-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Bradley Sharp (CRD# 2844268) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 27 years of experience in the finance industry. Bradley Sharp 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.
Matthew Shumaker (CRD# 6956810) 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. Matthew Shumaker 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.
Troy Thomas (CRD# 2982086) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 16 years of experience in the finance industry.
Charles Toole (CRD# 5654191) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has 1 year of experience in the finance industry. Charles Toole 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.
Geoffrey Turner (CRD# 4539555) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 16 years of experience in the finance industry.
James Verity (CRD# 2278327) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 31 years of experience in the finance industry.
Derek Vito (CRD# 2922847) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 22 years of experience in the finance industry.
Joseph Wilcox (CRD# 4794110) 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 Wilder (CRD# 5014052) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 18 years of experience in the finance industry.
Lori Williams (CRD# 5042157) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 18 years of experience in the finance industry.