Bay Financial Associates

Description

Address: 130 Turner St building 3 suite 230, Waltham, MA 02454 Hours: Open ⋅ Closes 6PM Friday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 893-0909: : Website: Place name: : : : : Category: Website: http://www.bfa-online.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bay Financial Associates LLC Posting publicly on the Web Write a review Reviews 1 Google review

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Bay Financial Associates Employees

Employee
Years
Job
Industry
Christopher Chouinard, CFP® Christopher Chouinard, CFP® Fort Lauderdale, Florida Details
Christopher Chouinard, CFP®'s Bay Financial Associates Experience October 2009 - Present
Job CERTIFIED FINANCIAL PLANNER TM professional at Bay Financial Associates
Industry Financial Services
Experience
Bay Financial Associates   October 2009 - Present
Wells Fargo Advisors, LLC  September 2005 - September 2009
State Street  September 2000 - December 2003
Lucent Technologies (fka Kenan Systems)   September 1997 - August 2000

Skills
Certified Financial..., Investment Advisory..., Mutual Funds, Securities, Retirement Planning, Personal Finance, Strategic Financial...

Education
Boston University   2004 — 2004
Certificate in Financial Planning, Financial Planning and Services

Bryant University   1982 — 1986
BS in Business Admin., Summa Cum Laude, Accounting

Brianna DiBona Brianna DiBona Greater Boston Area Details
Brianna DiBona's Bay Financial Associates Experience September 2006 - May 2009
Job Activities Assistant at Sunrise Senior Living
Industry Hospital & Health Care
Experience
Village at Proprietors Green  September 2011 - Present
Sunrise Senior Living  March 2010 - September 2011
Venus II   June 2002 - August 2010
Bayada Nurses  June 2009 - September 2009
Bay Financial Associates   September 2006 - May 2009

Education
Lasell College   2010 — 2011
Master's, Elder Care Administration

Lasell College   2006 — 2010
Bachelor's, Human Services with a minor in Intergenerational Studies

Edward Ronan Edward Ronan Greater Boston Area Details
Edward Ronan's Bay Financial Associates Experience 1999 - Present
Job Financial Advisor/CFP® practitioner with 15+ years experience
Industry Financial Services
Experience
myWMT   January 1999 - Present
Bay Financial Associates   1999 - Present
National Hockey League  1991 - 1998

Skills
Leadership, Investments, Estate Planning, Financial Planning, Wealth Management, Finance, Retirement, Marketing, Financial Services, Securities

Education
Boston University   1988 — 1991
BSA, Business Management/ Finance

Phillips Andover Academy

Beth Burnham Beth Burnham Greater Boston Area Details
Beth Burnham's Bay Financial Associates Experience 1991 - 1996
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  2014 - Present
John Hancock Life Insurance Company (U.S.A.)   2006 - 2013
John Hancock Life Insurance Company (U.S.A.)   1997 - 2006
Bay Financial Associates   1991 - 1996

Skills
Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement, Risk Management, Leadership, Management, Strategy, Change Management, Financial Services, Strategic Planning, Sales, Marketing, Operations Management, Retirement Planning, Investments

Education
University of Michigan

Richard B. Goldman Richard B. Goldman Greater Boston Area Details
Richard B. Goldman's Bay Financial Associates Experience April 2012 - Present
Job Wealth Advisor at Bay Financial Associates
Industry Financial Services
Experience
Bay Financial Associates   April 2012 - Present
Goldman Advisors   2007 - 2011
Envox   2007 - 2007
BrassRing  2001 - 2006
TechOnLine, inc   1999 - 2001
PictureTel  1996 - 1998
Sequoia Systems  1992 - 1996
Alliant Computer Systems  1988 - 1991
Prime-Computervision   1978 - 1988
Digital Equipment Corporation  1976 - 1978

Skills
Finance, Strategic Financial..., Financial Analysis, Executive Management, Business Strategy, Start-ups, Strategic Planning, Business Development, Management Consulting, Accounting, Mergers, Due Diligence, Change Management, Team Building, Negotiation, Transformational..., Strategic Wealth ,..., Advisory Board Member

Education
Boston University   2010 — 2011
Certificate in Financial Planning

Boston University - School of Management   1970 — 1974
MBA, Finance

Northeastern University
B.S., Accounting

Jack Leader Jack Leader United States Details
Jack Leader's Bay Financial Associates Experience 1978 - Present
Job
Industry
Experience
Bay Financial Associates   1978 - Present

Skills
Philanthropy, Investments, Project Management, Retirement Planning, Asset Management, Research, Management Consulting, Strategic Planning, Business Strategy, Wealth Management, Fundraising, Community Development, Financial Analysis, Leadership, Political Campaigns, Accounting, Economic Development, Historic Preservation, Public Policy, Portfolio Management, Retirement, Securities, Community Outreach, Customer Service

