Entertainment Group] 2000 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, SharePoint, Salesforce.com, FINRA, UPS Shipping, FedEx, USPS, eScan-It, Eclipse SE, Filemaker Pro, Book4Time, Scanning/Imaging, Multi-line Phone, Switchboard Operator
Education
Cactus High School
Glendale Community College
Frank DiCicco Frank DiCicco's United Planners Financial Services Experience January 1999 - January 2002
Job Recruiting Consultant at Turning Point, Inc.
Industry Financial Services
Experience
Turning Point, Inc. January 2010 - Present
GunnAllen Financial October 2007 - October 2008
First Allied Securities February 2002 - October 2007
Scottsdale Community College 2000 - 2005
Scottsdale Community College 2000 - 2005
UNITED PLANNER'S FINANCIAL SERVICES January 1999 - January 2002
Nathan & Lewis Securities January 1995 - January 1997
PIONEER FUNDS, INC January 1992 - January 1994
Thomson McKinnon Securities and Prudential Securities January 1983 - January 1990
Education
Scottsdale Community College 2000 — 2007
Equine Science
New York University
Education
Studies
Certificate of Completion, Education; Equine Science
Turning Point, Inc. January 2010 - Present
GunnAllen Financial October 2007 - October 2008
First Allied Securities February 2002 - October 2007
Scottsdale Community College 2000 - 2005
Scottsdale Community College 2000 - 2005
UNITED PLANNER'S FINANCIAL SERVICES January 1999 - January 2002
Nathan & Lewis Securities January 1995 - January 1997
PIONEER FUNDS, INC January 1992 - January 1994
Thomson McKinnon Securities and Prudential Securities January 1983 - January 1990
Education
Scottsdale Community College 2000 — 2007
Equine Science
New York University
Education
Studies
Certificate of Completion, Education; Equine Science
Pelican Bill Siegler, CLTC Pelican Bill Siegler, CLTC's United Planners Financial Services Experience June 2014 - Present
Job Investment & Insurance Professional
Industry Financial Services
Experience
The Pelican Financial Group June 1986 - Present
United Planners Financial Services June 2014 - Present
The Gideons International May 2013 - Present
The Gideons International May 2012 - Present
Skills
20 Years as Commercial..., Financial Problem..., Numismatics (Coins) US..., Leadership, Mutual Funds, Financial Planners, Finance, Financial Services, Long-term Care, Marketing, Strategic Financial..., Strategic Planning, Wealth, Securities, Insurance, Customer Service, Critical Illness
Education
Rochester Institute of Technology 1965 — 1969
bs, Photographic Arts and Sciences
The Pelican Financial Group June 1986 - Present
United Planners Financial Services June 2014 - Present
The Gideons International May 2013 - Present
The Gideons International May 2012 - Present
Skills
20 Years as Commercial..., Financial Problem..., Numismatics (Coins) US..., Leadership, Mutual Funds, Financial Planners, Finance, Financial Services, Long-term Care, Marketing, Strategic Financial..., Strategic Planning, Wealth, Securities, Insurance, Customer Service, Critical Illness
Education
Rochester Institute of Technology 1965 — 1969
bs, Photographic Arts and Sciences
Herman Nainkin CFP® * Herman Nainkin CFP® *'s United Planners Financial Services Experience February 2006 - Present
Job Investment Advisor Representative and Registered Representative at United Planners Financial Services
Industry Financial Services
Experience
Fortress Financial Services LLC February 2006 - Present
United Planners Financial Services February 2006 - Present
Skills
Estate Planning, Long Term Care, Health Insurance, Annuities, Investments, Mutual Funds, Bonds, Term Life Insurance, Alternative Investments
Education
University of the Free State/Universiteit van die Vrystaat 2000 — 2000
Fellowship
University of the Free State/Universiteit van die Vrystaat 1997 — 1998
CERTIFIED FINANCIAL PLANNER(TM) license
University of Cape Town 1991 — 1991
Honors
University of Cape Town 1987 — 1990
B. Business Science
Herzlia High School
Herzlia High School
Fortress Financial Services LLC February 2006 - Present
United Planners Financial Services February 2006 - Present
Skills
Estate Planning, Long Term Care, Health Insurance, Annuities, Investments, Mutual Funds, Bonds, Term Life Insurance, Alternative Investments
Education
University of the Free State/Universiteit van die Vrystaat 2000 — 2000
Fellowship
University of the Free State/Universiteit van die Vrystaat 1997 — 1998
CERTIFIED FINANCIAL PLANNER(TM) license
University of Cape Town 1991 — 1991
Honors
University of Cape Town 1987 — 1990
B. Business Science
