Chris Gaffney Email & Phone Number
Vice President - Senior Wealth Advisor @ Peak Financial Management, Inc.
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Chris Gaffney Location
- Worcester, MA, US
Chris Gaffney Work
- Vice President - Senior Wealth Advisor @ (August 2014 - Present)
- Vice President - Wealth Advisor @ (March 2011 - August 2014)
- Portfolio Manager and Trader @ (June 2005 - March 2011)
- Retirement Investment Specialist and Senior Business Analyst @ (November 1999 - June 2005)
Chris Gaffney Education
- Boston University
Certificate in Financial Planning
- University of Massachusetts Amherst
Master's Degree (Public Administration)
- Fitchburg State University
Chris Gaffney Skills
- Portfolio Management
- Investments
- Financial Services
- Finance
- Investment Advisory
- Leadership
- Wealth
- Trading
- Retirement
- Certified Financial Planner
- Money Guide Pro
- Series 65
- Black Diamond
- Axys
- Red Tail
- Bloomberg
- Fidelity Wealth Central
- TD Amerirade VEO
- Strategic Financial Planning
- Act
- NRS Compliance
- Tamarac CRM
- Portfolio Center
- BNA
- Financial Planning
- Mutual Funds
- Asset Management
- Investment Management
- Risk Management
- Management
- Asset Allocation
Chris Gaffney Summary
- Chris Gaffney, based in Worcester, MA, US, is currently a Vice President - Senior Wealth Advisor at Peak Financial Management, Inc.. Chris Gaffney brings experience from previous roles at Wellesley Investment Partners, Beaumont Financial Partners LLC and Fidelity Investments. Chris Gaffney holds a Certificate in Financial Planning @ Boston University. With a robust skill set that includes Portfolio Management, Investments, Financial Services, Finance, Investment Advisory and more. Chris Gaffney has 2 emails and 1 mobile phone numbers on RocketReach.
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