Ray Sicard Email & Phone Number

Certified Financial Planner @ Falcon Wealth Planning, Inc.

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Ray Sicard Location

Boston, MA, US

Ray Sicard Work

2025 - now Certified Financial Planner @ Falcon Wealth Planning, Inc.
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2023 - 2024 Lead Financial Planner @ Facet
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2021 - 2022 Senior Financial Planner @ Facet
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2018 - 2020 Financial Advisor, CERTIFIED FINANCIAL PLANNER Practitioner(TM) @ Financial Services Company
2018 - 2019 Mentorship Program and Mentor @ CFA Society Boston
2016 - 2018 Junior Achievement Volunteer and Teacher and CFA Financial Literacy Committee Member @ CFA Society Boston
2015 - 2016 Premium Relationship Associate @ Fidelity Investments
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2014 - 2015 Vice President Of Business Development - Private Equity (position eliminated) @ Park Street Capital
2012 - 2014 Associate Director of Consultant Relations (hedge fund sold and closed) @ GB Credit Partners (Gordon Brothers Group Credit Hedge Fund)
2008 - 2011 Research Associate - Private Equity and Real Assets and Large Cap Equity @ Prime Buchholz LLC

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Ray Sicard Education

Bryant University
Certificate (Financial Planning)
2003 - 2006
University of Vermont
B.A. (Economics)
1995 - 1999

Ray Sicard Summary

Ray Sicard, based in Boston, MA, US, is currently a Certified Financial Planner at Falcon Wealth Planning, Inc.. Ray Sicard brings experience from previous roles at Facet, Facet Wealth, Ameriprise Financial Services, LLC. and CFA Society Boston. Ray Sicard holds a 2003 - 2006 Certificate in Financial Planning @ Bryant University. Ray Sicard has 2 emails on RocketReach.

Ray Sicard Emails

Found 2 emails

Ray Sicard Phone Numbers

Found 3 phone numbers

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Others Named Ray Sicard

Ray Sicard

Certified Financial Planner at Falcon Wealth Planning, Inc.

Boston, MA, US
2
- gmail.com
- falconwp.com
3
- +1 978-688-XXXX
- +1 401-261-XXXX
- +1 617-912-XXXX

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Ray Bartolome

Chief Operating Officer at Falcon Wealth Planning, Inc.

Ontario, CA, US
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Gabriel Shahin

Founder and Principal at Falcon Wealth Planning, Inc.

Los Angeles, CA, US
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Hitz Mistry

Chief Marketing Officer at Falcon Wealth Planning, Inc.

California, United States
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Ashkan Maher

Chief Marketing Officer at Falcon Wealth Planning, Inc.

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David Smith

Managing Director at Falcon Wealth Planning, Inc.

Chicago, IL, US
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Mariah Valerin

Director of Advisory Services at Falcon Wealth Planning, Inc.

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Jennifer Reyes

Human Resources Director at Falcon Wealth Planning, Inc.

Tempe, AZ, US
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Min Song

Principal at Falcon Wealth Planning, Inc.

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Ray Sicard

Certified Financial Planner at Falcon Wealth Planning, Inc.

Boston, MA, US
2
- gmail.com
- falconwp.com
3
- +1 978-688-XXXX
- +1 401-261-XXXX
- +1 617-912-XXXX
Earl Harris

Client Ambassador Falcon Wealth Planning at Falcon Wealth Planning, Inc.

Ontario, CA, US
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Christopher Carreon

Relationship Manager at Falcon Wealth Planning, Inc.

Ontario, CA, US
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Shereen de Assuncao

Human Resources Specialist at Falcon Wealth Planning, Inc.

Plymouth, MA, US
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Sammy Khalil

Business Development Specialist at Falcon Wealth Planning, Inc.

Garden Grove, CA, US
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Michelle Abousoliman

Director of Operations at Falcon Wealth Planning, Inc.

Ontario, CA, US
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Ryan Perry

Financial Planner at Falcon Wealth Planning, Inc.

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