About My Practice
Our services include investment management and comprehensive financial planning, advice on retirement and estate matters, taxes, education funding, and risk management (insurance). We believe in a long-term outlook and global diversification as foundations for our clients' investment portfolios. We believe it is important for people to receive financial guidance from professionals who are free of potential bias and conflict of interest. Our compensation is 100% fee-only. We do not sell financial products or receive commissions, referral fees, or other means of payment that could color our financial advice. Our practice has grown primarily through referrals from our clients, relatives, friends, and professional colleagues. Please visit our web site at: www.integrativefinancial.com
I am the principal and founder of Integrative Financial Advisors and have been a financial advisor for over 12 years. I earned a B.S./B.A. in Finance and Management Information Systems from Boston University’s School of Management. I hold the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations. I am a NAPFA-Registered Financial Advisor and remain active in several professional organizations including the National Association of Personal Financial Advisors, the Investment Management Consultants Association, and the Financial Planning Association. I currently co-author the Managing Your Money blog on the Boston.com web site. This blog provides personal financial planning advice to consumers.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Considerations: I charge an annual retainer or an hourly fee not based specifically on assets under management.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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