Shaun Erickson, Cfp®

Shaun Erickson, Cfp® Email and Phone Number

Chief Planning Officer at Single Point Partners @ Single Point Partners
Shaun Erickson, Cfp®'s Location
Boston, Massachusetts, United States, United States
Shaun Erickson, Cfp®'s Contact Details

Shaun Erickson, Cfp® work email

Shaun Erickson, Cfp® personal email

Shaun Erickson, Cfp® phone numbers

About Shaun Erickson, Cfp®

Single Point Partners Project Management for your Financial Life. PLANNING. STRATEGY. ACTION.Year-round decision & operational support of your family’s financial responsibilities delivered by your Personal CFO

Shaun Erickson, Cfp®'s Current Company Details
Single Point Partners

Single Point Partners

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Chief Planning Officer at Single Point Partners
Shaun Erickson, Cfp® Work Experience Details
  • Single Point Partners
    Chief Planning Officer
    Single Point Partners Jun 2012 - Present
    Boston, Ma, Us
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  • Knudge
    Co-Founder
    Knudge Jun 2018 - Present
    Boston, Massachusetts, Us
    Knudge is the only software solution for financial planners that is specifically focused on managing their clients' action listsAs the landscape for financial advice gets more competitive, clients are demanding deeper services from their planners. We’ve seen firsthand the benefits of a holistic approach to financial management coupled with follow through support for our clients. By automating the follow up process, we believe Knudge will empower advisors to touch on more areas of their clients’ lives and become true accountability partners for their clients.Learn more at www.knudge.com
    View
  • Baystate Financial Services
    Cfp®
    Baystate Financial Services 2001 - 2012
    Boston, Ma, Usa, Us
    View

Shaun Erickson, Cfp® Education Details

  • Bentley University
    Bentley University
    Finance

Frequently Asked Questions about Shaun Erickson, Cfp®

What company does Shaun Erickson, Cfp® work for?

Shaun Erickson, Cfp® works for Single Point Partners

What is Shaun Erickson, Cfp®'s role at the current company?

Shaun Erickson, Cfp®'s current role is Chief Planning Officer at Single Point Partners.

What is Shaun Erickson, Cfp®'s email address?

Shaun Erickson, Cfp®'s email address is sh****@****ail.com

What is Shaun Erickson, Cfp®'s direct phone number?

Shaun Erickson, Cfp®'s direct phone number is +161758*****

What schools did Shaun Erickson, Cfp® attend?

Shaun Erickson, Cfp® attended Bentley University.

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