Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Alaska Certified Financial Planners Directory

Trustoria includes a professional profile for nearly every Certified Financial Planner in Alaska.

Find more Certified Financial Planners and other Financial brokers near in Alaska by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

35 results found

Micah Shilanski Anchorage, AK

Micah Shilanski Financial Planner

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Shilanski & Assoc., Inc., CFP at Shilanski & Assoc. Inc
Title:
Financial Planner
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Shilanski & Assoc., Inc. CERTIFIED FINANCIAL PLANNERsince Jan 2006Shilanski & Assoc. Inc CFPsince Jun 2000

Christopher Cadieux Anchorage, AK

Christopher Cadieux Owner at Premier Portfolio Strategies

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantFinancial Analyst

Experience & Education

Position:
Owner at Premier Portfolio Strategies, Chartered Financial Analyst at Christopher R. Cadieux, AIF®,...
Title:
Owner at Premier Portfolio Strategies
Location:
Anchorage, Alaska Area
Industry:
Investment Management
Work history:
Premier Portfolio Strategies Ownersince Aug 1989Christopher R. Cadieux, AIF®, CFA Chartered Financial Analystsince Aug 1989
Skills:
Investments

Karen Padgett Anchorage, AK

Karen Padgett Certified Financial PlannerTM at Raymond James Financial Services, 240 E Tudor Rd #105, Anch., AK 99503, ph 907-561-4430

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersContractorFinancial Manager

Experience & Education

Position:
CFP(R) at Raymond James Financial Services
Title:
Certified Financial PlannerTM at Raymond James Financial Services, 240 E Tudor Rd #105, Anch., AK 99503, ph 907-561-4430
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Raymond James Financial Services - 240 E Tudor Rd, Suite 140, Anchorage, AK 99503 ph (907)561-4430CFP(R)since Aug 2002MWH Contractor2003 - 2006

Pat Haugh Anchorage, AK

Pat Haugh Certified Financial Planner at Morgan Stanley Smith Barney

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Certified Financial Plannersince May 2003USAF Chief of Weather Station OperationsAug 1981 - Oct 2003

Patrick Haugh Anchorage, AK

Patrick Haugh Certified Financial Planner at Morgan Stanley Smith Barney

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services

Patricia Haugh Anchorage, AK

Patricia Haugh Certified Financial Planner at Morgan Stanley Smith Barney

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services

Biss Al Anchorage, AK

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
FA at Edward Jones
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Edward Jones FAsince 1998
Skills:
I specialize in retirees and people within five years of retirement to organize their finances to...
I am a CFP

Micah Shilanski Anchorage, AK

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP at Shilanski & Assoc. Inc.
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Shilanski & Assoc. Inc. CFP

Ryan Callaway Anchorage, AK

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER(TM) practitioner at Ameriprise Financial Services, Inc.
Location:
Anchorage, Alaska Area
Industry:
Financial Services

Patrick Davids Anchorage, AK

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
CFP at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services

Pat Davids Anchorage, AK

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
CFP at Morgan Stanley Smith Barney
Location:
Anchorage, Alaska Area
Industry:
Financial Services

Art Dinkin Alaska

Art Dinkin

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAdjunct InstructorLecturerPostsecondary TeacherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales AgentSales RepresentativeBusiness AdministratorFinancial ManagerOperations Manager

Experience & Education

Position:
Certified Financial Planner (TM) Practitioner at DV Financial, Adjunct Faculty at Des Moines Area...
Location:
United States
Industry:
Financial Services
Work history:
DV Financial Certified Financial Planner (TM) Practitionersince Oct 2009Des Moines Area Community College Adjunct Facultysince Jan 2005
Skills:
My mission is to eliminate your financial stress and worry by:, * Providing a comfortable...