Education
University of Massachusetts, Amherst   1973 — 1978
Bachelor's Degree, Political Science and Government

Jeff Boshar Jeff Boshar Greater Boston Area Details
Jeff Boshar's Bay Financial Associates Experience August 1984 - Present
Job Financial Planner at Bay Financial Associates
Industry Financial Services
Experience
Bay Financial Associates   August 1984 - Present

Skills
Investments, Portfolio Management, Securities, Estate Planning, Retirement, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Financial Risk, Series 7, Series 63, Fixed Annuities, Asset Management, Investment Advisory, Asset Allocation, IRAs, Wealth, Financial Advisory, Small Business, Series 65, Life Insurance

Education
Massachusetts Institute of Technology - Sloan School of Management
SM, Masters in Management, concentration in Finance

Teacher in Oujda Morocco
Peace Corps - 2 Years

University of Michigan
BA, BA in Anthropology

Joe Donovan Joe Donovan Greater Boston Area Details
Joe Donovan's Bay Financial Associates Experience February 2012 - Present
Job Principal at Bay Financial Associates
Industry Insurance
Experience
Bay Financial Associates   February 2012 - Present
John Hancock Financial  2005 - February 2012
John Hancock  2002 - 2004
Manulife Financial  1996 - 2000

Skills
Strategic Financial..., Retirement, Retirement Planning, Disability Insurance, Investments, Fixed Annuities, Life Insurance, Wealth Management, Estate Planning, Financial Planners, Investment Advisory, Term Life Insurance, Mutual Funds, Series 63, Series 7, FINRA, High Net Worth..., Wealth, Long-term Care, Securities, IRAs, Wealth Management..., Small Business, Long Term Care Insurance, Asset Allocation, Financial Services, Asset Management, Financial Advisory, Series 6

Education
Boston University School of Law   1991 — 1993
LLM, Tax and Estate Planning

Case Western Reserve University School of Law   1989 — 1991
JD, Tax and Estate Planning

Boston College   1983 — 1987
BA, Political Science

St. John's Jesuit HS   1979 — 1983
HS, College/University Preparatory and Advanced High School/Secondary Diploma Program

Judy Moran Judy Moran Greater Boston Area Details
Judy Moran's Bay Financial Associates Experience May 2013 - Present
Job Administrative Associate/Assistant at Bay Financial Associates
Industry Financial Services
Experience
Bay Financial Associates   May 2013 - Present
Punchbowl Software   November 2011 - May 2013

Education
Suffolk University
Bachelor's degree, Business

H. Robert Haberman H. Robert Haberman Greater Boston Area Details
H. Robert Haberman's Bay Financial Associates Experience September 1996 - June 2004
Job Financial Consultant at Santander Investments Services
Industry Financial Services
Experience
Santander Securities  May 2014 - Present
MetLife  November 2004 - May 2014
Bay Financial Associates   September 1996 - June 2004

Skills
Insurance, Life Insurance, Retirement Planning, Financial Services, Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Series 6, Long-term Care, Finance, Interviews, Term Life Insurance, Series 7, Series 63, Wealth Management, IRAs, •CERTIFIED FINANCIAL..., Chartered Financial...

Education
Northeastern University   1980 — 1983
BS, Political Science/Public Administration

Brad Bestgen CFP®, AIF® Brad Bestgen CFP®, AIF® Greater Boston Area Details
Brad Bestgen CFP®, AIF®'s Bay Financial Associates Experience April 2008 - May 2014
Job Wealth Advisor
Industry Financial Services
Experience
Bestgen Wealth Management, LLC   June 2014 - Present
Bay Financial Associates   April 2008 - May 2014
Banc of America Investment Services, Inc  April 2005 - April 2008
MFS Investment Management  September 2002 - April 2005

Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Asset Management, Securities, Risk Management, Financial Services, Finance, Entrepreneurship, Financial Advisory, Management, Investment Management

Education
Syracuse University   1998 — 2002
B.S., Finance and Marketing

Xaverian Brothers High School   1995 — 1998
High School, College Preparatory

Garrett Harding, CPA, CMA, CGMA, MBA, MST Garrett Harding, CPA, CMA, CGMA, MBA, MST Greater Boston Area Details
Garrett Harding, CPA, CMA, CGMA, MBA, MST's Bay Financial Associates Experience January 2002 - December 2002
Job CPA at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP  September 2015 - Present
KLR  January 2015 - June 2015
Freshman & Ferraro, P.C. (Merged with KLR January 2015)   December 2013 - December 2014
Anstiss & Co., P.C.   January 2013 - April 2013
Kaplow & Kaplow, CPAs   August 2006 - September 2012
H&R Block  January 2006 - April 2006
Research for Better Teaching, Inc.   October 2004 - September 2005
Bay Financial Associates   January 2002 - December 2002
Thomson Financial  January 2000 - August 2001
Thomson Financial  January 1998 - December 2000

