Financial Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Robert Basiri, Ricp®, Cpfa® Email & Phone Number
Financial Advisor
at
Diamond Point Wealth Partners
1 work email found
@centinelfg.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Needham Heights, Massachusetts, United States
Who is Robert Basiri, Ricp®, Cpfa®? Overview
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Quick answer
Robert Basiri, Ricp®, Cpfa® is listed as Financial Advisor at Diamond Point Wealth Partners, based in Needham Heights, Massachusetts, United States. AeroLeads shows a work email signal at centinelfg.com and a matched LinkedIn profile for Robert Basiri, Ricp®, Cpfa®.
Robert Basiri, Ricp®, Cpfa® previously worked as Investment Advisor Representative at Centinel Financial Group, Llc. Robert Basiri, Ricp®, Cpfa® holds Finance, Psychology from Roger Williams University.
Company email context
Email format at Diamond Point Wealth Partners
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*@centinelfg.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Basiri, Ricp®, Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Robert Basiri, Ricp®, Cpfa®
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 160 Gould Street, Suite 212, Needham Heights, MA 02494. (781) 446-5000.
Listed skills include Investments, Insurance, Financial Services, Retirement Planning, and 1 others.
Current workplace
Robert Basiri, Ricp®, Cpfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Robert Basiri, Ricp®, Cpfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Investment Advisor Representative
4 education records
Robert Basiri, Ricp®, Cpfa® education
Finance, Psychology
Financial Services
Gabelli School Of Business
Cpfa®
National Association Of Plan Advisors
FAQ
Frequently asked questions about Robert Basiri, Ricp®, Cpfa®
Quick answers generated from the profile data available on this page.
What company does Robert Basiri, Ricp®, Cpfa® work for?
Robert Basiri, Ricp®, Cpfa® works for Diamond Point Wealth Partners.
What is Robert Basiri, Ricp®, Cpfa®'s role at Diamond Point Wealth Partners?
Robert Basiri, Ricp®, Cpfa® is listed as Financial Advisor at Diamond Point Wealth Partners.
What is Robert Basiri, Ricp®, Cpfa®'s email address?
AeroLeads has found 1 work email signal at @centinelfg.com for Robert Basiri, Ricp®, Cpfa® at Diamond Point Wealth Partners.
Where is Robert Basiri, Ricp®, Cpfa® based?
Robert Basiri, Ricp®, Cpfa® is based in Needham Heights, Massachusetts, United States while working with Diamond Point Wealth Partners.
What companies has Robert Basiri, Ricp®, Cpfa® worked for?
Robert Basiri, Ricp®, Cpfa® has worked for Diamond Point Wealth Partners and Centinel Financial Group, Llc.
How can I contact Robert Basiri, Ricp®, Cpfa®?
You can use AeroLeads to view verified contact signals for Robert Basiri, Ricp®, Cpfa® at Diamond Point Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Robert Basiri, Ricp®, Cpfa® attend?
Robert Basiri, Ricp®, Cpfa® holds Finance, Psychology from Roger Williams University.
What skills is Robert Basiri, Ricp®, Cpfa® known for?
Robert Basiri, Ricp®, Cpfa® is listed with skills including Investments, Insurance, Financial Services, Retirement Planning, and Financial Planning.
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