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Alliances

Credentials and Professional Relationships

It's important that my clients feel confident that they’re receiving the highest quality, unbiased advice. Ongoing professional education and my commitment to professional excellence supports this objective.

Professional alliances, designations and organizations include the following:

Registered Investment Adviser (RIA) in Commonwealth of Massachusetts

The goal of the RIA registration is to ensure that individuals and firms dealing with investors in the Commonwealth meet certain minimum standards of conduct, education, and financial solvency. The firm is a Commonwealth of Massachusetts Registered Investment Adviser and I am its Investment Adviser Representative.

Member of the CFA Institute.

The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry. I am a member of the CFA Institute.

Member of CFA Society Boston

The mission of the CFA Society Boston is to be a community of investment professionals which promotes the highest ethical standards, career development, and fellowship among its members, for the benefit of their clients, and the broader investing public. I am a member of CFA Society Boston.

I am a CFA® Charterholder

As a holder of the right to use the Chartered Financial Analyst® designation, I have passed three rigorous examinations requiring hundreds of hours of preparation and study.

Member of Alliance of Comprehensive Planners (ACP)

The Alliance of Comprehensive Planners is America’s leading community of independent, fee-only financial planners. Members are focused on holistic planning strategies that create true wealth for advisors and their clients. I am a member of the ACP.

CERTIFIED FINANCIAL PLANNER™ Professional

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. I am a CERTIFIED FINANCIAL PLANNER™ professional.

National Association of Personal Financial Advisors (NAPFA) Registered Advisor

NAPFA is the nation’s leading organization dedicated to the advancement of fee-only, comprehensive financial planning. I am a NAPFA Registered Financial Advisor.

Member of the National Association of Tax Professionals (NATP)

The National Association of Tax Professionals believes that all taxpayers should be supported by caring and well-educated tax professionals. I am a member of NATP.

Dimensional Fund Advisors

I am approved to use Dimensional Fund Advisors investment products for my clients. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of 12/31/2017, Dimensional* manages $577 billion for investors worldwide.

* “Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd.

These designations, registrations and memberships do not constitute an endorsement by any of these entities.   

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