For Disability Independence Day, we’re commemorating this community’s history and accomplishments—and amplifying the experiences of our friends, colleagues, and neighbors who live with a disability. We’re also reflecting on our ABLE ERG’s year-round advocacy work, including an upcoming partnership with the gaming club to support Children's Miracle Network Hospitals. Here’s to this ERG’s continued impact and our shared vision of a more accessible world for all! #commonwealth #DisabilityIndependenceDay
About us
Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
- Website
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http://www.commonwealth.com
External link for Commonwealth Financial Network
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Waltham, MA
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Wealth management, Investment management, Research expertise, Intuitive technology platform, Complimentary practice management consulting and coaching, Regulatory Compliance team that acts as advisors’ partners and counselors, and Independent broker/dealer
Locations
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Primary
29 Sawyer Road
Waltham, MA 02453, US
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110 West A Street
San Diego, CA 92109, US
Employees at Commonwealth Financial Network
Updates
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Jennifer Rosinski, VP, product marketing and strategic communications, is an unstoppable storyteller. From journalism to marketing to PR, she believes a good story is always close at hand. “Reality is way more interesting and complex than fiction. There is a story in everything,” she explained. Jen joined Commonwealth in 2019 after being attracted to our “unique worldview in which doing good powers all decisions.” A newbie to the financial services space, Jen was nonetheless in her element. “If you step out of the logic of what we do,” she said, “it’s deeply personal. It’s money. We have an opportunity to connect emotionally with advisors who are connecting emotionally with clients.” Now, as she builds her new team, Jen is looking for “people who bring intentionality to storytelling and know the limits of each story and what the focus should be.” And as a mom, avid beachgoer, and gym enthusiast, she’s looking for team members who thrive on accountability and flexibility alike. That’s where YOU come in! “My teams, past and present, say I’m a leader who has helped them realize the best in themselves and often in ways they never saw,” Jen said. Sounds exciting, right? Check out these opportunities to join Jen’s team. https://bit.ly/3Wi49TM #commonwealth #productmarketing #hiring
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We’re inspired to share that three Commonwealth advisors have been recognized with 2024 Invest in Others Charitable Foundation Awards designations! Please join us in congratulating each of them for their community impact and philanthropic leadership. We’re proud of the example you set for what our industry can achieve when we give back. Candace G. Kaplan, CFP®, RHU, ChFC Richard Gagne Becky Robey CFP®, CDFA®, BFA #commonwealth #corporatephilanthrophy
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Why do 1 in 5 clients part ways with their financial advisor? Relationship dissatisfaction. In her recent InvestmentNews article, Kristine McManus, CRPC®, chief advisor growth officer, discusses the importance of investing in relationship capital and offers practical advice to advisors about building loyalty. Read the piece to learn how to elevate your client relationships. https://bit.ly/3xP7EaE #commonwealth #investing
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Want a quick-hitting analysis of our Midyear Outlook? Your wish is our command. Thank you to W. Bradford McMillan, CFA, CFP®, Sam Millette, Chris Fasciano, Rob Swanke, Tom Scarlata, and Karen R. McColl, CFA for guiding us through their forecast for the economy, inflation, risk landscape, and beyond. Next up: We’ll be back here in December with our 2025 Outlook. #commonwealth #financialadvisor #midyearoutlook
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Inquiring minds want to know: What drew you to Commonwealth? Comment below! #commonwealth #financialadvisor
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When we beat our personal best, it’s our advisors who win. And when accolades like our eleventh consecutive #1 J.D. Power ranking are the result, we’re beyond thankful. Here’s to every one of our advisors who has inspired our bold investment in solutions and services that free them up to focus on growth. Thank you for pushing us to be our best for you! See the full award details and what led us to our eleventh win in our press release. https://bit.ly/4cUQ6sh #commonwealth #financialadvisor J.D. Power
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Curious about the market forces at play for the rest of 2024? We’ve highlighted key trends shaping the financial landscape. For a deep dive into what’s on the horizon, read our full report. https://bit.ly/3KYSoL1 #commonwealth #financialadvisor #midyearoutlook
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Today, we’re celebrating the remarkable freedoms that define our nation. Reflecting on our liberties, we extend our deepest gratitude to our brave military members and their families for their ongoing service and sacrifice. #commonwealth #independenceday
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The upcoming presidential election. Ongoing geopolitical crises. In the short term, we see potentially volatile terrain ahead. How can investors prepare to seize opportunities? We lay it all out in our 2024 Midyear Economic and Market Outlook. Read it now for expert insight. https://bit.ly/3KYSoL1 #commonwealth #financialadvisor #midyearoutlook Chris Fasciano Karen R. McColl, CFA