Barbara Attardo

Barbara Attardo

Partner, Wealth Management at Cerity Partners
Boston, Massachusetts, United States

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Work Experience

Cerity Partners

Partner, Wealth Management

2022-01-01 - Present

Wells Fargo Private Bank

SVP / Senior Financial Planner

2008-08-01 - 2011-08-01

Tofias PC

Partner

1991-08-01 - 2008-07-01

Skills

investment advisory wealth planning tax advisory retirement plan services private capital finance business advisory services financial wellness wellness coaching retirement plan advisory executive financial counseling financial planning executive financial planning

Languages

English