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Certified Financial Planners in Massachusetts

Certified Financial Planners in Barnstable, MA

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Here is a complete directory of nearly every professional Certified Financial Planners in Barnstable, MA.

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26 results found

James Botsford Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Cape Cod Five
Title:
V.P. Cape Cod Five Trust & Asset Management
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Cape Cod Five Vice Presidentsince May 2004Cape Cod Bank & Trust V.P. Private BankingSep 1997 - May 2004
Skills:
Relationship Cultivation, Asset Management, Investments, Non-profits, Strategic Planning
Full Profile

Frank Franso Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Inspector • Financial Manager

Experience & Education

Position:
Inspector at CFP
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Fishery
Work history:
CFP Inspector
Full Profile

John Pupa Barnstable, MA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Hyannis, MassachusettsFinancial Advisorsince Oct 1992Pope John Paul II High School Girls Varsity Soccer CoachJun 2008 - Oct 2012
CFP
Full Profile

Herb Montgomery Barnstable, MA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, CFP® at The Montgomery Financial Group, Inc.
Title:
President, CFP®, at The Montgomery Financial Group, Inc.
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
The Montgomery Financial Group, Inc. President, CFP®since Jul 2006Ameriprise Financial Services, Inc. Financial AdvisorApr 2000 - Jul 2006
Full Profile

Herbert Montgomery Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
President, CFP, at The Montgomery Financial Group, Inc.
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Full Profile

Rob Brimmer Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner (TM) practitioner at Brimmer Financial Group, Inc.
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Full Profile

Anna Maria Waechter Barnstable, MA

Professions & Specialties

Financial Planner • Certified Financial Planner • Personal Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Planner at Anna Maria Waechter, CFP(R), Spanish Teaching Asst at Town of Barnstable
Title:
Personal Financial Planning and Spanish Teaching Asst at Town of Barnstable
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Anna Maria Waechter, CFP(R) - Martons Mills, MAFinancial Plannersince Sep 2012Town of Barnstable - BarnstableSpanish Teaching Asstsince Aug 2004
Skills:
Spanish, Teaching, Research, Public Speaking, Community Outreach, International Relations,...
Full Profile

Deborah Davis Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner,CFP® at Davis Financial Services, LLC
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Investment Management
Work history:
Davis Financial Services, LLC Owner,CFP®since Jan 2006
Full Profile

Jennifer Marlin Barnstable, MA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Franchise Owner at Ameriprise Financial
Title:
Owner, Ameriprise Financial
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 12 Mariners Way, Edgartown, MA 02539Franchise Ownersince 2009
Full Profile

Michael Castelone Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Planner
Full Profile

Bob Brimmer Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner (TM) practitioner at Brimmer Financial Group, Inc.
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Full Profile

W Brimmer Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner (TM) practitioner at Brimmer Financial Group, Inc.
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Full Profile

Charlie Vernon Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
C.P.A, C.F.P. at Charles E. Vernon, CPA.CFP
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Accounting
Work history:
Charles E. Vernon, CPA.CFP C.P.A, C.F.P.
Full Profile

Paul Sebra Barnstable, MA

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Chairperson • Chief Executive Officer • Manager • Owner • Chief Executive • Corporate Executive • Operations Manager • Financial Manager • Senior Advisor • Counselor • Philanthrope • Advisor • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Mathematics • Mathematician

Experience & Education

Position:
??? at ???
Title:
Due to compliance regulations, current info is restricted
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Information Services
Work history:
??? ???since 2008National Specialists in Retirement and Medicare Agent2007 - 2008
Skills:
Team Building, Business Development, Yachting, Maritime, Business Planning, New Business...
Full Profile

Fred Serchuk Barnstable, MA

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Position:
Senior Science Advisor at Northeast Fisheries Science Center
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Research
Work history:
Northeast Fisheries Science Center Senior Science Advisor
CFP Reform
Full Profile

Christopher Ward Barnstable, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyers • Supporting Member • Team Member • Financial Manager • Judicial Law Clerk • Clerical Specialist • Investigator

Experience & Education

Position:
Partner at La Tanzi, Spaulding & Landreth, P.C.
Title:
Partner - LaTanzi, Spaulding & Landreth, PC
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Law Practice
Work history:
La Tanzi, Spaulding & Landreth, P.C. Partnersince Jun 2007Haddleton & Associates, P.C. AssociateJul 2002 - Jun 2007
Skills:
Estate Planning, Probate, Tax, Trusts, Wills, Estate Tax Planning, Estate Administration
Full Profile

