Rich Lebranti
CERTIFIED FINANCIAL PLANNER™ at Axial Financial Group
- Role
- Certified Financial Plannertm at Axial Financial Group
- Location
- Burlington, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rich Lebranti
I focus on helping individuals, families, businesses and their employees prepare for…
Experience
Certified Financial Plannertm
Oct 2023 — Present · Burlington, MA, US
Skills
- Independent Financial Advice
- Retirement Planning
- Wealth Management
- Portfolio Management
- Customer Satisfaction
- Customer Service
- 401k
- Insurance
- Divorce
- Finance
- Investments
- Budgets
- Mutual Funds
- Financial Advisory
- Asset Management
- Securities
- Asset Allocation
- Financial Services
- Risk Management
- Real Estate
- Fixed Income
- Financial Analysis
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