Founding Partner
CurrentAs a CERTIFIED FINANCIAL PLANNER™, my clients rely on me to guide them through life's many financial challenges. Designing strategies to grow and protect your wealth is our mission. I work closely with each client to create a financial plan customized to their goals and objectives, and oversee every aspect of the plan from design to implementation.Our team also provides investment advisory services. Our investment platform allows us to customize portfolios for every client. We are not bound by any proprietary products, and offer a wide range of investment options.All of our work is done on a primarily fee-only basis, which aligns our interests with yours.Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org, www.sipc.org, a Registered Investment Adviser.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, PA, RI, SC, TN, TX, UT, VA, WA. No offers may be accepted from any resident outside these states due to various state regulations and registration requirement regarding investment products and services.Please see our terms of use: www.commonwealth.com/termsofuse.html. Located at 1 University Avenue, Westwood, MA 02090.
