As a fully registered financial advisor and wealth manager, Al focuses his practice on pre- and post-retirement needs, asset management, and the complex planning process. Al strives to provide clarity and control in mapping out clients' future financial goals. Joining Comprehensive Strategies in 2017, Al and his wife Caroline live in nearby Plymouth, MA with their two dogs Zoey and Betty.
Specialty Areas
- Breakdown of Current Situation
- Employer Benefits Analysis
- Retirement Planning
- College Planning
- Advanced Tax Strategies
- Estate Legacy Planning
- Insurance Analysis and Solutions
- Investment Management
Professional Designations
- Accredited Investment Fiduciary (AIF ®)
Education
Southern New Hampshire University
- Accounting & Finance