Financial Advisor
CurrentOver 12 years experience serving the needs of members who deserve transparency and educationally-based financial planning and advise. Non-Members are welcome! Learn more.
Sep 2020 - Present
AeroLeads people directory · profile
Rich Wallner Email & Phone Number
Financial Planner & Advisor at Service Financial Group
at
Service Financial Group
1 work email found
@7metasearch.com
3 phones found area 978 and 781
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner & Advisor at Service Financial Group
Location
Greater Boston, United States, United States
Who is Rich Wallner? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rich Wallner is listed as Financial Planner & Advisor at Service Financial Group at Service Financial Group, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at 7metasearch.com, phone signal with area code 978, 781, and a matched LinkedIn profile for Rich Wallner.
Rich Wallner previously worked as Financial Advisor at Service Financial Group and Financial Planner, CFP, CLU at Taylor Wealth Management Partners. Rich Wallner holds Cfp, Clu from The American College Of Financial Services.
Company email context
Email format at Service Financial Group
This section adds company-level context without repeating Rich Wallner's masked contact details.
*@7metasearch.com
68% confidence
AeroLeads found 1 current-domain work email signal for Rich Wallner. Compare company email patterns before reaching out.
Profile bio
About Rich Wallner
A Certified Financial Planner™, Chartered Life Underwriter™, and experienced Financial Advisor who takes a holistic approach in identifying and addressing clients financial needs and goals. Service Financial Group is the new wealth management team located at Service Federal Credit Union where our clients are Members, and the emphasis is on education and consultation, not fees and commissions.Qualified non-Members are welcome!Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advisor Representatives conducting business as Service Financial Group offer investment advisory services through LPL, a registered investment advisor. Insurance products are offered through LPL or its licensed affiliates. Service Federal Credit Union and Service Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Service Financial Group, and may also be employees of Service Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Service Federal Credit Union or Service Financial Group. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page 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 Life Insurance, Retirement Planning, Term Life Insurance, Employee Benefits, and 47 others.
Current workplace
Rich Wallner's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Rich Wallner work experience
A career timeline built from the work history available for this profile.
Financial Planner, Cfp, Clu
Taylor Wealth Management Partners
Created a new holistic financial planning service at TWMP, a 5-person $250M AUM boutique RIA investment firm. I was responsible for seeking and retaining new financial planning and investment management clients through referrals and my extensive network of attorneys, CPAs and other professionals.
Feb 2018 - Jan 2020
Principal, Financial Advisor, Cfp, Clu, Lutcf
Lakeside Financial
Created a solo practice within a broker-dealer environment. Provided general financial and planning advice to individuals, families and small business owners. Implemented investment, planning and insurance solutions as appropriate. Insurance included life, long term care, and disability. Created a specialty due diligence service with a CPA regarding.
Apr 2012 - Jan 2018
Registered Representative
Began my financial services career at New York Life, the largest mutual life insurance company in the USA. Took full advantage of the many training programs they offered to new reps.
Apr 2009 - Mar 2012
President, Owner
Parent company which held a regional developer license in New England for Entrees Made Easy, a meal assembly preparation company and Wakefield EME, LLC the entity which owned the pilot store in Wakefield, MA.
Apr 2007 - Dec 2008
Consultant/Acting Gm
Privately-owned medical device manufacturing company with revenue around $60M. Was experiencing diminishing sales after major distribution channel disruption. I was brought in to provide short term fixes.
Aug 2007 - Jul 2008
Vp Of Sales
Rainin Instruments
Developer, manufacturer and distributor of ubiquitous equipment to the life science market. Acquired by Mettler Toledo in 2001. Resigned in same year that Founder and President Kenneth Rainin passed. Received many promotions during my tenure including Regional, National, Director and eventually VP of USA Sales As a member of the senior leadership team.
Dec 1994 - Jun 2006
2 education records
Rich Wallner education
Cfp, Clu
The American College Of Financial Services
Ba Performance, Music
Berklee College Of Music
FAQ
Frequently asked questions about Rich Wallner
Quick answers generated from the profile data available on this page.
What company does Rich Wallner work for?
Rich Wallner works for Service Financial Group.
What is Rich Wallner's role at Service Financial Group?
Rich Wallner is listed as Financial Planner & Advisor at Service Financial Group at Service Financial Group.
What is Rich Wallner's email address?
AeroLeads has found 1 work email signal at @7metasearch.com for Rich Wallner at Service Financial Group.
What is Rich Wallner's phone number?
AeroLeads has found 3 phone signal(s) with area code 978, 781 for Rich Wallner at Service Financial Group.
Where is Rich Wallner based?
Rich Wallner is based in Greater Boston, United States, United States while working with Service Financial Group.
What companies has Rich Wallner worked for?
Rich Wallner has worked for Service Financial Group, Taylor Wealth Management Partners, Lakeside Financial, New York Life, and Lakeside Enterprises.
How can I contact Rich Wallner?
You can use AeroLeads to view verified contact signals for Rich Wallner at Service Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Rich Wallner attend?
Rich Wallner holds Cfp, Clu from The American College Of Financial Services.
What skills is Rich Wallner known for?
Rich Wallner is listed with skills including Life Insurance, Retirement Planning, Term Life Insurance, Employee Benefits, Fixed Annuities, Long Term Care Insurance, Iras, and Disability Insurance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial