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461 results for Financial Planning in Atlanta, GA
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Anusha Jiwani
Providing services: Financial Advisory, Financial Consulting, Financial Planning, Business Analytics, Financial Analysis
Atlanta, GA
Summary: Experienced analytics and finance professional with a demonstrated history of working in the finance and tech sector for over three years. Skilled in data/financial modelling, data analytics, business intelligence, database management, strategic planning, business analytics, M&As, IPOs, investment pitchbooks and valuation analysis.
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Vaughn A. Showell
Providing services: Management Consulting, Executive Coaching, Financial Planning, Insurance, Life Insurance, Small Business Insurance, Business Consulting, Financial Consulting, Mortgage Lending
Atlanta, GA
Summary: With 25+years as a Mortgage Banker (Executive Management and Originating roles) and 10 years as a Financial Strategist/Insurance Agent I continue to help Athletes, entrepreneurs, business owners and families protect their assets, grow their retirement plans tax free and provide disability income and solutions for unexpected illness and or injury. This combined with 10 years of service as a Counterintelligence Agent in the US Army, my diverse professional experiences have well positioned me for my current role as a Financial Strategist to help my community maintain and create financial stability. As a family man with four sons (ages 35, 24, 23 and 23 and a 11 year old grandson, I understand and appreciate the value of life, family and planning for the future. I look forward to assisting you in shaping your financial future,
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Taleeyah Knowles
Providing services: Small Business Insurance, Health Insurance, Life Insurance, Commercial Insurance, Financial Analysis, Financial Planning, Retirement Planning, Negotiation
Atlanta, GA
Summary: As a Licensed Insurance Agent and a Benefits Coordinator, I have the skills and experience to help clients find the best solutions for their insurance needs. I specialize in business, home, auto, and life insurance, and I am an independent broker who can shop around for the best rates. I am also a certified Health Specialist, partnered with leading companies such as Humana, Aetna, Wellcare, United, Anthem, and Cigna. In addition, I have a cosmetology license and a passion for beauty and wellness as well. In my current roles, I work with clients from diverse backgrounds and situations, and I tailor my services to their specific goals and preferences. I use my cosmetology skills to enhance their confidence and satisfaction, and I use my insurance expertise to protect their assets and health. I am motivated by making a positive change in people's lives, one day at a time. I value teamwork, integrity, and customer service, and I bring these qualities to every interaction and partnership. I am always eager to learn new skills and expand my network, and I welcome new challenges and opportunities.
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Jameson Spillers
Providing services: Financial Advisory, Budgeting, Financial Planning, Retirement Planning, Financial Analysis
Atlanta, GA
Summary: Comprehensive Financial Planner helping hard working Americans achieve their financial goals through increasing their returns, saving on their tax bill, and planning for retirement. Reach out and schedule your free consultation today.
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Jahmeelah White
Providing services: Career Development Coaching, Team Building, Non-profit Consulting, Financial Planning, Loans, Writing
Atlanta, GA
Summary: Hi, I'm Jahmeelah (she/her). I'm a dynamic professional with over a decade of experience optimizing business operations, financial oversight, and team management, I'm all about results. I wear many hats: As a Social Media Manager, I've not only managed online brand presence but also crafted compelling content that boosts visibility and engages users. Over at Delta Community Credit Union as a Manager, I led a fantastic team, turning everyday transactions into exceptional experiences. We didn't just crunch numbers; we made connections. Motivating weekly meetings were a cornerstone of our positive and collaborative environment. Previously, as an Assistant Manager at Pollo Tropical, I focused on driving customer engagement and boosting revenue through strategic merchandising and promotions. I'm no stranger to inventory management and cost optimization, all while sticking to tight budgets. Armed with a Bachelor of Science in Psychology from Georgia State University, I bring a unique perspective to problem-solving and team leadership. I'm not just tech-savvy; I'm a tech-thrilled! From Microsoft to Salesforce, I navigate the digital realm like a pro. When I'm not optimizing operations or coaching teams, you'll find me immersed in a good book or exploring new restaurants throughout the city. After all, life is all about balance. Let's connect and chat about how we can turn challenges into triumphs together! Skiils: Client Relationship Management Cross-Departmental Training Risk Prevention Competitive Intelligence Regulatory Compliance Operational Efficiency Budget Forecasting Customer Foresight Agile Learner Technical Troubleshooting Exceptional Written and Interpersonal Communications Team Compatibility Advanced Problem-Solving Abilities Internal Reporting Staff Development and Leadership Coaching and Staff Training Time Management Attention to Detail and Precision Managerial Oversight Task Prioritization
