-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Roberto Abele (CRD# 6147027) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 11 years of experience in the finance industry.
David Bostick (CRD# 1914024) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 26 years of experience in the finance industry.
Brian Branda (CRD# 720439) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry. Brian Branda 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.
Michael Branda (CRD# 2388004) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 30 years of experience in the finance industry. Michael Branda 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.
Michael Chiarella (CRD# 5934656) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 12 years of experience in the finance industry.
Matthew Dunne (CRD# 4337633) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 5 years of experience in the finance industry.
Rebecca Dunne (CRD# 3236752) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 21 years of experience in the finance industry.
Michael Fletcher (CRD# 4764058) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 15 years of experience in the finance industry.
Priscilla Gilbert (CRD# 4185541) is an Investment Advisor Representative working at Centerpoint Financial, Inc. in Montpelier, VT and has over 23 years of experience in the finance industry. Priscilla Gilbert 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.
Gary Goss (CRD# 1011020) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 42 years of experience in the finance industry.