

Focus Areas
- Charitable Giving
- College Savings
- Employee Stock Options
- Socially Conscious Investing
- Wealth Strategies
- LGBT Finances

Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Art & Theater
- Camping
- Cycling
- Woodworking
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:00AM - 05:00PM |
Mon | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:00AM - 05:00PM |
Mon | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(866) 619-1974Branch Team
- Janet Lopez
- Sr. Branch Office Administrator
Branch Team
Office Address
1692 Massachusetts AveCambridge, MA 02138opens in a new window
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