-
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
Robert Lepson (CRD# 2167252) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 32 years of experience in the finance industry. Robert Lepson 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.
Diana Linn (CRD# 6062985) 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. Diana Linn 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.
Jack London (CRD# 2324179) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 31 years of experience in the finance industry.
Judith Ludwig (CRD# 4340044) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has 1 year of experience in the finance industry. Judith Ludwig 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.
Kristen Manjikian (CRD# 5324047) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 15 years of experience in the finance industry.
Ryan Marston (CRD# 5463727) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Newton Center, MA and has over 15 years of experience in the finance industry.
David Mastroianni (CRD# 5692237) 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. David Mastroianni 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.
Edward McCafferty (CRD# 4744643) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Newton Center, MA and has over 19 years of experience in the finance industry.
Mary McGrail (CRD# 4824177) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 19 years of experience in the finance industry.
Kristin Meader (CRD# 2152994) 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.