William Lefavor, Cfp ®

William Lefavor, Cfp ® Email and Phone Number

Principal and Senior Wealth Advisor @ Stage Harbor Financial, LLC
Needham, MA, US
William Lefavor, Cfp ®'s Location
Needham, Massachusetts, United States, United States
William Lefavor, Cfp ®'s Contact Details

William Lefavor, Cfp ® work email

William Lefavor, Cfp ® personal email

n/a
About William Lefavor, Cfp ®

I come from a family of educators and take great pride and passion in working with each family that we partner with to best understand and implement their financial plan. My goal is to assist every family in achieving their financial goals but also help them to understand the broader planning that will ultimately provide them with the peace of mind and security they seek from an advisor. I work primarily with high net worth familes and high income earners to craft customized financial plans. My goal is to work with engaged families to assist them with retirement planning, education funding, cash flow management, estate and tax planning, and investment management. By educating clients and listening to their goals, dreams, and fears we are able to create deep, long lasting, trusted relationships.

William Lefavor, Cfp ®'s Current Company Details
Stage Harbor Financial, LLC

Stage Harbor Financial, Llc

View
Principal and Senior Wealth Advisor
Needham, MA, US
Website:
stageharborfinancial.com
Employees:
10
William Lefavor, Cfp ® Work Experience Details
  • Stage Harbor Financial, Llc
    Principal And Senior Wealth Advisor
    Stage Harbor Financial, Llc
    Needham, Ma, Us
    View
  • Stage Harbor Financial, Llc
    Principal / Senior Wealth Advisor
    Stage Harbor Financial, Llc Feb 2018 - Present
    Needham Heights, Massachusetts, Us
    Stage Harbor Financial, LLC ("Stage Harbor") is a registered investment advisor ("RIA"), located in the state of Massachusetts. Stage Harbor provides investment advisory and related services for clients nationally. Stage Harbor will maintain all applicable registration and licenses as required by the various states in which Stage Harbor conducts business, as applicable. Stage Harbor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
    View
  • Weston Financial Group, Inc.
    Vp, Financial Counselor
    Weston Financial Group, Inc. May 2005 - Feb 2018
    Responsible for counseling high net worth individuals and corporate executives to create and implement comprehensive financial plans. This comprehensive planning includes investment management, retirement planning, estate planning, and tax planning advice. Combining all areas of a clients financial life allow us to create a coordinated approach to help clients attain their life goals.
  • New Century Portfolios
    Assistant Portfolio Manager
    New Century Portfolios Jan 2012 - Sep 2017
    Support portfolio managers on three of the four New Century Portfolio mutual funds. Overall focus on thematic based investments and portfolio allocations.

William Lefavor, Cfp ® Skills

Strategic Financial Planning Investments Portfolio Management Estate Tax Planning Tax Planning Insurance Client Relations Charitable Giving

William Lefavor, Cfp ® Education Details

  • Bentley University
    Bentley University
    Finance-Economics
  • Bentley University - Mccallum Graduate School Of Business
    Bentley University - Mccallum Graduate School Of Business
    Financial Planning - Taxation
  • Old Rochester Regional High School
    Old Rochester Regional High School

Frequently Asked Questions about William Lefavor, Cfp ®

What company does William Lefavor, Cfp ® work for?

William Lefavor, Cfp ® works for Stage Harbor Financial, Llc

What is William Lefavor, Cfp ®'s role at the current company?

William Lefavor, Cfp ®'s current role is Principal and Senior Wealth Advisor.

What is William Lefavor, Cfp ®'s email address?

William Lefavor, Cfp ®'s email address is wl****@****ial.net

What schools did William Lefavor, Cfp ® attend?

William Lefavor, Cfp ® attended Bentley University, Bentley University - Mccallum Graduate School Of Business, Old Rochester Regional High School.

What skills is William Lefavor, Cfp ® known for?

William Lefavor, Cfp ® has skills like Strategic Financial Planning, Investments, Portfolio Management, Estate Tax Planning, Tax Planning, Insurance, Client Relations, Charitable Giving.

Who are William Lefavor, Cfp ®'s colleagues?

William Lefavor, Cfp ®'s colleagues are Maclean Barach, Cfp®, Sharon Turcotte, Joshua Devereaux, Andre M. Fernandes, Cfp®, Jim Scanlan.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.