by Kristin Beane | May 24, 2022 | Job Postings
Senior Client Advisor at Sandy Cove Advisors Background: Sandy Cove Advisors is a South Shore based boutique wealth advisory firm with a growing business. We are a progressive and innovative firm working with a select group of clients. We nurture relationships by...
by Kristin Beane | May 19, 2022 | FPANE News, Home Page Features
May 23 @ 12 noon with Donna & Matt for Mortgage Mondays powered by Mortgage Network Inc. Join Donna and Matt McKeown for an over view of selling and buying in the current market, a general overview of the every changing market as well as case studies and a live Q...
by Kristin Beane | May 19, 2022 | Job Postings
Capitol Financial Advisors has been in business for 35 years and is located in Wellesley, Mass. CFA is a boutique financial planning office with a team of 7 working with individuals, couples and small business owners assisting them in their financial needs and goals....
by Kristin Beane | May 18, 2022 | Community News, FPANE News, Home Page Features
Join us for this interactive, virtual, panel discussion on Breaking into the Financial Planning Industry. Featuring… Marguerita (Rita) Cheng – Certified Financial Planner® Chief Executive Officer at Blue Ocean Global Wealth. Justin Green – CFP®,...
by Kristin Beane | May 18, 2022 | FPANE News, Home Page Features, Member News
Please join CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing; Network & Supporting, and Women Investing for a Sustainable Economy, Women’s Initiative of the Massachusetts Financial Planning Association, and Massachusetts...
