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Certified Financial Planners in Massachusetts

Certified Financial Planners in Wellesley, MA

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Here is a complete list of most local Certified Financial Planners in Wellesley, MA.

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11 results found

John Przybylski Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Tax Preparer • Tax Accountant • Team Member • Advisor

Experience & Education

Position:
Director of Financial Planning at Federal Street Advisors, Inc.
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Federal Street Advisors, Inc. - Boston, MADirector of Financial Planningsince May 2009Boston University Center for Professional Education - BostonInstructor, Individual Income Taxes2007 - 2009
Certifications:
JD
LLM
Full Profile

Raymond Devasto Wellesley, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Counselor • Business Consultant • Advisor • School Principal • School Administrator • Educational Manager • Financial Manager

Experience & Education

Position:
Principal at DeVasto Advisory, Ltd.
Title:
CPA, CFP® - Tax Accountant/Business Consultant DeVasto Advisory, Ltd.
Location:
Wellesley Hills, Massachusetts
Industry:
Accounting
Work history:
DeVasto Advisory, Ltd. Principalsince May 1991
Certifications:
Certified Public Accountant, Massachusetts Board of Public Accountancy
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Grace Toh Wellesley, MA

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Co-Founder • Board Member • Treasurer • Corporate Executive • Chief Executive • Founder • Founding Member • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Advisor • Philanthrope • Non-Profit • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Managing Director and Co-Founder at Toh Michaels Private Wealth Management, LLC, Co-Chair, SWC...
Title:
Managing Director and Co-Founder, Toh Michaels Private Wealth Management, LLC
Location:
Mclean, Virginia
Industry:
Investment Management
Work history:
Toh Michaels Private Wealth Management, LLC - McLean, VAManaging Director and Co-Foundersince 2008Smithsonian Institution - Building Museum, Washington, DCCo-Chair, SWC Craft2Wear - October 25-27, 2013
Skills:
Wealth Management, Asset Managment, Investments, Strategic Financial Planning, Portfolio...
Languages:
Chinese, French
Certified Financial Planner
Full Profile

Molly Gamache Boston, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Operations Manager • Director of Operations • Chief Executive Officer • Corporate Executive • Chief Executive • Recruitment • Administrative Clerk • Marketing Director • Financial Manager • Technology Manager • Technical Managers • PHP Developer • Ruby Developer • SalesForce Administrator • Software Engineer • Software Tester • Systems Administrator • Unix Administrator • Software Developer • Software Developers • Computer Systems Administrator • Database Administration Professional • Database Administrator • Computer Specialist • Bachelor of Science • Notary • Lawyers

Experience & Education

Position:
Executive Assistant at Millennium Search LLC
Title:
Executive Assistant at Millennium Search LLC - I believe exclamation points in job ads should be outlawed
Location:
Greater Boston Area
Industry:
Staffing and Recruiting
Work history:
Millennium Search LLC - RemoteExecutive Assistantsince Mar 2012Ross Mayer CLU, CFP® - Wellesley, MAAdmin. AssistantOct 1993 - Sep 2012
Skills:
Writing, Blogging, Freelance Writing, Travel Writing, Editing, Social Media, Web Content, Social...
Certifications:
Notary Public, Commonwealth of Massachusetts
Full Profile

Drew Bottaro Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Senior Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Position:
Senior Financial Counselor and Vice President at Weston Financial
Title:
Ultra/ high-net-worth wealth manager| comprehensive financial & estate planning| investment advisory| business attractor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Weston Financial - Wellesley, MASenior Financial Counselor and Vice Presidentsince Oct 2011Wells Fargo Family Wealth Senior Vice PresidentMar 2004 - Apr 2011
Skills:
Financial Planning, Estate Planning, Investment Advisory, Team Management, Wealth Management,...
Certified Financial Planner Board of Standards
Full Profile

Michael Bayer Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Director • Financial Officer • Financial Manager • Information Technology Specialist • IT Specialist • Manager • Business Development Manager • Founder • Founding Member • Chief Executive • Corporate Executive • Operations Manager • Financial Analyst • Managers

Experience & Education

Position:
Chief Financial Officer at Mobiquity, Inc.
Title:
Chief Financial Officer at Mobiquity, Inc.; CFO to VC-backed technology companies
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Mobiquity, Inc. - Wellesley, MAChief Financial Officersince 2011Practically Green - Cambridge, MACFO2011 - 2012
Skills:
Venture Capital, Telecommunications, IPO, Consumer Internet, Start-ups, Business Strategy,...
Certifications:
Chartered Financial Analyst (CFA)
Certified QuickBooks ProAdvisor
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

David Elan Wellesley, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Location:
Wellesley, Massachusetts
Industry:
Investment Management
Certifications:
CFA, CFA Institute
CFP®, Certified Financial Planner Board of Standards
Full Profile

Christopher Carlson Wellesley, MA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Board Member • Chairperson • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Lawyers • Recognition • Speaker • Volunteer • Counselor • Spokesperson • Representative • Non-Profit • Advisor • Lecturer • Postsecondary Teacher • Certified Nurse Aide • Nurse • Nurse Practitioner • Author

Experience & Education

Office:
Gilmore, Rees & Carlson, P.C.
70 Walnut Street, Wellesley Hills, MA 02481
Phone:
(781) 489-3193 (Phone)
Specialties:
Estate Planning, Trust Administration
ISLN:
908538070
Admitted:
1973, Massachusetts, 1980, U.S. Supreme Court
Biography:
Christopher T. Carlson is a co-founding partner of Gilmore, Rees & Carlson, P.C. where he...
Full Profile

Nick Desiato Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • City Attorney • Lawyers • Counselor • Advisor • Team Leader • Operations Manager • Judicial Law Clerk • Student Lawyer • Business Administrator • Contractor • Financial Manager • Community Service Manager • Dancer • Juris Doctor • Bachelor of Science • Government Administration Professional • Independent Business Owners

Experience & Education

Position:
Assistant City Attorney at City of Milwaukee
Location:
Greater Milwaukee Area
Industry:
Legal Services
Work history:
City of Milwaukee - Milwaukee, WIAssistant City Attorneysince Jun 2012Hudson Legal Consultant - Team LeadOct 2011 - Jun 2012
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
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Certified Financial Planners near Wellesley, MA0195390585780975BostonCambridgeWalthamFraminghamSomervilleWinchesterNewtonLexingtonNeedhamNorwood


Certified Financial Planners around Wellesley, MA

Arlington  (1)
Bedford  (2)
Belmont  (1)
Boston  (971)
Cambridge  (18)
Canton  (1)
Dedham  (2)
Framingham  (9)
Holliston  (2)
Lexington  (4)
Natick  (1)
Needham  (3)
Newton  (4)
Norfolk  (1)
Norwood  (2)
Somerville  (5)
Waltham  (10)
Watertown  (1)
Wayland  (2)
Winchester  (4)

Certified Financial Planners in Massachusetts

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