Western Financial Planning

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Western Financial Planning Employees

Employee
Years
Job
Industry
Dorrie Chung Dorrie Chung Greater San Diego Area Details
Dorrie Chung's Western Financial Planning Experience July 2008 - December 2011
Job COO & VP Finance at Toft Group Sanford Rose Associates
Industry Biotechnology
Experience
Toft Group, A Member of the Sanford Rose Associates® Network of Offices   October 2012 - Present
Chung Consulting   2010 - 2014
QDIC Distributors, Inc.   April 2011 - May 2012
Western Financial Planning   July 2008 - December 2011
Canterbury Consulting  2001 - 2009
XLNT Designs (acquired by Intel Corporation)   1996 - 2000
Madge Networks  1996 - 1996
Lannet Inc, (acquired by Madge networks)   1994 - 1996
Metromedia Paging Corporation   1990 - 1991
Weight Watchers of Western Michigan   1989 - 1990

Skills
Revenue Recognition, SEC filings, Financial Reporting, GAAP, Project Accounting, Strategic Financial..., Cost Accounting, US GAAP, Consolidation, Balance Sheet, Accounting, Financial Analysis, Sarbanes-Oxley, CPA, Financial Statements

Education
University of Michigan - Stephen M. Ross School of Business   1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance

Joshua Lortz Joshua Lortz Greater Los Angeles Area Details
Joshua Lortz's Western Financial Planning Experience September 2006 - January 2007
Job Senior Analyst 2, Commercial Sales Operations at DIRECTV
Industry Retail
Experience
DIRECTV  December 2014 - Present
DIRECTV  June 2013 - December 2014
Lakeshore Learning Materials  February 2011 - June 2013
Western Financial Planning   September 2006 - January 2007

Skills
Data Analysis, Databases, Leadership, Microsoft Excel, SQL, Access, Pivot Tables, Excel, InDesign, Ad Hoc Reporting, Photoshop, Sales Analysis, UAT, T-SQL Stored Procedures, Cognos, Salesforce.com

Education
California State University-Long Beach
Bachelor of Arts (B.A.), Economics

Golden West College
Associate of Arts (A.A.), Business Administration and Management, General

Troy Kuhn, CFP®, CAIA℠, MBA Troy Kuhn, CFP®, CAIA℠, MBA Overland Park, Kansas Details
Troy Kuhn, CFP®, CAIA℠, MBA's Western Financial Planning Experience July 2002 - January 2006
Job Wealth Management Advisor, Partner at Harvest Advisors, LLC
Industry Financial Services
Experience
Harvest Advisors, LLC   July 2015 - Present
National Advisors Trust Company, FSB  April 2014 - June 2015
Steben & Company, Inc.   February 2008 - April 2014
SEI  July 2006 - February 2008
Western Financial Planning   July 2002 - January 2006
MBNA  October 1993 - July 2002

Skills
Series 7, Series 3, Series 30, Certified Financial..., Distinguished..., Investments, Leadership, Alternative Investments, ETFs, Asset Allocation, Series 63, Relationship Management, Mutual Funds, Hedge Funds, Business Development, Budgets, Insurance

Education
Chartered Alternative Investment Analyst Association   2013 — 2014
CAIA, Pass

Boston University   2005 — 2008
Financial Planning Program

University of Delaware - Lerner College of Business and Economics   1996 — 1999
MBA, International Business

Albright College   1987 — 1992
BS, Finance

James Warner, MBA, CFP James Warner, MBA, CFP Orange County, California Area Details
James Warner, MBA, CFP's Western Financial Planning Experience October 1999 - April 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  October 2012 - Present
Capstone Wealth Planning   August 2011 - October 2012
Western Financial Planning   October 1999 - April 2012
Western Financial Advisors & WFP Securities   1999 - 2011
24 Hour Fitness  January 1994 - May 1999