Sebi Messina Alaska

Sebi Messina

Professions & Specialties

Certified Financial PlannerPortfolio ManagerPuchasing and Estimating ManagerInvestment AnalystManagerFinancial ManagerOperations ManagerTechnicianTechnical SpecialistTechnical Support SpecialistsFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President-Investments, CFP®, CMT at Wells Fargo Advisors, LLC
Location:
United States
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Vice President-Investments, CFP®, CMTsince Sep 1984

Katherine Kessel Alaska

Katherine Kessel Assistant to Bascom Kurtz and Michael Macke, CFP at VALIC Financial Advisors

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerChief ExecutiveFood ServerTeam Member

Experience & Education

Position:
Assistant to Bascom Kurtz and Michael Macke, CFP at VALIC
Title:
Assistant to Bascom Kurtz and Michael Macke, CFP at VALIC Financial Advisors
Location:
United States
Industry:
Financial Services
Work history:
VALIC Assistant to Bascom Kurtz and Michael Macke, CFPsince Mar 2009Northwestern Mutual Advisors' AssistantNov 2007 - Apr 2009
Skills:
Assisting in Estate Planning cases and Long Term Care provisions, Full Financial Planning

Meredith Tabbone Alaska

Meredith Tabbone CERTIFIED FINANCIAL PLANNER(tm) at Ameriprise Financial Services

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(tm) at Ameriprise Financial Services
Location:
United States
Industry:
Financial Services
Work history:
Ameriprise Financial Services CERTIFIED FINANCIAL PLANNER(tm)since 2004Illinois State University Graduate AssistantAug 2003 - May 2004

Zhizhi Ma Alaska

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveFinancial ManagerAccount Manager

Experience & Education

Position:
President - CFP at MIG-MA investment group
Location:
United States
Industry:
Investment Management
Work history:
MIG-MA investment group President - CFPAcacia Financial center Sr. Account ManagerAug 1997 - Jun 2005

Timothy Phd Alaska

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerVice PresidentChief Operating OfficerChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial Manager

Experience & Education

Position:
Vice President & COO at Corporate Finance Partners CFP & Founders Investments
Location:
United States
Industry:
Venture Capital & Private Equity
Work history:
Corporate Finance Partners CFP & Founders Investments Vice President & COO

Kelly Sheaffer Anchorage, AK

Professions & Specialties

Loan OfficerLoan OfficersPuchasing and Estimating ManagerCustomer ServiceBookkeeperAccounting BookkeeperFinance and Accounting SpecialistClient Service OfficerAccount Service ManagerRelationship ManagerAdvisorManagersTeam MemberCounselorCoordinatorSupporting MemberClerical SpecialistAdministrative ClerkSales RepresentativeBachelor of ScienceInstructorFinancial Manager

Experience & Education

Position:
Private Banking Relationship Associate II at KeyBank
Title:
Relationship Associate II at Key Private Bank
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
KeyBank - Anchorage, Alaska AreaPrivate Banking Relationship Associate IIsince Jul 2010KeyBank - Anchorage, Alaska AreaTreasury Relationship AssociateAug 2009 - Jul 2010
Certified Financial Planner,CFP,

Sarah Mack Anchorage, AK

Sarah Mack Personal Banker, Wells Fargo Bank

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGeneralistMaster of ScienceAccount Service ManagerClient Service OfficerCustomer ServiceChief ExecutiveFinancial Manager

Experience & Education

Position:
Personal Banker at Wells Fargo Bank
Title:
Personal Banker, Wells Fargo Bank
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Wells Fargo Bank - Anchorage, Alaska AreaPersonal Bankersince Sep 2011Wealthcare Capital Management - Richmond, Virginia AreaWealthcare GeneralistOct 2010 - Apr 2011
Brokerage Jobs | CFP

Nancy Blunck Anchorage, AK

Nancy Blunck 29 years Financial Planning and Investment Management

Professions & Specialties

OwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Blunck Financial
Title:
29 years Financial Planning and Investment Management
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Blunck Financial - Anchorage, AlaskaOwnersince 1983
Certified Financial Planner

Mark Titzel Anchorage, AK

Mark Titzel Wealth Management Advisor at Merrill Lynch Wealth Management

Professions & Specialties

Puchasing and Estimating ManagerAdvisorVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Officer

Experience & Education

Position:
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Wealth Management Advisor at Merrill Lynch Wealth Management
Location:
Anchorage, Alaska Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Vice Presidentsince Aug 1997
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning

Joel Webb Anchorage, AK

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerDoctor of PhilosophyBiologistBiological ScientistMaster of ScienceBachelor of ScienceOperations ManagerFinancial ManagerData Entry SpecialistData Scientist