Herzlia High School
Herzlia High School
Jim Kalinowski Jim Kalinowski's United Planners Financial Services Experience February 2011 - Present
Job Registered Representative at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services February 2011 - Present
City of Houston December 1981 - Present
Skills
Classroom Instruction, Life Planning, Financial Advisory
Education
Sam Houston State University 1987 — 1989
Master's degree, Administration
State University of New York College at Brockport
Bachelor of Science (BS)
United Planners Financial Services February 2011 - Present
City of Houston December 1981 - Present
Skills
Classroom Instruction, Life Planning, Financial Advisory
Education
Sam Houston State University 1987 — 1989
Master's degree, Administration
State University of New York College at Brockport
Bachelor of Science (BS)
Edward S. Laskin, Esq. Edward S. Laskin, Esq.'s United Planners Financial Services Experience November 2010 - Present
Job Financial Professional & Attorney at Law
Industry Financial Services
Experience
United Planners Financial Services November 2010 - Present
Executive Insurance & Financial Services 2001 - Present
Edward Scott Laskin, Esq. 1988 - Present
New York Ciity Police Department November 1979 - December 1999
Skills
Financial Services, Securities, Investment Advisory, Annuities, Life Insurance, Long Term Care Insurance, NYS Partnership for LTCI, Asset Protection, Asset Management, Retirement Planning, Health Insurance, Employee Benefits, Estate Planning
Education
St. Johns Law School 1984 — 1988
JD, Law
John Jay College of Criminal Justice
B.S., Criminal Justice Planning
United Planners Financial Services November 2010 - Present
Executive Insurance & Financial Services 2001 - Present
Edward Scott Laskin, Esq. 1988 - Present
New York Ciity Police Department November 1979 - December 1999
Skills
Financial Services, Securities, Investment Advisory, Annuities, Life Insurance, Long Term Care Insurance, NYS Partnership for LTCI, Asset Protection, Asset Management, Retirement Planning, Health Insurance, Employee Benefits, Estate Planning
Education
St. Johns Law School 1984 — 1988
JD, Law
John Jay College of Criminal Justice
B.S., Criminal Justice Planning
David Shindel, AIF® David Shindel, AIF®'s United Planners Financial Services Experience January 2013 - Present
Job President & CEO at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services January 2013 - Present
DTS Management Corporation January 1984 - Present
MCS Stables June 1982 - Present
United Planners Financial Services January 2005 - December 2012
Andersen Consulting 1979 - 1983
Education
Thunderbird School of Global Management 1978 — 1979
MBA, International Finance
Arizona State University 1975 — 1977
BA, History - Asian Studies
United Planners Financial Services January 2013 - Present
DTS Management Corporation January 1984 - Present
MCS Stables June 1982 - Present
United Planners Financial Services January 2005 - December 2012
Andersen Consulting 1979 - 1983
Education
Thunderbird School of Global Management 1978 — 1979
MBA, International Finance
Arizona State University 1975 — 1977
BA, History - Asian Studies
Jim Godoy Jim Godoy's United Planners Financial Services Experience October 2007 - April 2010
Job Relationship Manager Supervision and Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Royal Alliance Associates INC June 2014 - March 2015
Royal Alliance Associates INC March 2013 - June 2014
SagePoint Financial, Inc. July 2010 - March 2013
Willis Consulting, Inc. April 2010 - July 2010
United Planners Financial Services October 2007 - April 2010
AIG Financial Advisors December 2003 - October 2007
United Planners Financial Services October 2001 - November 2003
Charles Schwab July 2000 - July 2001
TD Waterhouse April 1998 - April 2000
Skills
Financial Advisor..., OSJ Supervision, Relationship Management, Supervision, Recruiting, Investments, Equities, Financial Services, Series 63, Mutual Funds, Series 7, Wealth Management, Finance, Leadership, Management, Investment Advisory, Securities
Education
Mesa Community College
General
Charles Schwab March 2015 - Present
Royal Alliance Associates INC June 2014 - March 2015
Royal Alliance Associates INC March 2013 - June 2014
SagePoint Financial, Inc. July 2010 - March 2013
Willis Consulting, Inc. April 2010 - July 2010
United Planners Financial Services October 2007 - April 2010
AIG Financial Advisors December 2003 - October 2007
United Planners Financial Services October 2001 - November 2003
