Distance Metro area (25 miles)
- 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
John Tympanick (CRD# 3119767) is an Investment Advisor Representative working at Jwt Investment & Tax Consultant in Sagamore Beach, MA and has over 21 years of experience in the finance industry.
Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she...
Alex Oliver (CRD# 6558298) is an Investment Advisor Representative working at First National Corporation in Rockland, MA and has 3 years of experience in the finance industry. Alex has passed the exam to become a CERTIFIED FINANCIAL PLANNER™.
He graduated from UCLA’s Personal Financial Planning program, where pertinent coursework included: Income Taxation, Investments, Retirement Plans, Estate Planning, Insurance, and Financial Analysis.
Prior to joining First National Corporation, Alex graduated magna cum laude from the University of Maine with a Bachelor of Science degree in Finance and...