Arik Schechet CFP, CPA is a highly experienced financial professional who has worked in various roles within the finance industry. With a background in accounting and computer science, Arik has developed and implemented financial plans for high-net-worth individuals and families. Through their work at different companies such as Merrill Lynch, TD Ameritrade, and New England Private Wealth Advisors, Arik has honed their skills in developing personalized financial strategies tailored to clients' specific goals and objectives. Currently serving as the Vice President of Relationship Management at Wellesley Investment Advisors, Arik continues to help clients navigate all aspects of their financial lives with a focus on principal protection and education.
Sign up to view 1 direct report
Get started