I am a Certified Financial Planner™ (CFP®) professional with over 29 years in investments, personal insurance, and 401K planning for individuals, families, and businesses. I am highly recognized as an independent provider of Defined Contribution plans in the Greater Boston area.My area of expertise is in the 401(k), DC consulting and retirement plan marketplace. I have access to a variety of high quality companies and products. Services include Retirement Plan Benchmarking and Analysis, Portfolio Building, Wealth Management, Estate Planning Strategies, Disability Income Insurance, Long term Care insurance, Asset Protection, Survivorship Protection and College Funding.My mission: To provide employers with a consultative process to navigate not only the investment and employee education process of the Defined Contribution market, but to successfully guide employers and their Human Resource departments through the regulatory process governed by the Department of Labor (DoL). Certifications:- Certified Financial Planner™, CFP®- Accredited Investment Fiduciary, AIF® - Chartered Financial Consultant, ChFC®- Certified 401(k) Professional™ C(k)P™ Affiliations:- The Financial Planning Association® (FPA®)- NAPA is the National Association of Plan Advisors.- I am also is a Massachusetts Notary PublicThird-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.