Welcome to Commonwealth Financial Group!
Dan heads up the Design Center, a collection of experts working behind the scenes to ensure our clients undergo the most comprehensive planning experience.
He and his team help us create thoughtful financial plans for today, think about what might come tomorrow and maximize flexibility when things change.
Dan maintains his CERTIFIED FINANCIAL PLANNER TM (CFP)(R) designation.
As an advanced case design consultant, Andrew focuses on complex strategies for high net worth individuals.
With a background in case design and intimate knowledge of estate and risk management strategies, his expertise adds a cutting edge to maintain and maximize what's yours.
Chelsea's expertise lies in the estate planning strategies. Tasked with reviewing complex documentation she helps link up your unique topics with the proper strategies, taking into account protection and tax considerations .
Her passion is working with your other partners (such as a CPA or attorney) to ensure your strategies work as they should in the most efficient way possible.
Bobbi helps the team develop a strategy and vision focused on our fundamental values of Trust, Partnership, Excellence, and Independence.
Her expertise involves practice management consulting, business development and marketing.
Bobbi maintains her CERTIFIED LEADERSHIP FELLOW (CLF) designation and is KOLBE, DISC AND EQ Specialist certified.
Todd works as an Investment Consultant & annuity specialist. Todd partners with our advisors to help understand the investment landscape and find potential solutions with variable products.
Todd maintains his Series 7, Series 63, Massachusetts life and health licenses and is currently an MBA candidate.
Karen serves as the Director of Agency Supervision helping ensure adherence to the rules and regulations set by the state and federal regulators, as well the Broker/Dealer. Karen maintains her FINRA 7, 24, 53, 63 & 65 registrations as well as her Life, Health and Variable licenses for insurance.
She also maintains the ChFC(R) (Chartered
Karen serves as the Director of Agency Supervision helping ensure adherence to the rules and regulations set by the state and federal regulators, as well the Broker/Dealer. Karen maintains her FINRA 7, 24, 53, 63 & 65 registrations as well as her Life, Health and Variable licenses for insurance.
She also maintains the ChFC(R) (Chartered Financial Consultant), CLU (Chartered Life Underwriter) and CFS (Certified Fund Specialist) and is a member of the Financial Planning Association.
John heads our shared services new business intake group of administrative experts, the 'team behind the scenes,' who help develop and manage paperwork and certain client contact steps.
He and his team bring a wealth of knowledge in our ever-changing regulatory landscape to stay a step ahead & ensure speedy turnaround times for our clients when adding to or adjusting their financial plans.
*Generational Planning Team is a formal team within Commonwealth Financial Group and is able to take advantage of the resources provided through this collaboration.
Check the background of your financial professional on FINRA's BrokerCheck. | View our Form CRS here.
Securities, investment advisory services, and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210, United States. Tel: 617-439-4389. CRN202610-4948332.
Advisors licensed to sell insurance in the following jurisdictions: AL, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT
Advisors licensed to sell securities in the following jurisdictions: AL, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT
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