Andre M. Fernandes, Cfp® Email and Phone Number
Andre M. Fernandes, Cfp® work email
- Valid
- Valid
- Valid
Andre M. Fernandes, Cfp® personal email
Andre M. Fernandes, Cfp® phone numbers
I have one singular professional goal; create peace of mind. This is a natural result when family centric financial planning incorporates genuine listening, delivery of proactive and clear counseling, and the dedicated expertise from a trusted advisor.I primarily work with (and for) high net worth individuals and families who are engaged in developing and implementing comprehensive financial plans, which include the use of customized investment, tax, and estate planning strategies. I particularly enjoy employing a collaborative approach to the planning process and, in doing so, specialize in not only providing planning solutions but also educating clients while helping them meet their financial goals.
Stage Harbor Financial, Llc
View- Website:
- stageharborfinancial.com
- Employees:
- 10
-
Principal And Senior Wealth AdvisorStage Harbor Financial, LlcMansfield, Ma, Us
-
Principal / Senior Wealth AdvisorStage Harbor Financial, Llc Feb 2018 - PresentNeedham, Ma
-
Vice President & Senior Financial CounselorWeston Financial Jun 2000 - Feb 2018Wellesley, MaAt Weston Financial, wealth management begins with a personalized financial plan and is the foundation for structuring your portfolio. Experienced financial counselors will implement your plan by leveraging an open platform of thoroughly researched, best-of-breed investment managers. As part of our relationship with you, we continually monitor your plan to ensure that it aligns with your goals at all times. And as your goals evolve and market conditions change, we adjust your plan and ultimately your asset allocation accordingly.
-
Vice President & Portfolio ManagerNew Century Portfolios 2002 - Feb 2015Wellesley, MaNew Century Portfolios is a family of specialized mutual funds. New Century offers an unique, effective option - actively managed portfolios of mutual funds. With one purchase, investors can invest in a portfolio of the actively evaluated mutual funds. New Century Portfolios seeks to avoid market timing and overexposure to investment trends and to invest in solidly managed mutual funds with marketwise diversification, superior performance histories and reduced risk.
Andre M. Fernandes, Cfp® Skills
Andre M. Fernandes, Cfp® Education Details
-
Finance
Frequently Asked Questions about Andre M. Fernandes, Cfp®
What company does Andre M. Fernandes, Cfp® work for?
Andre M. Fernandes, Cfp® works for Stage Harbor Financial, Llc
What is Andre M. Fernandes, Cfp®'s role at the current company?
Andre M. Fernandes, Cfp®'s current role is Principal and Senior Wealth Advisor.
What is Andre M. Fernandes, Cfp®'s email address?
Andre M. Fernandes, Cfp®'s email address is sc****@****ial.net
What is Andre M. Fernandes, Cfp®'s direct phone number?
Andre M. Fernandes, Cfp®'s direct phone number is +178123*****
What schools did Andre M. Fernandes, Cfp® attend?
Andre M. Fernandes, Cfp® attended Bentley University.
What are some of Andre M. Fernandes, Cfp®'s interests?
Andre M. Fernandes, Cfp® has interest in Children.
What skills is Andre M. Fernandes, Cfp® known for?
Andre M. Fernandes, Cfp® has skills like Investments, Personal Financial Planning, Separately Managed Accounts, Wealth Management Services, Investment Properties, Credit, Fixed Annuities, Management, Due Diligence, Fixed Income, Loans, Retirement Planning.
Who are Andre M. Fernandes, Cfp®'s colleagues?
Andre M. Fernandes, Cfp®'s colleagues are Jim Scanlan, Sharon Turcotte, Maclean Barach, Cfp®, Joshua Devereaux.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial