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...
Christopher June (CRD# 6023112) is an Investment Advisor Representative and Financial Planner working at SFM, LLC in Manchester, NH and has over 14 years of experience in the financial planning industry. Christopher June is a Certified Financial Planner (CFP®) practitioner . 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Chris provides customized financial planning and investment advisory services. He spends his time helping people of all ages grow their net worth, plan for retirement, and manage their investment portfolio. He is passionate about investing, and enjoys helping clients achieve their financial goals. Chris is CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). He joined SFM in 2002 after graduating from Babson College in Wellesley, MA with a B.S. in Business Management with a concentration in Finance. Chris lives in Goffstown, NH with his wife Mandy, daughter Zoe, and son Gavin. In his spare time, he enjoys football, soccer, skiing, kayaking, and hiking with his family.
SFM, LLC is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.
Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.
SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).
Margaret McGillin (CRD# 5095058) is an Investment Advisor Representative working at Journey Financial Planners, LLC in Concord, MA and has over 9 years of experience in the finance industry.
Michael Ryan (CRD# 4886299) is an Investment Advisor Representative working at Boston Partners Financial Group, LLC in Andover, MA and has over 10 years of experience in the finance industry. Michael Ryan has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ Practitioner (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...
Glenn Sweeney (CRD# 3073912) is an Investment Advisor Representative and founder and principal of SFM, LLC in Manchester, NH since its founding over 18 years ago.
Glenn is a CFA charterholder and a Certified Public Accountant. For the past 18 years Glenn has concentrated his efforts on building the business, client service and portfolio design and management. His many years of experience includes seven years of public accounting for a large New Hampshire CPA firm where he served as a Tax Manager for individual, corporate and partnership clients. Moving into investment management, Glenn served...