Memberships Belonging to the Best to Bring You the BestI hold two recognized professional memberships. The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation covers fee-based financial planning, including investment planning, insurance planning, estate planning, tax planning, retirement planning, education planning and ethics and the financial planning process. The Chartered Financial Consultant® (ChFC®) credential designation has the same core curriculum as the CFP® designation plus additional elective courses that focus on various areas of personal financial planning.My commitment to the community I serve is strong as well. I am proud to be an active member of both the Wachusett Area Chamber of Commerce the Worcester Chamber of Commerce and the Worcester Executives Association We Have the Tools and Background to Provide the Services That May Fit Your Needs Find Your Perfect Fit Name Email Address Phone Question Thank you! Oops!