Top Certified Financial Planners in Greater Boston Area
Jennifer Goldman
President
Greater Boston Area
President
Founder
Wealth Management Division Coordinator
Operations Supervisor and Senior Financial Planner
Certified Financial Planner
Boston University
Enrolled Agent Studies
Boston College - Wallace E. Carroll Graduate School of Management
State University of New York at Buffalo
State University of New York College at Geneseo
Amherst High School
Recommendations: 37
Salesforce.com
Strategic Financial Planning
Project Management
Wealth Management
Public Speaking
Outsourcing
CRM
Workflow and Processes
Brad Wright CFP®
Financial Education Consultant
Greater Boston Area
Financial Education Consultant
Certified Financial Planner(TM)
On-Air
Voiceover Artist
TV & Radio Host, Actor, Commercials
Financial Planner
Junior Associate
On-Air KSWD/The Sound
On-Air Personality for Hot/AC format, Writer for Jack-FM format
STAR 98.7 Afternoon Drive Personality
KROQ Night Personality
KOME Afternoon Drive Personality
University of California, Los Angeles
American University
Recommendations: 4
Production
Financial Planning
Hosting
Music Programming
On-air
Writing
Personal Branding
Producing
c****[email protected]
Kathy Colpitts
Remote Financial Planner
Greater Boston Area
Remote Financial Planner
Financial Writer
Certified Financial Planner
CFP
Certified Financial Planner, Enrolled Agent
College for Financial Planning
Suffolk University - Sawyer School of Management
Universitaet Salzburg, Austria
Recommendations: 0
Financial Analysis
Strategic Financial Planning
Microsoft Excel
Microsoft Office
Microsoft Word
Project Management
Management
Research
k****[email protected]
Paul J. Meaney, CFP®
Private Wealth Advisor and Certified Financial Planner
Greater Boston Area
Private Wealth Advisor and Certified Financial Planner
Certified Financial Planner
College of Financial Planning
College of the Holy Cross
Boston College High School
Recommendations: 0
p****[email protected]
Spencer Betts
Certified Financial Planner
Greater Boston Area
Certified Financial Planner
Financial Planner
Old Dominion University
ABRHS
Recommendations: 0
Retirement Planning
Strategic Planning
Wealth
Mutual Funds
Asset Management
Small Business
Investments
Strategic Financial Planning
s****[email protected]
Catherine Valega
Certified Financial Planner, Chartered Alternative Investment Analyst
Greater Boston Area
Certified Financial Planner, Chartered Alternative Investment Analyst
Certified Financial Planner, Chartered Alternative Investment Analyst
President
Manager, Investment Communications, CAIA
Assistant Vice President, Institutional Clients
Fixed Income Liason
The Johns Hopkins University
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
University of Pennsylvania
Recommendations: 0
Certified Financial Planner
Chartered Alternative Investment Analyst
Soccer player
Series 7
Investments
Wealth Management
Strategic Financial Planning
Estate Planning
c****[email protected]
Jane Evelyn, CFP®
Member
Greater Boston Area
Member
CFP® - Certified Financial Planner
Membership Committee
Financial Advisor
Financial Advisor
Financial Planner
Northwestern University
College of Financial Planning
Niagara Falls High School
Recommendations: 0
Bond Investing
Retirement Income Strategies
Estate Planning
Tax Planning
Budgeting
Retirement Planning
Investment Strategies
Financial Planning
j****[email protected]
Anne B. O'Brien, MBA, CFP®
Founder & Certified Financial Planner
Greater Boston Area
Founder & Certified Financial Planner
Consultant, Compensation & Benefits
VP, Compensation & Benefits
Corp Director, Compensation & Benefits
Director, HR and Benefits
Manager, Employee Benefits
Manager, Compensation
Benefits Specialist
High School Teacher
College for Financial Planning
Northeastern University
Stonehill College
Archbishop Williams High School
Recommendations: 0
Financial Planning
Retirement Planning
Retirement Income Strategies
Strategic Financial Planning
Strategic Planning
Retirement
Employee Benefits
Investments
a*****@obrienassociates.net
Jason Mullane CFP®, CLTC
Certified Financial Planner
Greater Boston Area
Certified Financial Planner
University of Limerick, Mary Immaculate College of Education. Ireland. BA
University of Saarbrucken, Germany
Recommendations: 0
c****[email protected]
Dianne Webster, CFP®, AIF®, CLTC
Certified Financial Planner
Greater Boston Area
Certified Financial Planner
Accredited Investment Fiduciary
Certified in Long Term Care
President & Chair, Massachusetts Chapter
Financial Consultant
Senior Account Executive
Boston University Questrom School of Business
Northeastern University
Recommendations: 0
Retirement
Wealth Management
Retirement Planning
Investment Advisory
Financial Advisory
Estate Planning
Wealth
Strategic Financial Planning
d****[email protected]
