Financial Advisor
Current
Mar 2016 - Present
AeroLeads people directory · profile
Robert Sacchetti, Cfp® Email & Phone Number
Financial Advisor focused on helping families, individuals and small business achieve their most important goals.
at
Edward Jones
2 work emails found
@edwardjones.com
9 phones found area 781, 508, and 617
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor focused on helping families, individuals and small business achieve their most important goals.
Location
Greater Boston, United States
Who is Robert Sacchetti, Cfp®? Overview
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Quick answer
Robert Sacchetti, Cfp® is listed as Financial Advisor focused on helping families, individuals and small business achieve their most important goals. at Edward Jones, based in Greater Boston, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 781, 508, 617, and a matched LinkedIn profile for Robert Sacchetti, Cfp®.
Robert Sacchetti, Cfp® previously worked as Financial Advisor at Edward Jones and Financial Advisor at Ameriprise Financial. Robert Sacchetti, Cfp® holds Masters Of Science In Financial Planning, Financial Planning from Bentley University.
Company email context
Email format at Edward Jones
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*@edwardjones.com
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AeroLeads found 2 current-domain work email signals for Robert Sacchetti, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Sacchetti, Cfp®
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you are working toward before investing your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.Before you can begin working toward achieving your financial goals, you must first define what's important to you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs, or something else? I can help you prioritize your needs and define your goals.I earned a bachelor's degree in finance at Stonehill College. In addition, I attended Bentley University and graduated with high distinction with a master's degree in financial planning. I am a CFP® professional. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.My wife, Jessica, and I have two children, Robbie and Lucia. Away from the office, I try to spend as much time with my family, traveling from hockey games to swimming practice, to spending time sailing and volunteering with the Foundation Fighting Blindness.At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term goals.Office Number: 781-444-3259rob.sacchetti@edwardjones.com/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Mutual Funds, Annuities, Asset Allocation, Portfolio Review, and 6 others.
Current workplace
Robert Sacchetti, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Robert Sacchetti, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Ameriprise Financial
An Ameriprise Private Wealth Advisory Practice
Jan 2015 - Mar 2016
Financial Advisor
Aug 2014 - Jan 2015
Senior Consultant, Solutions Manager
Lewtan
Apply extensive fixed income industry knowledge to create and maintain client specific solutions.
Mar 2000 - Sep 2014
1 education record
Robert Sacchetti, Cfp® education
-
Bentley University
FAQ
Frequently asked questions about Robert Sacchetti, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Sacchetti, Cfp® work for?
Robert Sacchetti, Cfp® works for Edward Jones.
What is Robert Sacchetti, Cfp®'s role at Edward Jones?
Robert Sacchetti, Cfp® is listed as Financial Advisor focused on helping families, individuals and small business achieve their most important goals. at Edward Jones.
What is Robert Sacchetti, Cfp®'s email address?
AeroLeads has found 2 work email signals at @edwardjones.com for Robert Sacchetti, Cfp® at Edward Jones.
What is Robert Sacchetti, Cfp®'s phone number?
AeroLeads has found 9 phone signal(s) with area code 781, 508, 617 for Robert Sacchetti, Cfp® at Edward Jones.
Where is Robert Sacchetti, Cfp® based?
Robert Sacchetti, Cfp® is based in Greater Boston, United States while working with Edward Jones.
What companies has Robert Sacchetti, Cfp® worked for?
Robert Sacchetti, Cfp® has worked for Edward Jones, Ameriprise Financial, Larson Financial, and Lewtan.
How can I contact Robert Sacchetti, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Sacchetti, Cfp® at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Robert Sacchetti, Cfp® attend?
Robert Sacchetti, Cfp® holds Masters Of Science In Financial Planning, Financial Planning from Bentley University.
What skills is Robert Sacchetti, Cfp® known for?
Robert Sacchetti, Cfp® is listed with skills including Mutual Funds, Annuities, Asset Allocation, Portfolio Review, Term And Permanent Insurance, Estate And Legacy Strategies, Wealth Strategies, and Financial Analysis.
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