Chris Dowley work email
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For 35 years, I have worked for individual clients and their families to shepherd their finances through integrated financial life planning. My goal is to get each client to a place where they relate to their money and life with vigor and enthusiasm.
Dowley & Company, Inc
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PresidentDowley & Company, Inc Sep 1997 - PresentMarblehead, Massachusetts, United States
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Rlp, Clu, Chfc, Cfs, RicpDowley & Company, Inc Sep 1997 - PresentMarblehead, MassachusettsDowley & Company is an independent Financial Advisory Firm started in 1997 from the idea of making full service financial planning available to individuals and families. It evolved into a fee based financial life planning firm that specialized in aiding clients to break through limitations and get to a place of greater affluence they might not achieve on their own.
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PresidentDowley & Company, Inc Sep 1997 - Mar 2021Marblehead, Massachusetts
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Senior Financial AdvisorFourstar Wealth Advisors Llc Feb 2019 - Sep 2021Marblehead, Massachusetts, United States -
Financial Life PlannerFourstar Wealth Advisors Llc Jul 2013 - Sep 2021Marblehead, MassachusettsMy practice partnered with clients and their families to attain financial freedom and to lead meaningful lives worth living. I found that adherence to sound principals and careful planning lead to better long term outcomes.
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Past MemberFpa Member Since 1997 1997 - Jul 2020 -
Senior Financial AdvisorAmericn Express Financial Advisors Oct 1986 - Sep 1997Albany, New York & Danvers, MassachusettsThis experience helped me build a client base around fundamental financial planning and it's building blocks: cash flow management, insurance underwriting, retirement plan administration and asset management. It also exposed me to the planning needs of small business and non-profit organizations such as retirement plan design and planned giving development.
Chris Dowley Skills
Chris Dowley Education Details
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Forestry & Remote Sensing -
Family Protection Planning Design -
Retirement Planning, Estate & Tax Planning, Employee Benefits
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Tabor AcademyNaval Architecture And Marine Engineering -
Retirement Planning, Estate Planning, Income Tax Planning And Employee Benefit Design
Frequently Asked Questions about Chris Dowley
What company does Chris Dowley work for?
Chris Dowley works for Dowley & Company, Inc
What is Chris Dowley's role at the current company?
Chris Dowley's current role is President- Dowley & Company, Inc.
What is Chris Dowley's email address?
Chris Dowley's email address is cd****@****lth.com
What is Chris Dowley's direct phone number?
Chris Dowley's direct phone number is +178157*****
What schools did Chris Dowley attend?
Chris Dowley attended University Of Michigan, The American College Of Financial Services, The American College Of Financial Services, Tabor Academy, The American College Of Financial Services.
What skills is Chris Dowley known for?
Chris Dowley has skills like Financial Planners, Asset Managment, Estate Planning, Investment Advisory, Retirement Planning, Financial Advisory, Retirement, Mutual Funds, Wealth Management, Strategic Planning, Finance, Investments.
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