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Financial Analyst Jobs Venice FL

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Joseph Downs
Reality Financial Planning Services, LLC
(941) 366-5700
3947 Clark Road
Sarasota, FL
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Margery Schiller
Goar, Endriss & Walker P.A.
(941) 366-6380 Ext: 140
1590 First Street
Sarasota, FL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Victor Cannillo
Baron Financial Group, LLC
(941) 922-1365
1990 Main Street, Suite 750
Sarasota, FL
Expertises
Retirement Planning & Distribution Rules, Real Estate Investments, Special Needs Planning, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor

Mr. Gerard F. Stellwagen, CFP®
(941) 485-2990
901 Venetia Bay Blvd Ste 220
Venice, FL
Firm
Stellwagen & Associates
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Gerard Stellwagen
901 Venetia Bay Blvd
Venice, FL
Company
Title: President
Company: Wealth Advisors LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Pace University, BBA (Cum Laude) 1972
Baruch College MBA (Tax) Candidate 1976
Years Experience
Years Experience: 30
Service
Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Business Income Tax Planning,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement

Data Provided By:
Allen Osgood
Financial Freedom, LLC
(800) 503-9500
6151 Lake Osprey Drive, Third Floor
Sarasota, FL
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

William Hufnell
Annapolis Financial Services
(877) 626-8198
1990 Main Street Suite 750
Sarasota, FL
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MS

James Shagawat
Baron Financial Group, LLC
(941) 922-1365
1990 Main Street, Suite 750
Sarasota, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Entrepreneurs, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BA, MBA

Mr. Harry R Pinkham, CFP®
(941) 492-3328
4242 Tamiami Trl S
Venice, FL
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Michael W Hartley, CFP®
(941) 485-8220
101 W. Venice Ave. Ste. 22
Venice, FL
Firm
Dale K. Ehrhart, Inc.

Data Provided By:
Data Provided By:

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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