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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Alexandra Burke (CRD# 2156294) is an Investment Advisor Representative working at Focus Financial, LLC in Belmont, MA and has over 32 years of experience in the finance industry. Alexandra Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Corrigan (CRD# 4002429) is an Investment Advisor Representative working at Edward Jones in Belmont, MA and has over 24 years of experience in the finance industry.
Michael Durant (CRD# 2113971) is an Investment Advisor Representative working at Belmont Financial, LLC in Belmont, MA and has over 33 years of experience in the finance industry. Michael Durant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Camille Fuleihan (CRD# 2623823) is an Investment Advisor Representative working at Fuleihan, Camille, Farid in Belmont, MA and has over 28 years of experience in the finance industry.
Ellen Ginsberg (CRD# 5195589) is an Investment Advisor Representative working at Harbor Asset Planning, Inc. in Belmont, MA and has over 17 years of experience in the finance industry.
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
1. Organization
2. Advice & Planning
3. Accountability
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously...
Curtis Jones (CRD# 4264012) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Belmont, MA and has over 23 years of experience in the finance industry.
Robert Kania (CRD# 2111120) is an Investment Advisor Representative working at Moore Financial Advisors, Ltd. in Belmont, MA and has over 33 years of experience in the finance industry.
John Kozelian (CRD# 2314508) is an Investment Advisor Representative working at Commonwealth Financial Network in Belmont, MA and has over 31 years of experience in the finance industry. John Kozelian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Leabman (CRD# 5296025) is an Investment Advisor Representative working at Harbor Asset Planning, Inc. in Belmont, MA and has over 16 years of experience in the finance industry.