Ashley R. Lareau, Cfp®

Ashley R. Lareau, Cfp® Email and Phone Number

Wealth Advisor at Shorepoint Capital Partners, CERTIFIED FINANCIAL PLANNER™ practitioner @ Shorepoint Capital Partners
Ashley R. Lareau, Cfp®'s Location
Norwood, Massachusetts, United States, United States
Ashley R. Lareau, Cfp®'s Contact Details

Ashley R. Lareau, Cfp® personal email

n/a

Ashley R. Lareau, Cfp® phone numbers

About Ashley R. Lareau, Cfp®

I joined Shorepoint Capital Partners in 2011 as a Client Service Associate. My love of working directly with clients and personal finance led me down the path to becoming a CFP® professional and Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™, I combine a deep commitment to client success with a thorough understanding of multiple areas of financial planning.I follow a collaborative process to develop and present personalized wealth management plans. These are used as the basis for the advice I provide to clients on strategies and decisions that help them foster a solid financial footing.

Ashley R. Lareau, Cfp®'s Current Company Details
Shorepoint Capital Partners

Shorepoint Capital Partners

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Wealth Advisor at Shorepoint Capital Partners, CERTIFIED FINANCIAL PLANNER™ practitioner
Ashley R. Lareau, Cfp® Work Experience Details
  • Shorepoint Capital Partners
    Wealth Advisor
    Shorepoint Capital Partners Dec 2018 - Present
    Norwood, Massachusetts, Us
    View
  • Shorepoint Capital Partners
    Senior Client Service Associate
    Shorepoint Capital Partners May 2011 - Dec 2018
    Norwood, Massachusetts, Us
    View
  • State Street
    Conversion Team Leader
    State Street Jan 2010 - May 2011
    Boston, Massachusetts, Us
    Performed daily accounting functions in test region system. Verified that daily trade and fund activity booked properly in test region. Identified discrepancies, researched reasons, and brought them in line to live system. Was a go to person for ad-hoc projects and training peers and superiors on uses and functions of new system.
    View
  • State Street
    Fund Accountant
    State Street Oct 2006 - Jan 2010
    Boston, Massachusetts, Us
    Tracked daily activity of funds, made sure accounting books matched to trading and pricing systems/bank, produced monthly reporting
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  • American Power Conversion
    Customer Solutions Rep
    American Power Conversion Jun 2006 - Aug 2006
    Interfaced by phone with customers on the home-user level to help with product questions and troubleshooting.
  • Uri Rec Services
    Student Building Supervisor
    Uri Rec Services Sep 2005 - May 2006
    Oversaw staff in multiple departments, answered student/patron questions, handled all incidents and accidents, made sure all operations were running smoothly.

Ashley R. Lareau, Cfp® Skills

Management Leadership Training Social Media Investments Time Management Marketing Business Development Finance Strategic Financial Planning Networking Customer Service Wealth Management Microsoft Excel Event Planning Mutual Funds Testing Team Building Sales Strategic Planning Accounting Personal Finance

Ashley R. Lareau, Cfp® Education Details

  • Boston University Center For Professional Education
    Boston University Center For Professional Education
    Financial Planning
  • University Of Rhode Island
    University Of Rhode Island
    Business Admin-Int'L Business And Spanish
  • Universidad Pablo De Olavide
    Universidad Pablo De Olavide
    International Business
  • Franklin High School
    Franklin High School

Frequently Asked Questions about Ashley R. Lareau, Cfp®

What company does Ashley R. Lareau, Cfp® work for?

Ashley R. Lareau, Cfp® works for Shorepoint Capital Partners

What is Ashley R. Lareau, Cfp®'s role at the current company?

Ashley R. Lareau, Cfp®'s current role is Wealth Advisor at Shorepoint Capital Partners, CERTIFIED FINANCIAL PLANNER™ practitioner.

What is Ashley R. Lareau, Cfp®'s email address?

Ashley R. Lareau, Cfp®'s email address is al****@****ers.com

What is Ashley R. Lareau, Cfp®'s direct phone number?

Ashley R. Lareau, Cfp®'s direct phone number is +178134*****

What schools did Ashley R. Lareau, Cfp® attend?

Ashley R. Lareau, Cfp® attended Boston University Center For Professional Education, University Of Rhode Island, Universidad Pablo De Olavide, Franklin High School.

What are some of Ashley R. Lareau, Cfp®'s interests?

Ashley R. Lareau, Cfp® has interest in Personal Finance, Leadership Training, Children, Economic Empowerment, Education, Reading, Fitness, Mentorship, Building Relationships, Health.

What skills is Ashley R. Lareau, Cfp® known for?

Ashley R. Lareau, Cfp® has skills like Management, Leadership, Training, Social Media, Investments, Time Management, Marketing, Business Development, Finance, Strategic Financial Planning, Networking, Customer Service.

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