Daniel Rivet, Cfp® Email and Phone Number
Daniel Rivet, Cfp® work email
- Valid
- Valid
- Valid
Daniel Rivet, Cfp® personal email
Daniel Rivet, Cfp® phone numbers
As an advisor of The Foundry, I’m excited about the opportunity to help families plan for and achieve their financial goals. We utilize Prosperity365®, our own highly defined process for guiding you through the challenges of prudent financial planning and investing. It is our goal to help you define your vision of financial success, provide clarity about your current situation, and to guide you towards accomplishing your goals.We offer comprehensive financial planning at a cost designed to meet your needs and resources. Our investment management services consider your unique tax considerations, proactively seeking out ways to reduce your tax burden today, and in the future.Our commitment to teamwork also extends to all of our associates. Each advisor works as a team with other advisors and operational staff so that you always have a place to turn as needs arise.It is our belief that we should be able to deliver the following values through our process and efforts: organization, accountability, objectivity, proactivity, education, and partnership.Financial planning services offered through The Foundry Financial Group, Inc., a Registered Investment Advisor.Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.The Foundry and Cambridge are not affiliated.For more information visit www.foundryadvisors.com.
The Foundry Financial Group, Inc.
View- Website:
- foundryadvisors.com
- Employees:
- 11
-
Wealth Management AdvisorThe Foundry Financial Group, Inc. Jan 2020 - PresentLaconia, New Hampshire
-
Wealth Management AssociateThe Foundry Financial Group, Inc. Jun 2017 - Jan 2020Laconia, Nh
-
Registered RepresentativeCambridge Investment Research, Inc. Mar 2018 - May 2020Laconia, Nh -
Investor Service Representative InternPutnam Investments Jun 2016 - Dec 2016Andover, Ma• Demonstrated a high level of professionalism and confidentiality• Provided world-class service on upwards of 60 client phone interactions per day• Utilized product knowledge of 75 mutual funds to facilitate financial and non-financial transactions• Adhered to legal requirements and utilized product knowledge to facilitate financial and non- financial transactions in a complete and accurate manner. -
ServerThe Common Man Family May 2014 - Sep 2016Town Docks RestaurantSeasonal• Serviced customers, accepted and delivered orders; provided exceptional customer service to patrons• Answered questions effectively and directed guests to specials; upsold products• Operated point-of-sale cash register system; processed credit card transactions• Effectively trained new servers and acted as a leader each shift -
Bus BoyCanoe Restaurant Jun 2013 - Sep 2013
Daniel Rivet, Cfp® Skills
Daniel Rivet, Cfp® Education Details
-
North Andover High School
Frequently Asked Questions about Daniel Rivet, Cfp®
What company does Daniel Rivet, Cfp® work for?
Daniel Rivet, Cfp® works for The Foundry Financial Group, Inc.
What is Daniel Rivet, Cfp®'s role at the current company?
Daniel Rivet, Cfp®'s current role is Fee Only Financial Planner & Investment Advisor.
What is Daniel Rivet, Cfp®'s email address?
Daniel Rivet, Cfp®'s email address is da****@****nam.com
What is Daniel Rivet, Cfp®'s direct phone number?
Daniel Rivet, Cfp®'s direct phone number is +160352*****
What schools did Daniel Rivet, Cfp® attend?
Daniel Rivet, Cfp® attended University Of New Hampshire -- Peter T. Paul College Of Business And Economics, North Andover High School.
What skills is Daniel Rivet, Cfp® known for?
Daniel Rivet, Cfp® has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Teamwork, Client Services, Customer Service, Leadership, Microsoft Powerpoint, Research, Social Media.
Who are Daniel Rivet, Cfp®'s colleagues?
Daniel Rivet, Cfp®'s colleagues are Vanessa Corneau, Michael Anderson, Sarah Anderson, Cfp®, Rachel Dadian, Shaimus Mohammed, Kristene Dauteuil, Melissa Mallahan.
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