As a Certified Financial Planner™, I have helped successful individuals, business owners and public corporations enhance and preserve their wealth since 1992. I understand the complicated nature of today’s financial world. My experience, creativity and commitment to excellence provide a valuable ...more

As a Certified Financial Planner™, I have helped successful individuals, business owners and public corporations enhance and preserve their wealth since 1992. I understand the complicated nature of today’s financial world. My experience, creativity and commitment to excellence provide a valuable resource for both businesses and individuals looking to make important financial decisions. I graduated from Clark University with a Bachelor of Arts in Economics and received my professional training from The College of Financial Planning. I am the past President of the Massachusetts Chapter of the Financial Planning Association. I have been quoted in financial planning publications on issues ranging from college planning to fiduciary issues pertaining to 401(k) plans. I have been named a Financial Times FT Top 401 Adviser in 2015, 2016 ad 2017. I am securities licensed in MA, NY, ME, NH, VT, RI, FL, GA & VA. I hold Series 7, 24, 27, 53 & 63 securities licenses and Life and Health Insurance licenses. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 160 Gould Street, Suite 212, Needham Heights, MA 02494. (781) 446-5000. www.centinelfinancialgroup.comless