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Certified Financial Planners in Massachusetts

Certified Financial Planners in Waltham, MA

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Here is a complete list of nearly all experienced Certified Financial Planners in Waltham, MA.

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10 results found

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

Ronald Dokus 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 • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & Certified Financial Planner at Dokus Financial Partners, LLC
Title:
President, Dokus Financial Partners,LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Dokus Financial Partners, LLC - Littleton, MAPresident & Certified Financial Plannersince 2001MetLife - Waltham, MAFinancial Planner1990 - 2001
Certifications:
CFP, CFP Board of Standards
Full Profile

Jay Goldfarb Waltham, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Financial Director • Financial Officer • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Advisor

Experience & Education

Position:
Principal at Fortis Management Group LLC
Title:
Principal, Fortis Management Group LLC
Location:
Waltham, Massachusetts
Industry:
Financial Services
Work history:
Fortis Management Group LLC - Waltham, MAPrincipalsince Apr 2005
Employee designations include CFP
Full Profile

Bradford Richardson Waltham, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Vice President • Operations Manager • Financial Manager • Chief Executive

Experience & Education

Work

Company:
Usaa
Wealth manager
Company:
Jp morgan chase - Tampa, FL
Certified financial planner, vice president - investments
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

Chuck Bean Boston, MA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Director • Manager • Chief Executive • Operations Manager • Counselor • Representative • Advisor

Experience & Education

Position:
President and Director of Wealth Management at Heritage Financial Services, Inc. (a Registered...
Title:
President and Director of Wealth Management at Heritage Financial Services, Inc.
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Heritage Financial Services, Inc. (a Registered Investment Adviser) - 100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090 (781)255-0214President and Director of Wealth Managementsince Jan 1996Commonwealth Financial Network - Waltham, MARegistered RepresentativeOct 1995 - Jun 2009
Skills:
Wealth Management, Financial Advice, Investment Advisory, Asset Allocation, Retirement Planning,...
Certified Financial Planner,CFP,
Full Profile

Brian Glazer Boston, MA

Professions & Specialties

Certified Financial Planner • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Custodian • Business Administrator • Custodial Worker • Cleaners • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Investment Consultant at Commonwealth Financial Network
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Commonwealth Financial Network - Waltham, MAInvestment Consultantsince Jan 2012Capital Analysts of New England Investment SpecialistDec 2009 - Jan 2012
Skills:
Asset Management, Portfolio Management, Financial Planning, Research, Series 7, Mutual Funds,...
Languages:
spanish
CFP Education Certificate
Full Profile

Roger Moulton Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Counselor • Advisor • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Contractor • Independent Business Owners • Financial Manager

Experience & Education

Title:
Financial Planning Consultant at LPL Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Self Employed - Greater Boston AreaIndependent Financial ConsultantDec 2011 - Jun 2012Wells Fargo Family Wealth - Boston, MAWealth AdvisorJan 2009 - Oct 2011
Certifications:
CFP ©, Certified Financial Planner Board of Standards
Full Profile

Kenneth Masters Boston, MA

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Design Consultant • Design Professional • Design Expert • Counselor • Advisor • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Life Insurance Design and Development at Pinnacle Financial Group
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Pinnacle Financial Group Director of Life Insurance Design and Developmentsince Apr 2010Financial Architects Partners - Greater Boston AreaDirector Research & DevelopmentAug 2007 - Apr 2010
Certifications:
Chartered Life Underwriter (CLU), The American College
Chartered Financial Consultant (ChFC), The American College
Full Profile

Graham Gottlieb Chicago, IL

Professions & Specialties

Certified Financial Planner • Equity Trader • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Organization Management • Team Member • Advisor • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Doorman • Apprentice • Office Clerk • Clerical Specialist • Personal Care Aide • Project Managers • Manager • Founding Member • Financial Manager • Community Service Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Government Administration Professional • Graphic Design Specialist • Graphic Designer • Finance and Accounting Specialist • Accounting Bookkeeper • Marketing Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Development and Communications Associate at Leap Learning Systems, Finance Consultant at WIDA...
Title:
Development and Communications Associate at Leap Learning Systems
Location:
Greater Chicago Area
Industry:
Nonprofit Organization Management
Work history:
Leap Learning Systems Development and Communications Associatesince Dec 2011WIDA Consortium Finance Consultantsince Nov 2011
Languages:
Spanish
Brokerage Jobs | CFP
Full Profile

Certified Financial Planners near Waltham, MA0195390585780975BostonCambridgeWellesleyBurlingtonWoburnSomervilleNewtonLexingtonWinchesterNeedham


Certified Financial Planners around Waltham, MA

Arlington  (1)
Bedford  (2)
Belmont  (1)
Billerica  (1)
Boston  (971)
Burlington  (6)
Cambridge  (18)
Dedham  (2)
Lexington  (4)
Natick  (1)
Needham  (3)
Newton  (4)
Somerville  (5)
Watertown  (1)
Wayland  (2)
Wellesley  (11)
Winchester  (4)
Woburn  (5)

Certified Financial Planners in Massachusetts

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