Sentences with phrase «served as financial planner»
At RBC, she served as Financial Planner, then Branch Services Manager assisting with Personal Financial, Estate Planning and Investment Management for five years before starting Financial Reporting Services, LLC.
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Kirbyjon Caldwell — who served as spiritual adviser to presidents George W. Bush and Barack Obama — and disgraced financial planner Gregory Smith have been charged for fraud.
With a total 125 planners in 42 offices serving 30,000 - plus clients, Edelman has long positioned itself as the Starbucks of financial planning: the firm's framework for providing investment advice is highly consistent and systematized.
Tony serves clients as a counselor, adviser, planner, and manager on a wide variety of financial and investment questions.
George is an attorney and Certified Financial Planner ™ and served as a Judge Advocate in the U.S. Navy for more than 20 years, including service in Newport.
Dr. Stanley served as a top - rated main platform speaker for The American Bankers Association, Society of Certified Public Accountants, the Securities Industry Association, The International Association of Financial Planners, The Association of Estate Planners, and the Million Dollar Round Table.
Certified financial planner Jason Heath says Biner's defined benefit pension plan with his employer can serve as the fixed income portion of his pension.
Although I am a proponent of the Collaborative approach to divorce, I do not serve in the capacity of a «financial neutral» but as an investment planner both during and after the divorce process is complete.