Richard I. Shakter,  CFP<sup>&reg;</sup> - Financial Advisor

Richard I. Shakter, CFP®

Financial Compass Group

93 Worcester St., Ste 103
Wellesley Hills, MA 02481
FINANCIAL ADVISOR'S WEBSITE
(781) 416-2900

General

Richard Shakter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Compass Group in Wellesley Hills, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance: CT,FL,MA,ME,MD,NH,NY,RI
  • Health/disability insurance: MA,CT,FL,ME,MD,NH,NY,RI
  • Fixed annuities: CT,FL,MA,MD,ME,NH,OH,RI,NY
  • Variable annuities: MA,CT,FL,ME,MD,NH,NY,RI

Broker-Dealer Affiliation

AXA Advisors, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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