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1996 — 1999
MBA, Business

Brigham Young University   1986 — 1992
Bachelors, Exercise Science

Allan Tentler Allan Tentler Greater San Diego Area Details
Allan Tentler's Western Financial Planning Experience November 2009 - March 2012
Job Financial Adviser at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  March 2012 - Present
SDSU Business Alumni Network   April 2011 - Present
Sonata Patio HOA   2011 - Present
BNI Bnillionaires   2010 - Present
Western Financial Planning   November 2009 - March 2012
Trilogy Financial Services  April 2009 - October 2009

Education
San Diego State University-California State University   2000 — 2004
Bachelors, Economics

Sharlene Tracanna, M.S., SPHR, SHRM-SCP,CPC Sharlene Tracanna, M.S., SPHR, SHRM-SCP,CPC Greater San Diego Area Details
Sharlene Tracanna, M.S., SPHR, SHRM-SCP,CPC's Western Financial Planning Experience 1991 - 2003
Job Senior Human Resources Consultant
Industry Human Resources
Experience
BioMed Realty  July 2015 - Present
Strategic Development   2003 - Present
BBSI  2013 - 2015
Northrop Grumman Corporation  2004 - 2013
Western Financial Planning   1991 - 2003

Skills
Leadership Development, Organizational..., Coaching, Employee Relations, Business Development, Leadership, Project Management, Strategic Partnerships, Program Management, Marketing, Strategy, Strategic Planning, Human Resources, Recruiting, Project Planning, Mentoring, Personnel Management, Building Relationships, Training Facilitation, Team Building, Succession Planning, Performance Management, Career Development, Budgets, Negotiation, Executive Coaching, Talent Management, Training, Employee Benefits, Interviews, Influential Communicator, Change Management, Management, Team Leadership, Workforce Planning

Education
Chapman University
Master of Science (MS), Human Resources Management and Development

San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

College Of Executive Coaching
Certified Professional Coach, Executive Coaching

Maria Rowana Black Maria Rowana Black United States Details
Maria Rowana Black's Western Financial Planning Experience March 2007 - August 2011
Job EXECUTIVE ADMINISTRATIVE SPECIALIST
Industry Oil & Energy
Experience
Orascom E&C USA, Inc. (Natgasoline by OCI)   December 2014 - Present
A-1 Virtual Assistant Enterprises   August 2011 - December 2014
Sterling Financial Partners, LLC, Masschusetts Mutual Financial Group   October 2012 - July 2014
Western Financial Planning   March 2007 - August 2011
Morgan Stanley  March 2000 - November 2006
Talent Tree Staffinf Agency   1991 - 2000
Stone Petroleum Corporation   December 1979 - April 1990

Skills
Administrative..., Oil & Gas Industry, Customer Service, Administrative Support, Sales Support, Team Building, Calendars, Time Management, Accounts Payable, Outlook, MS Office Suite, Excel, PowerPoint, Financial Services, Human Resources, Multitasker, Prioritization, Team Leadership, Event Planning, Teamwork, Coordination, New Business Development, Retirement Planning, Mutual Funds, Management, Securities, Investments, Insurance, Database Administration, Expenses, Equities, Sales, Research, Documentation, Process Improvement, Critical Thinking, Negotiation, Charts, Compliance, Troubleshooting, Asset Management, Finance, Financial Markets, Monthly Reporting, Budgeting, Internet Recruiting, Leadership, Microsoft Word, Strategic Planning, Microsoft Office

Education
Saddleback College   1990 — 1997
Business -Liberal Arts

Louisiana State University and Agricultural and Mechanical College   1982 — 1984
Insurance - Finance

University of Southwestern Louisiana (UofL)   1978 — 1980
Business, Real Estate, Paralegal

