Blake Barbosa, Cfp®, Ricp®, Wmcp®
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Blake Barbosa, Cfp®, Ricp®, Wmcp® Email & Phone Number

Founder and Fiduciary Financial Planner with Guided Wealth, LLC at NYLIFE Securities LLC
Location: North Dartmouth, Massachusetts, United States 5 work roles 1 school
1 work email found @newyorklife.com 2 phones found area 508 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@newyorklife.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
NYLIFE Securities LLC
Role
Founder and Fiduciary Financial Planner with Guided Wealth, LLC
Location
North Dartmouth, Massachusetts, United States
Company size
3416 employees

Who is Blake Barbosa, Cfp®, Ricp®, Wmcp®? Overview

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Quick answer

Blake Barbosa, Cfp®, Ricp®, Wmcp® is listed as Founder and Fiduciary Financial Planner with Guided Wealth, LLC at NYLIFE Securities LLC, a company with 3416 employees, based in North Dartmouth, Massachusetts, United States. AeroLeads shows a work email signal at newyorklife.com, phone signal with area code 508, and a matched LinkedIn profile for Blake Barbosa, Cfp®, Ricp®, Wmcp®.

Blake Barbosa, Cfp®, Ricp®, Wmcp® previously worked as Founder and Fiduciary Financial Planner at Guided Wealth, Llc and Financial Advisor at Eagle Strategies, Llc (New York Life Company). Blake Barbosa, Cfp®, Ricp®, Wmcp® holds Bachelor'S Degree, Finance from University Of Massachusetts Dartmouth.

Company email context

Email format at NYLIFE Securities LLC

This section adds company-level context without repeating Blake Barbosa, Cfp®, Ricp®, Wmcp®'s masked contact details.

*@newyorklife.com
68% confidence

AeroLeads found 1 current-domain work email signal for Blake Barbosa, Cfp®, Ricp®, Wmcp®. Compare company email patterns before reaching out.

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Profile bio

About Blake Barbosa, Cfp®, Ricp®, Wmcp®

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.201 Jones Road, 5th Floor Waltham, MA 02451 1-781-647-4100Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither Guided Wealth, LLC nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Guided Wealth, LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.

Listed skills include Account Management, Annuity Sales, Asset Protection, Business Insurance Planning, and 23 others.

Current workplace

Blake Barbosa, Cfp®, Ricp®, Wmcp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

NYLIFE Securities LLC
Nylife Securities Llc
Founder and Fiduciary Financial Planner with Guided Wealth, LLC
new york, new york, united states
Website
nylifesecurities.com
Employees
3416
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Company profile
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5 roles

Blake Barbosa, Cfp®, Ricp®, Wmcp® work experience

A career timeline built from the work history available for this profile.

Founder And Fiduciary Financial Planner

Current
Guided Wealth, Llc
Mar 2022 - Present

Financial Advisor

Current
Eagle Strategies, Llc (New York Life Company)
Mar 2015 - Present

Licensed Agent

Current
New York Life Insurance Company

Dartmouth

I am an Agent licensed to sell insurance through New York Life Insurance Company.

Aug 2013 - Present

Partner / Financial Adviser

Lifetime Financial Group, Llc

Fall River, MA

Apr 2017 - Feb 2022
Team & coworkers

Colleagues at NYLIFE Securities LLC

Other employees you can reach at nylifesecurities.com. View company contacts for 3416 employees →

