Jane Evelyn Email & Phone Number
CFP® - Certified Financial Planner
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Jane Evelyn Location
- Massachusetts, United States
Jane Evelyn Work
- 2011 -now Member @
- 2002 -now CFP® - Certified Financial Planner @ Dover Hills Financial
- 2007 -now Membership Committee @ Financial Planning Association
- 2015 -now Financial Advisor @ Beck Bode Wealth Management
- 2015 -now Financial Advisor @ Beck Bode Wealth Management
- 1997 -2003 Financial Planner @ 1717 Capital Management
Jane Evelyn Education
- Northwestern University
BA (Economics)
- College of Financial Planning
CFP (Financial Planning)
- Niagara Falls High School
Jane Evelyn Skills
- Retirement Planning
- Bond Investing
- Retirement Income
- Tax Planning
- Investment Strategies
- Leadership
- Public Speaking
- Estate Planning
- Budgeting
- Bonds
- Financial Planning
- Customer Service
- Event Planning
- Retirement Income Strategies
- Research
- Project Planning
- Microsoft Excel
Jane Evelyn Summary
- Jane Evelyn, based in Massachusetts, United States, is currently a CFP® - Certified Financial Planner at Dover Hills Financial. Jane Evelyn brings experience from previous roles at NAPFA, Financial Planning Association and Beck Bode Wealth Management. Jane Evelyn holds a BA in Economics @ Northwestern University. With a robust skill set that includes Retirement Planning, Bond Investing, Retirement Income, Tax Planning, Investment Strategies and more.
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