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Cfp Robin Lovely Ricp Cdfa
Cfp Robin Lovely Ricp Cdfa
Founder & Managing Partner Financial Planner and Investment Advisor | Baystate Financial
Marshfield, Massachusetts, United States
Cfp Robin Lovely Ricp Cdfa
Summary
Robin Lovely is a seasoned Financial Advisor and Founding Partner at The Women's Advisory Group, dedicated to empowering women through financial education and planning. With a rich background in estate planning, risk management, and tax strategies, Robin leverages her personal experiences to connect with clients on a deeper level. Her journey began in a challenging household, where financial independence became a priority from a young age. This life experience fuels her passion for helping women navigate financial complexities, especially during transitional life phases. Robin holds an MBA from Harvard Business School and a nursing degree from Northeastern University, blending healthcare knowledge with financial expertise. She is committed to creating a supportive environment where women feel confident in their financial decisions. Through her practice, she has developed tailored strategies that address unique emotional and financial needs, making a significant impact in her clients' lives.
Cfp Robin Lovely Ricp Cdfa
Work Experience
Founder & Managing Partner Financial Planner and Investment Advisor at
Baystate Financial
March 2015 - Present
Principal & Financial Advisor at
Lovely
January 2007 - March 2015
Financial Consultant, Financial Planning Specialist at
Morgan Stanley
December 1997 - January 2007
Cfp Robin Lovely Ricp Cdfa
Education
Harvard Business School, Master Of Business Administration (Mba)
January 1983 - January 1985
Northeastern University, Bachelor Of Science In Nursing Summa Cum Laude
January 1979 - January 1981
Frequently Asked Questions about Cfp Robin Lovely Ricp Cdfa
What is Cfp Robin Lovely Ricp Cdfa email address?
Cfp Robin Lovely Ricp Cdfa's primary email address is *******@baystatefinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Robin Lovely Ricp Cdfa work for?
Cfp Robin Lovely Ricp Cdfa is a Founder & Managing Partner Financial Planner and Investment Advisor at Baystate Financial, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Robin Lovely Ricp Cdfa graduated from?
Cfp Robin Lovely Ricp Cdfa holds a degree in Service Operations from Harvard Business School.
How can I directly contact Cfp Robin Lovely Ricp Cdfa?
To contact Cfp Robin Lovely Ricp Cdfa directly, you can use the email address *******@baystatefinancial.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Robin Lovely Ricp Cdfa?
Robin Lovely is a seasoned Financial Advisor and Founding Partner at The Women's Advisory Group, dedicated to empowering women through financial education and planning. With a rich background in estate planning, risk management, and tax strategies, Robin leverages her personal experiences to connect with clients on a deeper level. Her journey began in a challenging household, where financial independence became a priority from a young age. This life experience fuels her passion for helping women navigate financial complexities, especially during transitional life phases. Robin holds an MBA from Harvard Business School and a nursing degree from Northeastern University, blending healthcare knowledge with financial expertise. She is committed to creating a supportive environment where women feel confident in their financial decisions. Through her practice, she has developed tailored strategies that address unique emotional and financial needs, making a significant impact in her clients' lives.
Cfp`s contact details
*******@baystatefinancial.com
Colleagues
Managing Director
Senior Managing Director, Financial Advisor
First Vice President- Investments - Financial Planner
Chief Financial Officer
Managing Director
Managing Director - Financial Advisory Network, LLC
Investment Advisor Representative
Managing Partner
Managing Director
Chief Supervisory Officer