E3 Financial Planning Employee Directory

E3 Financial Planning corporate office is located in 175 Highland Ave Ste 304, Needham, Massachusetts, 02494, United States and has 1-10 employees.

e3 financial planning

e3 finance llc

e3 financial planning llc

e3 wealth management

stackland winterer andrea

andrea winterer

E3 Financial Planning CEO

Andrea WintererChief Executive Officer & Financial Planner

Phone

See Profile

Key Employees of E3 Financial Planning

JL
Jennifer LaFra...
Partner and Financial Planner
PhoneEmail
AW
Ashley Woods
Financial Planner
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

E3 Financial Planning Global Presence

Location	People at location
North America	1-10

Index of contact profiles from E3 Financial Planning

Hundreds of professionals searching for E3 Financial Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AW
Andrea Winterer
Email Direct
Chief Executive Officer & Financial Planner
United States , Massachusetts , Needham

AW
Ashley Woods
Email Direct
Financial Planner
United States , Massachusetts , Needham

JL
Jennifer LaFrance
Email Direct
Partner and Financial Planner
United States , Massachusetts , Needham

Former Employees at E3 Financial Planning

Explore people who held key positions, contributed to E3 Financial Planning's success, and advanced their careers.

GS
Genevieve Shanler
Teaching Assistant at Boston University
Worked as Financial Planning Intern
at E3 Financial Planning (2023-2024)
Email Direct
HF
Herbie Floyd
Client Service Associa... at Morgan Stanley
Worked as E3 Financial Planning
at E3 Financial Planning (2020-2021)
Email Direct

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Frequently Asked Questions Regarding E3 Financial Planning Employees

How many employees does E3 Financial Planning have?

E3 Financial Planning has 1-10 employees

Who is the CEO of E3 Financial Planning?

E3 Financial Planning’s CEO is Andrea Winterer

Who are E3 Financial Planning key employees?

Some of E3 Financial Planning key employees are Jennifer LaFrance, Ashley Woods

Where is E3 Financial Planning located?

E3 Financial Planning’s headquarters are located at 175 Highland Ave Ste 304, Needham, Massachusetts, 02494, United States

How do I contact E3 Financial Planning?

E3 Financial Planning Contact Info: Phone number: (339) 225-4045 Website: www.e3financialplanning.com

What does E3 Financial Planning do?

E3 Financial Planning is an independent wealth management firm that specializes in personalized wealth management, financial planning, and transition support. They focus on developing deep relationships with clients to create tailored financial strategies that address individual priorities and long-term goals. Their services include tax planning, e... Read More

Is E3 Financial Planning a public company?

E3 Financial Planning is private company therefore does not currently have an official ticker symbol

See more information about E3 Financial Planning Employees