Elliot

Herman

CFP®

picture of a planner

Here to act in your best interests

About me

I am a dedicated leader, adept at building trust and confidence, as well as inspiring action. Outside of work, I am an altruistic volunteer, seeking to make a difference in the lives of others. I especially enjoy being a loving father and husband.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, Economics - Brandeis University

Master of Business Administration, Accounting - Northeastern University

Master of Science, Accounting - Northeastern University

Certified Public Accountant, - The Massachusetts Board of Public Accountancy

Visit one of our Locations

Boston IV - Quincy

1 Pine Hill Drive

Suite 502

Quincy, MA 02169

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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