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Distance Only Cambridge, MA
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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
Wendy Weiss (CRD# 4435969) is an Investment Advisor Representative working at Weiss Financial Advisors, LLC in Cambridge, MA and has over 22 years of experience in the finance industry.
James Wheeler (CRD# 4224395) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 11 years of experience in the finance industry.
Xiao-xia Zhen (CRD# 4216537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 23 years of experience in the finance industry.
Elisabeth Zimmerman (CRD# 1617587) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has over 37 years of experience in the finance industry. Elisabeth Zimmerman 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.
Most people aren’t formally taught financial literacy. I was one of them. My personal finance journey started over 20 years ago. As a child of immigrants seeking to help my parents, I enrolled in an adult education class the summer after graduating high school where—in a recurring theme throughout my career—I was the youngest person in the room.
Now I look to act as the Finance Chair on your Personal Board of Directors, to instill the confidence you seek around your financial decision-making. Through my firm, I provide fee-only financial planning and investment management services as a Registered...
Nicholas Anketell (CRD# 7138951) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 4 years of experience in the finance industry.
Nathaniel Ariasvelez (CRD# 7655890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has 1 year of experience in the finance industry.
Andres Ayala (CRD# 7199719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cambridge, MA and has over 3 years of experience in the finance industry.
Hind Azzaoui (CRD# 7629421) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cambridge, MA and has 1 year of experience in the finance industry.
Jack Benenson (CRD# 6980812) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cambridge, MA and has over 5 years of experience in the finance industry.