Cfp® Cdfa®'s Location
Newton, MA, US
Cfp® Cdfa®'s Work
- Senior Financial Advisor @ Financial Planning Solutions LLC
- Wealth Advisor @ Abaris Financial Group, LLC
- Registered Investment Advisor Representative @ Abaris Financial Group, LLC
- Freelance Writer @ Concord Public Schools
- Consultant @ Insight Experience
- Vice President @ Fidelity Investments
- Senior Consultant @ KPMG US
- Officer @ Wells Fargo
Cfp® Cdfa®'s Education
- Dartmouth College - The Tuck School of Business at Dartmouth
MBA
1982 - 1984 - Duke University
AB cum laude (Management Science)
1974 - 1978 - Fox Chapel Area High School
Cfp® Cdfa®'s Summary
Cfp® Cdfa®, based in Newton, MA, US, is currently a Senior Financial Advisor at Financial Planning Solutions LLC, bringing experience from previous roles at Abaris Financial Group, LLC, Abaris Financial Group LLC, Concord Public Schools & Concord Carlisle Regional School District and Insight Experience, Inc.. Cfp® Cdfa® holds a 1982 - 1984 MBA @ Dartmouth College - The Tuck School of Business at Dartmouth.
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CCPS Andrew Holmes
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