Financial Advisor, B.O.C. Financial Services & Osaic Institutions, Inc.
557 Washington St., Canton
Years of service: Bank of Canton, 14 years; finance industry, 28 years
Special licenses: Certified Financial Planner™; FINRA Series 7, 63 and 66 Registered Representative; Massachusetts Life & Health Insurance License; Retirement Income Certified Professional (RICP®)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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