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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 10 years of experience in the finance industry.
Robert is a fee-only financial planner, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic area. While some brokers...
Michael Valdez (CRD# 1228543) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Tampa, FL and has over 23 years of experience in the finance industry. Michael Valdez 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.
Daniel Shane (CRD# 2671683) is an Investment Advisor Representative working at Essex Asset Advisors Inc. in Ivoryton, CT and has over 37 years of experience in the finance industry.
Essex Asset Advisors specializes in distressed asset backed securities
Richard Boccaccio (CRD# 1330933) is an Investment Advisor Representative working at On Investment Management Co in Old Saybrook, CT and has over 20 years of experience in the finance industry.