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Certified Financial Planners in Massachusetts

Certified Financial Planners in Boston, MA

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

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250 results found

Patrick Mckeon Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chairperson • Founding Member • Chief Executive • Financial Manager • Counselor • Advisor • Arbitrator • Referee • Judge • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Corporate Executive • Management Team Executive • Financial Officer • Managers • Inspector • Team Member • Lawyers • Trust Law Attorney • Financial Compliance Examiner • Auditor • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Founder and President at ComplianceNow.Biz, Founder and President at ExpertWitness.Biz, Consultant...
Title:
Founder and President of ComplianceNow.Biz and ExpertWitness.Biz
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
ComplianceNow.Biz - Hopkinton, MassachusettsFounder and Presidentsince 2012ExpertWitness.Biz - Hopkinton, MassachusettsFounder and Presidentsince Aug 2012
Certifications:
Certified Financial Planner (CFP®), Certified Financial Board of Standards, Inc.
Certified Hedge Fund Professional (CHP) Designation Due Diligence, The Hedge Fund Group
Full Profile

Thomas Clougherty Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Lawyers • Team Member

Experience & Education

Title:
Certified Financial Planner and Elder Law Attorney at Senior Resource Center, Inc. and Falco & Associates
Location:
Greater Boston Area
Industry:
Legal Services
Full Profile

Faye Doria Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Fee-Only Personal Financial Planner at Financial Guidance Associates, Inc.
Location:
Greater Boston Area
Industry:
Individual & Family Services
Work history:
Financial Guidance Associates, Inc. - Dover, NHFee-Only Personal Financial Plannersince 2003
Full Profile

Paul Corrigan Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Buyer • Sales Representative • Buyer and Seller • Independent Contractor • Counselor • Contractor • Advisor • Independent Business Owners • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Security • Skilled Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • School Administrator • Educational Manager • Civil Engineering

Experience & Education

Position:
Business Broker at ROI Corporation, Inc. (Self-employed)
Title:
Business Broker at ROI Corporation
Location:
Greater Boston Area
Industry:
Management Consulting
Work history:
ROI Corporation, Inc. Business Brokersince Oct 2007The Commonwealth Financial Group Certified Financial PlannerJul 1998 - Jan 2007
Skills:
Budgeting, Insurance, Due Diligence, Computer Hardware, Research, Budgets, Negotiation
Languages:
French
Full Profile

Catherine Medina Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Chief Administrative Officer • Marketing Director • Manager • Chief Executive • Financial Manager • Operations Manager • Market Analyst • Market Research Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Assistant to Francisco Simón Chief Human Resource Officer at Sovereign Bank
Title:
Executive Assistant to Francisco J. Simón Chief Human Resource Officer Sovereign/Santander
Location:
Boston, Massachusetts
Industry:
Banking
Work history:
Sovereign Bank - Sovereign BankExecutive Assistant to Francisco Simón Chief Human Resource Officersince Oct 2009Northwestern Mutual Director of Marketing and Client Services for Tom Mitchell CFP, CLU, ChFCDec 2008 - Jul 2009
Skills:
Administrative Support, Customer Relations, Microsoft Office, Scheduling, Inventory Management,...
Languages:
Spanish
Full Profile

Kevin Nulton Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Financial Manager • Corporate Executive • Articled Clerk • Fiduciary • General Counsel • Lawyers • Trust Law Attorney • Of Counsel • Jurist • Legal Counsel • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Titanium Advisors, LLC (Sole Proprietorship)
Title:
President of Titanium Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Titanium Advisors, LLC Presidentsince Jan 2010WES Investments, LLC Managing Director and General CounselOct 2007 - Jan 2010
Full Profile

Catherine Valega Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Analyst • Sports Professional • Sports Person • Athletes • Insurance Professional • Underwriter

Experience & Education

Position:
Owner, and Certified Financial Planner at Green Bridge Wealth Management
Title:
CFP, CAIA, LPL Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Green Bridge Wealth Management Owner, and Certified Financial Plannersince May 2007Alpha Motives PresidentMar 2004 - May 2007
Skills:
Certified Financial Planner, Chartered Alternative Investment Analyst, Soccer player, Series 7,...
Languages:
French
Full Profile