Charles Schwab July 2000 - July 2001
TD Waterhouse April 1998 - April 2000
Skills
Financial Advisor..., OSJ Supervision, Relationship Management, Supervision, Recruiting, Investments, Equities, Financial Services, Series 63, Mutual Funds, Series 7, Wealth Management, Finance, Leadership, Management, Investment Advisory, Securities
Education
Mesa Community College
General
Kate Hapeman's United Planners Financial Services Experience September 2006 - September 2010
Job Senior Compliance Analyst
Industry Financial Services
Experience
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Dawn Wetnight Dawn Wetnight's United Planners Financial Services Experience June 2007 - October 2012
Job Executive Assistant to CMO at Sprouts Farmers Market
Industry Retail
Experience
Sprouts Farmers Market March 2013 - Present
Sprouts Farmers Market March 2013 - December 2014
United Planners Financial Services June 2007 - October 2012
Spencer's TV & Appliance June 2006 - June 2007
Scottsdale Unified School District April 2004 - May 2006
Center for Educational Excellence January 2004 - March 2004
Laguna Extended Day Kindergarten, S.E.E.S. (Scottsdale Educational Enrichment Services) August 2000 - May 2002
Petite Sophisticate, Casual Corner Group, Inc. July 2000 - February 2001
Airport Property Specialists, LLC August 1998 - July 2000
Wet Seal, Inc June 1996 - March 1997
Skills
Outlook, Customer Service, Office Management, Microsoft Office, Time Management, Event Planning, PowerPoint, Microsoft Word, Administrative..., Process Scheduler, Telephone Skills, Office Administration, Microsoft Excel, Data Entry, Donation & Sponsorship..., Travel Arrangements, Department Budgeting, Licensing
Education
Arizona State University 2000 — 2003
Summa Cum Laude, B.A., Elementary Education and Teaching
Horizon High School 1994 — 1998
Sprouts Farmers Market March 2013 - Present
Sprouts Farmers Market March 2013 - December 2014
United Planners Financial Services June 2007 - October 2012
Spencer's TV & Appliance June 2006 - June 2007
Scottsdale Unified School District April 2004 - May 2006
Center for Educational Excellence January 2004 - March 2004
Laguna Extended Day Kindergarten, S.E.E.S. (Scottsdale Educational Enrichment Services) August 2000 - May 2002
Petite Sophisticate, Casual Corner Group, Inc. July 2000 - February 2001
Airport Property Specialists, LLC August 1998 - July 2000
Wet Seal, Inc June 1996 - March 1997
Skills
Outlook, Customer Service, Office Management, Microsoft Office, Time Management, Event Planning, PowerPoint, Microsoft Word, Administrative..., Process Scheduler, Telephone Skills, Office Administration, Microsoft Excel, Data Entry, Donation & Sponsorship..., Travel Arrangements, Department Budgeting, Licensing
Education
Arizona State University 2000 — 2003
Summa Cum Laude, B.A., Elementary Education and Teaching
Horizon High School 1994 — 1998
Alison Commiciotto's United Planners Financial Services Experience September 2002 - February 2005
Job Associate
Industry Financial Services
Experience
ICONIQ Capital February 2012 - March 2015
Morgan Stanley Private Wealth Management April 2011 - February 2012
UBS Financial Services January 2007 - April 2011
Cohler Financial February 2005 - December 2006
United Planners' Financial Services September 2002 - February 2005
Skills
Family Office, Finance, Series 7, Series 66, Financial Services, Salesforce.com, Microsoft Office, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Political Science and Justice Studies
ICONIQ Capital February 2012 - March 2015
Morgan Stanley Private Wealth Management April 2011 - February 2012
UBS Financial Services January 2007 - April 2011
Cohler Financial February 2005 - December 2006
United Planners' Financial Services September 2002 - February 2005
Skills
Family Office, Finance, Series 7, Series 66, Financial Services, Salesforce.com, Microsoft Office, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Political Science and Justice Studies
Jim Grose's United Planners Financial Services Experience 2011 - Present
Job Owner, Stewardship Estate Planning
Industry Financial Services
Experience
United Planners Financial Services 2011 - Present
Stewardship Estate Planning June 1992 - Present
Education
Florida State University - College of Business 1966 — 1967
United Planners Financial Services 2011 - Present
Stewardship Estate Planning June 1992 - Present
Education
Florida State University - College of Business 1966 — 1967
Jeannette Vernia's United Planners Financial Services Experience 1987 - Present
