Directory

>

Cfp Robin Lovely Ricp Cdfa

avatar

Cfp Robin Lovely Ricp Cdfa

Founder & Managing Partner Financial Planner and Investment Advisor | Baystate Financial

Marshfield, Massachusetts, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Startup Experience

Corporate Experience

Cfp Robin Lovely Ricp Cdfa

Work Experience

company logo

Founder & Managing Partner Financial Planner and Investment Advisor at

Baystate Financial

March 2015 - Present

company logo

Principal & Financial Advisor at

Lovely

January 2007 - March 2015

company logo

Financial Consultant, Financial Planning Specialist at

Morgan Stanley

December 1997 - January 2007

Logos provided by Logo.dev

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

mail

*******@baystatefinancial.com

Colleagues

avatar
Peter Petri

Managing Director

avatar
Robert Porack Clu

Senior Managing Director, Financial Advisor

avatar
Crpc Michael Perisho

First Vice President- Investments - Financial Planner

avatar
Joseph Jorge

Chief Financial Officer

avatar
Anthony Nofi

Managing Director

Chfc Kenneth Heiser Casl

Managing Director - Financial Advisory Network, LLC

avatar
Ben Zimbel

Investment Advisor Representative

avatar
Dave Porter

Managing Partner

avatar
Brad Martin

Managing Director

avatar
Brad Simonds

Chief Supervisory Officer

View Contact details (it's free)
Request Profile Removal