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Personal Financial Planners in Massachusetts

Personal Financial Planners in Boston, MA

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15 results found

Faye Doria Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Fee-Only Personal Financial Planner at Financial Guidance Associates, Inc.
Location:
Greater Boston Area
Industry:
Individual & Family Services
Work history:
Financial Guidance Associates, Inc. - Dover, NHFee-Only Personal Financial Plannersince 2003
Full Profile

Thad Ackerman Boston, MA

Professions & Specialties

Personal Financial Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Independent Financial Advisor & Personal Financial Planner at Silver Maple Financial, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Silver Maple Financial, LLC Independent Financial Advisor & Personal Financial Planner
Skills:
Investments, Retirement Planning, Portfolio Management, Financial Advice, Financial Planning,...
Full Profile

Mark Giometti Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Independent Professional at Black Diamond Financial Planning (Self-employed)
Title:
Personal Financial Planner
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Black Diamond Financial Planning since Sep 2006Fidelity Investments Senior Vice PresidentAug 2005 - Jul 2006
Full Profile

Stephen Peckiconis Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Treasurer • Financial Manager • Financial Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Intelligence Professional • Business Consultant • Advisor • Computer Specialist • Software Deployment Engineer • Software Developers • Software Developer • Systems Administrator • Computer Systems Administrator • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Personal Financial Planner at Orchid Consulting Group, Treasurer at USA Track & Field New England
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Orchid Consulting Group - Greater Boston AreaPersonal Financial Plannersince 2008USA Track & Field New England - Greater Boston AreaTreasurersince Feb 2008
Skills:
Retirement Planning, Financial Planning, Software Quality Assurance, Software Configuration...
Full Profile

Thaddeus Ackerman Boston, MA

Professions & Specialties

Personal Financial Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Independent Financial Advisor & Personal Financial Planner at Silver Maple Financial, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Full Profile

Walter Guertin Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Personal Financial Planner at First Financial Trust
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
First Financial Trust Personal Financial PlannerFirst Financial Trust, N.A. Personal Financial Planner1997 - 2010
Full Profile

Walter Guertin Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Personal Financial Planner at First Financial Trust
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
First Financial Trust Personal Financial Planner
Full Profile

Michael Rubin Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Financial Director • Founder • Chairperson • Chief Administrative Officer • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Founding Member • Chief Executive • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Author • Speaker • Guide • Spokesperson • Representative • Tour Guide

Experience & Education

Position:
COO / CFO at Sleepnet Corp, Founder & President at Total Candor
Title:
Entrepeneurial Team and Business Building Executive
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sleepnet Corp - Hampton, NHCOO / CFOsince Oct 2010Total Candor Founder & Presidentsince Oct 2005
Skills:
Strategic Financial Planning, Retail, Negotiation, Relationship Management, Strategy
Personal Financial Planner at Arthur Andersen
Full Profile

Don Hohler Boston, MA

Professions & Specialties

Manager • Chief Executive Officer • Chief Operating Officer • Chief Information Officer • Financial Director • Owner • Operations Manager • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Technology Director • Technology Manager • Technical Managers • Financial Officer • Financial Manager • Entertainment Professional • Entertainer • Recruitment

Experience & Education

Position:
Master - Equivalent to CEO, COO and CIO at Mount Hermon Lodge, Financial Systems & Reporting...
Title:
Financial Systems & Reporting Manager at CoActive Technologies
Location:
Greater Boston Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Mount Hermon Lodge - Woburn, MAMaster - Equivalent to CEO, COO and CIOsince Jun 2010CoActive Technologies Financial Systems & Reporting Managersince Apr 2002
..my financial planning skills as a personal financial planner
Full Profile

Paul Proctor Boston, MA

Professions & Specialties

Loan Officers • Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Business Consultant • Investor • Analysts • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Chief Executive Officer • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Data Entry Specialist • Data Scientist • IT Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Business Reseach Analyst at Schneider Electric
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Schneider Electric Business Reseach Analystsince Nov 2010SAPIENT CORPORATION Senior Business ConsultantSep 2009 - Jul 2010
Personal Financial Planner at American Express Fin..
Full Profile

Eileen Moreira Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Apprentice • Student Worker • Financial Manager • Office Assistant • Office Clerk • Clerical Specialist • Wellness and Fitness • Biller • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
Senior Global Tax Manager/International Tax Manager at Stream Global Services
Title:
Senior Global Tax Manager at Stream Global Services
Location:
Greater Boston Area
Industry:
Consumer Services
Work history:
Stream Global Services - Wellesley, MazsachusettsSenior Global Tax Manager/International Tax Managersince Feb 2011Inverness Medical Domestic Tax ManagerApr 2009 - Feb 2011
Full Profile

Sheldon Cooperman Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • Judge • Medical Record Transcriber • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Sales Person • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Supporting Member • Managers • Team Member • Senior Manager • Operations Manager • Financial Manager • Entertainer

Experience & Education

Position:
Workers Compensation Paralegal at Tentindo, Kendall, Canniff & Keefe
Title:
Paralegal
Location:
Greater Boston Area
Industry:
Legal Services
Work history:
Tentindo, Kendall, Canniff & Keefe Workers Compensation Paralegalsince Jul 2010Roxbury District Court Paralegal InternshipJan 2010 - Jun 2010
Full Profile

Ed Adamowski Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Owner at Adamowski & Adamowski PC CPA's
Title:
Owner, Adamowski & Adamowski PC CPA's
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Adamowski & Adamowski PC CPA's Owner
Master Personal Financial Planner
Full Profile

Deborah Lapointe Boston, MA

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Advisor • Chief Executive Officer • Financial Manager • Corporate Executive • Operations Manager • Organization Management • Bachelor of Arts • Account Service Manager

Experience & Education

Position:
VP - Regional Business advisor at Enterprise Bank (Enterprise Bancorp), Regional Business Advisor...
Title:
VP - Regional Business Advisor at Enterprise Bank & Trust.Guiding business owners to grow their business
Location:
Greater Boston Area
Industry:
Banking
Work history:
Enterprise Bank (Enterprise Bancorp) VP - Regional Business advisorsince Feb 2006Enterprise Bank Regional Business Advisorsince 2006
Skills:
Budgeting, Cash Flow Management, Banking, Commercial Lending, Loans, Commercial Banking, Cash...
Languages:
Spansh
Full Profile

Jen O'rourke Boston, MA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Consultant • Advisor • Director • Operations Manager • Financial Manager • Master of Science • Master of Business Administration • Bachelor of Science • Information Technology Specialist • IT Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Business Consultant at ""
Title:
Business Consulting: Accounting, Finance, IT
Location:
Greater Boston Area
Industry:
Accounting
Work history:
"" Business Consultantsince Dec 2001Cambridge Technology Partners / Novell Finance Director2000 - 2001
Master Personal Financial Planner
Full Profile

Personal Financial Planners near Boston, MA01Lynn


Personal Financial Planners around Boston, MA

Lynn  (1)

Personal Financial Planners in Massachusetts