Each planner has a story to tell about how he/she chose this career and came to join Resolute. Get to know the advisors – check out their bios and ask them questions. They’re real people just like you.
All of the planners at Resolute hold their Certified Financial Planner™ certification. We enjoy the collaborative environment within which we work and are happy to be able to meet clients in Newburyport, Lynnfield, Portsmouth NH, and North Port, FL. We are joined by two support staff, whom we could not live without!
We set ourselves apart from other advisors and planners in the industry because we are fee-only and long-time fiduciaries. We’re proud members of NAPFA, the National Association of Personal Financial Advisors, and as such are required to maintain double the amount of continuing education credits versus other CFP® peers. We believe that one of the perks of this gig is learning! We’re constantly learning from you and on your behalf. Hearing your story, listening to your questions, developing the answers and helping you implement & maintain your plan is highly rewarding to each planner at Resolute.