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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
Daniel Basile (CRD# 4227342) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 10 years of experience in the finance industry.
Matthew Batzel (CRD# 5986777) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 12 years of experience in the finance industry.
Vanessa Carter-Witt (CRD# 6407458) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 5 years of experience in the finance industry. Vanessa Carter-Witt 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.
Ryan Christensen (CRD# 5888196) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 13 years of experience in the finance industry.
John Conley (CRD# 4182958) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Newton Center, MA and has over 23 years of experience in the finance industry.
Allen Devincent (CRD# 4715473) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 18 years of experience in the finance industry.
David Dirks (CRD# 5136209) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 17 years of experience in the finance industry.
Natalie Fong (CRD# 3210662) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 24 years of experience in the finance industry.
David Fontaine (CRD# 4236276) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 23 years of experience in the finance industry.
Noah French (CRD# 3084855) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 25 years of experience in the finance industry.