Job Sr. VP at United Planners' Financial Services of America
Industry Financial Services
Experience
United Planners Financial Services 1987 - Present
Education
Briar Cliff University 1968 — 1972
United Planners Financial Services 1987 - Present
Education
Briar Cliff University 1968 — 1972
Franklin Shiraki's United Planners Financial Services Experience December 2006 - December 2008
Job Financial Accountant at Firewire Surfboards
Industry Accounting
Experience
Firewire Surfboards October 2014 - Present
JGD & Associates LLP November 2013 - October 2014
A.V. Arias & Co. September 2012 - November 2013
Deloitte Tax LLP December 2008 - October 2012
United Planners Financial Services December 2006 - December 2008
The Active Network December 2005 - December 2006
Skills
Accounting, Strategic Financial..., Financial Accounting, Tax, Investments, GAAP, Microsoft Office, Financial Reporting, Managerial Finance, Internal Controls, Auditing, Risk Management, Tax Returns, Accounts Payable, Financial Statements, Finance, Sarbanes-Oxley Act, Income Tax, Financial Planning
Education
University of San Diego 2005 — 2006
Master's of Science, Accountancy and Financial Management
University of San Diego 2001 — 2005
Bachelors, Accountancy
Punahou School
Firewire Surfboards October 2014 - Present
JGD & Associates LLP November 2013 - October 2014
A.V. Arias & Co. September 2012 - November 2013
Deloitte Tax LLP December 2008 - October 2012
United Planners Financial Services December 2006 - December 2008
The Active Network December 2005 - December 2006
Skills
Accounting, Strategic Financial..., Financial Accounting, Tax, Investments, GAAP, Microsoft Office, Financial Reporting, Managerial Finance, Internal Controls, Auditing, Risk Management, Tax Returns, Accounts Payable, Financial Statements, Finance, Sarbanes-Oxley Act, Income Tax, Financial Planning
Education
University of San Diego 2005 — 2006
Master's of Science, Accountancy and Financial Management
University of San Diego 2001 — 2005
Bachelors, Accountancy
Punahou School
Sonja Lockhart's United Planners Financial Services Experience January 2015 - Present
Job Partner Development Coordinator at United Planners Financial Services
Industry Investment Management
Experience
United Planners Financial Services January 2015 - Present
All About People October 2014 - December 2014
Edward Jones November 2009 - June 2014
Professional Employment Group August 2009 - November 2009
JPMorgan Asset Management August 2006 - November 2008
JPMorgan Investment Advisors, Inc. August 2005 - July 2006
J.P. Morgan Asset Management March 2003 - August 2005
J.P. Morgan Asset Management (formerly Banc One Investment Advisors) July 1996 - March 2000
Valley Staffing Services March 1995 - December 1995
Florence Crittenton Services of Arizona, Inc. July 1994 - February 1995
Skills
Training, Microsoft Office, Marketing, Customer Service, Sales, Time Management, Payroll, Customer Satisfaction, Fundraising, Accounting, Policy, Process Improvement, Accounts Receivable, Team Building, Strategic Planning, Leadership, Management
Education
Glendale Community College 2009 — 2009
Business Administration
Phoenix College 1990 — 1990
Phoenix College 1987 — 1988
Glendale Community College 1984 — 1986
United Planners Financial Services January 2015 - Present
All About People October 2014 - December 2014
Edward Jones November 2009 - June 2014
Professional Employment Group August 2009 - November 2009
JPMorgan Asset Management August 2006 - November 2008
JPMorgan Investment Advisors, Inc. August 2005 - July 2006
J.P. Morgan Asset Management March 2003 - August 2005
J.P. Morgan Asset Management (formerly Banc One Investment Advisors) July 1996 - March 2000
Valley Staffing Services March 1995 - December 1995
Florence Crittenton Services of Arizona, Inc. July 1994 - February 1995
Skills
Training, Microsoft Office, Marketing, Customer Service, Sales, Time Management, Payroll, Customer Satisfaction, Fundraising, Accounting, Policy, Process Improvement, Accounts Receivable, Team Building, Strategic Planning, Leadership, Management
Education
Glendale Community College 2009 — 2009
Business Administration
Phoenix College 1990 — 1990
Phoenix College 1987 — 1988
Glendale Community College 1984 — 1986
Victoria Bibbins's United Planners Financial Services Experience July 2014 - Present
Job AFO & Imaging Specialist, United Planners Financial Services
Industry Consumer Services
Experience
United Planners Financial Services July 2014 - Present
United Planners Financial Services 2011 - July 2014
