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 Power (CRD# 4868253) is an Investment Advisor Representative working at Power Plans in Walpole, MA and has 25 years of experience in the finance industry. John Power 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 putclients' interests first and comply with the Financial Planning Practice Standards. Mr. Power has regulalry...
Luis is a founder of Shorepoint Capital Partners and has over 30 years of financial services experience. He has managed growth equity portfolios for over 15 years, as well as investments for endowments, families, and individuals. As a portfolio manager at Choate Investment Advisors for over seven years, he managed $400 million in client assets and the Core Equity Model. He previously worked for Gannett Welsh & Kotler, Inc. as Vice President, Portfolio Manager and Director of Equity Research and was the lead manager for the GWK Large Cap Growth Strategy and the GWK Large Cap Growth Fund.
Brad Valois (CRD# 5918311) is a Financial Advisor affiliated with Baystate Financial and Baystate Wealth Management located in Rhode Island. He has over 5 years of experience in the securities and insurance industry. He is also enrolled in the Certified Financial Planner canidate program at Bryant University.
When it comes to finding financial advice, you need wisdom and guidance. Most importantly, you want to ensure the advice you receive will address your greatest financial needs Now and in the Future. There are 8 common issues that affect every client at some time in their lives: