Abbey Henderson has been a Financial Planning Program Internship Coordinator at Boston University Metropolitan College since 2002. Additionally, this person has professional experience at more than seven companies using similar skills. Abbey has a total work experience of 11+ years. Abbey Henderson studied at the Boston College from 2001 to 2002. This professional has the following certificates: Cfp Board, National Association of Estate Planners and Councils, Certified Financial Planner ® - Cfp®, and Accredited Estate Planner® - Aep®. Today Abbey lives in West Concord, Massachusetts region. You can find this professional's actual email address and phone number with our search.
Name variants:
Abbey Henderson
Last updated May 09, 2024
Contact Information
Last Update
Jun 24, 2022
Email
ab**@abarisfinancialgroup.com, ab**@abarisfinancial.com
Location
West Concord, MA
Workplace
Financial Planning Program Internship Coordinator
Boston, MA
Industry
Higher Education
Colleagues
Work History
Financial Planning Program Internship Coordinator
1010 Commonwealth Ave, Boston, MA 02215
Solicited internships from local employers and matched existing students in the Financial Planning program with appropriate opportunities.
2002 — 2006
Presenter
Conducted financial planning presentations for the Middlesex Institute for Lifelong Education for Seniors (MILES) as well as taught general non-credit Community Education classes.
2002 — 2004
Ceo, Wealth Advisor and Coach
9 Pond Ln Suite #1, Concord, MA
from Jan 2002
Member - Exam Item Writing Committee
Assisted in writing and reviewing questions for the Certified Financial Planner(r) national certification exam.
2002 — 2002
Senior Financial Planner
Boston, MA
Supervised the preparation of comprehensive financial plans for high net worth individuals, families and pension plans, including the development and implementation of customized investment...
Nov 1998 — Dec 2001
Financial Planner
500 Boylston St, Boston, MA 02116
Assisted high net worth clients in creating strategies for investments, retirement planning, education funding, insurance, taxes and estate planning.
Provided year-end tax planning and ind...
Sep 1997 — Oct 1998
Education
2001 — 2002
1998 — 2000
1996 — 1997
1992 — 1996
Occupations
Executive
Chief Executive Officer
Advisor
Sport Trainer
Sports Trainer
Internship Coordinator
Accountant
Finance and Accounting Specialist
Journalist
Presenter
Corporate Executive
Chief Executive
Sports Trainers
Managers
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Estate Planning
Strategic Financial Planning
Financial Planners
Financial Advisory
Investments
Estate Tax Planning
Wealth Management
Portfolio Management
Asset Allocation
Retirement
Education Funding
Coaching
Holistic Life Coaching
Wealth Management Services
Personal Tax Planning
High Net Worth Individuals
Personal Finance
Investment Strategies
Asset Management
Mutual Funds