Choosing a financial planning team may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime. We are a compassionate team of professionals you can trust to collaborate with integrity on your financial goals. We look forward to connecting if: ~ you are near retirement and looking for guidance on whether or not you can retire comfortably ~ you are currently retired and want to review your financial plan including: your goals, income strategy for your lifetime, investment portfolio, tax efficiencies and estate plan ~ you are going through a life transition (new job, career change, divorce, loss of spouse, etc.) and need professional guidance to better navigate your options and overall picture Give us a call at 508-790-7039 or schedule an introductory Discovery Call to learn about how we work with our clients at www.bfpcc.com.
capecodbaseball.org
South Yarmouth, Massachusetts, United States
Client Experience Manager
Beacon Financial Planning
• www.linkedin.com/company/beacon-financial-planning
• Full-time
Jan 2019 - Present
Client Service Associate
Beacon Financial Planning of Cape Cod, Inc
• www.linkedin.com/company/beacon-financial-planning
Jan 2019 - Present
United States
Marketing Coordinator
DEI - Dennis East International, LLC
• www.linkedin.com/company/willow-street-designs-by-dei
Apr 2015 - Jan 2019
Barnstable/Yarmouth, Massachusetts Area
Director of Membership and Marketing
Cape Cod Young Professionals (CCYP)
• www.linkedin.com/company/ccyp
Apr 2013 - Apr 2015
Barnstable, MA
Marketing Assistant/Intern
Cape Cod Baseball League
• www.linkedin.com/company/cape-cod-baseball-league
Jan 2007 - Aug 2014
Administrative Assistant
Health Services
Jan 2005 - May 2008