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Financial Planners in Wellesley, MA

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8 results found

Molly Gamache Boston, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerOffice AssistantOffice ClerkClerical SpecialistOperations ManagerDirector of OperationsChief Executive OfficerCorporate ExecutiveChief ExecutiveRecruitmentAdministrative ClerkMarketing DirectorFinancial ManagerTechnology ManagerTechnical ManagersPHP DeveloperRuby DeveloperSalesForce AdministratorSoftware EngineerSoftware TesterSystems AdministratorUnix AdministratorSoftware DeveloperSoftware DevelopersComputer Systems AdministratorDatabase Administration ProfessionalDatabase AdministratorComputer SpecialistBachelor of ScienceNotaryLawyer

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

Janice Bogasky Boston, MA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveSpeakerRepresentativeSpokespersonFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerOrganization ManagementHospital Care ProfessionalHealth ProfessionalHealth PractitionerGovernment Administration OfficerCivil ServantResearcherSurvey ResearcherRecruitment

Experience & Education

Position:
President at Women's Business Network, Financial Advisor at Baystate Financial & New England...
Title:
Financial Planner at Baystate Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Women's Business Network - Wellesley College ClubPresidentsince Jun 2013Baystate Financial & New England Securities - Wellesley, MAFinancial Advisorsince Nov 2008

Cathy Lunger Wellesley, MA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystCounselorAdvisorRepresentativeExaminerInspectorAssistant Vice PresidentOperations ManagerVice PresidentChief ExecutiveMaster of Business AdministrationBachelor of Business AdministrationLecturerPostsecondary Teacher

Experience & Education

Work

Company:
Cml financial solutions
Accounting/financial consultant
Company:
Trilogy financial services - Woburn, MA
Financial planner & investment advisor representative

Peter Rodis Wellesley, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFounderOwnerFounding MemberChief ExecutiveSupporting MemberPlannerTeam MemberAdvisorInsurance ProfessionalUnderwriter

Experience & Education

Work

Company:
Babson park insurance brokerage
Founder and owner
Company:
New england financial
Managing associate/financial planner

John Przybylski Boston, MA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInstructorPedagogueTax PreparerTax AccountantTeam MemberAdvisor

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

Nicholas Stearns Boston, MA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterSchool PrincipalSchool AdministratorEducational ManagerManagerOperations ManagerBachelor of ScienceBusiness AdministratorAnalysts

Experience & Education

Position:
Accountant at Liberty Mutual Insurance
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Liberty Mutual Insurance - Boston, MAAccountantsince Dec 2012Liberty Mutual Insurance - Weston, MAUnderwriterJun 2011 - Dec 2012
Financial Planner Assistant at New England Private..

Joseph Mcparland Boston, MA

Professions & Specialties

Financial Services Sales AgentBroker AssociateReal Estate Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse PractitionerAdvisorVice PresidentChief Executive

Experience & Education

Position:
Broker Associate at Wellesley Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wellesley Financial - Wellesley, MaBroker Associatesince May 2013Rockland Trust Senior Reverse Mortgage AdvisorMar 2006 - Nov 2011
Financial Planner at Granite Financial Group

Rita Taugher Boston, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentIndependent Accounting ProfessionalCertified Public AccountantAccounting BookkeeperBookkeeperFinance and Accounting SpecialistMaster of ScienceOperations Manager

Experience & Education

Position:
CPA at Rita A. Taugher, CPA
Title:
Independent Accounting Professional
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Rita A. Taugher, CPA - Milton, MACPAsince 2000Sanders, Walsh & Eaton, Chatham, MA CPA1995 - 2000


Financial Planners near Wellesley, MA0108216324432540BostonWalthamNewtonCambridgeNorwoodBrooklineWatertownLexingtonSomervilleFramingham



Financial Planners around Wellesley, MA

Belmont  (1)
Boston  (540)
Brookline  (3)
Cambridge  (5)
Canton  (1)
Dedham  (1)
Dover  (2)
Framingham  (2)
Holliston  (2)
Lexington  (2)
Millis  (1)
Natick  (1)
Needham  (2)
Newton  (8)
Norwood  (4)
Somerville  (2)
Walpole  (1)
Waltham  (21)
Watertown  (2)

Financial Planners in Massachusetts

Sub-specializations

Financial Planner  (8)