The 30 Best Certified financial planner cfp in Boston, Massachusetts

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Paul McNulty, CFP | Boston Metro Advisor is a finance institution located at 444 Washington Street, Woburn, Massachusetts, United States. Specializing in retirement planning, Paul McNulty, a CERTIFIED FINANCIAL PLANNER™ (CFP®), offers a wide range of financial advisory and wealth management services with over 20 years of experience. With a focus on maximizing social security benefits and ensuring a secure financial future, McNulty helps clients navigate the complexities of retirement planning, investments, taxes, and estate planning. Serving clients in Woburn, MA, Arlington, and the greater Boston Metro Area, the institution aims to simplify the retirement planning process and provide tailored solutions for pre-retirees and retirees alike. For a free review of your retirement plan, contact Paul McNulty, CFP® at (781) 995-0253 or [email protected]

Thomas Wood, CFP - UBS Financial Services Inc. is a reputable financial institution located in the heart of Post Office Square in Boston, Massachusetts. As a Certified Financial Planner, Thomas Wood and his team provide expert financial advice and services to help clients achieve their long-term financial goals. With a focus on personalized financial planning and investment management, clients can trust in the expertise and professionalism of Thomas Wood and his team at UBS Financial Services Inc. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Thomas Wood, CFP - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Daniel D'Agata is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 60 State Street in Boston, Massachusetts. Daniel D'Agata holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel D'Agata's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, Daniel D'Agata is also trained to serve veterans and active duty personnel. With a commitment to ethical standards and continued education, Daniel D'Agata provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor Sylvia S. Han is located at 440 Boylston Street in Boston, Massachusetts. Sylvia joined Merrill in 2013 as a Wealth Management Advisor, where she works closely with clients to provide customized advice and services to help them achieve their career, retirement, philanthropic, or business goals. With experience as a global portfolio manager and analyst, Sylvia understands the importance of portfolio risk control and seizing opportunities in the market. She is also interested in ESG investing and provides access to top-ranked firm-wide resources. In addition to her work at Merrill, Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. She is also a committee member of The Boston Club and The President's Council of Cornell Women. Sylvia holds a Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, and is a member of the CFA Institute and the Financial Planning Association.

Merrill Lynch Financial Advisor Thomas J Cronin is located at 440 Boylston Street, Boston, Massachusetts, United States. Tom Cronin, CFP®, CRPC, is a Wealth Management Advisor and Portfolio Manager who aims to simplify, consolidate, and plan the financial lives of individuals and families. With 21 years of experience in financial services, Tom helps clients establish and prioritize goals, assign appropriate risk levels, and structure assets while considering tax minimization. He specializes in retirement planning, education planning, estate planning services, and more. Tom holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC) designations. He is dedicated to serving the community and volunteers with local organizations. By listening to clients' needs and goals, Tom creates personalized financial plans to help them achieve their aspirations. Tom believes in a holistic approach to financial success and offers personalized investment strategies and comprehensive financial solutions. With access to the resources of Merrill Lynch and Bank of America, Tom helps clients manage, grow, and preserve their wealth. Tom is registered to do business in multiple states and is committed to helping clients navigate the complexities of their financial lives.

Karyn Feinberg Clarke is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 260 Boston Post Road, Wayland, Massachusetts, United States. Karyn holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Karyn's expertise in various aspects of financial planning, investment management, estate planning, retirement planning, and more. Karyn is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on meeting their individual needs and goals.

Silvia Manent, CFA, CFP Financial Advisor & Financial Planner | Manent Capital is a boutique wealth management firm located at 867 Boylston Street, Boston, Massachusetts, United States. Specializing in serving female investors and small business owners, we offer comprehensive financial planning, retirement planning, investment management, estate planning, tax planning, and business planning services. Our team of Certified Financial Planners (CFP®) and Financial Advisors are dedicated to optimizing your investments and saving you thousands in taxes, strategically and effectively. Whether you're feeling overwhelmed and uncertain about your financial future or looking to enhance your wealth, we are here to help. From creating a tailored financial roadmap to guiding you through investments with our DIY Investing Courses, we provide expert advice in a jargon-free and approachable manner.

