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…
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Dan Galli is a financial planner, CFP® practitioner and principal of Daniel J. Galli & Associates, located in Norwell, Massachusetts. Dan began his financial services career in 1986 following 11…
Ken is a Certified Public Account (CPA) who holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner.Ken is the Senior Director of Financial Planning at…
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…