John "Jake" Akoury, Cfp®
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John "Jake" Akoury, Cfp® Email & Phone Number

Director of Training at The Bulfinch Group
Location: Greater Boston, United States 5 work roles 2 schools
1 work email found @bulfinchgroup.com 1 phone found area 781 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@bulfinchgroup.com
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director of Training
Location
Greater Boston, United States
Company size

Who is John "Jake" Akoury, Cfp®? Overview

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Quick answer

John "Jake" Akoury, Cfp® is listed as Director of Training at The Bulfinch Group, a with 123 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at bulfinchgroup.com, phone signal with area code 781, and a matched LinkedIn profile for John "Jake" Akoury, Cfp®.

John "Jake" Akoury, Cfp® previously worked as Adjunct Professor - Financial Planning curriculum at Boston University and Commander (O-5) at Us Navy / Us Navy Reserves. John "Jake" Akoury, Cfp® holds Mba, Finance & Accounting / Taxation from Fordham University - Graduate School Of Business Administration.

Company email context

Email format at The Bulfinch Group

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*@bulfinchgroup.com
71% confidence

AeroLeads found 1 current-domain work email signal for John "Jake" Akoury, Cfp®. Compare company email patterns before reaching out.

Profile bio

About John "Jake" Akoury, Cfp®

Having served in the military for 28 years, I have made it my mission to serve those who currently serve [or have served] our country as well as those friends, family members, and business owners who support those who serve. Specializing in financial protection maximization and wealth accumulation strategies, I advise my clients in several different areas, including efficient wealth accumulation for retirement, estate planning, investment/risk management, and business / executive-level strategies.As a public servant, be it military, municipal, or civil service, you have several unique planning opportunities available to you. From your Pension to your Thrift Savings Plan to your 457-Plan, I provide guidance and strategies so you can make intelligent decisions regarding the effective and efficient use of your money. By focusing on strategy first, I strive to increase the effectiveness of the plan we build together which, in turn, provides you with the best opportunity to save for financial success.Having made my home on the North Shore, I enjoy spending time with my family as well as giving back to my community as well as my country. I do this through volunteering my time on my children’s sports teams, and I love to give back to my local church and veteran’s organizations. Not only am I involved in my community, but I am also actively involved in the financial services world. In addition to earning my Certified Financial Planner [CFP®] designation, I earned my MBA in Finance and Accounting/Taxation, with a specialization in Personal Financial Planning, from Fordham University as well as my Certification in Long Term Care and Accredited Asset Management Specialist designations. Additionally, I am an Adjunct Professor at Boston University, leading their Financial Risk Management course of instruction.../COMPLIANCE:2023-1688/

Listed skills include Estate Planning, Strategy, Finance, Management, and 12 others.

Current workplace

John "Jake" Akoury, Cfp®'s current company

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The Bulfinch Group
The Bulfinch Group
Director of Training
needham, massachusetts, united states
Employees
123
AeroLeads page
5 roles · 37 years

John "Jake" Akoury, Cfp® work experience

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

Director Of Training

Current

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 160 GOULD STREET, SUITE 310, NEEDHAM MA, 02494, 781-4494402. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0M05137. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 4/21/23

Apr 2005 - Present

Adjunct Professor - Financial Planning Curriculum

Boston University
Sep 2014 - Sep 2020

Operations Planner

Stryker
Mar 2000 - Nov 2002
Team & coworkers

Colleagues at The Bulfinch Group

Other employees you can reach at bulfinchgroup.com. View company contacts for 123 employees →

2 education records

John "Jake" Akoury, Cfp® education

Mba, Finance & Accounting / Taxation

Fordham University - Graduate School Of Business Administration

Activities and Societies: Beta Gamma Sigma, Alpha Phi Alpha Subspecialty: Personal Financial Planning

Ba, Political Science

University Of Maine

Activities and Societies: FIJI, NROTC

FAQ

Frequently asked questions about John "Jake" Akoury, Cfp®

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

What company does John "Jake" Akoury, Cfp® work for?

John "Jake" Akoury, Cfp® works for The Bulfinch Group.

What is John "Jake" Akoury, Cfp®'s role at The Bulfinch Group?

John "Jake" Akoury, Cfp® is listed as Director of Training at The Bulfinch Group.

What is John "Jake" Akoury, Cfp®'s email address?

AeroLeads has found 1 work email signal at @bulfinchgroup.com for John "Jake" Akoury, Cfp® at The Bulfinch Group.

What is John "Jake" Akoury, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 781 for John "Jake" Akoury, Cfp® at The Bulfinch Group.

Where is John "Jake" Akoury, Cfp® based?

John "Jake" Akoury, Cfp® is based in Greater Boston, United States while working with The Bulfinch Group.

What companies has John "Jake" Akoury, Cfp® worked for?

John "Jake" Akoury, Cfp® has worked for The Bulfinch Group, Boston University, Us Navy / Us Navy Reserves, American Express Financial Advisors, and Stryker.

Who are John "Jake" Akoury, Cfp®'s colleagues at The Bulfinch Group?

John "Jake" Akoury, Cfp®'s colleagues at The Bulfinch Group include Christine Syner, Sangita Joshi Rousseau, Peter Leddy, Mark Markell, and Kate Crowley.

How can I contact John "Jake" Akoury, Cfp®?

You can use AeroLeads to view verified contact signals for John "Jake" Akoury, Cfp® at The Bulfinch Group, including work email, phone, and LinkedIn data when available.

What schools did John "Jake" Akoury, Cfp® attend?

John "Jake" Akoury, Cfp® holds Mba, Finance & Accounting / Taxation from Fordham University - Graduate School Of Business Administration.

What skills is John "Jake" Akoury, Cfp® known for?

John "Jake" Akoury, Cfp® is listed with skills including Estate Planning, Strategy, Finance, Management, Retirement, Small Business, Insurance, and Leadership.

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