T. H. Harris Vocational Technical School   1976 — 1978
Business - Nursing

Arnaudville High School   1972 — 1976
HS, General Studies; French

Ansel Potthoff Ansel Potthoff Greater San Diego Area Details
Ansel Potthoff's Western Financial Planning Experience January 2005 - June 2005
Job Assistant Project Manager/Research Analyst at Sunwood Ventures
Industry Real Estate
Experience
Sunwood Ventures   May 2014 - Present
Domino's Pizza  April 2010 - May 2014
Pizza Hut  October 2007 - October 2009
Atlanta Check Cashers, Inc.   June 2007 - August 2007
Western Financial Planning   January 2005 - June 2005

Skills
Bilingual, Argus Modeling, Microsoft Excel, DCF Valuation, Cap Rates, Market Analysis, Real Estate, Valuation, Commercial Real Estate, Property Management, Real Estate Development, Investment Properties, Customer Service, Investments, Project Management, Microsoft Office, Sales, PowerPoint, Marketing, Social Media, Microsoft Word, Public Speaking, Management, Leadership, Social Media Marketing, Time Management, Teamwork, Social Networking, Analysis, Negotiation, Marketing Strategy, Market Research, Communication

Education
San Diego State University-California State University   2011 — 2013
Bachelor of Science (BS), Real Estate

University of Oregon - Charles H. Lundquist College of Business   2006 — 2007
Sports Marketing

Scripps Ranch High School   2002 — 2006
H.S. Diploma

Sean Ferrel Sean Ferrel Greater San Diego Area Details
Sean Ferrel's Western Financial Planning Experience March 1999 - February 2000
Job CEO/President at Managed Solution
Industry Computer Networking
Experience
Managed Solution  2003 - Present
TEKsystems  January 2000 - July 2002
Western Financial Planning   March 1999 - February 2000

Skills
SaaS, Managed Services, Cloud Computing, Unified Communications, Virtualization, Strategic Partnerships, Solution Selling, Outsourcing, Network Security, Microsoft Exchange, Enterprise Software, Business Continuity, IT Service Management, Security, VMware, Disaster Recovery, Channel, Servers, Data Center, Information Technology, Professional Services, Business Development

Education
University of San Diego   1996 — 2000
Business and Philosphy, Information Systems

Cindy Norsworthy Cindy Norsworthy Scottsdale, Arizona Details
Cindy Norsworthy's Western Financial Planning Experience August 2007 - December 2009
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2011 - Present
LFE Institute  April 2010 - Present
Society of Certified Senior Advisor   2003 - 2015
Western Financial Planning   August 2007 - December 2009

Skills
Strategic Financial..., Cash Management, Investments, Retirement Planning, Wealth Management, Public Speaking, Retirement, Asset Managment, IRAs, Real Estate, Small Business, Asset Management, Finance, Leadership, Employee Benefits, Insurance, Portfolio Management, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Estate Planning, Strategic Planning, Financial Planners, Investment Advisory, Series 7, Budgets, Team Building, Loans, Training, Business Planning, Securities, Personal Financial..., Wealth, Investment Strategies, Life Insurance, Series 63, Financial Planning

Education
Brigham Young University

University of New Orleans

Harshal Ramteke, MBA,CSM Harshal Ramteke, MBA,CSM Greater San Diego Area Details
Harshal Ramteke, MBA,CSM's Western Financial Planning Experience June 2008 - August 2008
Job Program Manager at Qualcomm
Industry Telecommunications
Experience
Qualcomm  April 2015 - Present
Qualcomm  August 2012 - Present
Qualcomm  July 2011 - August 2012
Cricket Communications  July 2010 - February 2011
Oceanside Aluminum   October 2009 - December 2009
San Diego Business Improvement District (SDBID)   August 2009 - December 2009
San Diego State University  August 2007 - December 2009
Santarus, Inc.   June 2009 - September 2009
San Diego Gas & Electric  October 2008 - May 2009
Western Financial Planning   June 2008 - August 2008

Skills
Visio, Project Management, SharePoint, Microsoft SQL Server, SDLC, Requirements Analysis, Software Development, Integration, Management, Scrum, Oracle

