MENU
Our principals are involved in key decisions.
CFP®, President & CEO & Shareholder
CFP®, Senior Client Advisor
Senior Client Service Associate
JD, CFP®, CDFA™ Vice President - Client Advisor
CFA, CAIA®, Director of Investment Research
Financial Planning Associate
CFP®, CDFA™, Senior Client Advisor
Business Manager
Marketing and Client Service Associate
Financial Planning and Estate Administrator
Senior Trader
Administrative Coordinator
CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & Shareholder
Trading and Investment Implementation Associate
CFA, Chartered SRI Counselor℠, Chief Investment Officer
FPQP™, Senior Client Service Associate
CFP®, CAP®, Senior Vice President - Client Advisor & Shareholder
Director of Operations and Business Analytics & Shareholder
Chief Compliance Officer, Vice President of Client Service and Operations & Shareholder
Chairman Emeritus
Director Emeritus
All Rights Reserved 2023 © TFC Financial Management 260 Franklin Street, Suite 1888, Boston, MA 02110 Phone: 617-210-6700
Website development: Shotgunflat