Richard Gilman Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Adjunct Instructor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Adjunct Faculty CFP Program at Boston University, Adjunct Faculty CPS at Northeastern University,...
Title:
CFP ® at Securitas Financial Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Boston University - Greater Boston AreaAdjunct Faculty CFP Programsince Aug 2012Northeastern University - Boston, MAAdjunct Faculty CPSsince Sep 2010
Full Profile

Benjamin Blodgett Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Auditor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Officer • Operations Manager • Bachelor of Science • Business Administrator • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Auditor at Defense Contract Audit Agency
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Defense Contract Audit Agency - Waltham, MAAuditorsince May 2012McCurdy Group Financial Planning AssistantSep 2009 - May 2012
Skills:
Financial Reporting, Microsoft Office, Insurance, Investments, Inventory Management, Quickbooks,...
Full Profile

Frank Westerhoff Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Representative, CERTIFIED FINANCIAL PLANNER™ at Wellesley Financial Group and Insurance Ag...
Title:
Financial Representative, CERTIFIED FINANCIAL PLANNER™
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wellesley Financial Group and Insurance Agency Financial Representative, CERTIFIED FINANCIAL PLANNER™since May 2007Empire Business Brokers Owner2005 - 2008
Full Profile

Timothy Leahy Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Services Professional at NYLIFE Securities LLC
Title:
Registered Representative, NYLIFE Securities LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
NYLIFE Securities LLC - Andover, MAFinancial Services Professionalsince 1999United States Coast Guard Commander, USCG, RetMay 1979 - Jun 1999
Full Profile

Nathaniel Tilton Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Co-Founder • Chief Executive • Founder • Founding Member • Financial Manager • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Manager • Operations Manager • Business Administrator • Organization Management • Non-Profit • Inspector • State Inspector General • State Inspector • Bachelor of Science

Experience & Education

Position:
Partner at Tilton Sturman Financial, Inc., Co-Founder at ArenaTilton, Inc
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Tilton Sturman Financial, Inc. Partnersince Jan 2006ArenaTilton, Inc Co-Foundersince Jun 1988
Full Profile

Francis Ii Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Financial Manager • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Capital Management Partners, LLC, Founding Partner at Teacher Retirement...
Title:
CERTIFIED FINANCIAL PLANNER™ practioner
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Capital Management Partners, LLC Financial Plannersince Jan 2007Teacher Retirement Solutions, LLC Founding Partnersince Jan 2007
Full Profile

Joshua Paul Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Financial Manager • Vice President • Chief Executive • Counselor • Representative • Advisor

Experience & Education

Position:
CFP®, AIF®, Senior Vice President at Bartholomew & Company, Inc.
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Bartholomew & Company, Inc. CFP®, AIF®, Senior Vice Presidentsince Jun 1995Bear Stearns Assistant Registered Representative/QualifierMar 1995 - May 1995
Skills:
Strategic Financial Planning, Wealth Management, Investment Advisory, Fixed Income, Asset...
Full Profile

Jay Hutchins Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Science • Fiduciary • Trust Law Attorney • Lawyers • Analyst • Counselor • Analysts • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Fiduciary Consultant at The Wealth Conservatory
Title:
M.S., Certified Financial Planner | Accredited Investment Fiduciary Analyst |
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
The Wealth Conservatory - Lebanon, New HampshireFiduciary Consultantsince Apr 1995A.G. Edwards Vice-President, Trust SpecialistApr 1985 - Apr 1995
Full Profile

Paige Garrison Boston, MA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Director • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CFP, CLU at Northwestern Mutual Financial Network
Title:
Financial Advisor Northwestern Mutual Financial Network
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisor, CFP, CLUsince Jun 20081st Global Capital Corp. Director of Financial ServicesMar 2005 - Mar 2008
Full Profile

Jane Evelyn Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Programmer

Experience & Education

Position:
CFP® - Certified Financial Planner at Dover Hills Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Dover Hills Financial CFP® - Certified Financial Plannersince Nov 2003NAPFA Meetings2003 - 2010
Full Profile

