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
Lori Moncada (CRD# 5473199) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Middleboro, MA and has over 10 years of experience in the finance industry.
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.
Jim joined KAF Financial Advisors in September 2014. After completing coursework in the Financial Planning Program at Boston University's Center for Professional Education, Jim earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is a registered representative and investment advisor representative.
Jim graduated from Georgetown University in 2005 with a degree in Finance from the McDonough School of Business. Following Georgetown, Jim began a career with Thomson Reuters in their Capital Markets Surveillance group. In that role, Jim was tasked with advising Fortune 500 companies...