Skills
IT Operations, Individual Taxation, Corporate Taxation, Partnership (LLC)..., Estate and Trust..., Auditing, Review and Compilation, Accounting, Mac, QuickBooks, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Account Reconciliation, General Ledger, Budgets, Accounting Information..., Tax

Education
Bentley University - Elkin B. McCallum Graduate School of Business   2007 — 2013
Master of Science, Taxation, 3.82

Babson College - Franklin W. Olin Graduate School of Business   1981 — 1985
MBA, Concentration MIS

Bentley University   1977 — 1981
BS, Accountancy, Honors

Cynthia Ayotte Cynthia Ayotte Greater Boston Area Details
Cynthia Ayotte's Bay Financial Associates Experience September 1992 - November 1996
Job Director, Service Sales Operations at Blue Coat Systems
Industry Computer & Network Security
Experience
Blue Coat Systems  January 2013 - Present
Crossbeam Systems  October 2009 - December 2012
Progress Software  April 2006 - October 2009
Progress Software  March 2000 - April 2006
Progress Software  March 1999 - March 2000
Progress Software  September 1998 - March 1999
Progress Software  November 1996 - September 1998
Bay Financial Associates   September 1992 - November 1996
Sullivan Risk Management Group   February 1991 - September 1992
Arlington Eye Specialists   June 1987 - February 1991

Skills
Enterprise Software, SaaS, Salesforce.com, Cloud Computing, Solution Selling, Oracle, Renewals, Computer Hardware, Team Management, Project Management, Business Analytics, Maintenance Management, Management, Sales Process, Strategy, Sales Operations, Sales, Product Management, Pre-sales, Leadership, Business Process, Professional Services, Channel Partners

Education
Harvard University   1986 — 1990
A.B., Economics

Ken Lefebvre Ken Lefebvre Greater Boston Area Details
Ken Lefebvre's Bay Financial Associates Experience November 1991 - April 2010
Job Partner at Crosspoint Financial Advisors, LLC
Industry Financial Services
Experience
Crosspoint Financial Advisors, LLC   April 2010 - Present
Bay Financial Associates   November 1991 - April 2010
HRH  1998 - 2009

Education
Bentley University   1988 — 1992
Economics & Finance

Michael Brunelli, ChFC Michael Brunelli, ChFC Greater Boston Area Details
Michael Brunelli, ChFC's Bay Financial Associates Experience April 2012 - June 2014
Job Raising capital in a specialized RollUp Strategy
Industry Venture Capital & Private Equity
Experience
Legend Acquisitions, LLC   March 2015 - Present
Bay Financial Associates   April 2012 - June 2014
Legacy Financial Advisors  March 2007 - April 2012
New England Financial  April 2005 - December 2006
John Hancock  January 2003 - March 2005

Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance

Education
Massachusetts Maritime Academy   1998 — 1999

Mansfield MA High School   1993 — 1996

Sam DeLois Sam DeLois Greater Boston Area Details
Sam DeLois's Bay Financial Associates Experience July 1991 - May 2005
Job Consultant Trinity Risk Management
Industry Staffing and Recruiting
Experience
Trinity Risk Management   March 2009 - Present
Staffing Industry Resources   March 2009 - Present
Madison Resource Funding  May 2005 - May 2014
Bay Financial Associates   July 1991 - May 2005
Mony Financial Services  May 1989 - June 1991

Skills
Account Management, Applicant Tracking..., Cold Calling, Human Resources, Management, New Business Development, Recruiting, Sourcing, Talent Acquisition, Technical Recruiting, Temporary Staffing, Consulting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1988 — 1989
Master of Business Administration (MBA), Finance

Bentley University   1984 — 1988
BS Finance, AS Accounting, Accounting and Finance

Meg Piccione Meg Piccione Greater Boston Area Details
Meg Piccione's Bay Financial Associates Experience September 2002 - June 2010
Job Assistant Town Clerk at Town of Belmont, MA
Industry Government Administration
Experience
Town of Belmont, MA   July 2010 - Present
Bay Financial Associates   September 2002 - June 2010

Education
College of the Holy Cross   1979 — 1983

Cheryl Buccelli Cheryl Buccelli Stoneham, Massachusetts Details
Cheryl Buccelli's Bay Financial Associates Experience 2005 - 2006
Job Administrative Assistant at Metrigraphics LLC
Industry Electrical/Electronic Manufacturing
Experience
Metrigraphics LLC  September 2006 - September 2014
Bay Financial Associates   2005 - 2006
Collins Financial Advisors   2004 - 2005
Landmark Structures Corp.   2001 - 2003
Harvard University  1989 - 2001

Skills
Travel Arrangements, Outlook, Calendars, Expense Reports, Calendaring, Administrative..., Event Planning, SAP ERP, Phone Screening, Filing, International Shipping, Shipping, Executive Calendar..., Data Entry

Education
Northeastern University
some classes taken

Somerville High School