Joshua Paul Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Financial Manager • Vice President • Chief Executive • Counselor • Representative • Advisor • Trust Law Attorney • Lawyers • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP®, AIF®, Senior Vice President at Bartholomew & Company, Inc.
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Bartholomew & Company, Inc. CFP®, AIF®, Senior Vice Presidentsince Jun 1995Bear Stearns Assistant Registered Representative/QualifierMar 1995 - May 1995
Certifications:
Series 7, 24, 63, and 65 securities registrations, FINRA
Investment Advisor Representative, Commonwealth Financial Network
Full Profile

John Fenton Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Officer • Accounting Analyst • Recruitment • Property Manager • Real Estate Manager

Experience & Education

Position:
Wealth Advisor at Fenton Financial Group
Title:
Wealth Advisor at LPL Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fenton Financial Group Wealth Advisorsince Dec 2010Ameriprise Financial Senior Financial PlannerSep 1996 - Dec 2010
Skills:
Retirement Planning, Financial Planners, Investments, Wealth Management, Estate Planning, Mutual...
Full Profile

Christopher Riffle Boston, 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 Baystate Financial Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Baystate Financial Services - BostonCertified Financial Plannersince Jan 2013AXA Advisors - 40 William St. Suite 200 Wellesley MA 02481Certified Financial PlannerNov 2010 - Jan 2013
Skills:
Retirement Planning, Asset Managment, Executive Pay, Educational Consulting, Uniform Combined State ...
Full Profile

Susan Cfp Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Team Member • Financial Manager • Vice President • Operations Manager • Chief Executive • Sales Manager

Experience & Education

Position:
Life Insurance sales specialist at SBLI of Massachusetts, Sales Specialist CFP CLU ChFC at SBLI of...
Location:
Greater Boston Area
Industry:
Insurance
Work history:
SBLI of Massachusetts Life Insurance sales specialistsince Jan 1998SBLI of Massachusetts Sales Specialist CFP CLU ChFCsince Jan 1998
Skills:
no customer is too small, having been in the business 33 years I find I am now working with my...
Full Profile

Sarah Juselius Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Project Manager • Advertising Professional • Advertising Sales Agent • Project Managers • Financial Manager • Managers • Marketing Manager • Operations Manager • Account Manager • Bachelor of Arts • Computer Software Professional • Software Developers

Experience & Education

Position:
Creative Project Manager at LogMeIn
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
LogMeIn - Greater Boston AreaCreative Project Managersince Jun 2013Arnold Worldwide - Greater Boston AreaSenior Print ProducerJun 2012 - Jun 2013
Skills:
Interactive Marketing, Interactive Advertising, Digital Strategy, Relationship Marketing, Print...
CFP
Full Profile

Christopher Suraci Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Citizens Investment Services
Location:
Greater Boston Area
Industry:
Investment Management
Full Profile

Martha Slaight Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Commonwealth Financial Group
Title:
CFP®, CLTC, Certified Business Exit Consultant™, Partner at Commonwealth Financial Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commonwealth Financial Group Financial Plannersince Aug 2010Baystate Financial Financial RepresentativeDec 2004 - Sep 2010
Skills:
Employee Benefits, Financial Services, Trust Services, Business Planning, Business Continuity...
Full Profile

Christine Suraci Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Citizens Investment Services
Location:
Greater Boston Area
Industry:
Investment Management
Full Profile

Steve Bruneau Boston, MA

Professions & Specialties

Certified Financial Planner • Stock Broker • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Underwriter • School Principal • School Administrator • Educational Manager • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & CEO at Boston 128 Companies Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Boston 128 Companies Inc. President & CEOsince Jan 1990
Full Profile

John Curtin Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Private Wealth Advisor, Certified Financial Planner™, President Curtin and Associates at Curtin and...
Title:
Certified Financial Planner at Ameriprise Financial Services, Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Curtin and Associates, a private wealth advisory practice of Ameriprise Financial services, Inc. Private Wealth Advisor, Certified Financial Planner™, President Curtin and Associatessince Jun 2011Ameriprise Financial Services, Inc. - DanversFinancial AdvisorJan 1992 - Jun 2011
Full Profile

