-
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
Frederick Winters (CRD# 4267458) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 23 years of experience in the finance industry. Frederick Winters 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.
Jeremy Witbeck (CRD# 6134040) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 11 years of experience in the finance industry. Jeremy Witbeck 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.
Kari Wolfson (CRD# 5323592) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 11 years of experience in the finance industry. Kari Wolfson 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 Wyllie (CRD# 4803766) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 19 years of experience in the finance industry. Matthew Wyllie 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.
Glenn Zuck (CRD# 5170656) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 17 years of experience in the finance industry.
Alisa Skatrud (CRD# 2163708) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 30 years of experience in the finance industry.
Andrew Busa (CRD# 6854868) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has 1 year of experience in the finance industry. Andrew Busa 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.
Christophe Cadiou (CRD# 6333657) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has 1 year of experience in the finance industry.
Wander Cedano (CRD# 7549009) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 3 years of experience in the finance industry.
Matthew Dakoyannis (CRD# 7709337) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has 1 year of experience in the finance industry.