Paul Henry

Certified Financial Planner ™| Investment Program Manager

Role
Investment Program Manager Cfp at Village Wealth Management Ma
Location
Belmont, MA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Paul Henry

LPL Financial Advisor and CERTIFIED FINANCIAL PLANNER™ with diverse experience in the…

Experience

  1. Investment Program Manager Cfp

    Village Wealth Management Ma

    Apr 2017 — Present · Newton, MA, US

    Village Wealth Managements\'s mission is to help people simplify the demands of managing their financial lives. We provide professional investment management and access to financial planning to guide clients in all aspects of asset positioning, savings plans, insurance coverage, tax planning, estate planning and other financial issues.

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Paul Henry — Investment Program Manager Cfp at Village Wealth Management Ma in Belmont, MA, US | Unifers