Accredited Investment Fiduciary at Insight Wealth Management, Member at Life Planning Network, Certified in Long Term Care at Insight Wealth Management, CERTIFIED FINANCIAL PLANNER(tm) Professional at Insight Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Insight Wealth Management since Jun 2010
Accredited Investment Fiduciary
Life Planning Network since 2007
Member
Insight Wealth Management since Jun 2004
Certified in Long Term Care
Insight Wealth Management since Jan 2000
CERTIFIED FINANCIAL PLANNER(tm) Professional
Financial Planning Association 2003 - 2009
Chair, Massachusetts Chapter
Education:
Boston University - School of Management 1984 - 1989
Northeastern University 1982 - 1984