PetSmart June 2010 - January 2011
As You Wish Errand Services LLC October 2008 - October 2009
Henkel of America August 2005 - October 2008
Henkel Of America, The Dial Corporation May 2002 - August 2005
Skills
Microsoft Office, SAP, Data Synchronization, Lotus Notes, Data Analysis, FileNet, InfoPak, ESS, Nistevo, Data Management, Metrics Reporting, Trend Analysis, Inventory Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1995 — 2000
BS, Speech Pathology & Audiology
United Planners Financial Services July 2014 - Present
United Planners Financial Services 2011 - July 2014
PetSmart June 2010 - January 2011
As You Wish Errand Services LLC October 2008 - October 2009
Henkel of America August 2005 - October 2008
Henkel Of America, The Dial Corporation May 2002 - August 2005
Skills
Microsoft Office, SAP, Data Synchronization, Lotus Notes, Data Analysis, FileNet, InfoPak, ESS, Nistevo, Data Management, Metrics Reporting, Trend Analysis, Inventory Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1995 — 2000
BS, Speech Pathology & Audiology
Tom Holdridge's United Planners Financial Services Experience August 2014 - Present
Job Financial Advisor at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services August 2014 - Present
Western and Southern Financial Group August 1997 - December 2005
Columbus Mutual Life Insurance 1980 - 2005
Skills
Strategic Financial..., Retirement Planning, Insurance, Investment Advisory, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Disability Insurance, IRAs, 401k, Series 6, Underwriting, Asset Allocation, Estate Planning, Long-term Care, Term Life Insurance, Variable Annuities, 401k Rollovers
Education
South Dakota State University 1960 — 1965
B.S., Economics
United Planners Financial Services August 2014 - Present
Western and Southern Financial Group August 1997 - December 2005
Columbus Mutual Life Insurance 1980 - 2005
Skills
Strategic Financial..., Retirement Planning, Insurance, Investment Advisory, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Disability Insurance, IRAs, 401k, Series 6, Underwriting, Asset Allocation, Estate Planning, Long-term Care, Term Life Insurance, Variable Annuities, 401k Rollovers
Education
South Dakota State University 1960 — 1965
B.S., Economics
Carl Benedict, MBA, CFP's United Planners Financial Services Experience 2010 - 2013
Job President at Benedict Wealth Management, LLC
Industry Financial Services
Experience
Benedict Wealth Management, LLC 1987 - Present
United Planners Financial Services 2010 - 2013
Skills
Financial Planning, Asset Management, Investments, Retirement Planning, Estate Planning, Insurance, Wealth Management, Asset Protection, Long Term Care, Investment Advisory, Asset Managment, Long-term Care, Strategic Financial..., IRAs, Retirement, 401k, Series 7, Fixed Annuities, Strategic Planning
Education
Louisiana State University 1976 — 1978
MBA, Finance
Louisiana College 1972 — 1976
BA, History, Economics
Louisiana College 1972 — 1976
Bachelor's degree, History and economics
Benedict Wealth Management, LLC 1987 - Present
United Planners Financial Services 2010 - 2013
Skills
Financial Planning, Asset Management, Investments, Retirement Planning, Estate Planning, Insurance, Wealth Management, Asset Protection, Long Term Care, Investment Advisory, Asset Managment, Long-term Care, Strategic Financial..., IRAs, Retirement, 401k, Series 7, Fixed Annuities, Strategic Planning
Education
Louisiana State University 1976 — 1978
MBA, Finance
Louisiana College 1972 — 1976
BA, History, Economics
Louisiana College 1972 — 1976
Bachelor's degree, History and economics
William Dacier's United Planners Financial Services Experience April 2011 - February 2012
Job Investment Advisory Specialist at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services April 2011 - February 2012
PIMCO November 2010 - April 2011
Scottsdale Capital Advisors March 2010 - November 2010
ING Funds Distributor, LLC March 2005 - March 2010
Charles Schwab & Co. May 1999 - February 2005
Skills
Series 24, Securities, Mutual Funds, Investments, Fixed Income, Equities, ETFs, Rule 144 Restricted..., Series 66, Series 7, Series 63, Third Party Money..., Investment Company Act..., Smarsh, Albridge, Client Relationship..., Custodial, Tax Deferred Accounts, Customer Identification..., Excel, Microsoft Office, Investment Product..., Suspicious Activity..., Compliance, Investment Advisory..., Investment Advisory..., Outlook, Securities Act 1933, Exchange Act 1934, FINRA, Outside Business..., Disciplinary Letter..., Email Monitoring
