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Jonathan Pelletier is listed as Financial Planning Analyst l Graduate from Johnson & Wales University at FP Solutions RI, LLC, a company with 4 employees, based in North Smithfield, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Pelletier.
Jonathan Pelletier previously worked as Financial Planning Analyst at Fp Solutions Ri, Llc and Maintenance Staff at Holy Trinity Church. Jonathan Pelletier holds Bachelor Of Science - Bs, Finance, General from Johnson & Wales University.
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I currently work full-time in financial planning assisting advisors with their everyday needs while also writing plans and providing financial recommendations for their clients. I plan on pursuing the goal of becoming a client-facing advisor assisting clients with their various financial goals and providing peace of mind. I am in the process of completing my CFP® designation and will continue to acquire various other certifications to advance my knowledge and better meet the needs of advisors and clients.
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I analyze client data and financial statements to design comprehensive financial plans and develop recommendations helping clients reach their education, retirement, cash flow, insurance and estate planning goalsI collaborate with advisors discussing client goals and establishing the best strategies to be presented to the clientsI discuss ongoing financial.
Woonsocket, Rhode Island, United States
I trained and managed 2 employees during 2019 to allow us to be efficient with our time I set up church carnival each summer creating thousands in revenueI deep cleaned and maintained cafeteria, 9 classrooms, hallways, restrooms, and 3 offices
Other employees you can reach at fpsolutionsri.com. View company contacts for 4 employees →
Zachary Spetta
Colleague at Fp Solutions Ri, LlcDenver, Colorado, United States, United States
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Erin Corbett
Colleague at Fp Solutions Ri, LlcEast Greenwich, Rhode Island, United States, United States
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Lisa Geary, Cfp®, Mba
Colleague at Fp Solutions Ri, LlcCary, North Carolina, United States, United States
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Matt Ferchak
Colleague at Fp Solutions Ri, LlcLa Plata, Maryland, United States, United States
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Kathy Bingham
Colleague at Fp Solutions Ri, LlcWoonsocket, Rhode Island, United States, United States
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JK
Jeff Kendra
Colleague at Fp Solutions Ri, LlcProvidence County, Rhode Island, United States, United States
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Matthew D'Agostino
Colleague at Fp Solutions Ri, LlcCedar Grove, New Jersey, United States, United States
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KW
Kim Webster, Cfp
Colleague at Fp Solutions Ri, LlcCranston, Rhode Island, United States, United States
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Mike Kendra, Cfp®
Colleague at Fp Solutions Ri, LlcCranston, Rhode Island, United States, United States
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Jonathan Pelletier works for FP Solutions RI, LLC.
Jonathan Pelletier is listed as Financial Planning Analyst l Graduate from Johnson & Wales University at FP Solutions RI, LLC.
Jonathan Pelletier is based in North Smithfield, Rhode Island, United States while working with FP Solutions RI, LLC.
Jonathan Pelletier has worked for Fp Solutions Ri, Llc and Holy Trinity Church.
Jonathan Pelletier's colleagues at FP Solutions RI, LLC include Zachary Spetta, Erin Corbett, Lisa Geary, Cfp®, Mba, Matt Ferchak, and Kathy Bingham.
You can use AeroLeads to view verified contact signals for Jonathan Pelletier at FP Solutions RI, LLC, including work email, phone, and LinkedIn data when available.
Jonathan Pelletier holds Bachelor Of Science - Bs, Finance, General from Johnson & Wales University.
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