Brian

Amper

CFP®

picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner since 2004, and I still get excited at the opportunity to help clients solve complex financial issues and design plans to navigate their future. Outside of work, I enjoy Travel with my family and doing outdoor sports like skiing, scuba diving and running road races. My inside sport is cheering on the Patriots.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, Communication - Arizona State University

Visit one of our Locations

Boston I - Burlington

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

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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