Aimee Marden
Aimee Marden is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Aimee has years of experience in the investment and retirement industry and has worked for one of the country’s leading investment management and life insurance firms. Aimee holds the FINRA Series 7, 63, and 65 licenses, and is Life and Variable Insurance licensed in Massachusetts, Florida and Connecticut. She is also securities licensed in CA, CT, FL, GA, IL, ME, MA, MD, NH, NJ, NY, OR, PA, TN, VA and WA.
When not helping clients reach their financial goals, Aimee enjoys volunteering at the local YMCA and watching her daughter compete on their swim team. When not chasing the swim team, Aimee enjoys spending time with her family, cruising and sitting on the beach.
Contact Aimee:
Telephone: 413.256.5515
E-mail: amarden@umassfive.coop
Cooper Cerulo
Cooper Cerulo is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Cooper has five years of experience in the investment and retirement industry. He holds the FINRA Series 7, and 66 licenses, and is Life, Health, Variable, Property and Casualty Insurance licensed. He is securities licensed in MA, CA, CT, FL, GA, IL, NY, OR, PA, SC, TX, VA, WA.
He attended UMass Amherst, where he obtained a Bachelor of Arts. When not helping clients reach their financial goals, Cooper enjoys spending time with his wife Sarah and daughter Freya. He also enjoys attending Broadway shows with them whenever he gets the chance to.
Contact Cooper:
Telephone: 508.471.9118
E-mail: ccerulo@umassfive.coop
Dana Graham
Dana Graham is a CFS Financial Advisor providing investment guidance and advice to our members. This includes investment selection, portfolio construction, retirement, estate and income planning, and assistance with insurance.
Dana has over 10 years of experience in the investment and retirement industry. He holds the FINRA Series 7, and 66 licenses, and is Life, Health, Variable, Property and Casualty Insurance licensed in MA, IA, MN, and VT. Dana also holds securities licenses in CO, CT, MA, NC, NH, NJ, NY, OR, VT, and WA.
Dana is an alumnus of the University of Vermont, where he obtained a Bachelor’s Degree in Business, and has recently returned to New England from Minnesota. When not helping clients with their financial goals, Dana enjoys adventuring with his wife, playing golf, and attending theater events. Dana also considers himself a sports enthusiast, and enjoys watching both college and professional games.
Contact Dana:
Telephone: 413.256.5586
E-mail: dgraham@umassfive.coop