Education
University of Houston Law Center
J. D.
University of Maryland College Park
Business and Public Administration, Business
United Planners Financial Services April 2011 - February 2012
PIMCO November 2010 - April 2011
Scottsdale Capital Advisors March 2010 - November 2010
ING Funds Distributor, LLC March 2005 - March 2010
Charles Schwab & Co. May 1999 - February 2005
Skills
Series 24, Securities, Mutual Funds, Investments, Fixed Income, Equities, ETFs, Rule 144 Restricted..., Series 66, Series 7, Series 63, Third Party Money..., Investment Company Act..., Smarsh, Albridge, Client Relationship..., Custodial, Tax Deferred Accounts, Customer Identification..., Excel, Microsoft Office, Investment Product..., Suspicious Activity..., Compliance, Investment Advisory..., Investment Advisory..., Outlook, Securities Act 1933, Exchange Act 1934, FINRA, Outside Business..., Disciplinary Letter..., Email Monitoring
Education
University of Houston Law Center
J. D.
University of Maryland College Park
Business and Public Administration, Business
Geetha Kanagasabai's United Planners Financial Services Experience May 2010 - August 2010
Job
Industry Computer Software
Experience
United Planners Financial Services May 2010 - August 2010
The Sportsman's Guide September 2007 - August 2008
Eschelon Telecom Inc May 2007 - September 2007
NVC Logistics Group Inc July 2006 - March 2007
Education
Alagappa University
M.Sc, Computer Science
Madras University
B.Sc, Computer Science
United Planners Financial Services May 2010 - August 2010
The Sportsman's Guide September 2007 - August 2008
Eschelon Telecom Inc May 2007 - September 2007
NVC Logistics Group Inc July 2006 - March 2007
Education
Alagappa University
M.Sc, Computer Science
Madras University
B.Sc, Computer Science
Phil Wheat's United Planners Financial Services Experience April 2006 - Present
Job Owner at Phil D. Wheat, CFP® a Registered Investment Advisory Firm
Industry Financial Services
Experience
United Planners Financial Services April 2006 - Present
Phil D. Wheat, CFP® - A Registered Investment Advisory Firm 1996 - Present
Phil D. Wheat, CFP 1973 - Present
Skills
Retirement, Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Financial Advisory, IRAs, 401k Rollovers, Strategic Financial..., Asset Allocation, Roth IRA, Series 7, 401k, Mutual Funds, Fixed Annuities, Long-term Care
Education
American College 1991 — 1992
MSFS, Financial Services
Eastern Washington University 1970 — 1973
BA, Education / Business
United Planners Financial Services April 2006 - Present
Phil D. Wheat, CFP® - A Registered Investment Advisory Firm 1996 - Present
Phil D. Wheat, CFP 1973 - Present
Skills
Retirement, Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Financial Advisory, IRAs, 401k Rollovers, Strategic Financial..., Asset Allocation, Roth IRA, Series 7, 401k, Mutual Funds, Fixed Annuities, Long-term Care
Education
American College 1991 — 1992
MSFS, Financial Services
Eastern Washington University 1970 — 1973
BA, Education / Business
Aaron Spradlin's United Planners Financial Services Experience June 2015 - Present
Job Chief Information Officer at United Planners Financial Services
Industry
Experience
United Planners Financial Services June 2015 - Present
cleverDome Solutions November 2013 - Present
United Planners Financial Services August 2007 - June 2015
Charles Schwab 1999 - 2006
Skills
Product Innovation, Technology Integration, Product Management, SaaS, New Business Development, Financial Services, Innovation Development, Portfolio Management, Investments, Strategy, Asset Management, Strategic Financial..., Equities, Technology, Risk Management, Wealth Management, Asset Managment, Integration
Education
Golden Gate University 1993 — 1995
Bachelor of Science (B.S.), Business Management
Azusa Pacific University 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
United Planners Financial Services June 2015 - Present
cleverDome Solutions November 2013 - Present
United Planners Financial Services August 2007 - June 2015
Charles Schwab 1999 - 2006
Skills
Product Innovation, Technology Integration, Product Management, SaaS, New Business Development, Financial Services, Innovation Development, Portfolio Management, Investments, Strategy, Asset Management, Strategic Financial..., Equities, Technology, Risk Management, Wealth Management, Asset Managment, Integration
Education
Golden Gate University 1993 — 1995
Bachelor of Science (B.S.), Business Management
Azusa Pacific University 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kim Busard-Bart's United Planners Financial Services Experience May 2011 - October 2013
Job Senior Compliance Officer
Industry Financial Services
Experience
First Financial Equity Corporation March 2015 - Present
Rogers & Kirby November 2013 - March 2015
United Planners Financial Services May 2011 - October 2013
The Householder Group February 2007 - May 2011
