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Andrew Betts
Financial Advisor
Lexington , MA
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| Current Work:
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Financial Advisor at Bickling Financial Services
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Education:
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MBA, Finance, Babson College
BS, Chemical Engineering, Carnegie Mellon Univ
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| Summary:
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As an independent financial advisor I provide unbiased advice and recommendations tailored to each client's unique challenges and goals. I work with individuals and families, to solve cash-flow, retirement and estate planning challenges and with businesses to develop compensation enhancements that help attract and keep key employees and to develop and implement business transition strategies.
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Detailed Experience Summary:
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Financial Advisor at Bickling Financial Services
August 2007 - Present
Bickling Financial is a 25-year-old, family-owned, client-centered financial planning practice located in Lexington, MA.
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Detailed Education Summary:
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MBA, Finance, Babson College
May 2001
President - Babson Entrepreneurial Finance Group
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BS, Chemical Engineering, Carnegie Mellon Univ
May 1993
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Conversation History: (9 total)
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