FALMOUTH, Mass. (PRWEB) March 12, 2022
Cutter Financial Group, LLC, provider of industry-leading retirement and investment planning services, announced on March 3rd the addition of new hire Ethan Kapsambelis as Investment Advisor Representative to the Falmouth, MA headquarters office.
Ethan’s most recent experience as a Financial Services Professional with another fiduciary firm, headquartered in Charlestown Ma, has equipped him for a successful transition into the Cutter Financial Group culture and family.
After attaining his B.S. in Financial Management from Salve Regina University, Ethan began his professional life as a Project Manager, responsible for developing working relationships with discriminating, high net worth clients with high expectations for service and quality. Ethan then transitioned to his intended profession as a Financial Services Professional leveraging his education from Salve Regina and his project management experience.
"We are extremely excited to welcome Ethan to the Cutter team," commented Jeff Cutter CPA, President, and owner. "The team is impressed by his strong track record with client success and project management. We believe he is the ideal candidate to support the next chapter of growth for Cutter Financial Group. "
This recent new hire represents continued growth for the Cutter Financial Group, recently relocating their Falmouth headquarters to a larger facility to accommodate more employees.
About Cutter Financial Group, LLC.
Cutter Financial Group, LLC is an SEC-Registered Investment Advisor specializing in building retirement systems for folks in the accumulation, transition, and distribution stages of their financial life cycle. As an independent fiduciary firm, our goal is to help clients create and implement a plan that will help them achieve a fulfilling retirement, allowing them to focus on what's important. Insurance is offered through its affiliate, CutterInsure, Inc. ). Cutter Financial Group and Cutterinsure are under common control but offer services separately. Cutter Financial Group does not charge advisory fees on any insurance products. Visit https://cutterfinancialgroup.com/ for additional important information.
At Cutter Financial Group we believe the most important risk to individual investors is the loss of capital, measured by peak to trough drawdown. If you manage the downside, we believe the upside takes care of itself. Our RiskFirst™ approach is built to help you manage those drawdowns within pre-defined limits. The result is an intelligent investment solution built and tailored for you to help you stay on track to meet your financial goals.
For inquiries please reach out to email@example.com or call 508-388-7175