About
My background in the financial services industry gives me a unique perspective on how to help clients meet their goals. My analytical background in accounting and as a Chartered Financial Analyst(CFA) allows me to go in-depth into a client's situation and come up with the best way to help the client meet their goals.
I love meeting people. I love seeing their current situation and helping them to take steps toward improving their situation and meeting their goals. I love getting started and helping clients started. I take an overall approach where we start on one item/issue but I always am paying attention to other things that we will want to handle over time. I expect my clients to be with me for a long time and treat them that way. As one of the family.
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
Reviews
Mike C.
Frequently asked questions
What is your typical process for working with a new customer?
I have an initial meeting where I get to know the prospective client, their current situation and their goals and objectives. I try to make sure that even if we decide not to work together that the person feels that they can take one thing away that makes the time well spent.
What education and/or training do you have that relates to your work?
In 2012, I earned the CFA® professional designation. This distinction, combined with over 30 years of experience in the financial Industry, uniquely align me to help you achieve your financial goals.
A firm believer in using one’s skills to give back to your community, I have served as a member of the Ipswich Finance Committee since 2015, where I work to align town spending with community needs and goals.