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
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 15 years of experience in the finance industry. Cynthia 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...
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
2. Advice & Planning
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously...
Tristaan Petullo (CRD# 2628449) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Chelmsford, MA and has over 21 years of experience in the finance industry.
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter Canniff (CRD# 2513892) is an Investment Advisor Representative working at Advanced Portfolio Design, LLC in Westford, MA and has over 22 years of experience in the finance industry. Peter Canniff 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...
Martin’s mission is to help individuals, families and business owners achieve financial confidence. He helps his clients maximize wealth by debunking common financial myths, eliminating guesswork and chasing rates of return whilst aiming to reduce risk and achieve tax efficiency. Martin’s philosophy is that the scarcity paradigm many boomers are facing can be easily avoided. Martin Lowenthal was one of the youngest members of the Johannesburg Stock Exchange at 23 and one of the founding members of the equity options, financial futures and commodity exchanges in South Africa. Martin spent 10 years...