Thursday, January 17, 2008

Ellen Ginsberg experience and credentials

Ellen D. Ginsberg, JD is the founding principal of Harbor Asset Planning, a Fee-Only financial planning and Registered Investment Advisory firm based in Belmont, Massachusetts.

Ellen began her career in 1989 as a corporate attorney with the Washington, DC law firm Shaw Pittman. She is a co-founder and former owner of HarborTech Components, an international trading company specializing in semiconductors.

Ellen has over 15 years experience managing investments for individuals and corporate retirement plans. Ellen believes that proper planning, diversification, rebalancing and low cost funds are the key to long-term financial success. Her investment strategy is tailored to each individual's needs, taking into account a client's objectives, risk tolerance and current assets and debt.

Prior to starting Harbor Asset Planning, Ellen worked as an Associate Financial Advisor for Ameriprise Financial Services.

Securities Licenses::

  • Series 7 General Securities Representative
  • Series 66 Uniform Combined State Law Exam
  • Series 4 Registered Options Principal
  • Series 24 General Securities Principal
  • Series 53 Municipal Securities Principal
  • Registered Investment Advisor Representative

Education:

University of Massachusetts
1982, Bachelor of Arts, Asian Studies

Tunghai University, Taiwan
1983, Post Graduate study in Chinese

Boston College Law School
1988, JD

Fletcher School at Tufts University,
1989, Master of Arts in Law and Diplomacy

www.harborassetplanning.com

eginsberg@harborassetplanning.com



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