Dave Caruso Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Senior Vice President • Corporate Executive • Chief Executive • Financial Manager • Vice President • Editor • Author • Speaker • Advisor • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO (dave.caruso@ccgwealth.com) at Coastal Capital Group, LLC
Title:
CEO at Coastal Capital Group | CFP® | WBZ1030 Boston Financial Editor | Author | Speaker
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Coastal Capital Group, LLC CEO (dave.caruso@ccgwealth.com)since 2005Morgan Stanley Senior Vice President Wealth Advisor1998 - 2005
Skills:
Certified Financial Planner, Financial Management, Private Wealth Management, Published Author,...
Full Profile

Maryann Saurino Boston, 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 • Owner • Vice President • Financial Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Financial Advisor, CFP®,ChFC®,CASL® at Ameriprise Financial Services, Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisor, CFP®,ChFC®,CASL®since 1996Condominium Management Enterprises, Inc. Vice President1982 - 1996
Full Profile

Kathleen Sachs Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Board Member • Owner • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board of Directors at Georgetown Bank, Owner at Sachs Financial Planning
Title:
CERTIFIED FINANCIAL PLANNER professional
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Georgetown Bank Board of Directorssince Oct 2007Sachs Financial Planning Ownersince Jul 1991
Full Profile

Alan Siegel Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Vice President • Financial Manager • Chief Executive • Volunteer • Non-Profit

Experience & Education

Position:
Vice-President at Interdenominational Christian Men's Network, Certified Financial Planner &...
Title:
CFP, Financial Advisor, & Owner of a Financial Planning Company and VP @ Interdenominational Christian Men's Network
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Interdenominational Christian Men's Network Vice-Presidentsince Jan 1997Owner, Financial Planning Company - Easton MACertified Financial Planner & Financial Advisorsince 1992
Full Profile

Julie O'connor Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Client Manager • Agent • Sales Agent • Client Service Officer • Sales Representative • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Legal Secretary • Paralegal • Litigation Support Specialist • Lawyers • Customer Service • Financial Manager

Experience & Education

Position:
Client Manager at Integrated Financial Partners, Inc.
Title:
Client Manager
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Integrated Financial Partners, Inc. - 300 Fifth Avenue, 3rd Flr, Waltham, MA 02451-8573Client Managersince Mar 2009Emanuel J. Markis, Esq. - Cambridge, MALegal Secretary/Paralegal2004 - 2009
Assistant to Jon Bicknell CFP
Full Profile

Larry Eppolito Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Managing Director-Investment Officer at Wells Fargo Advisors, LLC
Title:
CERTIFIED FINANCIAL PLANNER™; Managing Director - Investment Officer; Wells Fargo Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Managing Director-Investment Officersince Aug 1988Merrill Lynch & Co. Financial AdvisorApr 1984 - Aug 1988
Full Profile

Rachel Rabinovich Boston, MA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Advisor with the practice of Roger J Cummings, CFP at Ameriprise Financial...
Title:
Associate Financial Advisor with the Practice of Roger J Cummings, CFP
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 865 Providence Highway, Dedham, MA 02026Associate Financial Advisor with the practice of Roger J Cummings, CFPsince Jan 2013Ameriprise Financial Paraplanner with the practice of Roger J Cummings, CFPMar 2005 - Jan 2013
Full Profile

Laurie Chandler Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive • Guide • Non-Profit • Advisor • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP ® and Managing Director at Vigilant Capital Management, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Vigilant Capital Management, LLC - 18 Congress St., Suite 209, Portsmouth, NH 03801CFP ® and Managing Directorsince Aug 2002
Full Profile

Gendreau Neil Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Owner at Neil H Gendreau, CFP, ChFC
Title:
Neil H. Gendreau, CFP, ChFC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Neil H Gendreau, CFP, ChFC Ownersince Oct 2004American Express Financial Advisors CFPJan 1994 - Oct 2004
Full Profile

