Financial Advisor Salem & the North Shore
Financial Planning North Shore
Roots on the North Shore
From Beverly spent my college summers working in Marblehead at the Corinthian Yacht Club. Lived in Salem when first out of college. Currently, have many clients that live on the North Shore.
- 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.
How much do you charge?
Clients have 3 payment options. Most clients pay a flat fee which is 1% or less depending on the size and complexity of your financial planning needs.
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.