Certified Financial Planners
Manta has 3 businesses under Certified Financial Planners in Owasso, OK
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Categorized under Certified Financial Planners
Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.
Categorized under Certified Financial Planners
Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.
Categorized under Certified Financial Planners
Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.
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Categorized under Certified Financial Planners
Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.
Categorized under Certified Financial Planners
Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.
Categorized under Certified Financial Planners
Tanya Wilson joined Arvest Wealth Management in Owasso and Tulsa as a client advisor. She brings both her experience from the financial services industry and her knowledge gained as a retail business owner. One thing she loves about her career is getting to know her clients and understanding their goals and priorities. She uses this knowledge to create a holistic financial plan to help them achieve their goals. Tanya is a graduate of the University of Arkansas in Fayetteville with a Bachelor of Science in finance. She holds the Chartered Retirement Planning Counselor and the Wealth Management Certified Professional designations. She is a board member for the University of Tulsa Friends of Finance, an organization dedicated to helping the university gain national prominence in the areas of finance and operations management. In her free time, Tanya enjoys traveling, cooking and spending time with her family.
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There are 16 cities in
Oklahoma
with businesses in the Certified Financial Planners category. We've listed the top ten (based on number of businesses) above.
See all cities for Certified Financial Planners in
Oklahoma .