OF Oscar Facundo Jr, Fscp® Oscar Facundo Jr, Fscp® Colleague at Nylife Securities Llc San Antonio, Texas, United States, United States View → BG Bobby G. Jolin Bobby G. Jolin Colleague at Nylife Securities Llc Yukon, Oklahoma, United States, United States View → JM Jim Militello Jim Militello Colleague at Nylife Securities Llc Medford, New Jersey, United States, United States View → TS Terry Stamp, Fscp ® Terry Stamp, Fscp ® Colleague at Nylife Securities Llc Mooresville, North Carolina, United States, United States View → KL Kimthuy Le Kimthuy Le Colleague at Nylife Securities Llc Fort Lauderdale, Florida, United States, United States View → JD John Duda John Duda Colleague at Nylife Securities Llc Fort Lauderdale, Florida, United States, United States View → PB Phillip Bustamante Phillip Bustamante Colleague at Nylife Securities Llc Maui, United States View → CJ Christopher J. Mccarthy Christopher J. Mccarthy Colleague at Nylife Securities Llc Pittsford, New York, United States, United States View → JM Justin Mcclain Justin Mcclain Colleague at Nylife Securities Llc San Antonio, Texas, United States, United States View → KC Karen Caponi Karen Caponi Colleague at Nylife Securities Llc United States, United States View →
1 education record

Blake Barbosa, Cfp®, Ricp®, Wmcp® education

  • University Of Massachusetts Dartmouth
    University Of Massachusetts Dartmouth
    Finance
FAQ

Frequently asked questions about Blake Barbosa, Cfp®, Ricp®, Wmcp®

Quick answers generated from the profile data available on this page.

What company does Blake Barbosa, Cfp®, Ricp®, Wmcp® work for?

Blake Barbosa, Cfp®, Ricp®, Wmcp® works for NYLIFE Securities LLC.

What is Blake Barbosa, Cfp®, Ricp®, Wmcp®'s role at NYLIFE Securities LLC?

Blake Barbosa, Cfp®, Ricp®, Wmcp® is listed as Founder and Fiduciary Financial Planner with Guided Wealth, LLC at NYLIFE Securities LLC.

What is Blake Barbosa, Cfp®, Ricp®, Wmcp®'s email address?

AeroLeads has found 1 work email signal at @newyorklife.com for Blake Barbosa, Cfp®, Ricp®, Wmcp® at NYLIFE Securities LLC.

What is Blake Barbosa, Cfp®, Ricp®, Wmcp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 508 for Blake Barbosa, Cfp®, Ricp®, Wmcp® at NYLIFE Securities LLC.

Where is Blake Barbosa, Cfp®, Ricp®, Wmcp® based?

Blake Barbosa, Cfp®, Ricp®, Wmcp® is based in North Dartmouth, Massachusetts, United States while working with NYLIFE Securities LLC.

What companies has Blake Barbosa, Cfp®, Ricp®, Wmcp® worked for?

Blake Barbosa, Cfp®, Ricp®, Wmcp® has worked for Guided Wealth, Llc, Eagle Strategies, Llc (New York Life Company), Nylife Securities Llc, New York Life Insurance Company, and Lifetime Financial Group, Llc.

Who are Blake Barbosa, Cfp®, Ricp®, Wmcp®'s colleagues at NYLIFE Securities LLC?

Blake Barbosa, Cfp®, Ricp®, Wmcp®'s colleagues at NYLIFE Securities LLC include Oscar Facundo Jr, Fscp®, Bobby G. Jolin, Jim Militello, Terry Stamp, Fscp ®, and Kimthuy Le.

How can I contact Blake Barbosa, Cfp®, Ricp®, Wmcp®?

You can use AeroLeads to view verified contact signals for Blake Barbosa, Cfp®, Ricp®, Wmcp® at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.

What schools did Blake Barbosa, Cfp®, Ricp®, Wmcp® attend?

Blake Barbosa, Cfp®, Ricp®, Wmcp® holds Bachelor'S Degree, Finance from University Of Massachusetts Dartmouth.

What skills is Blake Barbosa, Cfp®, Ricp®, Wmcp® known for?

Blake Barbosa, Cfp®, Ricp®, Wmcp® is listed with skills including Account Management, Annuity Sales, Asset Protection, Business Insurance Planning, Education Funding Strategies, Grandchild Gifting, Insurance, and Key Person Insurance.

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