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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
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer...
Keith Corbett (CRD# 5859875) is an Investment Advisor Representative working at Bluebird Wealth Management LLC in Medfield, MA and has over 13 years of experience in the finance industry. Keith Corbett 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.
Richard Cullen (CRD# 4241885) is an Investment Advisor Representative working at Edward Jones in Medfield, MA and has over 23 years of experience in the finance industry.
Matthew Geremia (CRD# 6355547) is an Investment Advisor Representative working at Commonwealth Financial Network in Medfield, MA and has over 5 years of experience in the finance industry. Matthew Geremia 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.
Stephen Geremia (CRD# 1459834) is an Investment Advisor Representative working at Commonwealth Financial Network in Medfield, MA and has over 30 years of experience in the finance industry.
Ian Rea (CRD# 4219607) is an Investment Advisor Representative working at Slate Peak Financial Services, LLC in Medfield, MA and has over 23 years of experience in the finance industry. Ian Rea 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.
Marc Silk (CRD# 2476761) is an Investment Advisor Representative working at Silk Investment Advisors in Medfield, MA and has over 29 years of experience in the finance industry.
Robert Skloff (CRD# 4480570) is an Investment Advisor Representative working at Silver Pine Capital, LLC in Medfield, MA and has over 22 years of experience in the finance industry.
Brian Sokolowski (CRD# 6920981) is an Investment Advisor Representative working at Bluebird Wealth Management LLC in Medfield, MA and has 1 year of experience in the finance industry.
Theodore Wolfstich (CRD# 2739474) is an Investment Advisor Representative working at Wolfstich Capital, LLC in Medfield, MA and has over 27 years of experience in the finance industry. Theodore Wolfstich 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.