Callie Enfield
Financial Planner at CFG | Blood Cancer United Executive Committee Member
- Role
- Financial Planner at Commonwealth Financial Group
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Callie Enfield
As a financial planner at Commonwealth Financial Group, I help individuals make clear, confident financial decisions that align with their goals—both now and in the years ahead.Financial planning is often seen as complicated or reserved for certain situations, but the reality is that the choices you make today can shape your financial future for decades to come.I take pride in cutting through the complexity and providing my clients with the knowledge and guidance they need to move forward confidently.Let’s connect and explore how I can help you build a strong financial foundation.
Experience
Financial Planner
Feb 2025 — Present · Boston, MA, US
Education
Eastside Catholic School
High School
2010 — 2014
Chapman University
Bachelor of Science - BS, Accounting; Business Administration
Skills
- Social Networking
- Microsoft Excel
- Powerpoint
- Leadership
- Customer Service
- Financial Reporting
- Auditing
- Microsoft Word
- Time Management
- Microsoft Office
- Research
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