Wells Financial Partners brings together a breadth of seasoned expertise to provide strategies in all aspects of your financial life. Through collaboration and a shared commitment to superior service, we provide you with a single coordinated team to help you face the many important financial decisions you encounter at every stage of your life.
James V. Anza
Building upon Jim’s years of consulting with financial advisors he joined Wells Financial Partners to directly serve clients. In his years with Guardian Investor Services and RS Mutual Funds Jim has come to understand the complexities people face when planning for their short and long-term financial goals. Helping to reduce sometimes confusing choices into easy to understand concepts is the underpinning of Jim’s desire to work directly with families.
He attended the University of Massachusetts in Lowell where he earned his BS in business. Jim holds FINRA Series 6, 7, 63 and 65 registrations and is studying for the CERTIFIED FINANCIAL PLANNER™ or CFP® certification.
Jim looks forward to working with the clients of Wells Financial Partners and cultivating new relationships. Jim will focus with individuals on tax reduction strategies, portfolio risk management, asset allocation, retirement and estate planning.
You can reach Jim at: firstname.lastname@example.org.
Paul Doherty, CFP®
Paul has more than 25 years of experience in the financial services field. He started his career at State Street Bank as a mutual fund accountant and then as a manager, where he performed mutual fund pricing/reporting and worked with the foreign exchange and options markets.
Paul launched his financial planning practice in 1994, earning the CERTIFIED FINANCIAL PLANNER™ certification in 1996. He enjoys constructing investment portfolios designed to help clients pursue their financial goals. His financial planning practice focuses on retirement and education planning (both accumulation and distribution), income tax planning, risk management, and estate tax planning.
Paul attended Bentley College and Salem State College, where he earned his BS in finance.
You can reach Paul: email@example.com.
Stanley J. Steinberg, CFP®
Stan received his undergraduate degree in economics from the University of Massachusetts. Following his undergraduate studies, he completed the CERTIFIED FINANCIAL PLANNER™ program at Boston University and received his CFP® certification in 1996. He is a member of the Financial Planning Association.
Stan works with his clients on their retirement and estate plans and helps develop investment planning, asset allocation, and estate tax reduction strategies. He assists his retired clients with cash flow planning, capital preservation, long-term care, and asset protection strategies.
From 1996 through 2004, Stan was co-host of The Financial Network, and later of Money Counts Radio, heard every Saturday morning on several Boston radio stations. In addition, he made regular appearances as guest host of Money Matters, a nationally syndicated daily financial talk show.
You can reach Stan at: firstname.lastname@example.org.
Stanley J. Steinberg is proud to have been recognized as a Summit Club advisor for 2013—a distinction attained by just 6 percent of advisors affiliated with Commonwealth Financial Network during that time.
Richard P. Beebe, CFP®
Rick earned his BS in electrical engineering from Northeastern University and his MS in electrical engineering from Southern Methodist University. This prepared Rick for a 25-year career with Hewlett Packard, where he held positions as a project engineer, project manager, section manager, R&D manager, and regulatory manager. He holds one patent.
Further academic work at Boston University in the CERTIFIED FINANCIAL PLANNER™ program has enabled Rick to apply his technical and analytic skills to solving financial problems. He received his CFP® certification in 1998 and is a member of the Financial Planning Association. Rick tackles problems on retirement planning, income taxes, estate planning, college planning, intergenerational gifting, and other topics related to financial planning.
Many will be familiar with Rick as co-host of Money Matters, a national radio program that aired on more than 70 stations nationwide, and locally on Money Counts Radio with Stan Steinberg.
You can reach Rick at: email@example.com.
Richard P. Beebe is proud to have been recognized as a Summit Club advisor for 2013—a distinction attained by just 6 percent of advisors affiliated with Commonwealth Financial Network during that time.
Deirdre has more than 25 years' experience in financial services, having spent 17 years at Putnam Investments. Her entire career has been focused on client service. She has FINRA Series 6 and 63 registrations.
Deirdre began her career at Wells Financial Partners in 2006 as a client service specialist and has now taken on the further responsibility of marketing and client liaison. She enjoys problem solving and working with clients to satisfy their operational needs.
You can reach Deirdre at firstname.lastname@example.org.
Colleen joined Wells Financial Partners in 2010 as a client service specialist. She brings more than 18 years of client service experience in the legal field.
Colleen is very active in her community and has received several awards for her volunteer efforts.
You can reach Colleen at email@example.com.