Keith Weinstein is a Financial Advisor at Ameriprise Financial Services, LLC located at 60 State Street in Boston, Massachusetts, United States. Keith holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Keith's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Keith is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Keith Weinstein for expert financial advice and guidance.

Kevin Connors is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10 City Square, Boston, Massachusetts, United States. Kevin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and CFMA®. These certifications demonstrate Kevin's expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and more. With a focus on providing comprehensive financial planning services, Kevin Connors is dedicated to helping individuals and small business owners achieve their financial goals.

John Rogers is a Financial Advisor at Ameriprise Financial Services, LLC located at 60 State Street in Boston, Massachusetts, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. John specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professional development, John is dedicated to helping clients achieve their financial goals and navigate complex financial situations.

Michael Klonsky is an Associate Manager at Ameriprise Financial Services, LLC, located at 60 State Street in Boston, Massachusetts, United States. He holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. Michael Klonsky is dedicated to providing comprehensive financial services to individuals and businesses, helping them achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Matthew P. Hart is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. With a focus on helping clients achieve sustainable financial independence, Matt joined Merrill Lynch Wealth Management in 2005 and has since developed a personalized approach to financial planning. He works with private clients, families, entrepreneurs, founders, and key associates at public and private companies to prioritize goals and implement strategies that adapt to evolving life circumstances. Matt is a CERTIFIED FINANCIAL PLANNER (CFP) certificant and holds the Certified Plan Fiduciary Advisor (CPFA) designation. He collaborates with clients' other professional advisors to develop integrated strategies that aim to mitigate tax liabilities and preserve legacies. With a team of experienced professionals at Merrill Lynch, Matt focuses on building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, he helps clients document personalized plans centered on their goals and aspirations. By understanding what matters most to each individual, Matt designs and implements personalized plans to help manage investment risk and pursue financial goals. He believes in an approach that turns goals into reality, addressing issues such as future health care expenses, college planning, business ownership, and wealth transfer. With access to the resources of Merrill and Bank of America, Matt works with clients to develop financial approaches tailored to their specific needs. The institution offers personalized financial solutions, regular reviews to track progress, and adjustments to financial approaches as clients' lives and goals change. Through ongoing conversations, the team at Merrill Lynch Wealth Management strives to help clients achieve their financial goals and address fluctuations in the market.

Welcome to Tactile Encaustic Paintings Boston Cambridge MA, located at 22 Mill Street, Arlington, Massachusetts. Our unique business seamlessly blends the world of art and finance, offering an innovative approach to both creative expression and financial planning. As an art gallery, we celebrate the rich tradition of encaustic painting—a technique that uses beeswax to create vibrant, textured artworks. Our gallery showcases the work of talented local artists, including pieces by our founder, Debra Neiman, whose encaustic paintings have been featured in notable publications. Beyond art, we are proud to offer comprehensive financial planning and investment advisory services through Neiman & Associates Financial Services, LLC. As a fee-only, Boston-based firm, we are committed to serving a diverse clientele, including the LGBTQ community, non-traditional families, and environmentally conscious individuals. Our mission is to empower you to make informed financial decisions, ensuring peace of mind and the ability to pursue your life dreams.

Darrow Wealth Management is a finance institution located at 200 Reservoir Street in Needham, Massachusetts, United States. Specializing in wealth management, the institution offers a comprehensive approach to financial planning and asset management. With a focus on planning for sudden liquidity events such as stock options after an IPO, inheritance, or selling a business, Darrow Wealth Management provides guidance from experienced CERTIFIED FINANCIAL PLANNER™ professionals. With a minimum requirement of $2M in investable assets, Darrow Wealth Management offers ongoing investment management and financial planning support to clients. As an independent registered investment advisor and fee-only financial advisor, the institution prioritizes the best interest of their clients at all times.