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Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® Email & Phone Number

Managing Partner and CEO and CIO at Retirement Fiduciary Group, LLC
Location: Andover, Massachusetts, United States 6 work roles 2 schools
1 work email found @bostonpartnersllc.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@bostonpartnersllc.com
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Current company
Retirement Fiduciary Group, LLC
Role
Managing Partner and CEO and CIO
Location
Andover, Massachusetts, United States
Company size
9 employees

Who is Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®? Overview

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Quick answer

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® is listed as Managing Partner and CEO and CIO at Retirement Fiduciary Group, LLC, a with 9 employees, based in Andover, Massachusetts, United States. AeroLeads shows a work email signal at bostonpartnersllc.com and a matched LinkedIn profile for Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®.

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® previously worked as Managing Partner/ CEO at Retirement Fiduciary Group, Llc and Senior Vice President at Boston Partners Financial Group, Llc. Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® holds Bachelor Of Science, Finance from Bentley University.

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Email format at Retirement Fiduciary Group, LLC

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*@bostonpartnersllc.com
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AeroLeads found 1 current-domain work email signal for Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®

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.

Listed skills include Retirement Planning, 401 Retirement Savings Plans, Investments, Wealth Management, and 6 others.

Current workplace

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®'s current company

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Retirement Fiduciary Group, LLC
Retirement Fiduciary Group, Llc
Managing Partner and CEO and CIO
Andover, MA, US
Website
retirementfiduciarygroupllc.com
Employees
9
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6 roles

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® work experience

A career timeline built from the work history available for this profile.

Managing Partner/ Ceo

Retirement Fiduciary Group, Llc

Andover, Massachusetts, Us

About Retirement Fiduciary GroupBased in Andover Massachusetts, RFG, LLC seeks client partnerships and relationships utilizing industry best practices, open and clear communication, objective advice, old-fashioned hard-work and a genuine, firm-wide commitment to helping plan participants effectively pursue their retirement goals. RFG Advisors offer securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC, 40 Shattuck Road, Suite 306, Andover, MA 01810 978-689-6906 . RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Jun 2019 - Aug 2024

Senior Vice President

Boston Partners Financial Group, Llc
Jun 1995 - May 2019

Vice President

Northern New England Agency

Insurance and Investments

Jun 2001 - Jun 2007
Team & coworkers

Colleagues at Retirement Fiduciary Group, LLC

Other employees you can reach at retirementfiduciarygroupllc.com. View company contacts for 9 employees →

JS James Savarino ,Clu®, Chfc®, Lutcf®, Aif® James Savarino ,Clu®, Chfc®, Lutcf®, Aif® Colleague at Retirement Fiduciary Group, LlcAndover, Massachusetts, United States View → KD Kerri D. Kerri D. Colleague at Retirement Fiduciary Group, LlcAndover, Massachusetts, United States View → EL Eric Lesage, Cfp®, Cpfa™, Aif® Eric Lesage, Cfp®, Cpfa™, Aif® Colleague at Retirement Fiduciary Group, LlcAndover, Massachusetts, United States View → JM Joe Murphy Joe Murphy Colleague at Retirement Fiduciary Group, LlcAndover, Massachusetts, United States View →
2 education records

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® education

Bachelor Of Science, Finance

Bentley University

Education record

Chelmsford High School
FAQ

Frequently asked questions about Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®

Quick answers generated from the profile data available on this page.

What company does Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® work for?

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® works for Retirement Fiduciary Group, LLC.

What is Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®'s role at Retirement Fiduciary Group, LLC?

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® is listed as Managing Partner and CEO and CIO at Retirement Fiduciary Group, LLC.

What is Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®'s email address?

AeroLeads has found 1 work email signal at @bostonpartnersllc.com for Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® at Retirement Fiduciary Group, LLC.

Where is Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® based?

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® is based in Andover, Massachusetts, United States while working with Retirement Fiduciary Group, LLC.

What companies has Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® worked for?

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® has worked for Retirement Fiduciary Group, Llc, Boston Partners Financial Group, Llc, Northern New England Agency, and John Hancock Life Insurance Company (U.S.A.)-Merrimack Valley Agency.

Who are Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®'s colleagues at Retirement Fiduciary Group, LLC?

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®'s colleagues at Retirement Fiduciary Group, LLC include James Savarino ,Clu®, Chfc®, Lutcf®, Aif®, Kerri D., Eric Lesage, Cfp®, Cpfa™, Aif®, and Joe Murphy.

How can I contact Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif®?

You can use AeroLeads to view verified contact signals for Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® at Retirement Fiduciary Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® attend?

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® holds Bachelor Of Science, Finance from Bentley University.

What skills is Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® known for?

Noel R. Dulac, Cfp®, Chfc®, C(K)P™, Cpfa, Aif® is listed with skills including Retirement Planning, 401 Retirement Savings Plans, Investments, Wealth Management, Financial Planning, Financial Advisory, Insurance, and Finance.

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