Emily Mullane, Cfp®, Cpfa™

Emily Mullane, Cfp®, Cpfa™ Email and Phone Number

Wealth Management Consultant @ Axial Financial Group
Barnstable, MA, US
Emily Mullane, Cfp®, Cpfa™'s Location
Hyannis, Massachusetts, United States, United States
Emily Mullane, Cfp®, Cpfa™'s Contact Details

Emily Mullane, Cfp®, Cpfa™ work email

Emily Mullane, Cfp®, Cpfa™ personal email

n/a
About Emily Mullane, Cfp®, Cpfa™

My passion is educating and empowering my clients and those around me to live their dreams and pursue their financial goals. I love getting to know people and hear their unique stories and perspectives. This passion helps me to provide a tailored approach to wealth management by listening to a client's needs and understanding their goals. I was born and raised in Falmouth, Massachusetts, except for a portion of my childhood spent in the lovely seaside community of Venice, Florida, which I still enjoy visiting. I love living on Cape Cod and am happy I get to raise my children in this beautiful community.At Axial Financial Group, we take an integrated approach to wealth management. As Investment Adviser Representatives of Commonwealth Financial Network®, a Registered Investment Adviser, we are driven by a deep understanding of your needs and goals. Whether it's helping individuals plan for retirement, or assisting business owners implement a company retirement plan, we offer a comprehensive array of financial services. In addition, we work with attorneys, accountants, and other client advisors to ensure that our clients have all the tools, information, and guidance to reach their goals.The Financial Advisor associated with this profile may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Axial Financial Group 540 Main Street, Suite 16A, Hyannis, MA 02601. 508.771.4992

Emily Mullane, Cfp®, Cpfa™'s Current Company Details
Axial Financial Group

Axial Financial Group

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Wealth Management Consultant
Barnstable, MA, US
Emily Mullane, Cfp®, Cpfa™ Work Experience Details
  • Axial Financial Group
    Axial Financial Group
    Barnstable, Ma, Us
  • Axial Financial Group
    Wealth Management Consultant
    Axial Financial Group May 2024 - Present
    Burlington, Massachusetts, Us
  • Merrill Lynch Wealth Management
    Senior Financial Advisor
    Merrill Lynch Wealth Management Feb 2018 - May 2024
    New York, Ny, Us
    *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
  • Mml Investors Services, Llc
    Registered Representative
    Mml Investors Services, Llc Aug 2016 - Nov 2017
  • Massachusetts Mutual Life Insurance Co
    Agent
    Massachusetts Mutual Life Insurance Co Jun 2016 - Nov 2017
  • Nylife Securities Llc
    Registered Representative
    Nylife Securities Llc Apr 2014 - Aug 2016
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Apr 2014 - Aug 2016
    New York, New York, Us

Emily Mullane, Cfp®, Cpfa™ Skills

Small Business Asset Protection Building Relationships Business Exit Strategy Business Insurance Planning Wealth Transfer Strategies Risk Management Retirement Planning Life Insurance Life Insurance Strategies Estate Planning Gifting Strategies Education Funding Strategies Personal Finance Buy Sell Agreements Charitable Gifting Retirement Supplements To Employee Benefits Licensed Life Insurance Agent Licensed In Long Term Care Insurance Key Person Insurance Lifetime Income Strategies Permanent Life Insurance Term Life Insurance Business Succession Planning Annuity Sales Charities Insurance Customer Service Team Building Marketing Strategic Planning Long Term Care Insurance Training Management Bookkeeping Leadership Sales Finance Public Speaking Tax Wealth Wealth Management Business Financial Strategies Estate And Retirement Planning Services Estate And Wealth Planning Services Estate And Wealth Structuring Estate Planning Strategies And Wealth Transfer Wealth Planning And Estate Planning Services Family Wealth Management Strategies Generational Wealth Planning Goal Based Wealth Management Wealth Accumulation Wealth And Investment Management Wealth Management And Investments Investments Investment Strategies Investment Portfolio Advisor Investment Advisory Financial Advisory Services Portfolio Advisor Problem Solving Critical Thinking Advice And Guidance Asset Management Asset Transition

Emily Mullane, Cfp®, Cpfa™ Education Details

  • New England College
    New England College
    Master'S Degree
  • University Of Massachusetts System
    University Of Massachusetts System
    Bachelor'S Degree

Frequently Asked Questions about Emily Mullane, Cfp®, Cpfa™

What company does Emily Mullane, Cfp®, Cpfa™ work for?

Emily Mullane, Cfp®, Cpfa™ works for Axial Financial Group

What is Emily Mullane, Cfp®, Cpfa™'s role at the current company?

Emily Mullane, Cfp®, Cpfa™'s current role is Wealth Management Consultant.

What is Emily Mullane, Cfp®, Cpfa™'s email address?

Emily Mullane, Cfp®, Cpfa™'s email address is emily.mullane@ml.com

What schools did Emily Mullane, Cfp®, Cpfa™ attend?

Emily Mullane, Cfp®, Cpfa™ attended New England College, University Of Massachusetts System.

What skills is Emily Mullane, Cfp®, Cpfa™ known for?

Emily Mullane, Cfp®, Cpfa™ has skills like Small Business, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance Planning, Wealth Transfer Strategies, Risk Management, Retirement Planning, Life Insurance, Life Insurance Strategies, Estate Planning, Gifting Strategies.

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