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Donovan Neal
Providing services: Financial Analysis, Real Estate, Financial Planning, Financial Reporting
Atlanta, GA
Summary: Driven by a deep sense of purpose to achieve tangible outcomes and exceed expectations in all that I do. I’m committed to delivering exceptional results and continuously striving for excellence, as I believe that success is the outcome of passion, hard work, and relentless pursuit of growth and development. I’m a self-starter with experience in human resources, revenue recovery, financial planning and analysis, accounting, procurement, HR Analytics and warehouse operation management. Proficient skills in Excel, Access, PowerPoint, PowerBI, Oracle, HCM, HRIS, Ariba, Workday, and ServiceNow. Known for inspiring inclusion, encouraging experimentation, and setting ambitious goals while adapting comfortably to new and uncertain situations.
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Ryan Barry
Providing services: Financial Planning, Retirement Planning, Life Insurance, Insurance
Atlanta, GA
Summary: As a financial professional at Peachtree Planning, I help individuals and businesses achieve their financial goals and dreams. I leverage my customer engagement, customer experience, and customer retention skills that I developed as a professional caddie at East Lake Golf Club, where I worked with high-profile clients and celebrities. I have been in the financial services industry for over two months, and I am passionate about providing personalized and comprehensive financial solutions that suit the needs and preferences of my clients. I am also committed to continuous learning and professional development, as well as giving back to the community through volunteering and philanthropy. /COMPLIANCE:2024-2480/
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JUNKO HORVATH, CFP ®, CeFT®
Providing services: Wealth Management, Retirement Planning, Financial Planning, Financial Advisory
Atlanta, GA
Summary: Junko grew up in a traditional Japanese family where her father was a corporate executive and her mother was a homemaker. Her father managed the entire household’s financials and her mother didn’t know anything about money except the allowance she received from her husband monthly. Her mother’s lack of financial independence made Junko determined to be a completely independent woman. She decided to move to the U.S. to earn an MBA and became a wealth manager in order to help women become aware of the importance of financial independence and to gain confidence in doing so whether they are women of a household or single. Junko is the CEO of Fujiyama Wealth Management. She is a Certified Financial Planner (CFP®). She specializes in helping people manage Life Transitions, with a special focus on Women in Transition. With over 20 years of experience, she helps clients navigate monumental situations in their lives that require a financial expert - including the loss of a spouse, transitioning through a divorce, receiving an inheritance, moving from the workforce into retirement, and selling a business. She is a ten-time recipient of the Five Star Professional Award. Junko is a proud member of Balser Giving Circle which helps underprivileged children and young adults. She started an annual charity concert in 2018 to raise money for Torah Day School of Atlanta by singing and introducing Japanese culture to the community. She was a successful fundraiser for her synagogue and was heavily involved in helping other charities in Atlanta. Junko lives in Toco Hills with her husband and her mother she brought with her father from Japan seven years ago. Her daughters Yael and Adina live in Chicago, IL, and Bala Cynwyd, PA, respectively.
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Melissa Jordan
Providing services: Auto Insurance, Homeowners Insurance, Life Insurance, Small Business Insurance, Budgeting, Financial Planning, Retirement Planning
Atlanta, GA
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Summary: Ruphus Ademola is a motivated and results-driven student with expertise in Financial modeling currently pursuing a finance degree at Georgia state University. Innovative and driven with a strong work ethic. Seeking an engaging and dynamic role in a fast-paced environment.