Brett Tharp, Cfp®
AeroLeads people directory · profile

Brett Tharp, Cfp® Email & Phone Number

Advisory Training Specialist at eMoney Advisor: Helping people talk about money. at eMoney Advisor
Location: Greater Philadelphia, United States, United States 11 work roles 2 schools
4 work emails found @emoneyadvisor.com 1 phone found area 610 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 4 work emails · 1 phone

Work email b****@emoneyadvisor.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Advisory Training Specialist at eMoney Advisor: Helping people talk about money.
Location
Greater Philadelphia, United States, United States
Company size

Who is Brett Tharp, Cfp®? Overview

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Quick answer

Brett Tharp, Cfp® is listed as Advisory Training Specialist at eMoney Advisor: Helping people talk about money. at eMoney Advisor, a company with 662 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at emoneyadvisor.com, phone signal with area code 610, and a matched LinkedIn profile for Brett Tharp, Cfp®.

Brett Tharp, Cfp® previously worked as Advisory Live Training Specialist at Emoney Advisor and Senior Financial Planning Education Consultant at Emoney Advisor. Brett Tharp, Cfp® holds Certificate In Financial Planning (Cfp) Program from Temple University.

Company email context

Email format at eMoney Advisor

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*@emoneyadvisor.com
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AeroLeads found 4 current-domain work email signals for Brett Tharp, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Brett Tharp, Cfp®

Brett Tharp, Cfp® is a Advisory Training Specialist at eMoney Advisor: Helping people talk about money. at eMoney Advisor. He possess expertise in account management, customer service, financial planning, financial analysis, marketing research and 22 more skills. Colleagues describe him as "Working with Brett was a great experience. He's a detail-oriented partner who was able to think ahead on our projects and guide us along to ensure a great project experience all around. I developed a strong level of trust with Brett and his team, as many of our projects involved a bit of complexity and were usually quick turn projects. Through it all, Brett was a constant in helping us reach our end goals." and "I had the opportunity to work with Brett on multiple projects during his time at Eastern Research. On every occasion I found Brett to be a true professional. He made sure that he fully understood the needs of our project and took the necessary steps to make sure his part was delivered on time, on budget and meeting or exceeding our expectations."

Listed skills include Account Management, Customer Service, Financial Planning, Financial Analysis, and 23 others.

Current workplace

Brett Tharp, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

eMoney Advisor
Emoney Advisor
Advisory Training Specialist at eMoney Advisor: Helping people talk about money.
radnor, pennsylvania, united states
Employees
662
AeroLeads page
11 roles · 17 years

Brett Tharp, Cfp® work experience

A career timeline built from the work history available for this profile.

Advisory Live Training Specialist

Current

Radnor, Pennsylvania, United States

Sep 2021 - Present

Senior Financial Planning Education Consultant

Radnor, PA

Jan 2021 - Sep 2021

Financial Planning Education Consultant

Radnor, Pennsylvania, United States

Mar 2020 - Jan 2021

Senior Financial Planning Analyst

Radnor, Pennsylvania, United States

Mar 2017 - Mar 2020

Customer Service Team Lead (Supervisor)

Feb 2014 - Jan 2015

Customer Support Representative

Radnor, Pennsylvania, United States

Oct 2012 - Feb 2014

Head Coach/Trainer

Fairmount Soccer Association

Greater Philadelphia Area

2009 - Jun 2018

Account Executive

Eastern Research Services
Jul 2009 - Mar 2012

Financial Analyst/Staff Accountant

Aon
Sep 2008 - Jul 2009

Registered Representative

Creative Financial Group
Nov 2006 - Aug 2008
Team & coworkers

Colleagues at eMoney Advisor

Other employees you can reach at emoneyadvisor.com. View company contacts for 662 employees →

2 education records

Brett Tharp, Cfp® education

FAQ

Frequently asked questions about Brett Tharp, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brett Tharp, Cfp® work for?

Brett Tharp, Cfp® works for eMoney Advisor.

What is Brett Tharp, Cfp®'s role at eMoney Advisor?

Brett Tharp, Cfp® is listed as Advisory Training Specialist at eMoney Advisor: Helping people talk about money. at eMoney Advisor.

What is Brett Tharp, Cfp®'s email address?

AeroLeads has found 4 work email signals at @emoneyadvisor.com for Brett Tharp, Cfp® at eMoney Advisor.

What is Brett Tharp, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 610 for Brett Tharp, Cfp® at eMoney Advisor.

Where is Brett Tharp, Cfp® based?

Brett Tharp, Cfp® is based in Greater Philadelphia, United States, United States while working with eMoney Advisor.

What companies has Brett Tharp, Cfp® worked for?

Brett Tharp, Cfp® has worked for Emoney Advisor, Fairmount Soccer Association, Eastern Research Services, Aon, and Creative Financial Group.

Who are Brett Tharp, Cfp®'s colleagues at eMoney Advisor?

Brett Tharp, Cfp®'s colleagues at eMoney Advisor include Linda Sikora, Erin Bietila, Ken Fetter, Paul Johnston, and Kevin Murray.

How can I contact Brett Tharp, Cfp®?

You can use AeroLeads to view verified contact signals for Brett Tharp, Cfp® at eMoney Advisor, including work email, phone, and LinkedIn data when available.

What schools did Brett Tharp, Cfp® attend?

Brett Tharp, Cfp® holds Certificate In Financial Planning (Cfp) Program from Temple University.

What skills is Brett Tharp, Cfp® known for?

Brett Tharp, Cfp® is listed with skills including Account Management, Customer Service, Financial Planning, Financial Analysis, Marketing Research, New Business Development, Marketing Strategy, and Powerpoint.

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