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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
Michael Dillaire (CRD# 6612761) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 8 years of experience in the finance industry. Michael Dillaire 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.
Brennan Foust (CRD# 7180833) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 4 years of experience in the finance industry.
Nikhil Kyathappala (CRD# 6657925) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 7 years of experience in the finance industry.
Francis Lee (CRD# 1954478) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 29 years of experience in the finance industry. Francis Lee 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.
Thomas Lowe (CRD# 3089857) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 25 years of experience in the finance industry.
Wai Man (CRD# 6223296) is an Investment Advisor Representative working at Commonwealth Financial Network in Newton Center, MA and has 1 year of experience in the finance industry.
Andrew Pellegrino (CRD# 5005368) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 18 years of experience in the finance industry. Andrew Pellegrino 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.
Giancarlo Plati (CRD# 5916549) is an Investment Advisor Representative working at The Colony Group, LLC in Newton Center, MA and has over 10 years of experience in the finance industry.
John Ronan (CRD# 6886263) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 4 years of experience in the finance industry. John Ronan 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.
David Rydzeski (CRD# 1192744) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 40 years of experience in the finance industry.