Please complete the CAPTCHA to continue
@ifpadvisor.com
✓
2 phones found area 845
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Philip Masi, Mba, Cfp® is listed as Certified Financial Planner at Integrated Financial Partners, a company with 136 employees, based in Danbury, Connecticut, United States. AeroLeads shows a work email signal at ifpadvisor.com, phone signal with area code 845, and a matched LinkedIn profile for Philip Masi, Mba, Cfp®.
Philip Masi, Mba, Cfp® previously worked as Financial Planner at Allmerica Financial. Philip Masi, Mba, Cfp® holds Cfp®, Financial Planning from College For Financial Planning.
This section adds company-level context without repeating Philip Masi, Mba, Cfp®'s masked contact details.
AeroLeads found 2 current-domain work email signals for Philip Masi, Mba, Cfp®. Compare company email patterns before reaching out.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, I want to help people to make informed choices with their money in a way that will help them work towards their financial goals. Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research and careful consideration to help you pursue the retirement you deserve and have worked so hard to attain.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC. Please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Integrated Financial Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Retirement Planning, Retirement Distribution Strategies, Financial Planning, Fee Planning, and 24 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
44 Old Ridgebury Road, P-140, Danbury, CT 06810
As an experienced financial planner and CERTIFIED FINANCIAL PLANNER™ Practitioner, I can help take the mystery out of complex financial issues and provide creative options so you can make the most informed decisions for you and your family. This is done through a comprehensive process where your input is vital to ensure that goals and family members are.
Other employees you can reach at ifpadvisor.com. View company contacts for 136 employees →
Danielle Damato
Colleague at Integrated Financial Partners
Glastonbury, Connecticut, United States, United States
View →
AR
Anthony R. Pasqua, Crpc®
Colleague at Integrated Financial Partners
Garden City, New York, United States, United States
View →
CC
Ceile Clemente
Colleague at Integrated Financial Partners
Melrose, Massachusetts, United States, United States
View →
MB
Meredith Baio
Colleague at Integrated Financial Partners
Pembroke, Massachusetts, United States, United States
View →
CM
Chris Michalman
Colleague at Integrated Financial Partners
Derry, New Hampshire, United States, United States
View →
AL
Albert Li, Chfc
Colleague at Integrated Financial Partners
Waltham, Massachusetts, United States, United States
View →
JC
Judith Chimenti
Colleague at Integrated Financial Partners
North Hampton, New Hampshire, United States, United States
View →
MM
Melissa Mcallister
Colleague at Integrated Financial Partners
Greater Boston, United States
View →
JC
Judith Chimenti
Colleague at Integrated Financial Partners
North Hampton, New Hampshire, United States, United States
View →
CK
Carolyn Kneeland
Colleague at Integrated Financial Partners
Clinton, Massachusetts, United States, United States
View →
Certification courses and comprehensive exam for the Certified Financial Planner practitioner designation.
MBA Program- Major Accounting
Quick answers generated from the profile data available on this page.
Philip Masi, Mba, Cfp® works for Integrated Financial Partners.
Philip Masi, Mba, Cfp® is listed as Certified Financial Planner at Integrated Financial Partners.
AeroLeads has found 2 work email signals at @ifpadvisor.com for Philip Masi, Mba, Cfp® at Integrated Financial Partners.
AeroLeads has found 2 phone signal(s) with area code 845 for Philip Masi, Mba, Cfp® at Integrated Financial Partners.
Philip Masi, Mba, Cfp® is based in Danbury, Connecticut, United States while working with Integrated Financial Partners.
Philip Masi, Mba, Cfp® has worked for Integrated Financial Partners and Allmerica Financial.
Philip Masi, Mba, Cfp®'s colleagues at Integrated Financial Partners include Danielle Damato, Anthony R. Pasqua, Crpc®, Ceile Clemente, Meredith Baio, and Chris Michalman.
You can use AeroLeads to view verified contact signals for Philip Masi, Mba, Cfp® at Integrated Financial Partners, including work email, phone, and LinkedIn data when available.
Philip Masi, Mba, Cfp® holds Cfp®, Financial Planning from College For Financial Planning.
Philip Masi, Mba, Cfp® is listed with skills including Retirement Planning, Retirement Distribution Strategies, Financial Planning, Fee Planning, Investments, Wealth Transfer, Charitable Gift Planning, and Tax Reduction Strategies.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts