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Fran Petrangelo, Cfa®, Cfp®, Caia® is listed as Continuing to help small business owners and executives reach their goals! at Edelman Financial Engines, a with 1029 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Fran Petrangelo, Cfa®, Cfp®, Caia®.
Fran Petrangelo, Cfa®, Cfp®, Caia® previously worked as Director, Financial Planning at Edelman Financial Engines and Financial Advisor at Citizens Securities, Inc.. Fran Petrangelo, Cfa®, Cfp®, Caia® holds Master Of Business Administration (M.B.A.), Finance from Boston University - School Of Management.
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AeroLeads found 1 current-domain work email signal for Fran Petrangelo, Cfa®, Cfp®, Caia®. Compare company email patterns before reaching out.
In my role as a Financial Advisor for Edelman Financial Engines, my focus is to provide honest service, financial planning, and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you.In my role prior to becoming a Financial Advisor, I was a Vice President with Fidelity Investments, and a leading retirement plan investing expert. I oversaw $800B in assets under administration and $400B in assets under management. I helped to develop investment products, wrote and curated thought leadership on retirement plan investing, and developed investment trends reporting. I initiated and developed a sales program that resulted in a $25B turnaround in flows. I developed a fiduciary fund rating system ultimately utilized by thousands of plan sponsors.What drew me to personal financial planning was that I could see that tens of thousands of participants, in aggregate through my work with corporations and tax-exempt entities, were simply not doing what they needed to do to prepare for retirement. My desire grew to help folks individually and provide a much needed service around retirement planning and all other aspects of financial planning.I look forward to working with you!
Listed skills include Financial Services, Investment Advisory, Management, Strategic Planning, and 13 others.
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Boston, Springfield, Massachusetts Metropolitan Areas, And Providence, Rhode Island Metro Area
Develop Personal Financial Plans for Individuals encompassing retirement, college, insurance, estate, tax as well as other types of planning - basically anything with a $ we can help with.Recommend Investment and other types of strategies based on the outcome of the planning process.
Cambridge, Massachusetts, United States
Worked with a variety of wealth, business, and lending partners, including bank colleagues, to create a world class financial planning experience for my clients.Developed and presented financial plans to multiple clients, putting them on track to achieve their financial goals. Established a $35M advisory practice.Consistently led region in bank referred sales.
Marlborough, Massachusetts, United States
Create, develop, and maintain relationships with new and existing clientsComplete the fact-finding process to allow for thorough understanding of my clients’ financial goals and needsDevelop customized ideas and solutions for each one of my clientsHelp clients meet their protection needs through a variety of insurance productsReview my client’s needs on a regular basis, and suggesting strategy adjustments as necessary
Greater Boston Area
Supervised a team that advised to clients with $800B in assets under administration and $400B in assets under management. Initiated and ran multiple impactful projects. Presented to executives within the firm.Initiated efforts in organization to design and implement asset management sales and retention goals. Resulted in $25B turnaround in fund flows and $75B in new opportunities during 2018; led to first year of positive flows during 2019 since 2006.Contributed to development of retirement income product, developed investment trends and analytics package, curated and authored thought leadership.
Advised clients with $25B in assets under administrationIncreased profitability and diversification of plans through plan redesignsContributed to sales final wins resulting in $20B in new assets under administration
Managed team of research analysts who provided support to Investment Consultants.Improved morale significantly through creation of career pathing.
Managed Asset Allocation program, which was sold to intermediaries. Increased performance and reduced tracking error significantly through revamping of models.Managed staff of research analysts who supported program.
Ran asset allocation studies for Boston office.
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Mark Llorens, Cfp®
Colleague at Edelman Financial EnginesFairfax, Virginia, United States
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AM
Afamia Murray, Cmp, Pmp
Colleague at Edelman Financial EnginesUnited States
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EP
Erin Petschow
Colleague at Edelman Financial EnginesGreater Phoenix Area, United States
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Greg Ricks
Colleague at Edelman Financial EnginesYork, Pennsylvania, United States
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David S.
Colleague at Edelman Financial EnginesPhoenix, Arizona, United States
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EP
Eric Pailing, Crpc®
Colleague at Edelman Financial EnginesFresno, California, United States
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KD
Kiana Donahue, Crpc™
Colleague at Edelman Financial EnginesPhoenix, Arizona, United States
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PJ
Priya Jag
Colleague at Edelman Financial EnginesHerndon, Virginia, United States
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Wayne Cheng
Colleague at Edelman Financial EnginesSan Jose, California, United States
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KB
Kelly Boisvert
Colleague at Edelman Financial EnginesMidlothian, Virginia, United States
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Quick answers generated from the profile data available on this page.
Fran Petrangelo, Cfa®, Cfp®, Caia® works for Edelman Financial Engines.
Fran Petrangelo, Cfa®, Cfp®, Caia® is listed as Continuing to help small business owners and executives reach their goals! at Edelman Financial Engines.
AeroLeads has found 1 work email signal at @fidelity.com for Fran Petrangelo, Cfa®, Cfp®, Caia® at Edelman Financial Engines.
Fran Petrangelo, Cfa®, Cfp®, Caia® is based in Boston, Massachusetts, United States while working with Edelman Financial Engines.
Fran Petrangelo, Cfa®, Cfp®, Caia® has worked for Edelman Financial Engines, Citizens Securities, Inc., Prudential Financial, Fidelity Investments, and William M. Mercer.
Fran Petrangelo, Cfa®, Cfp®, Caia®'s colleagues at Edelman Financial Engines include Mark Llorens, Cfp®, Afamia Murray, Cmp, Pmp, Erin Petschow, Greg Ricks, and David S..
You can use AeroLeads to view verified contact signals for Fran Petrangelo, Cfa®, Cfp®, Caia® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
Fran Petrangelo, Cfa®, Cfp®, Caia® holds Master Of Business Administration (M.B.A.), Finance from Boston University - School Of Management.
Fran Petrangelo, Cfa®, Cfp®, Caia® is listed with skills including Financial Services, Investment Advisory, Management, Strategic Planning, Project Management, Client Relations, Crm, and Salesforce.Com.
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