Jeffrey Cutter Email & Phone Number
Personal Financial Specialist (PFS) | Private Wealth Management | Financial Advisor and President @ Cutter Financial Group, LLC
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Jeffrey Cutter Location
- Mansfield, MA, US
Jeffrey Cutter Work
- Personal Financial Specialist (PFS) | Private Wealth Management | Financial Advisor and President @ (January 2006 - Present)
- Instructor @ (March 2013 - September 2023)
- Financial Columnist @ (March 2013 - March 2023)
- Treasurer and Board of Director Member @ (January 2011 - December 2022)
- Founder @ Radical Promoting (January 2012 - February 2017)
- Strategic Financial and Retirement Planner | Investment Advisor Representative @ (January 2003 - December 2009)
- Director of Human Resources @ Storability, Inc. (July 2000 - October 2001)
- Financial Planning Consultant and Administrator | Director of Finance and Business Development @ Electronic Commerce Resources, LLC (March 1998 - May 2000)
- Controller @ Electronic Commerce Resources, LLC (December 1997 - March 1998)
- Insurance and Tax Analyst | Senior Associate @ (January 1993 - August 1996)
Jeffrey Cutter Education
- D'Amore-McKim School of Business at Northeastern University
Master's Degree (Accounting)
1993-1994 - D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.)
1993-1994 - Massachusetts Maritime Academy
BS (Engineering)
1985-1989 - Coyle and Cassidy High School 1981-1985
Jeffrey Cutter Skills
- Wealth Preservation Planning
- Fixed Annuities
- Insurance
- Asset Management
- Ed Slott Elite Advisor
- Strategic Financial Planning
- Personal Financial Specialist
- Tax Free Retirement
- Comprehensive Retirement Planning
- College Funding Strategies
- Certified Public Accountant
- Sales Management
- Life Insurance
- Wealth
- Personal Financial Planning
- Retirement Planning
- 401k
- 401k Rollovers
- IRAs
- College Education Planning
- Achieving Results
- Long Term Care
- Annuities
- Estate Planning
- Team Leadership
- Disability Insurance
- Investment Planning
- Financial Advising
- Active Investment Management
- Asset Protection
- Wealth Creation
- Estate Conservation
- Fiduciary
- Money Management Systems
- Investment Strategies
- Social Security
- Long-term Care
- Retirement
- Health Insurance
- Critical Illness
- Long Term Care Insurance
- Small Business
- Roth IRA
- Financial Advisory
- Investments
- CPA
- Start-ups
- Employee Benefits
- Leadership
- Term Life Insurance
- Certified Public
- Capital Management
- College Education
- Comprehensive
- Start Ups
- Active Investment
- Wealth Preservation
- Financial Services
- Personal Financial
- MBA
- Strategic Financial
- Services
- College Funding
- Pfs
Jeffrey Cutter Summary
- Jeffrey Cutter, based in Mansfield, MA, US, is currently a Personal Financial Specialist (PFS) | Private Wealth Management | Financial Advisor and President at Cutter Financial Group, LLC. Jeffrey Cutter brings experience from previous roles at Cape Cod Community College, Cape News and Enterprise Newspapers, Falmouth Road Race and Radical Promoting. Jeffrey Cutter holds a 1993 - 1994 Master's Degree in Accounting @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Wealth Preservation Planning, Fixed Annuities, Insurance, Asset Management, Ed Slott Elite Advisor and more. Jeffrey Cutter has 3 emails and 2 mobile phone numbers on RocketReach.
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