SagePoint Financial February 2004 - October 2007
Skills
Series 7, FINRA, Investment Advisory, Financial Services, Securities, Investments, Mutual Funds, Series 63, Marketing, Training, Series 24, Wealth Management, Alternative Investments, Strategic Financial..., Asset Management, Project Management, Insurance, Recruiting, Financial Planning, Due Diligence, Highly detail oriented, analytical problem..., Asset Managment, Access, branch office auditing
Education
University of Phoenix 2004 — 2011
Bachelors of Business, Accounting
First Financial Equity Corporation March 2015 - Present
Rogers & Kirby November 2013 - March 2015
United Planners Financial Services May 2011 - October 2013
The Householder Group February 2007 - May 2011
SagePoint Financial February 2004 - October 2007
Skills
Series 7, FINRA, Investment Advisory, Financial Services, Securities, Investments, Mutual Funds, Series 63, Marketing, Training, Series 24, Wealth Management, Alternative Investments, Strategic Financial..., Asset Management, Project Management, Insurance, Recruiting, Financial Planning, Due Diligence, Highly detail oriented, analytical problem..., Asset Managment, Access, branch office auditing
Education
University of Phoenix 2004 — 2011
Bachelors of Business, Accounting
Nic White's United Planners Financial Services Experience March 2013 - Present
Job Registered Rep at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services March 2013 - Present
Pacific Capital Resource Group November 2010 - February 2013
Skills
Estate Planning, Budgets, Retirement Planning, Investment Strategies, Financial Analysis, Trading, Strategic Financial..., Insurance, Asset Management, IRAs, Small Business, Data Analysis, Life Insurance, Employee Benefits, Investment Management, Event Management, Wealth Management, Sales, Mutual Funds, Asset Allocation, Management, Investments, Finance, New Business Development, Investment Advisory, Business Strategy, Financial Planners, Public Speaking, Advertising, Property & Casualty..., Sales Management, 401k, Long-term Care, Series 63, Term Life Insurance, Microsoft Office, Customer Service, Marketing, Business Analysis, Securities, Health Insurance, Credit, Disability Insurance, Retirement, Portfolio Management, Strategic Planning, Bonds, Microsoft Excel, Series 7, Fixed Annuities
Education
Lincoln University (NZ) 1999 — 2003
BComm, Agribusiness
United Planners Financial Services March 2013 - Present
Pacific Capital Resource Group November 2010 - February 2013
Skills
Estate Planning, Budgets, Retirement Planning, Investment Strategies, Financial Analysis, Trading, Strategic Financial..., Insurance, Asset Management, IRAs, Small Business, Data Analysis, Life Insurance, Employee Benefits, Investment Management, Event Management, Wealth Management, Sales, Mutual Funds, Asset Allocation, Management, Investments, Finance, New Business Development, Investment Advisory, Business Strategy, Financial Planners, Public Speaking, Advertising, Property & Casualty..., Sales Management, 401k, Long-term Care, Series 63, Term Life Insurance, Microsoft Office, Customer Service, Marketing, Business Analysis, Securities, Health Insurance, Credit, Disability Insurance, Retirement, Portfolio Management, Strategic Planning, Bonds, Microsoft Excel, Series 7, Fixed Annuities
Education
Lincoln University (NZ) 1999 — 2003
BComm, Agribusiness
Rich Chagnon's United Planners Financial Services Experience September 1998 - June 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
Asset Investment Management LLC July 2011 - Present
United Planners Financial Services September 1998 - June 2011
Skills
Tax Preparation, Financial Planning, Hydrogeology, Strategic Financial..., 401k, Asset Management, Financial Advisory, Financial Planners, Retirement Planning, Retirement, Fixed Annuities, Investments, FINRA, Mutual Funds
Education
University of Phoenix 1984 — 1986
MBA, Fiance and marketing
University of Arizona 1963 — 1970
B.S., Hydrology and Foresty
Asset Investment Management LLC July 2011 - Present
United Planners Financial Services September 1998 - June 2011
Skills
Tax Preparation, Financial Planning, Hydrogeology, Strategic Financial..., 401k, Asset Management, Financial Advisory, Financial Planners, Retirement Planning, Retirement, Fixed Annuities, Investments, FINRA, Mutual Funds
Education
University of Phoenix 1984 — 1986
MBA, Fiance and marketing
University of Arizona 1963 — 1970
B.S., Hydrology and Foresty
Kevin Shaughnessy's United Planners Financial Services Experience October 2001 - April 2006
Job Senior Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America April 2006 - Present
United Planners Financial Services October 2001 - April 2006
SunAmerica Securities October 1999 - October 2001
Skills
Compliance, Operational Risk..., Financial Regulation, FINRA, Series 7, Series 24
Education
University of Arizona 1994 — 1999
