About My Practice
Whether you are planning for retirement, funding a quality education for a child, or saving for your dream home; your financial goals are more likely to be addressed if you have a financial plan. As a CERTIFIED FINANCIAL PLANNER ™ professional, my objective is to provide you with the knowledge, strategies and investments you need to pursue your family's financial goals and effectively plan for life's major events.
Experience
MBA Boston University
BA Economics Fairfield University My broad financial background and life experiences include:
- Financial advisor since 2001
- Member of Financial Planning Association and National Institute of Certified College Planners
Quoted in Boston Globe, US News and World Report. Planner for Money Makeovers in Boston Globe.
23 years of experience as Financial Executive at Fortune 100 companies
Actively involved in community
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: MA, Health/disability insurance: MA, Variable annuities: MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certified College Planning Specialist
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Series 7,63 held with LPL Financial
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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