$23MM AUM | $220,000 GDC in Newton Lower Falls, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Newton Lower Falls, MA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$220,000.00
# of Accounts
188
Avg Client Age
57
Overview

I am a Wealth Management Director at Lightship Wealth Strategies, Inc. in Newton, MA. I provide financial planning and investment management for a wide range of clients, from mid-career professionals to those in or near retirement. I also work with many of my client’s children helping them with all aspects of their financial life.

I have acquired extensive experience in the financial industry and earned the CFP® and AIF® (Accredited Investment Fiduciary) designations. I received my BS in finance from Boston University Questrom School of Business where I also received my Certificate in Financial Planning. I hold FINRA Series 7, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network

My focus areas are Fee Only Financial Planning, Investment Management utilizing low cost Mutual Funds and ETF's.

I live in Boston’s South End with my wife, Jillian, and our French Bulldog, Fritz. I am also a proud board member of ArtbeCAUSE Breast Cancer Foundation.

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