Experience & Education

Position:
PhD Candidate at University of Alaska Fairbanks, Fisheries Biologist at Alaska Department of Fish...
Title:
PhD Candidate at University of Alaska Fairbanks
Location:
Anchorage, Alaska Area
Industry:
Research
Work history:
University of Alaska Fairbanks PhD Candidatesince Jan 2008Alaska Department of Fish and Game Fisheries Biologistsince Jan 2006
CFP Reform

Al Biss Anchorage, AK

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Edward Jones - Anchorage, AlaskaFinancial Advisorsince 1998
Certified Financial Planner

Gerard Farkas Anchorage, AK

Professions & Specialties

AdvisorRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerChief Executive

Experience & Education

Position:
Registered Representative thru KMS Financial Services, Inc. at Gerard Farkas & Associates
Title:
Financial Planning, Employee Benefits, Investment Advisor Representative
Location:
Anchorage, Alaska
Industry:
Financial Services
Work history:
Gerard Farkas & Associates - Anchorage, AlaskaRegistered Representative thru KMS Financial Services, Inc.since Oct 2006Gerard Farkas & Associates - Anchorage, AKOwnerDec 1997 - Oct 2006
CFP courses

Chuck Bongiovanni Alaska

Chuck Bongiovanni

Professions & Specialties

Puchasing and Estimating ManagerCertified Financial PlannerChief Executive OfficerCorporate ExecutiveChief ExecutiveSales RepresentativeNursing AssistantPsychology SpecialistCaregiverPsychologistMaster of Social WorkSenior AdvisorAgentAdvisorOperations ManagerManagement Team ExecutiveFinancial ManagerBoard MemberChief Administrative OfficerRecruitment

Experience & Education

Position:
CEO at CarePatrol Franchise Systems, LLC
Location:
United States
Industry:
Information Services
Work history:
CarePatrol Franchise Systems, LLC CEOsince Jan 2008Prefrerred Assistance CEOJan 1995 - Jun 2007
Skills:
Franchising, Geriatric ElderCare

Gerri Ea Alaska

Gerri Ea

Professions & Specialties

Finance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax AccountantChairpersonChief ExecutiveCertified Nurse AideNurseNurse PractitionerAdvisor

Experience & Education

Position:
President at Gerri Harrison Financial Services
Location:
United States
Industry:
Financial Services
Work history:
Gerri Harrison Financial Services Presidentsince May 2005Taxworks Tax advisorJan 1988 - Apr 2005
Skills:
Financial education is my specialty, I believe in providing information to clients to allow them to ...
Gerri Harrison CFP EA has been preparing income taxes since 1983

Brett Sizemore Alaska

Brett Sizemore

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerInvestment AnalystFinancial Services ProfessionalFinancial Services Sales AgentPortfolio ManagerCounselorAdvisorPostsecondary TeacherLecturerAdjunct InstructorManagement AnalystAnalystsMaster of Business AdministrationFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperOperations ManagerChief ExecutiveFinancial Manager

Experience & Education

Location:
United States
Industry:
Investment Management
Work history:
University of Phoenix Adjunct Faculty Member2004 - 2010Najafi Companies Consultant2006 - 2009
Skills:
- Investment Management, - Relationship Management, - Business Development, - Research and...

Sheiresa Mcrae Alaska

Sheiresa Mcrae

Professions & Specialties

Puchasing and Estimating ManagerEditorCopy EditorResearch EditorEditing ProfessionalWriting and Editing ProfessionalWriter and EditorTechnical EditorTechnical CommunicatorAuthorPsychologistNon-ProfitOrganization ManagementFinancial ManagerOperations ManagerPsychology Specialist

Experience & Education

Position:
Consumer Affairs Editor at Black Enterprise Magazine
Location:
United States
Industry:
Publishing
Work history:
Black Enterprise Magazine Consumer Affairs Editorsince 2007Black Enterprise Magazine Copy Editor/Research Editor2003 - 2007
Skills:
Sheiresa's specialties are consumer affairs, providing advice about basic budgeting, copy editing,...
..planning in a program approved by the Certified Financial Planner Board of Standards