Education
San Diego State University-California State University   2007 — 2009
Masters, Business Administration

RTM Nagpur University   2002 — 2005
Bachelor of Engineering, Computer Technology

Bishop Cotton School   1992 — 1998
High School

Brian McBride Brian McBride Encinitas, California Details
Brian McBride's Western Financial Planning Experience May 2004 - September 2004
Job Proprietor at Priority Public House
Industry Food & Beverages
Experience
Priority Public House   June 2013 - Present
Barney & Barney  December 2006 - May 2013
Alliant Insurance Services  January 2005 - December 2006
Western Financial Planning   May 2004 - September 2004

Education
Loyola Marymount University   2000 — 2004
B.B.A., Finance/Minor in Accounting

Santa Fe Christian   1996 — 2000

Matt Echols Matt Echols Orange County, California Area Details
Matt Echols's Western Financial Planning Experience 2005 - 2008
Job Director of Western Operations at TechSpace
Industry Real Estate
Experience
TechSpace  January 2008 - Present
Western Financial Planning   2005 - 2008
The Worthing Companies  January 1995 - January 2000

Skills
Real Estate, Property Management, Investments, Sales, Team Building, Customer Service, Strategic Planning, Microsoft Excel, Marketing, Social Media Marketing, Sales Management, Account Management, Strategy, Investment Properties, Management, Tenant, Commercial Real Estate, Contract Negotiation, Start-ups, Fire Eating, Business Development, Marketing Strategy, Entrepreneurship, Negotiation

Education
Cal State Fullerton
BS, Marketing

Concordia University Irvine

Lovett high school

Samuel Chu Samuel Chu Orange County, California Area Details
Samuel Chu's Western Financial Planning Experience June 2009 - September 2009
Job Senior Social Media Analyst at Ayzenberg Group
Industry Marketing and Advertising
Experience
Ayzenberg Group  October 2011 - Present
OC Human Relations  August 2011 - January 2012
American Bar Association  January 2011 - March 2011
Western Financial Planning   June 2009 - September 2009

Skills
Social Media, Microsoft Office, Social Media Marketing, Public Relations, Marketing, Editing, Mediation, JavaScript, HTML, Photoshop, Analytics, Analysis, Sentiment Analysis, Microsoft Excel, Digital Marketing, Public Speaking

Education
University of California, Irvine   2007 — 2011
Bachelor of Arts, Criminology, Law and Society & Psychology and Social Behavior

Jason Rollingson Jason Rollingson United States Details
Jason Rollingson's Western Financial Planning Experience 2005 - 2007
Job Director of Human Resources at AudaExplore, a Solera Company
Industry Information Technology and Services
Experience
AudaExplore  July 2014 - Present
Pathway Genomics Corporation  February 2014 - June 2014
AudaExplore  January 2013 - January 2014
WIS International  April 2012 - December 2012
WIS International  March 2008 - April 2012
Deccan International  2007 - 2008
Western Financial Planning   2005 - 2007

Skills
Employee Relations, HRIS, Benefits Administration, Onboarding, Deferred Compensation, Applicant Tracking..., Performance Management, Succession Planning, Talent Acquisition, Talent Management, Employee Benefits, HR Policies, Organizational..., New Hire Orientations, Legal Compliance, Employee Engagement, Coaching, Job Descriptions, Taleo, SPHR, Affirmative Action, Team Building, OFCCP, Executive Search, Background Checks, Organizational Design, LinkedIn, FMLA, Labor Relations, Human Resources, Employee Training, Networking, Interviews, Conflict Resolution, Personnel Management, Employment Law, Recruiting, Career Development, College Recruiting, Leadership, Hiring, Workforce Planning, Cognitive Assessment, Strategy, ADP Payroll, Temporary Placement, Employee Handbooks

Education
Alliant International University-San Diego Scripps Ranch   2007 — 2009
MA, Industrial Organizational Psychology

San Diego State University-California State University   1997 — 2001
BA, Public Administration