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Certified Financial Planners in Massachusetts

Certified Financial Planners in Framingham, MA

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9 results found

Marc Sussman Framingham, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Volunteer • Counselor • Non-Profit • Advisor • Financial Manager

Experience & Education

Work

Company:
Volunteer weight loss counselor/sponsor
Company:
The sussman group - New York, NY
Certified financial planner/ counselor
Full Profile

Brent Wilde Framingham, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chief Executive • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Attorney at Wilde Law Group, LLC
Title:
Wilde Law Group, LLC
Location:
Framingham, Massachusetts
Industry:
Law Practice
Work history:
Wilde Law Group, LLC - Framingham, MAAttorneysince Aug 2012Kalakowsky & Wilde,P.C. OwnerMay 2005 - Jul 2012
Skills:
Real Estate, Probate, Estate Planning
Full Profile

Lisa Cremonini Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Financial Manager • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Board of Directors at Metrowest Chamber of Commerce, CERTIFIED FINANCIAL PLANNER(tm) at Capitol...
Title:
CERTIFIED FINANCIAL PLANNER(TM)
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Metrowest Chamber of Commerce Board of Directorssince Nov 2010Capitol Financial Advisors CERTIFIED FINANCIAL PLANNER(tm)since Apr 2010
Full Profile

Ellen Schneider Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Treasurer • Financial Manager • Financial Officer • Finance and Accounting Specialist • Dental Hygienist • Oral Health Therapist • Managers • Team Member

Experience & Education

Position:
Clerical Assistant, Office of the Registrar at Framingham State University, Assistant & Go-fer...
Title:
Clerical Assistant, Office of the Registrar at Framingham State University
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Framingham State University - FramnghamClerical Assistant, Office of the Registrarsince Dec 2012David Y Rhee, CPA, CFP & Co. - Natick MAAssistant & Go-fersince 2011
Languages:
Francais
Full Profile

Esther Barth Boston, MA

Professions & Specialties

Puchasing and Estimating Manager • Writer and Editor • Account Manager • Entrance Greeter • Supervisor • Lobby Attendant • Managers • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Tax Accountant • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Student Worker • Lawyers • Survey Researcher

Experience & Education

Position:
Account Manager at Intrinsic Consulting, Inc., Head Usher at ArtsEmerson: The World On Stage
Title:
Writer and Editor
Location:
Greater Boston Area
Industry:
Publishing
Work history:
Intrinsic Consulting, Inc. - Framingham, MAAccount Managersince Apr 2013ArtsEmerson: The World On Stage - BostonHead Ushersince Feb 2010
Languages:
French
Certifications:
Certified Crowd Manager, Commonwealth of Massachusetts: Executive Office of Public Safety and Security; Office of the State Fire Marshal
CFP & Associates LLC
Full Profile

Jason Pink Modesto, CA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Clerk • Law Specialist • Judicial Law Clerk • Lawyers • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Bookkeeper

Experience & Education

Position:
Law Clerk at Gianelli & Associates, COO at Fluorolite Plastics
Title:
Law Clerk at Gianelli & Associates
Location:
Modesto, California
Industry:
Law Practice
Work history:
Gianelli & Associates Law Clerksince Jun 2011Fluorolite Plastics - Framingham, MACOOsince Jul 2007
Languages:
Italian
Certifications:
Certified Public Accountant, California Board of Accountancy
Full Profile

Harry Vig Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Applications Engineer • Software Engineer • Software Developers • School Principal • School Administrator • Educational Manager • Project Engineer • Engineering Specialist • Medical Support Assistant • Health Support Worker • Healthcare Support • Host • Financial Manager

Experience & Education

Position:
Principal Applications Engineer at Vicor Corporation
Location:
Greater Boston Area
Industry:
Consumer Electronics
Work history:
Vicor Corporation - Andover, MAPrincipal Applications Engineersince Feb 2012Acacia Communications, Inc. - Maynard MassHardware Design EngineerJul 2010 - Jan 2012
High Speed Data Communications on CFP and 100GLH MSA form factors with 11Gbps host i..
Full Profile

Ronald Scott Boston, MA

Professions & Specialties

Advisor • Representative • Independent Contractor • Contractor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Agent • Sales Agent • Sales Representative • Chief Executive Officer • Partner • Marketing Manager • Corporate Executive • Chief Executive • Independent Business Owners

Experience & Education

Position:
Registered Principle at SagePoint Financial (Self-employed), OSJ, Investment Advisor...
Title:
OSJ, Investment Advisor Representative at SagePoint Financial
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
SagePoint Financial Registered Principlesince May 1980SagePoint Financial - 550 Cochituate Road, Framingham, MA 01701OSJ, Investment Advisor Representative, Branch Managersince May 1980
CFP
Full Profile

Robert Skaare Baltimore, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investor • Program Director • Operations Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Business Administrator • Managers • Chief Executive • Financial Manager • Bachelor of Science • Master of Science • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
US Investor Services - Sales Channel Program Manager at T. Rowe Price
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
T. Rowe Price - Owings Mills, MDUS Investor Services - Sales Channel Program Managersince Jun 2013T. Rowe Price - Wellesley, MAAVP & Branch ManagerJan 2012 - Jun 2013
Certified Financial Planner Studies
Full Profile

Certified Financial Planners near Framingham, MA036912WellesleyWalthamNewtonLexingtonNeedhamFranklinWaylandHollistonHopkintonBedford


Certified Financial Planners around Framingham, MA

Bedford  (2)
Belmont  (1)
Franklin  (2)
Holliston  (2)
Hopedale  (1)
Hopkinton  (2)
Lexington  (4)
Littleton  (1)
Mendon  (1)
Milford  (1)
Natick  (1)
Needham  (3)
Newton  (4)
Norfolk  (1)
Shrewsbury  (1)
Waltham  (10)
Watertown  (1)
Wayland  (2)
Wellesley  (11)

Certified Financial Planners in Massachusetts

Sub-specializations