Bob Tie Alaska

Professions & Specialties

Puchasing and Estimating ManagerCertified Financial PlannerEditorial WriterReporterSchool PrincipalSchool AdministratorEducational ManagerComputer Software ProfessionalCorporate ExecutiveChief ExecutiveWriter and EditorWriting and Editing ProfessionalEditing ProfessionalCopy EditorSoftware DevelopersBookkeeperNon-ProfitSecurityRecruitmentAccounting BookkeeperCertified Public AccountantAuditorProfessional Development TeacherTraining and Coaching ProfessionalFinancial Manager

Experience & Education

Position:
Columnist, Fraud Magazine Online at ACFE, Principal at Ways and Means Communications
Location:
United States
Industry:
Writing and Editing
Work history:
ACFE Columnist, Fraud Magazine Onlinesince Mar 2010Ways and Means Communications Principalsince Jul 2007

Tina Tenret Alaska

Tina Tenret Financial Planning Associate at Financial Planning Company

Professions & Specialties

Puchasing and Estimating ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNews AnchorCommercial AnnouncerPresenterManufacturing LaborerLaborerFinancial Manager

Experience & Education

Position:
Financial Planning Associate at Financial Planning Company
Location:
United States
Industry:
Financial Services
Work history:
Financial Planning Company Financial Planning Associatesince Jan 2006NBC TV News Reporter2003 - 2005
CFP

Roger Cfp Alaska

Roger Cfp Benefit Consultant

Professions & Specialties

Puchasing and Estimating ManagerCounselorAdvisorChairpersonChief ExecutiveFinancial ManagerOperations Manager

Experience & Education

Position:
SVP at CBIZ
Title:
Benefit Consultant
Location:
United States
Industry:
Insurance
Work history:
CBIZ SVPResourceOne Benefit Corp PresidentMar 1993 - Jan 2003
Certified Financial Planner Board of Standards

Chad Bruening Alaska

Professions & Specialties

Portfolio ManagerFinancial PlannerInvestment AnalystPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerAnalysts

Experience & Education

Position:
Portfolio Manager at Stoker Ostler Wealth Advisors
Location:
United States
Industry:
Financial Services
Work history:
Stoker Ostler Wealth Advisors Portfolio Managersince Sep 2008Stoker Ostler Wealth Advisors Financial PlannerAug 2006 - Sep 2008
Skills:
portfolio management, financial planning
CERTIFIED FINANCIAL PLANNER

Len Weyeneth Alaska

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at Richard & Laurine Kimmel Charitable Foundation, 2nd Vice President /...
Location:
United States
Industry:
Financial Services
Work history:
Richard & Laurine Kimmel Charitable Foundation Vice Presidentsince Jun 1997Morgan Stanley Smith Barney 2nd Vice President / Portfolio Managersince Jun 1992
Skills:
Portfolio Management, Retirement Planning, Estate Planning, Education Planning
Certified Financial Planner

Eugene Bielak Alaska

Professions & Specialties

Puchasing and Estimating ManagerSchool PrincipalSchool AdministratorEducational ManagerChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial OfficerFinancial ManagerBachelor of Business AdministrationMathematicsMathematicianComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Principal at Aegis Ventures Ltd
Location:
United States
Industry:
Investment Management
Work history:
Aegis Ventures Ltd Principalsince Jul 2005Bridon Caribbean Inc General Manager2004 - 2005
Certified Financial Planner

Elizabeth Gray Seattle, WA

Elizabeth Gray Fundraising, Marketing & Nonprofit Management Professional

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerVolunteerNon-ProfitPhilanthropeOrganization ManagementOperations ManagerDirectorChief ExecutiveManagersBookkeeperAccounting BookkeeperFinance and Accounting SpecialistMaster of Business AdministrationClient Service OfficerRepresentativeAdvisorManagement Team ExecutiveBoard MemberDevelopment DirectorFinancial ManagerHR ManagerCustomer Service

Experience & Education

Position:
Director of Resource Development and Marketing at InterIm CDA, Volunteer at Association of...
Title:
Fundraising, Marketing & Nonprofit Management Professional
Location:
Seattle, Washington
Industry:
Nonprofit Organization Management
Work history:
InterIm CDA - 310 Maynard Ave S, Seattle, WADirector of Resource Development and Marketingsince May 2011Association of Fundraising Professionals WA - Washington StateVolunteersince May 2011