Bachelor's degree, Finance, General
University of Arizona 1994 — 1999
Bachelor of Arts (B.A.), German Studies
Bank of America April 2006 - Present
United Planners Financial Services October 2001 - April 2006
SunAmerica Securities October 1999 - October 2001
Skills
Compliance, Operational Risk..., Financial Regulation, FINRA, Series 7, Series 24
Education
University of Arizona 1994 — 1999
Bachelor's degree, Finance, General
University of Arizona 1994 — 1999
Bachelor of Arts (B.A.), German Studies
Don Bartelt's United Planners Financial Services Experience 1998 - 2001
Job Senior Energy Management Advisor Energy Efficiency Pros
Industry Facilities Services
Experience
Newport Coast Securities 2010 - Present
Multi-Financial Securties 2006 - 2010
Emmett A. Larkin 2001 - 2006
United Planners Financial Services 1998 - 2001
Wedbush Morgan Securities 1989 - 1998
Wall Street West 1987 - 1989
Principal Investors 1985 - 1987
Skills
Client Aquisition, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Sales, Sales Management, Market Analysis, Stock Market Analysis, Capital Markets Analysis, Telemarketing, Recruiting, Training, Product Analysis, Financial Analysis, Financial Services, Strategic Financial..., Financial Markets, Economic Data Analysis, Public Speaking
Education
Arizona State University 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Madison 1981 — 1983
Newport Coast Securities 2010 - Present
Multi-Financial Securties 2006 - 2010
Emmett A. Larkin 2001 - 2006
United Planners Financial Services 1998 - 2001
Wedbush Morgan Securities 1989 - 1998
Wall Street West 1987 - 1989
Principal Investors 1985 - 1987
Skills
Client Aquisition, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Sales, Sales Management, Market Analysis, Stock Market Analysis, Capital Markets Analysis, Telemarketing, Recruiting, Training, Product Analysis, Financial Analysis, Financial Services, Strategic Financial..., Financial Markets, Economic Data Analysis, Public Speaking
Education
Arizona State University 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Madison 1981 — 1983
Jennifer DeSanto's United Planners Financial Services Experience 2004 - 2006
Job Financial Consultant at Logix Federal Credit Union
Industry Financial Services
Experience
Logix Federal Credit Union January 2015 - Present
Raymond James Financial Inc. 2012 - 2014
Citi 2006 - 2011
United Planners Financial Services 2004 - 2006
Skills
Sales Management, Comprehensive Planning, Business Development, Portfolio Development, Asset Management, CRM, Salesforce.com, NaviPlan, Microsoft Office Suite, Sales, Social Media, Marketing Strategy, Mutual Funds, Marketing Communications, Strategy, Finance, Market Research, Strategic Partnerships, Insurance, Portfolio Management, Relationship Management, Management, Investments, Marketing
Education
California State University-Northridge
Environmental Biology Major
Moorpark Community College
Business and Personal/Financial Services Marketing Operations
Logix Federal Credit Union January 2015 - Present
Raymond James Financial Inc. 2012 - 2014
Citi 2006 - 2011
United Planners Financial Services 2004 - 2006
Skills
Sales Management, Comprehensive Planning, Business Development, Portfolio Development, Asset Management, CRM, Salesforce.com, NaviPlan, Microsoft Office Suite, Sales, Social Media, Marketing Strategy, Mutual Funds, Marketing Communications, Strategy, Finance, Market Research, Strategic Partnerships, Insurance, Portfolio Management, Relationship Management, Management, Investments, Marketing
Education
California State University-Northridge
Environmental Biology Major
Moorpark Community College
Business and Personal/Financial Services Marketing Operations
Melissa Thurlow's United Planners Financial Services Experience June 2015 - Present
Job Advisor at United Planners Financial Services
Industry Financial Services
Experience
United Planners Financial Services June 2015 - Present
Wells Fargo July 2014 - June 2015
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Services, Mutual Funds, Financial Planning, Lines Of Credit, Debt Management, Mortgage Banking, Insurance, College Education..., Debt Consolidation, Fixed Income, Retirement, Financial Advisory, Investment Advisory, Banking, Finance, Life Insurance, Securities
Education
St. Petersburg College
Finance and Financial Management Services
United Planners Financial Services June 2015 - Present
Wells Fargo July 2014 - June 2015
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Services, Mutual Funds, Financial Planning, Lines Of Credit, Debt Management, Mortgage Banking, Insurance, College Education..., Debt Consolidation, Fixed Income, Retirement, Financial Advisory, Investment Advisory, Banking, Finance, Life Insurance, Securities
Education
St. Petersburg College
Finance and Financial Management Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY