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
John Castelot (CRD# 2532654) is an Investment Advisor Representative working at Lpl Financial LLC in West Wareham, MA and has over 23 years of experience in the finance industry.
Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she...
Timothy Vanech (CRD# 2677807) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Stoughton, MA and has over 22 years of experience in the finance industry.
Jane Abbott (CRD# 1763465) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 30 years of experience in the finance industry. Jane Abbott 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.