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
Jane Dobisz (CRD# 2933501) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Falmouth, MA and has over 20 years of experience in the finance industry.
Paul Giandomenico (CRD# 2268675) is an Investment Advisor Representative working at Commonwealth Financial Network in East Falmouth, MA and has over 25 years of experience in the finance industry.
Judith Knowles (CRD# 4750022) is an Investment Advisor Representative working at Knowles, Judith E. in East Falmouth, MA and has 1 year of experience in the finance industry. Judith Knowles 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.
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...