Chris Dooley Charlestown MA
Massachusetts Certified Financial Planner
About Chris Dooley Charlestown MA
Charlestown, Massachusetts, resident and certified financial
planner (CFP) Chris Dooley offers his clients nearly a decade of
financial services experience. After studying for an MBA in finance at
Bentley University, he launched his career as an investment operations
analyst at Pioneer Investments in Boston and as a financial analyst at
Merrill Lynch & Co., Inc., in nearby Wellesley, where he worked with
new and existing clients to produce investment strategies for
retirement, wealth generation, estate planning, and other investment
Since 2008, Chris Dooley has been an investment consultant at TD Ameritrade in Burlington, where he offers financial counsel and investment services. Depending on client needs and expectations, he optimizes investment portfolios, diversifies into new opportunities for investment, and introduces clients to registered investment advisers when needed. Since completing his CFP certification in 2010, he has earned the Ameritrade President’s Club award for outstanding sales performance at the national level three times. He is also a licensed life and health insurance underwriter in Massachusetts.
A concerned citizen, Mr. Dooley is involved with Bike MS, a nonprofit fundraising organization for multiple sclerosis research, regularly participating in the 175-mile Cape Cod Getaway ride to raise awareness and financial support.