Business Name: Baystate Financial
Profession: Certified Financial Planner
Contact Info: 781-239-2030
Years in Business: 17 years
Describe your ideal client or customer. Someone interested in working in a collaborative way to meet their investment needs. An ideal person would be near retirement and looking to map out their financial future.
How did you choose your current profession? When I was 8 years old I always wanted to save every penny I had. I didn't know it then but I realize now that I always wanted to do something like this.
What advice would you give to someone starting out in your profession? Join an established team and work your way up through the system.
What do you like to do for fun? Mountain bike, hang out with my kids, road bike, do something adventurous with my wife.
What is one of your goals in the next year? Qualify through work to go to Disney with my family.