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Distance Only Windsor, CT
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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
Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.
Timothy 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Gregory Adams (CRD# 5646424) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 10 years of experience in the finance industry.
Donald Boyd (CRD# 2127898) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Windsor, CT and has over 28 years of experience in the finance industry. Donald Boyd 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.
James Davis (CRD# 2814539) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Melville, NY and has over 22 years of experience in the finance industry. James Davis 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.
Christopher Kachmar (CRD# 1775832) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 19 years of experience in the finance industry.
Sarala Katta (CRD# 2014191) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Fairfax, VA and has over 29 years of experience in the finance industry. Sarala Katta 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.
Robert Lowry (CRD# 5757734) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 9 years of experience in the finance industry.
Russell Lowry (CRD# 4303969) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Windsor, CT and has over 18 years of experience in the finance industry. Russell Lowry 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.
James Martin (CRD# 3240126) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Windsor, CT and has over 20 years of experience in the finance industry. James Martin 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.