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Certified Financial Planners in Massachusetts

Certified Financial Planners in Hingham, MA

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5 results found

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

Scott Birmingham Hingham, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Birmingham advisory group, llc
President/owner
Company:
Tiaa-cref wealth management - Boston, MA
Wealth management advisor

Skills

COMPUTER SKILLS: Proficient in Microsoft Office, Financial Profiles, Morningstar Advisor...
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Steven Norman Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Financial Analyst • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Analyst at Dana R Norman, CPA, RIA, inc.
Title:
Consultant
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Dana R Norman, CPA, RIA, inc. Financial Analystsince Nov 2010Insphere Insurance Solutions - Norwell, MAConsultant - Health / Life / Supp - SolutionsOct 2011 - Apr 2012
Skills:
Forecasting, Budgeting, Accounting, Financial Planning, Financial Analysis, Direct Sales, Sales...
..in Educational Prerequisite for CFP
Full Profile

Sandi Mcdonnell Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Relations • Financial Manager • Operations Manager • Team Member • Administrative Clerk • Clerical Specialist • Customer Service

Experience & Education

Position:
BANKER II at RBS Citizens Bank
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
RBS Citizens Bank - Norwell, MABANKER IIsince Jan 2013Citistreet/ ING Sr. Participant AccountantJan 2006 - Dec 2011
CFP
Full Profile

Alison Piasecki Boston, MA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Juris Doctor • Financial Manager

Experience & Education

Position:
Attorney at Drohan Tocchio & Morgan, P.C.
Location:
Greater Boston Area
Industry:
Law Practice
Work history:
Drohan Tocchio & Morgan, P.C. - 175 Derby Street, Suite 30, Hingham, MA 02043Attorneysince Nov 2011Law Office of Alison Smith Piasecki AttorneyJun 2004 - Nov 2011
Skills:
Estate Planning, Litigation, Commercial Litigation, Civil Litigation, Legal Research, Arbitration,...
Full Profile

Certified Financial Planners near Hingham, MA0195390585780975BostonQuincyNeedhamBraintreeEast BridgewaterHansonMarshfieldScituateWhitman


Certified Financial Planners around Hingham, MA

Boston  (971)
Braintree  (2)
Hanson  (2)
Marshfield  (1)
Needham  (3)
Quincy  (6)
Scituate  (1)
Whitman  (1)

Certified Financial Planners in Massachusetts

Sub-specializations