My Experience

Bob Everett, Chartered Retirement Planning Counselor, Professional Plan Consultant and Accredited Investment Fiduciary, specializes in wealth management, retirement planning, and retirement plan consulting. He seeks to provide you the right investment strategy and program to meet your goals. His role is to simplify complex financial matters that help you make well-informed decisions toward greater financial independence.

During his 20 years in the financial services industry, Bob’s clients and associates have included all levels in the investment process, from individuals and retirement plan participants to plan sponsors and portfolio managers at some of the leading investment firms. Because of his experience with investment managers, at such firms as Fidelity and John Hancock, he understands the dynamics of portfolio construction. In his ongoing work with plan sponsors, plan participants and individuals he ensures that they understood the fundamental issues of the investment decisions before them, knows the decisions they needed to make to invest wisely, and provides them with strategies and investment vehicles appropriate for those needs.

Bob graduated from the College of Wooster (Ohio) with a bachelor’s degree in Business Economics and holds securities registrations Series 7, 6, 26, 63, and 66 with LPL Financial.

He enjoys travel, reading and running. He has lived overseas, ran four marathons and carried the Olympic Torch. He lives in Cambridge, Massachusetts.

For further information on Bob's designations or a printable format of his bio, please click on the attachments below.