Joseph Andrews Boston, MA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor CFP®, CRPC® at BofA Merrill Lynch
Title:
Senior Financial Advisor CFP®, CRPC®
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
BofA Merrill Lynch Financial Advisor CFP®, CRPC®since Jun 2002
Certifications:
Certified Financial Planner, CFP Board of Standards, INC.
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Ronald Giunta Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP ® at Flagship Private Wealth
Title:
CFP® at Flagship Private Wealth
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Flagship Private Wealth - Woburn, MaCFP ®since Aug 2010Ameriprise Financial CFP ®Apr 1996 - Aug 2010
Full Profile

Jennifer Simes Boston, 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 practitioner at Carl P. Sherr & Co., LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Carl P. Sherr & Co., LLC Certified Financial Planner practitionersince Feb 2007
Full Profile

Stacey Blodgett Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Globe Wealth Management
Title:
President and CEO Globe Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Globe Wealth Management - 2 South State Street, Concord NH 03301CERTIFIED FINANCIAL PLANNER™since Jan 2007
Full Profile

Matt Condon Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Owner, Certified Financial Planner at Cornerstone Financial Group
Title:
CFP® at Cornerstone Financial
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Cornerstone Financial Group Owner, Certified Financial Plannersince Jun 2000
Full Profile

Bill Moeckel Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Owner • Chief Executive • Financial Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Spokesperson • Representative

Experience & Education

Position:
Partner at WJM Financial, LLC (Self-employed), Owner/Partner at WJM Financial, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
WJM Financial, LLC Partnersince Jan 2002WJM Financial, LLC Owner/Partnersince Jan 2002
Skills:
Investment management, retirement planning
Full Profile

Nate Tilton Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager • Deputy Manager • Chief Executive • Marketing Administrator • Sales Representative • Sales Agent

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER Practitioner at Tilton Sturman Financial
Location:
Greater Boston Area
Industry:
Financial Services
Full Profile

Emily O'hara Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Investment Manager at Fidelity Investments
Title:
Certified Financial Planner
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments Investment Managersince May 2011
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Chris Chouinard Boston, MA

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER TM professional at Bay Financial Associates
Location:
Greater Boston Area
Industry:
Financial Services
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Stephanie Lynne Boston, 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:
CFP(r) - owner at Personal Financial Planning LLC
Title:
Owner, Personal Financial Planning LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Personal Financial Planning LLC CFP(r) - ownersince Jul 2006
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David Alexander Boston, MA

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER tm at Alexander Wealth Advisors, LLC, Owner at David B Alexander, CPA
Title:
at Alexander Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Alexander Wealth Advisors, LLC CERTIFIED FINANCIAL PLANNER tmsince Jan 2005David B Alexander, CPA Ownersince 1985
Skills:
Small Business, New Business Development, Strategic Planning, Tax Advisory, Marketing Strategy,...
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Lance Hoenig Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Franchise Financial Advisor at Ameriprise Financial Services, Inc.
Title:
CFP®, ChFC®, Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Franchise Financial Advisorsince Jul 1991
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Joe Notarangelo Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Component Design Engineer • Materials Engineer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Project Manager • Financial Manager • Project Managers

Experience & Education

Position:
RoHS Component Engineer at Davis IT and Engineering @ Waters Corporation
Location:
Greater Boston Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Davis IT and Engineering @ Waters Corporation - Milford, MARoHS Component Engineersince 2010Vanguard Networks - Foxboro, MANew Product Introduction (NPI) Project Manager / Sr. Component Engineer2001 - 2009
..using the SAP Compliance for Products,CfP,tool
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Frank Addonizio Boston, 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 • Client Service Officer • Financial Manager • Customer Service • Chief Executive • Operations Manager • Notary • Lawyers • Team Member

Experience & Education

Position:
Financial Advisor, CFP®, CRPC® at Ameriprise Financial Services, Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, CFP®, CRPC®since Feb 1997Fleet Private Clients Group Client Service RepresentativeMay 1995 - Jun 1997
Skills:
Investment Advice, Income Tax Management Strategies, Retirement Planning Strategies, Small...
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