Mike
Trainor
CFP®
Here to act in your best interests
About me
As a financial planner since 1995, I most enjoy helping my clients plan ahead. That way they have a financial roadmap at the ready for when challenges come up. So they know what to do to get over the hurdles and stay on track toward a fulfilling retirement. Outside of work, I’m usually cheering on my kids at their sports or rooting for my Boston teams.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance - Bentley 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.
