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Brian Boswell, Cfp® is listed as Financial Planner at Newbridge Wealth Management, based in Malden, Massachusetts, United States. AeroLeads shows a work email signal at newbridgewealth.com and a matched LinkedIn profile for Brian Boswell, Cfp®.
Brian Boswell, Cfp® previously worked as Senior Adviser at Newbridge Wealth Management and President at 529 Expert, Llc. Brian Boswell, Cfp® holds Bs, Management from Rpi Lally School Of Management.
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AeroLeads found 1 current-domain work email signal for Brian Boswell, Cfp®. Compare company email patterns before reaching out.
I provide financial planning services to families trying to saving for college and retirement (while still paying the bills). I do not discriminate based on race, age, religion, ability, marital status, sexual orientation, sex or gender identity. Whoever you are and wherever you are I want to help you get where you want to go the way you want to get there.
Listed skills include Mutual Funds, Investments, Financial Services, Asset Management, and 44 others.
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Berwyn, Pennsylvania, US
I provide comprehensive fee-only financial planning for families and individuals of all backgrounds. I specialize in families trying to save for college, retirement, and still pay the bills. I help clients identify, set, and achieve life goals by setting respective financial goals. Then, we create a plan prioritizing those action items that will put the.
Malden, MA, US
529 Expert is the premier resource for college savings stakeholders seeking a better command of the 529 marketplace. Ongoing duties include industry consulting, public and professional speaking engagements, and press support.
Jersey City, NJ, US
As a subject matter expert on college savings, writes consumer-oriented investment pieces. Topics covered include basic and mid-knowledge levels for consumers, such as, “How To Protect Your College Savings During A Divorce” and “7 College Savings Plans For Socially-Conscious Investors.” Also thought-leadership articles on how current or pending legislation.
Boston, Massachusetts, US
As a fiduciary, provided fee-based financial planning to families and individuals representing a diverse background of careers and personal situations. Each relationship included a comprehensive assessment of their respective situation, including current financial state, future goals, and strategies to achieve them. Further, provided ongoing guidance and.
Responsible for the promotion of college savings with both the public and product providers. Acted as spokesperson for the 529 industry to ensure the continued growth and adoption of this critical investment vehicle. Instituted ongoing support and development of Savingforcollege.com, including site tools, publications, 529 product analysis, performance.
Dresher, PA, US
In addition to the National Accounts Manager role, this Director of Advisor Distribution was further responsible for overseeing the Advisor Sales Team and driving marketing campaign functions for the proprietary advisor-sold 529 savings plans of ACS.Responsible for the oversight and development of the online advisor portal, 529QuickView.com. Conducted.
El Segundo, California, US
Relationship manager for over 350 broker-dealer firms and RIAs, primarily responsible for developing and maintaining relationships with key firms and their sales desks. This included negotiating dealer selling agreements for UII products and supporting & promoting UII products with those dealers. In addition, was responsible for investment oversight on the.
Boston, MA, US
As a Research Analyst, specialized in the 529 savings program product line. Collected primary data by program from providers for tracking assets under management and number of accounts by program. Primary author of several subscription-based products, including a quarterly quantitative and qualitative update covering analysis and guidance on 529.
New York, New York, US
Performed due diligence, along with a team of five analysts, on the Ayco List of Mutual Funds:Created quantitative screens using Morningstar and Value Line databases both in-program and in custom Excel modelsMaintained a database of updated information and news on the funds covered as well as Bullpen fundsContacted fund management and representatives for.
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Brian Boswell, Cfp® works for Newbridge Wealth Management.
Brian Boswell, Cfp® is listed as Financial Planner at Newbridge Wealth Management.
AeroLeads has found 1 work email signal at @newbridgewealth.com for Brian Boswell, Cfp® at Newbridge Wealth Management.
Brian Boswell, Cfp® is based in Malden, Massachusetts, United States while working with Newbridge Wealth Management.
Brian Boswell, Cfp® has worked for Newbridge Wealth Management, 529 Expert, Llc, Forbes, Commonwealth Financial Group, and Saving For College.
You can use AeroLeads to view verified contact signals for Brian Boswell, Cfp® at Newbridge Wealth Management, including work email, phone, and LinkedIn data when available.
Brian Boswell, Cfp® holds Bs, Management from Rpi Lally School Of Management.
Brian Boswell, Cfp® is listed with skills including Mutual Funds, Investments, Financial Services, Asset Management, Analysis, 529 Plans, Finance, and Series 7.
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