Carolynn B. Tomin, CFP®, is the former Program Director of Boston University’s classroom and online financial planning programs and a former CFP® Program Director at Merrimack College. Throughout her twenty…
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Todd Mulligan is a Senior Vice President, Portfolio Management Director and Financial Advisor in the great Boston area. Todd focuses on creating and implementing comprehensive financial plans and investment strategies…
Jena is a CERTIFIED FINANCIAL PLANNER™ and the program’s facilitator. She began her career at Fidelity Investments, working in both New Hampshire and in Boston. Jena has since focused her…
Dan Galli is a CFP® certificant and principal of Daniel J. Galli & Associates, located in Norwell, Massachusetts. Dan began his financial services career in 1986 following 11 years as a public…
Ken is a Certified Public Account (CPA) who holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Ken is a Senior Wealth Advisor and Director of…
Phuong Luong is the Program Director for Boston University’s Financial Planning Program, and a CERTIFIED FINANCIAL PLANNER™. Phuong’s first career was as a math teacher, special educator, and curriculum developer…