Financial Advisor Hingham and the South Shore
Financial Planning South Shore
Experience and Knowledge You Can Trust
You should consider me as your retirement planning advisor when switching from growing your retirement accounts to distributing them.
This transition usually means moving some money from stocks to bonds, and I am well-schooled in the economy, inflation, interest rates, and bonds.
Before coming to Cambridge in 2010, I spent 20 years with MetLife, so I am also well versed in guaranteed retirement products such as variable and fixed annuities.
- 25+ years of experience
- Licensed in MA, RI, NH, & ME
- Finance degree from the University of South Florida
Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. Also registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 registered representatives nationwide.
I’ve held an industry securities registration for 25+ years and am subject to SEC and FINRA oversight.
Do we need to meet in person?
The first appointment should be in person. There is no cost for this introductory and fact finding meeting. If you become a client constant contact either in person, email, or by phone is important.