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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Kennedy (CRD# 3093659) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 25 years of experience in the finance industry.
Elizabeth Kesselman (CRD# 2939010) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 26 years of experience in the finance industry.
Michael Kiley (CRD# 4325071) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 23 years of experience in the finance industry.
Andrew Kling (CRD# 4609203) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 17 years of experience in the finance industry.
Kathryn Krause (CRD# 4837811) is an Investment Advisor Representative working at Citizens Securities, Inc. in Newton Center, MA and has over 9 years of experience in the finance industry.
Alexander Lapointe (CRD# 5133801) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 17 years of experience in the finance industry.
Elice Lee (CRD# 4873978) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 19 years of experience in the finance industry.
Robert Lepson (CRD# 2167252) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 32 years of experience in the finance industry. Robert Lepson 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.
Diana Linn (CRD# 6062985) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 5 years of experience in the finance industry. Diana Linn 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.
Jack London (CRD# 2324179) is an Investment Advisor Representative working at Edelman Financial Engines in Newton Center, MA and has over 31 years of experience in the finance industry.