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Financial Analyst Jobs Milford MA

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Georgia Bruggeman
Meridian Financial Advisors, LLC
(508) 429-2600
13 Water Street
Holliston, MA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Cheryl Costa
AFW Wealth Advisors
(508) 655-0210
550 Cochituate Road - Suite 25
Framinham, MA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Andrew Chan
Integrative Financial Advisors, LLC
(508) 663-4878
945 Concord Street
Framingham, MA
Expertises
Hourly Financial Planning Services, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Investment Advice without Ongoing Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CIMA

Susan Miller
Aurora Financial Advisors LLC
(781) 239-9996
180 Linden Street, Suite 8A
Wellesley, MA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice, Estate & Generational Planning Issues, High Net Worth Client Needs, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CPA

Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Kevin Nulton
Titanium Advisors, LLC
(508) 528-3120
471 West Central Street
Franklin, MA
Expertises
College/Education Planning, Estate & Generational Planning Issues, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Thomas Sturiale
Sturiale Financial Planning
(508) 872-4191
2 Royal Meadow Lane
Framingham, MA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Newlyweds & Novice Investors, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA, MS

Susan Brown
Sound View Financial Advisors, LLC
(508) 660-8982
40 Lewis Avenue
Walpole, MA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues, Divorce Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

David McPherson
Four Ponds Financial Planning, LLC
(508) 403-0060
20 Cabot Boulevard, Suite 300
Mansfield, MA
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, Hourly Financial Planning Services, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Linda Gadkowski
Beacon Financial Planning, Inc.
(508) 230-3588
57 River Street
Wellesley, MA
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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