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Viewing: Organization: CT Valley Chapter of FPA Connecticut, Affiliation: board member, End After 1/17/2019, Grace Days: 0




  ID 9634
Name Drapeau, Lauren
Drapeau, Lauren




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Company Genworth
Address 1
Address 2
City State Zip Rocky Hill, CT 06067
Phone (860) 922 2596
FAX
E-Mail laurenberube@hotmail.com
website
Member of CT Valley FPA   Affiliation board member
Position








  ID 7740
Name Shanley, John CFP
Shanley, John CFP




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Company Pinnacle Investment Management, Inc
Address 1 573 Hopmeadow Street
Address 2
City State Zip Simsbury, CT 06070
Phone (860) 651 1716
FAX +860 (651) 651 1716
E-Mail jshanley@Pinninvest.com
website
Member of CT Valley FPA   Affiliation board member
Position








  ID 5127
Name Lee, Christopher M CFP®
Lee, Christopher M CFP®




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Company New England Capital Financial Advisors, LLC
Address 1 79 Main Street
Address 2
City State Zip Meriden, CT 06451
Phone (203) 935 0265
FAX (203) 935 0266
E-Mail chrislee@newenglandcapital.com
website http://www.newenglandcapital.com
Member of CT Valley FPA   Affiliation board member
Position President, CT Valley








  ID 5922
Name Weissberg, Eliot M. CFP®, CFS
Weissberg, Eliot M. CFP®, CFS


Bio


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Company The Investors Center, Inc.
Address 1 70 East Main Street
Address 2 P.O. Box 1447
City State Zip Avon, CT 06001
Phone (860) 677 8808 ext 16
FAX (860) 677 8801
E-Mail eliotw@theinvestorscenter.com
website http://www.theinvestorscenter.com
Member of CT Valley FPA   Affiliation board member
Position Conference Chair








  ID 5427
Name Oswald, Kristina Wadman CFP, ChFC, AIF
Oswald, Kristina Wadman CFP, ChFC, AIF




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Company Planning Partners, LLC
Address 1 101 River Road, 2nd Floor
Address 2 P.O. Box 365
City State Zip Collinsville, CT 06022-0365
Phone (860) 693 9916 203
FAX (860) 693 9918
E-Mail kristin@planningpartner.com
website www.planningpartner.com
Member of CT Valley FPA   Affiliation board member
Position Secretary








  ID 5783
Name Sundquist, Laura CPA, CFP®, CAP
Sundquist, Laura CPA, CFP®, CAP




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Company Sage Financial Design, Inc.
Address 1 39 Pioneer Drive
Address 2
City State Zip New Hartford, CT 06057
Phone (860) 658 0443
FAX (860) 651 3538
E-Mail laura@sagefinancialdesign.com
website
Member of CT Valley FPA   Affiliation board member
Position Treasurer








  ID 4450
Name Christie, Carl M CFP®, CFS, MBA
Christie, Carl M CFP®, CFS, MBA




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Company Ameriprise Financial Services, Inc.
Address 1 99 East River Drive
Address 2 8th Floor
City State Zip East Hartford, CT 06108-7301
Phone (860) 291 9160 130
FAX (860) 291 9150
E-Mail carl.m.christie@ampf.com
website http://www.http://www.ameripriseadvisors.com/carl.m.christie
Member of CT Valley FPA   Affiliation board member
Position Past President








  ID 4693
Name Farnham, Jaclyn CAP
Farnham, Jaclyn CAP


Bio


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Company FPA of Connecticut Valley
Address 1 95 West Street
Address 2
City State Zip Rocky Hill, CT 06067
Phone (860) 721 1060
FAX (860) 721 7406
E-Mail fpact@snet.net
website http://www.FPACT.org
Member of CT Valley FPA   Affiliation board member
Position Administrator




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