Brett Cfp

Brett Cfp

Financial Planner at Commonwealth Financial Group
Boston, Massachusetts, United States

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Work Experience

Commonwealth Financial Group

Certified Financial Planner

2019-05-01 - Present

UBS

Wealth Planning Associate

2017-05-01 - 2019-05-01

Putnam Investments

Dealer Marketing Services Representative

2016-09-01 - 2017-05-01

Fiat Chrysler Automobiles (FCA)

Sales and Marketing Intern

2015-05-01 - 2015-08-01

Forward Progress, Inc.

Sales Consultant

2013-01-01 - 2013-03-01

Junk Management

President

2010-07-01 - 2012-08-01

Graphic connections

Manager

2008-01-01 - 2012-08-01

Skills

insurance retirement planning investments financial planning

Languages

English