Brendan O'Keefe Barnstable, MA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Certified Public Accountant • Sales Representative

Experience & Education

Position:
Owner at O'Keefe Wealth Strategies, LLC
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
O'Keefe Wealth Strategies, LLC Owner
Certified Financial Planner Board of Standards
Full Profile

Lorrie Leonard Barnstable, MA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Chief Executive • Advisor • Customer Service • Management Team Executive • Operations Manager • Financial Manager • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Relationship Manager at Rockland Trust Company
Title:
Relationship Manager at Rockland Trust Company
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Banking
Work history:
Rockland Trust Company - Osterville. MAVice President, Relationship Managersince Jan 2008TD Banknorth - South Yarmouth, MAVice President, Wealth AdvisorJun 2002 - Dec 2007
CFP
Full Profile

Joseph Hawley Barnstable, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Philanthrope • Non-Profit • Financial Manager • Computer Scientists

Experience & Education

Position:
Vice President/Senior Financial Advisor at Cape Cod Five Cents Savings Bank
Title:
Vice President at Cape Cod Five Cents Savings Bank
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Banking
Work history:
Cape Cod Five Cents Savings Bank - Mid & Upper Cape CodVice President/Senior Financial Advisorsince Feb 2005Plymouth Savings Bank Vice PresidentMay 2004 - Feb 2005
Certified Financial Planner,CFP,
Full Profile

Thomas Harry Barnstable, MA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Instructor • Pedagogue • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Volunteer • Financial Manager

Experience & Education

Position:
Financial Advisor / Financial Planner at Harvest Capital, LLC, Adaptive Snow Sports Teacher &...
Title:
Clear Sailing Financial - Independent Financial Planning & Financial Advisory Services
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Harvest Capital, LLC - Osterville, MA.Financial Advisor / Financial Plannersince 2011New England Disabled Sports Adaptive Snow Sports Teacher & Instructorsince Nov 2005
CFP Practitioner
Full Profile

Michael Garrison Barnstable, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist

Experience & Education

Position:
CEO at Garrison Financial
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Garrison Financial CEOUBS Financial Services Financial Advisor2000 - 2006
CFP
Full Profile

Anne Christopulos Barnstable, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Financial Manager • Entertainment Professional • Entertainer

Experience & Education

Position:
Financial Advisor at Davis Financial Services, LLC
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Investment Management
Work history:
Davis Financial Services, LLC Financial AdvisorFleet Bank Vice President, Investment MarketingOct 1996 - Dec 1999
Certified Financial Planner Board of Standards
Full Profile

John Williams Barnstable, MA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager • School Principal • School Administrator • Educational Manager • Construction • Operations Manager • Analyst • Managers • Analysts • Budget Officer • Financial Compliance Examiner • Auditor • Master of Business Administration • Medical Assistant • Healthcare Support

Experience & Education

Position:
Managing Principal at Burr & Company, LLC
Title:
Owner, Burr & Company, LLC
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Investment Management
Work history:
Burr & Company, LLC - Osterville, MAManaging Principalsince May 2004C&I Steel, Inc. Vice President & CFONov 1999 - Apr 2004
Certified Financial Planner certificant,CFP,
Full Profile

Erica Adams Barnstable, MA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Sr. Investment Advisor at Davis Financial Services, LLC
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Davis Financial Services, LLC Sr. Investment Advisorsince Nov 2010Cape Cod Bank & Trust V.P.1994 - 2004
CFP Certification Professional Education Program
Full Profile

Erica Adams Barnstable, MA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Sr. Investment Advisor at Davis Financial Services, LLC
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Davis Financial Services, LLC Sr. Investment Advisorsince Nov 2010Cape Cod Bank & Trust V.P.1994 - 2004
Skills:
Retirement Planning
CFP Certification Professional Education Program
Full Profile

Jim Peters Barnstable, MA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Agent • Sales Representative • Sales Manager • Sales Director • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Agent at New York Life
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Insurance
Work history:
New York Life AgentPrudential Financial Sales Manager / AgentMar 1975 - Sep 1996
Full Profile

Certified Financial Planners near Barnstable, MA012New BedfordPlymouthEast SandwichHyannisWest HarwichOrleansWest FalmouthSagamore BeachFalmouthDuxbury


Certified Financial Planners around Barnstable, MA

Duxbury  (1)
Falmouth  (1)
Hyannis  (2)
Marshfield  (1)
New Bedford  (2)
Orleans  (1)
Plymouth  (2)
West Harwich  (1)

Certified Financial Planners in Massachusetts

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