Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Massachusetts

Certified Financial Planners in Somerville, MA

Find a professional & check records

Here is a complete directory of most available Certified Financial Planners in Somerville, MA.

The Trustoria Service Professional Directory gives everyone all the professional records needed to know the right service provider for any need.

Be sure to see other states near you to locate the names of more people.

5 results found

Olga Okaty Somerville, MA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Financial Manager • Managers • Administrative Clerk • Clerical Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Centerpoint advisors, llc
Financial advisor & cfp professional
Company:
Centerpoint advisors, llc - Newton, MA
Investment associate

Skills

Wealth management and financial planning; Investment management, trading, and reporting; Investment ...
Full Profile

Joshua Cfp Somerville, MA

Professions & Specialties

Account Service Manager • Client Service Officer • Representative • Customer Service • Financial Manager

Experience & Education

Work

Company:
Fidelity investments
Account executive
Company:
Fidelity investments - Burlington, MA
Investments representative
Full Profile

Elissa May Charlottesville, VA

Professions & Specialties

Puchasing and Estimating Manager • Program Coordinator • Counselor • Organization Management • Apprentice • Managers • Advisor • Recruitment • Operations Manager • Student Worker • Recognition • Philanthrope • Office Clerk • Clerical Specialist • Non-Profit • Financial Manager • Bachelor of Science • Jurist • Legal Counsel

Experience & Education

Position:
AmeriCorps VISTA Mentor Program Coordinator at Big Brother Big Sister of the Central Blue Ridge
Location:
Charlottesville, Virginia
Industry:
Nonprofit Organization Management
Work history:
Big Brother Big Sister of the Central Blue Ridge - Charlottesville, Virginia AreaAmeriCorps VISTA Mentor Program Coordinatorsince Jun 2013Rosie's Place - Greater Boston AreaInternJan 2013 - May 2013
,to advocate for CFP within the community
Full Profile

Tiffany Sankary Boston, MA

Professions & Specialties

Puchasing and Estimating Manager • Professor • Independent Contractor • Contractor • Wellness and Fitness • Independent Business Owners • Health Professional • Health Practitioner • Financial Manager

Experience & Education

Position:
Movement Teacher at Cambridge Health Alliance, Feldenkrais Teacher at MIT, Feldenkrias Practitioner ...
Title:
The Feldenkrais Method, Authentic Movement and Art
Location:
Greater Boston Area
Industry:
Health, Wellness and Fitness
Work history:
Cambridge Health Alliance Movement Teachersince Mar 2010MIT Feldenkrais Teachersince 2010
Skills:
Movement, Wellness, Chronic Pain, Wellbeing, Holistic Health, Feldenkrais, Mindfulness, Stress,...
CFP
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

Certified Financial Planners near Somerville, MA0195390585780975BostonCambridgeWoburnWinchesterNewtonMelroseWatertownArlingtonBelmont


Certified Financial Planners around Somerville, MA

Arlington  (1)
Belmont  (1)
Boston  (971)
Cambridge  (18)
Melrose  (1)
Newton  (4)
Watertown  (1)
Winchester  (4)
Woburn  (5)

Certified Financial Planners in Massachusetts